Shankar Narayanan

Fenimore Asset Management, Inc. (Fenimore) is an independent, SEC-registered investment advisor headquartered in Cobleskill, New York. The firm was founded by Thomas O. Putnam in 1974. Fenimore provides investment advisory services on a discretionary basis to (1) registered investment companies; (2) separately managed investment advisory accounts for individuals, corporations, trusts, pension and profit-sharing plans and non-profit organizations, engaged directly or through certain wrap fee programs; and (3) a privately placed pooled investment vehicle. Investors in the Private Fund include a variety of high-net-worth individuals and institutional investors.

Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products.

Meeder Asset Management, Inc. (MAM) is a SEC-registered investment adviser headquartered in Dublin, Ohio. The firm was founded by Robert Meeder in 1974 and is a subsidiary of Meeder Investment Management, Inc. MAM provides a wide variety of investment management services to individuals, families, businesses and institutions.

KCM Investment Advisors LLC is a privately held, SEC-registered investment advisor headquartered in Greenbrae, California. The firm was founded by Jay Kellett in 1996. KCM offers Equity and Fixed Income investment management for families, trusts, endowments and institutions.

The Northwestern Mutual Life Insurance Co. provides insurance and financial security solutions. The firm offers life insurance, long-term care insurance, disability insurance, annuities, and investment products. It also provides financial planning strategies and solutions. The company was founded by John C. Johnston on March 2, 1857 and is headquartered in Milwaukee, WI.

Associated Bank NA engages in the provision of banking and non-banking financial services to individuals and businesses. It offers personal, business, commercial, and wealth services. The company was founded in 1874 and is headquartered in Green Bay, WI.

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.

Atlas Venture Advisors Inc (Atlas Venture Advisors) is a venture capital firm founded in 1980 by Christopher Julian Spray. The firm is headquartered in Cambridge, Massachusetts.

Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities.

Big Brothers/Big Sisters of America provides youth mentoring services. It helps children reach their potential through one to one relationships with mentors. The company was founded in 1902 and is headquartered in Tampa, FL.

Newton-Wellesley Hospital Corp. provides health care services. Its services include medical, surgical and diagnostic services. The company was founded in 1881 and is headquartered in Newton, MA.

Stanford Health Care provides healthcare services. It services includes cardiac care, cancer treatment, neurosciences, surgery and organ transplants. The company was founded in 1956 and is headquartered in Stanford, CA.

Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL.

Wacker Wealth Partners LLC (WWP) is a SEC-registered investment advisor and wealth management firm headquartered in San Luis Obispo, California. In 2024, the firm was acquired by EP Wealth Advisors LLC, ultimately owned by EPWA Holding Co. LLC. The firm was founded by Bob Wacker in 1987 as R.E. Wacker Associates, Inc. WWP provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and affiliated funds.

Common Sense Media, Inc. provides ratings and reviews of media and entertainment based on child development. The company was founded by Omar Khan, Linda Burch, Liz Perle and James P. Steyer in 2003 and is headquartered in San Francisco, CA.

Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts.

GPS Capital Management LLC (GPS) is an independent SEC-registered wealth management firm headquartered in Burlingame, California. The firm was founded by Dennis Chen and Daniel Wu in 2005. GPS provides advisory services to individuals, and high-net worth individuals.

Bain Capital Life Sciences LP (Bain Capital Life Sciences) is a private equity subsidiary of Bain Capital Private Equity LP, ultimately held by Bain Capital Holdings LP, founded in 2016. The firm is headquartered in Boston, Massachusetts.

Axial Therapeutics, Inc. provides biopharmaceuticals. It is harnessing the link between the human get microbiome and the central nervous system to develop a new class of biotherapeutics to improve the quality of life for people with neurological diseases and disorders. The company was founded by Sarkis Mazmanian and David H. Donabedian and is headquartered in Boston, MA.

Bain Capital Holdings LP is an investment holding company. The company is headquartered in Boston, MA.

Trafla, Inc. provides travel services. It offers AI-powered travel management platform that allows corporate and leisure travelers to discover and book trips. The company was founded by Upaday Tarun and is headquartered in McLean, VA.

Jnana Therapeutics, Inc. provides drug development services. The firm focuses on immunometabolism changing the metabolic pathways in immune cells to affect function; lysosomal function and mucosal defense. The company was founded by Stuart L. Schreiber, Ramnik Xavier, Joanne Kotz and Joel C. Barrish and is headquartered in Boston, MA.

Taazu, Inc. engages in the provision of a travel technology platform for travelers. The company is headquartered in New York, NY.

Upstream Bio, Inc. is a clinical-stage biopharmaceutical company based in Waltham, MA, USA. The American company's lead program, upb-101, is a monoclonal antibody that inhibits the TSLP receptor, a validated target that affects various immune cells involved in common and rare diseases. Upstream Bio is leveraging its diverse roots and substantial industry experience to develop therapies that ease the burden of inflammatory and allergic diseases on patients and their loved ones. The company was founded by Eran Perry and Earn Perry, and Samantha Truex has been the CEO since 2021.