Cory Forsyth

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

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.

Pulse Metric, Inc. provides non-invasive hemodynamic monitoring devices. The firm engages in developing, manufacturing and marketing products and services that transform a simple blood pressure reading into a functional profile of the patient’s cardiovascular system, including cardiac output, vessel compliance, vascular resistance and left ventricular contractility. The company was founded by Shaw Y. Lin and Shiu-Shin Chio in 1990 and is headquartered in Vista, CA.

MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans.

BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients.

City of Hope is a research and treatment center for cancer, diabetes and various life-threatening diseases. The center is founded in 1913 and is headquartered in Los Angeles, CA.

Engaged Capital LLC is a SEC-registered investment adviser and hedge fund manager headquartered in Newport Beach, California. The firm was founded by Glenn Welling in 2012 and is a subsidiary of Engaged Capital Holdings LLC. Engaged Capital provides continuous and regular investment management services on a discretionary basis to private investment funds which they organized.

The American Academy of Arts & Sciences is an organization that honors excellence and brings together leaders. The non-profit company is based in Cambridge, MA.

New Island Capital Management Inc (New Island Capital) is a private equity firm founded in 2006. The firm is headquartered in San Francisco, California.

Cornerstone Research, Inc. provides testimony, economic and financial analysis to attorneys. Its services include consulting to attorneys, developing case strategies, supporting expert witness, conducting research and analysis, consulting on internal and regulatory inquiries, consulting in motion practice and preparing for deposition and trail. The company was founded by James K. Malernee Jr. and Cynthia L. Zollinger in May 1989 and is headquartered in Los Angeles, CA.

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.

New Aurora Corp. provides communication software solutions. The company was founded on April 11, 1994 and is headquartered in Menlo Park, CA.

Spoke Software, Inc. provides Internet publishing and broadcasting services. Its products give marketers, sales people, and recruiter's access to people and contact information through providing a network of contacts gathered by corporations' own employees. The company was founded by Chris Roon, Prasad Akella, Christopher Tolles, James Alastair Campbell, Paul Reddy, and Benjamin T. Smith IV in 2002 and is headquartered in San Jose, CA.

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.

Sensor Tower, Inc. provides application management and optimization tools. The firm offers top charts & leaders, app intelligence, store intelligence, AD intelligence and custom alerts solutions. The company was founded by Oliver Yeh and Alexey Malafeev in 2012 and is headquartered in San Francisco, CA.

Part of Vacasa, Inc., Vacasa Holdings LLC operates as a holding American company that provides vacation rental management services. Matthew Roberts has been the CEO of the company since 2020.

HG Insights, Inc. engages in the provision of business intelligence services. It indexes unstructured documents online and offline and provides the results to technology companies that use it in the market analysis, predictive modeling, and marketing. The company was founded by Victor Moreira and Craig Harris in 2010 and is headquartered in Santa Barbara, CA.

PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

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.

Brown Capital Management LLC (BCM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded by Eddie C. Brown in 1983 and is solely owned by Brown Capital Management Holdings, Inc., which is owned by Brown Capital Management Esop Trust. BCM provides professional investment management services to institutions and individuals.

Roark Capital Group, Inc. (Roark Capital) is a private equity firm founded in 2001 by Neil K. Aronson. The firm is headquartered in Atlanta, Georgia.

Montage Partners Inc (Montage Partners) is a private equity firm founded in 2004 by Jordan M. Tate. The firm is headquartered in Scottsdale, Arizona.

Roark Capital Management LLC provides mortgage investment services. The company was founded in 2004 and is located in Atlanta, GA.

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

Apptentive, Inc. develops mobile customer experience software. Its mobile communication tools, enables companies to deeply understand their customers in order to drive app downloads, create customer experiences and validate product roadmaps.. The company was founded by Michael Saffitz, Andrew Wooster, Robi Ganguly and Sky Kelsey on March 10, 2011 and is headquartered in Seattle, WA.

Collaborative Fund (Collaborative Fund) is a Venture Capital firm founded in 2010 by Craig Shapiro. The firm is headquartered in New York.

The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA.