Jay Murphy

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.

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.

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.

Virtela Technology Services, Inc. provides network and security solutions. It provides cloud, network, security, mobility, information technology and infrastructure management services. The company was founded by Brain Wilkove and Vab Goel in April 2000 and is headquartered in Greenwood Village, CO.

Bow River Capital Management LLC (Bow River Capital) is a private equity firm founded in 2003 by Blair E. Richardson, Bruno Darré, and Eric B. Wolf. The firm is headquartered in Denver Colorado.

Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy.

CapitalValue Advisors LLC provides financial services. It offers Mergers and acquisitions, valuation, board advisory and capital raises services. The company was founded by David Tolson and Chris Younger in 2005 and is headquartered in Denver, CO.

Alden Torch Financial LLC provides real estate services. The company is headquartered in Boston, MA.

Natural Food Works LLC operates as a full-service operational partner for natural and organic food brands. The firm's services include Granola, Cereals and energy bars, hot filling bottling, high pressure processing and snacks and frozen food. The company was founded in 2013 and is headquartered in Denver, CO.

Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.

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.

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.

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.

Crescat Portfolio Management LLC (CPM) is a registered investment advisor and hedge fund manager headquartered in Denver, Colorado. The firm was founded by Kevin Smith and Claiborne Booker in 2005. They are a wholly-owned subsidiary of Crescat Capital LLC, a global macro asset management firm. CPM provides investment advisory services to private investment funds and separately managed accounts.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

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.

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

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.

Keiretsu Forum LLC operates as private equity fund. The firm serves to private equity angel investors, venture capitalists and corporate and institutional investors. The company was founded by Randy Williams in September 2000 and is headquartered in San Francisco, CA.

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

Blackstone Entrepreneurs Network Colorado, Inc. is a charitable organization that helps entrepreneurs in the region by identifying and networking with serials. The private company is based in Denver.

Stormbreaker Venture Group LLC (Stormbreaker Venture) is a venture capital firm founded in 2019 by Mia Said. The firm is headquartered in San Francisco, California.

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.

Samantha Brands Group Management LLC (Samantha Brands Group) is a venture capital firm founded in 2015 by Michael Silverman. The firm is headquartered in Denver, Colorado.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Grey Rock Energy Management LLC (Grey Rock Energy Management) is a Private Equity firm founded in 2013 by Kirk Lazarine, Griffin Perry and Matt Miller. The firm is headquartered in Dallas, Texas.

Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors.

3d Lacrosse, Inc. offers lacrosse training, clubs and events. It offers training for individuals and teams, hosts events, tournaments, select travel teams, recruiting showcases and leagues for different levels of organized competition. The company was founded by Jamie Munro in 2009 and is headquartered in Denver, CO.

Sound Point Capital Management LP (Sound Point) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Stephen Ketchum in 2008. Stone Point manages money on behalf of institutions, pensions, foundations, insurance companies, wealth management firms, family offices and high-net-worth individuals. Sound Point is a signatory of the UN-supported Principles of Responsible Investment (PRI).

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.