Carolyn Schwaar

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.

PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients.

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.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Front Barnett Associates LLC (Front Barnett) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Marshall Front in 1994. In 2023, the firm was acquired by Mesirow Financial Holdings, Inc. from Tree Front Associates, Inc. Front Barnett provides discretionary asset management services to individuals and high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other legal entities.

Part of Fidelity National Financial, Inc., Chicago Title & Trust Co. provides title insurance, escrow, and closing services. The company is based in Chicago, IL.

Cantor Fitzgerald Securities (CFS) is a financial services provider headquartered in New York City and was founded in 1945. They are a subsidiary of Cantor Fitzgerald LP and their ultimate parent is CF Group Management, Inc. CFS offers an array of financial products and services in the equity and fixed-income capital markets. The firm provides sales and trading, investment banking, asset management, market commentary and market data.

Ladenburg Thalmann & Co., Inc. (Broker) is the broker/dealer division of Ladenburg Thalmann & Co., Inc., ultimately held by Advisor Group Holdings, Inc. Headquartered in New York City, the firm was founded in 1876 and offers a full suite of capital markets products and services, including proprietary equity research and a fixed-income trading desk. For institutional asset management clients, the firm provides liquidity, execution, high-quality idea-generating research, and access to corporate management teams. Their institutional coverage includes relationships with over asset management companies all over the world. To corporate clients, they bring access to investor capital, broad distribution capabilities and financial markets advisory. Ladenburg Thalmann is a leader in financing growing middle-market public companies across various industry verticals, including Healthcare & Life Sciences, Yield-Oriented Securities (BDCs, REITs, MLPs), Energy, Power & Infrastructure, and Telecom, Media & Technology.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Part of BWG Strategy LLC, OTR Global LLC is an investment advisor founded in 1995. The company is based in Purchase, NY. OTR Global provides research services for various industries such as consumer, retail, healthcare, and technology. The company offers field force conferences, research reports, and custom research. The company's methodology includes compliance and industry sources. OTR Global trademarks include OTR, OTR Primary Intelligence, OTR Field Force, and Off the Record Research. OTR Global was acquired by BWG Strategy LLC from OTR Global Holdings II, Inc. on March 13, 2023.

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

The Illinois Certified Public Accountants Society operates a professional association of certified public accountants. The private company is based in Illinois. Todd Shapiro has been the CEO of the American company since 1998.

Founded in 2002 by Robert G. Byron and Peter Stelian, Blue Vista capital Management LLC is a private equity firm located in Chicago.

University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX.

The Chicago Bar Association is a voluntary membership organization consisting largely of lawyers and judges from Cook County and the state of Illinois. The private company is based in Chicago, IL and has subsidiaries in the United States. The association works to establish and maintain the honor and dignity of the profession of law, promote the welfare of its members, and improve the effectiveness and efficiency of the administration of justice. Founded in 1874, it is one of the oldest and most active metropolitan bar associations in the United States.

The Illinois State Bar Association is a state bar association that serves lawyers. The association is based in Springfield, IL. The association provides various resources for lawyers, including legal forms, expert services, and publications. It also offers continuing legal education programs and hosts events for lawyers.

Hastings Mutual Insurance Co. provides insurance services. It offers personal, commercial and farm owner's property insurance. The firm services include personal automobile, homeowners and umbrella. It has offices in Illinois, Indiana, Michigan, Ohio and Wisconsin. The company was founded on April 5, 1885 by Daniel Webster Rogers and is headquartered in Hastings, MI.

Iowa Public Employees Retirement System (IPERS) is a state-owned pension fund manager headquartered in Des Moines, Iowa. The firm was founded in 1953 to attract and retain quality public employees. IPERS aims to administer a cost-efficient retirement plan that provides lifetime pension payments to Iowa public employees.

Intervention Insights, Inc. provides health information services. It develops information services to support community oncologists as they research genomics based treatment strategies. The firm enables the oncology care team to more efficiently access and considers relevant, up-to-date medical evidence to support the appropriate utilization of molecular diagnostics, and targeted therapeutics. The company was founded by Gerald Callahan and James Kevin McCurren in 2009 and is headquartered in Cambridge, MI.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

Waterton Venture XIII Holdings LLC operates as a real estate investment trust. The company was founded in 2017 and is headquartered in Chicago, IL.

Charter Private Capital Management, Inc. (Charter Private Capital) is a venture capital/private equity, subsidiary of Charter Capital Holdings, Inc. founded in 1989. The firm is headquartered in Grand Rapids, Michigan.

Michigan Accelerator Fund I LP seeks investment opportunities in companies located in the United States, primarily in Michigan. The fund targets companies with strong intellectual properties, large market opportunities, strong management teams, clear path to profits, and scalable business models. It focuses on companies operating in the fields of life sciences technology, advanced automotive, manufacturing and materials technology, homeland security and defense technology and alternative energy technology. It provides financing for seed and early-stage capital requirements with an investment size ranging from $1 to $2 million.

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

Securus Investment Management LLC provides investment management advisory services to clients. Its services include independent perspective, personalized solutions, asset allocation, security selection, and risk management. The company was founded by Michael Lannan in 2006 and it is headquartered in La Grange, IL.

Lee Hecht Harrison LLC operates as a talent solutions company. The firm focuses on delivering career transition, leadership development, career development and change management solutions for organizations. Its services encompass outplacement, executive coaching, retention and workforce consulting. The company was founded in 1967 and is headquartered Maitland, FL.

Heartland Angels, Inc. (Heartland Angels) is a venture capital firm founded in 2003 by Ronald Leslie Kirschner. The firm is headquartered in Skokie, Illinois.

Part of Interpublic Group of Cos., Inc., Ketchum Advertising is an advertising agency. Ketchum Advertising was acquired by Bozell Worldwide from Ketchum Communications Holdings, Inc. on April 06, 1995.