Andrew Granatstein

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts.

Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts.

Sterling Investment Management LLC (Sterling) is an independent wealth management firm and registered investment advisor headquartered in Tucson, Arizona. The firm was founded by John H. Payne in 1995 as Sterling Investment Management LLC and became a limited liability company in 2022. Sterling provides sophisticated portfolio management services to high-net-worth individuals, endowments, foundations, and corporations located throughout the US.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe.

HCI Equity Partners LLC (HCI Equity Partners) is a private equity firm founded in 1991 by Frederic Malek. The firm is headquartered in Washington, District of Columbia.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

GI Manager LP (GI Manager) is a private equity firm founded by Richard Allen Magnuson and Michael F. Foust in 2001. The firm is headquartered in San Francisco, California.

ABN AMRO Bank NV (New York) serves as a representative office of ABN Amro NV in the United States. It provides commercial banking services to clients in the retail, private and commercial sectors. The company was founded on April 25, 2010 and is headquartered in New York, NY.

Ridge Ventures is an independent venture capital firm, a subsidiary of International Data Group, Inc founded in 1997 by Alex Rosen. The firm is headquartered in San Francisco.

Chandler Asset Management, Inc. (Chandler) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Mary Catherine (Kay) Chandler in 1988. Chandler provides fixed income investment management services to the public sector, as well as to hospitals, foundations, endowments, individuals and corporations.

Carousel Capital Management Co LP (Carousel Capital) is a private equity firm founded in 1996 by Erskine Bowles and Nelson Schwab. The firm is headquartered in Charlotte, North Carolina.

Learn Capital LLC (Learn Capital) is a venture capital firm founded in 1999 by Greg Mauro. The firm is headquartered in San Mateo, California.

.Vintage Ventures Management Ltd. (Vintage Ventures) is a private equity firm founded in 2003 by Alan Feld, Shlomo Dovrat, and Aharon Dovrat. The firm is headquartered in Hamerkaz, Israel.

MDV Management Co. LLC (MDV Management) is a venture capital firm founded in 1983. The firm is headquartered in San Mateo, CA.

Gladstone Management Corp (Gladstone management) is a private equity subsidiary of Gladstone Holding Corp founded in 2001 by David J. The firm is headquartered in McLean, Virginia.

Kindel Furniture Co. manufactures residential furniture. It brands include Karges, Councill and Councill Contract. It specializes in bench assembly, hand-selected veers, hand carving, hand-painted decoration and hand finishing. The company was founded by Charles J. Kindel in 1901 and is headquartered in Grand Rapids, MI.

BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies.

Salveo Capital LLC (Salveo Capital) is a venture capital firm founded in 2015 by Alex Thiersch and John Dohm. The firm is headquartered in Northbrook, Illinois.

Wildcat Venture Partners LLC (Wildcat Venture Partners) is a venture capital firm founded in 2015 by Bill Ericson, Bryan D. Stolle, Bruce Cleveland and Katherine Barr. The firm is headquartered in San Mateo, California.

Sweetwater Royalties LLC is a privately held company established by Orion Mine Finance. The company is based in Lakewood, CO and has subsidiaries in the United States. Sweetwater Royalties is a base metals and industrial minerals royalty company with more than four million mineral acres and one million fee surface acres in the land grant. The company provides its partners with the opportunity for development of the natural resources on the land grant assets, access to grazing, and entry to the renewable energy sector. By utilizing an agile business strategy that enables collaboration with local partners on the ground, Sweetwater unlocks the value of its natural resources, including the largest known trona deposit. The company was founded in 2020, and the CEO is Damon Barber.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

Part of Evercore, Inc., Evercore Advisors LLC is a company that provides investment advice. The company is based in New York, NY.

Research Corporation Technologies, Inc. provides investment related services. It operates as technology development company that typically invests in new technology platforms in life sciences, healthcare technology, biomedical, preclinical and clinical-stage therapeutics, devices, drugs, and diagnostics, medical devices, and biotech tools for gene expression and protein production with medical devices. The company was founded in 1987 and is headquartered in Tucson, AZ.

Estancia Capital Management LLC (Estancia Capital Management) is a private equity firm founded in 2009 by Michael Mendez and Takashi Moriuchi. The firm is headquartered in Scottsdale, Arizona.

Greybull Advisors LLC (Greybull Advisors) is a private equity firm founded in 2010 by Mason Myers. The firm is headquartered in Jackson, Wyoming.

Human Capital Investment Management LLC (Human Capital) is a venture capital firm founded in 2015 by Armaan Ibrahim Ali and Baris Akis. The firm is headquartered in San Francisco, California.

ITE Management LP (ITE Management) is a private equity firm founded in 2014 by Jason Koenig, David Smilow and James Unger. The firm is headquartered in New York.