Dale W. Andrassy

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

Goodman Financial Corp. is an independent, SEC-registered investment adviser headquartered in Houston, Texas. The firm was founded by Steven “Steve” Goodman in 1989. Goodman Financial provides personalized investment management and financial advisory services to individuals, families and institutions.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Atlas FRM LLC (Atlas FRM) is a private equity firm founded in 2002 by Andrew Bursky and Tim Fazio. The firm is headquartered in Greenwich, Connecticut.

KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

Ohana Capital LLC (Ohana Capital) is a private equity firm founded in 2005 by Tim Ludwig. The firm is headquartered in Long Beach, California.

San Diego Padres Baseball Club operates as an American professional baseball franchise. The company was founded in 1969 and is headquartered in San Diego, CA.

Viant Group LLC provides investment and financial advisory services. It offers mergers and acquisitions, raising capital, valuation and advisory, and viant green capital. The company was founded by Scott Smith in 1998 and is headquartered in San Francisco, CA.

Stewart-Ratcliff Aviation Services, Inc. provides Internet-based aviation data management systems for corporate and private aircrafts. It also provides record keeping support and services to corporate flight departments. The firm services include flight department, aviation compliance, tax advisory services and business process solutions. The company was founded by G. Douglas Stewart and Gregory W. Ratcliff in May 2005 and is headquartered in Columbus, OH.

Baker Hill Solutions LLC is a technology and banking company that provides loan origination, portfolio management, and analytics solutions for financial institutions. The company is based in Carmel, IN and has subsidiaries in the United States. The company's platform, Baker Hill NextGen, is a configurable, single platform SaaS solution that streamlines loan origination and portfolio risk management for commercial, small business, and consumer lending. The platform also delivers sophisticated analytics and marketing solutions that support sound business decisions to mitigate risk, generate growth, and maximize profitability. John M. Deignan has been the CEO of the company since 2017.

Kasasa Ltd. provides marketing and data driven consulting services. Its products include Kasasa reward accounts, loans through new accounts, non-interest income, increased profitability, and long-term retention. The firm provides services like consulting, analytics, acquisition and lifecycle marketing. The company was founded by Don Shafer in 2003 and is headquartered in Austin, TX.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

Cintrifuse Fund Management LLC (Cintrifuse Fund) is a venture capital subsidiary of Cintrifuse founded in 2012. The firm is headquartered in Cincinnati, Ohio.

Edgewater Capital Partners (Edgewater Capital Partners) is a private equity firm founded in 1998 by Christopher F. Childres and Edward L. Sawyer. The firm is headquartered in Cleveland, Ohio.

Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors.

Stonehenge Partners Inc (Stonehenge Partners) is a private equity firm founded in 1999. The firm is headquartered in Columbus, Ohio.

Ultimus Fund Solutions LLC provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. Ultimus Fund Solutions was founded in 1999 by Bob G. Dorsey, Mark Seger, and John Splain, and is based in Cincinnati, OH. The company's services include portfolio administration and accounting, modern investor servicing tools, comprehensive compliance programs, tax, auditing, and distribution support. Ultimus Fund Solutions helps investment managers launch and operate successful ETFs, and provides tax reporting services to funds, co-investment entities, general partners, and management companies. The company also offers outsourcing management company administration services solutions, which reduce the resources needed to support an in-house accounting team. The company has subsidiaries in the United States and Russian Federation. Gary Tenkman has been the CEO of the company since 2014.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

CW Industrial Partners LLC (CW Industrial Partners) is a private equity firm founded in 1999 by Rob G McCreary. The firm is headquartered in Cleveland, Ohio.

JumpStart Ventures /Ohio/ (JumpStart Ventures) is a venture capital subsidiary of JumpStart, Inc. founded in 2004 by David Lasner. The firm is headquartered in Cleveland, Ohio.

Rev1 Ventures (Rev1 Ventures) is a venture capital firm founded in 2003. The firm is headquartered in Columbus, Ohio.

Modern Campus USA, Inc. is a higher education technology company that provides solutions for non-traditional student management, web content management, catalog and curriculum management, student engagement and development, conversational text messaging, career pathways, and campus maps and virtual tours. The company is based in Camarillo, CA and has subsidiaries in the United States and Canada. Modern Campus is dedicated to empowering its 2,000+ higher education customers to thrive in the face of lower student enrollments and revenue, rising costs, crushing student debt, and administrative complexity. The company values diversity, equity, and inclusion and is committed to helping its customers succeed through service and support. Brian Kibby has been the CEO of the company since 2020.

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.

Grange Insurance Co. provides casualty insurance services. Its service categories include auto, home, business, and life insurance. The company was founded in 1935 and is headquartered in Columbus, OH.

Excell Partners Inc (Excell Partners) is a venture capital subsidiary of State of New York founded in 2005. The firm is headquartered in Rochester, New York.

Rockwood Equity Partners LLC (Rockwood Equity Partners) is a private equity firm is founded in 1999 .The firm is headquartered in Denver, Colorado.

Kelley Drye & Warren LLP provides legal services. Its services include bankruptcy, tax law, and commercial litigation for such blue-chip clients as Dow Chemical, Wells Fargo, and Lucent. The company was founded in 1936 and is headquartered in New York, NY.

Integrity Insurance provides insurance services. It offers business, auto, home and life insurance. The company is headquartered in Appleton, WI.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.