Tricia Nguyen

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.

Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients.

Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients.

William Harris Investors, Inc. (WHI) is a privately-owned investment and wealth management firm headquartered in Chicago, Illinois. The firm serves as the family office for the Irving B. Harris family. Founded in 1976 by Irving B. Harris to manage his own family's capital, WHI has expanded its services and today provides a broad range of professional and wealth management services, including financial and estate planning, trust services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services to four generations of the Harris family.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories.

Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities.

Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans.

Country Club Trust Co. NA provides investment advice services. It provides mergers and acquisitions, capital raising and other corporate finance alternatives. The company was founded on March 8, 2002 and is headquartered in Prairie Village, KS.

DeMarche Associates, Inc. provides investment advice. The private company is based in Overland Park, KS.

Civitas Learning, Inc. develops education analytics software. It offers software such as illume, inspire faculty, inspire advisor, degree map, and college scheduler. The company was founded by Mark David Milliron and Charles D. Thornburgh in 2011 and is headquartered in Austin, TX.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

Dunavant Enterprises, Inc. provides freight trucking services. Its services include global freight, distribution, drayage/trucking and consulting services. The company was founded in 1928 and is headquartered in Memphis, TN.

Texas Health Resources, Inc. provides healthcare services. It offers asthma, back and spine care, behavioural health, breastfeeding, business and employee health, cancer, orthopaedics, pharmacy services, wound care and occupational health. The company was founded in 1997 and is headquartered in Arlington, TX.

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

Blue Cross & Blue Shield of Florida, Inc. provides health insurance products and services. Its health insurance products include HMO, PPO, and indemnity products. The firm also provides accident and dismemberment, long-term care, dental, disability, and workers compensation insurance services. The company was founded in 1944 and is headquartered in Jacksonville, FL.

Jaffe Associates, Inc. engages in the provision of public relations and reputation management services. It also provides traditional and innovative marketing and PR solutions for the legal industry. It offers campaign planning, business development and legal marketing, content creation and publishing, social media and search engine optimization, and law firm media relations training. The company was founded by Jay M. Jaffe in 1978 and is headquartered in Stephenville, TX.

Jingtian & Gongcheng Law Firm provides legal services. The private company is based in Beijing, China. and has subsidiaries in Hong Kong.

New York University Tandon School of Engineering engages in the provision of educational services focusing on science and technology. Its degrees and programs include bachelor of science, master of science, doctor of philosophy, advanced certificate programs, a bridge program to NYU Tandon, and industry partner programs. The company was founded in 1854 and is headquartered in Brooklyn, NY.

Two West Capital Advisors LLC, do-business-as Two West Advisors (TWA), is a registered investment adviser headquartered in Overland Park, Missouri. The firm was co-founded in 2010 by Marko Ungashick and Ryan Rink. They are a subsidiary of RAM Ventures LLC. TWA provides portfolio management services to individuals, trusts, estates, charitable organizations and business entities.

Morningstar Corporation is a leading supplier of solar controllers and inverters, with over 4 million products installed and sold since 1993. The private company is employee-owned and headquartered in Newtown, PA, with an engineering research and development center in Jessup, MD, and a network of dedicated distribution and manufacturing partners. Morningstar has deployed over 4,000 off-grid solar products annually since 1993. The company was founded in 1993 by Lee Gordon and Ken Gerken, with Lee Gordon serving as CEO since then.

The Chicago Writers Association is a nonprofit organization established in 2003 and registered as a 501(c)(3) in 2008. The Chicago Writers Association is based in Evanston, IL. The association is a creative community of writers in the Chicagoland area, spanning many genres, styles, and levels of experience. The non-profit company's purpose is to share information, experiences, and encouragement with those for whom written expression is an integral part of life. The association hosts a variety of events, including conferences, pitch sessions, and book awards. The company also publish a magazine called Write City Review and offer resources such as a speakers bureau and education programs.