Elliot Fisher

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

The Connable Office, Inc. is a multi-family office headquartered in Kalamazoo, Michigan. The firm was founded in the late 1800s. They were acquired in 2024 by Cresset Capital Management LLC, a subsidiary of Cresset Manager LLC. The Connable Office provides wealth management and planning services to a limited number of client families throughout the US and abroad.

Vivo Capital LLC (Vivo Capital) is a venture capital firm founded in 1996 by Frank C. Kung and Edgar G. Engleman. The firm is headquartered in Palo Alto, California.

Wynnchurch Capital LLC (Wynnchurch Capital) is a private equity firm founded in 1999 by John A. Hatherly. The firm is headquartered in Rosemont, Illinois.

P2Binvestor, Inc. provides crowdfunding and receivables financing. The firm offers receivables financing, an asset-backed line of credit, working capital secured by contractual future revenue, and purchase order financing. It has the capacity to consider multi-million dollar credit lines and lends to U.S. companies in various industries including technology, energy, personnel services, natural foods and beverages, manufacturing The company was founded by Krista Morgan and Bruce Morgan in 2012 and is headquartered in Denver, CO.

Nexthealth Technologies, Inc. provides predictive analytic services. It enables health plans to reduce medical costs with a secure, scalable prescriptive analytics and consumer engagement platform. The company was founded by Eric Grossman and is headquartered in Denver, CO.

Canaan Management, Inc. (Canaan Management) is a venture capital firm founded in 1987 by Eric A. Young. The firm is headquartered in Westport, CT.

First Analysis Securities Corp. (FAS) is a research-driven investment organization headquartered in Chicago, Illinois and was founded in 1981. The firm is a subsidiary of First Analysis Corp. FAS serves emerging growth companies with private equity/venture capital investments, corporations with corporate finance and merger and acquisition services, and financial institutions with the public equity research and private equity limited partnerships.

Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

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.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Waud Capital Partners LLC (Waud Capital Partners) is an Independent Private Equity firm. The firm is founded in 1993 by Reeve Byron Waud. It is headquartered in Chicago,US.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Blue Cross of Idaho Health Service, Inc. engages in the provision of health insurance products and services. The firm's products include traditional indemnity, PPO, and supplemental Medicare. The company was founded in 1945 and is headquartered in Meridian, ID.

Prairie Capital LP (Prairie Capital) is a private equity firm founded in 1997 by Steve King and Bryan Daniels. The firm is headquartered in Chicago, Illinois.

Universidade Paulista is a privately owned institution of higher learning with over 60 campuses throughout Brazil. Founded by Brazilian physician and educator João Carlos di Genio, Universidade Paulista offers a variety of graduate and post-graduate degrees. Universidade Paulista is headquartered in São Paulo, Brazil.

Z Capital Group LLC (Private Equity) is an independent private equity firm founded in 2006 by James J. Zenni. The firm is headquartered in New York.

Cave Creek Capital Management LLC (Cave Creek Capital Management) is a private equity firm founded in 2004 by G. Kevin Fechtmeyer. The firm is headquartered in Phoenix, Arizona.

Banco Cooperativo Sicredi SA provides investment advice. The company is based in Porto Alegre, Brazil and has subsidiaries in Brazil. The Brazilian company was founded in 2005. The CEO is Ademar Schardong.

Part of Felix Global Corp., Shields Meneley Partners LLC provides executive coaching, development, and consulting services. The company is based in Chicago, IL. The company was founded in 2003 by Hugh Shields, Gail Meneley Goodwin. Shields Meneley Partners was acquired by Felix Global Corp. on December 01, 2021.

Arlington Capital Management, Inc. is a wealth management company that has been helping successful families achieve financial security and prosperity for over 22 years. The private company is based in Arlington Heights, IL. The company's process helps clients navigate and understand the connections between all areas of their financial life. The company was founded in 2000 by Joseph Frank LoPresti, who has been the CEO since 2000.

Part of Reinsurance Group of America, Inc., RGA Investment Advisors LLC is a fiduciary and fee-only investment advisory company based in Stamford, CT. The private company looks for companies that treat shareholders, employees, and customers as stakeholders, with an ownership culture and a history of profitability. The company targets 25 total positions, with a standard deviation of 5, and their top 10 positions consistently account for around half of their portfolio. The company sometimes builds individual positions with more than one security, though they view this as one position, not two, for the purposes of their 25 position target. The company provides a quarterly newsletter that does not constitute as investment advice and adheres to a strict principle of client privacy. Founded in 2009, the company focuses on building long-term portfolios through deeply researched investments.

Guardian Wealth Management, Inc. (Guardian) is an independent registered investment advisor headquartered in Peoria, Illinois. The firm was founded in 2010 and is owned by Joshua R. Kirby. Guardian provides advisory services to individuals, high-net worth individuals, trusts, qualified plans (ex. 401(k)), charities, and businesses.

Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois.

The Stage Fund LLC (Stage Fund) is a private equity firm founded in 2009 by Daniel J. Frydenlund. The firm is headquartered in Denver, Colorado.

Five V Capital Pty Ltd (Five V Capital) is a private equity and venture capital firm founded in 2013 by Adrian Gordon MacKenzie. The firm is headquartered in Darlinghurst, Australia.

Actuate Therapeutics, Inc. is a clinical stage biopharmaceutical company, which engages in developing therapeutics which target cancers and neurodegenerative diseases. It offers treatment for cancer and inflammatory diseases. It focuses on developing elraglusib. The company was founded by Andrew P. Mazar on January 16, 2015 and is headquartered in Fort Worth, TX.

Qualgro Partners Pte Ltd (Qualgro Partners) is a venture capital firm founded in 2015 by Heang Chhor, Peter Huynh and Jason Edwards. The firm is headquartered in Singapore.

Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP.

Lazard is a private company that provides financial advisory and asset management services. The company is based in New York, NY. The company was founded in 1848 by Alexandre Lazard. The CEO is Kenneth Marc Jacobs.

Spotlight Asset Group, Inc. (Spotlight) is an independent registered investment advisor headquartered in Oakbrook Terrace, Illinois. The firm was founded by Stephen “Steve” Greco in 2016. Spotlight provides portfolio management services to individuals as well as businesses, corporations, and other entities.