Chris Bailey

Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.

Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles.

Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.

The Colorado Public Employees' Retirement Association (Colorado PERA) is the State-owned pension fund manager headquartered in Denver, Colorado. The firm was founded by state law in 1931. Colorado PERA provides retirement and other benefits to current and former employees of the Colorado state government, public school teachers in the state, many university and college employees, judges, many employees of cities and towns, State Troopers, and the employees of many other public entities. Colorado PERA is a substitute for Social Security for most of these public employees.

The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Cook Street Consulting, Inc. (Cook Street) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was co-founded by Sean M. Waters and Karen M. Robinson in 1999. They are a subsidiary of Morgan Stanley Domestic Holdings, Inc., which is ultimately held by Morgan Stanley (NYSE: MS). Cook Street provides customized fiduciary and investment consulting services to retirement plan sponsors, corporate accounts, foundations, and endowments in North America.

Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

KSL Advisors LLC ( KSL Advisors) is a private equity firm founded in 2005 by Mike S. Shannon and Eric C. Resnick. The firm is headquartered in Denver, Colorado.

Titan Fund Management LLC is a real estate developer and manager of Titan Development Real Estate Funds. The private company is based in Albuquerque, NM. The company specializes in intelligent real estate development and investing, and is active in several locations including the United States, Mexico, and Costa Rica. The company was founded in 1999 by Kevin Lewis Reid, Ben Fritz Spencer. Chris Pacheco has been the CEO of the company since 2014.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

Cohort Capital LLC (Cohort Capital) is a venture capital firm founded in 2012 by Chris Holmes. The firm is headquartered in Denver, Colorado.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN.

Part of C&B Operations LLC, C&B Powersports LLC retails Indian motorcycles and other vehicles. The company is based in Minneapolis, MN. The CEO of the company is Peter Burwell.

Aprio Wealth Management LLC (Aprio WM) is SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 and was formerly known as HA&W Wealth Management LLC. They are a subsidiary of Aprio Capital Partners LLC, which is owned by Aprio Holdings LLC. Aprio WM offers discretionary and non-discretionary investment advisory services to high net-worth individuals, individuals, qualified plans, trusts, estates, charitable organizations, corporations, and other business entities.

Soundcore Capital Partners LLC (Soundcore Capital) is a private equity firm founded in 2015 by Jarrett R. Turner. The firm is headquartered in New York.

Mercer LLC provides human resources and staffing consulting services. Its services include retirement plans, health and benefits, investments, merger and acquisitions, and human capital services. It focuses on advising clients on the financial, cultural, and talent aspects of human capital issues in corporate and private equity transactions, mergers, acquisitions, joint ventures, divestitures, spin-offs, start-ups, and business transformations. The company is headquartered in New York, NY.

Part of Sears Holdings Corp., Sears is an integrated retailer that offers a wide range of home merchandise, apparel, and automotive products and services through its branded and affiliated retail stores. The American company's product offerings include trusted brands such as Kenmore, Craftsman, and DieHard. Sears is also a proud corporate partner of St. Jude Children's Research Hospital and offers a social shopping program called Shop Your Way, where members can earn points and receive benefits both in stores and online. Additionally, Sears provides a platform called Marketplace for sellers to list their products from over 20 categories on Sears.com and Kmart.com.

Ten Eleven Ventures LLC is a venture capital firm founded in 2014 by Alexander Doll and Mark Hatfield. The firm is headquartered in California.

Fulcrum Energy Capital Funds (Fulcrum Energy) is a private equity firm founded in 2016 by Brad Morse. The firm is headquartered in Denver, Colorado.

Cendana Capital Management LLC (Cendana Capital Management) is a venture capital firm founded in 2009 by Michael Kim. The firm is headquartered in San Francisco, California.

Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments.

Sustainable Life Media, Inc. provides sustainable business conferences and educational events. The firm offers e-newsletters, an online community, research, and marketing services. The company was founded by KoAnn Vikoren Skrzyniarz and Scott R. Broomfield in 2004 and is headquartered in Burlingame, CA.