Eric Wildstein

L. Roy Papp & Associates LLP (LRP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by L. Roy Papp in 1978. LRP provides comprehensive wealth management services to affluent individuals and families as well as to institutions.

Gradient Analytics LLC (Gradient) is an independent equity research firm headquartered in Phoenix, Arizona. It was founded by Carr Bettis and Donn Vickrey in 1996 and formerly known as Camelback Research Alliance. The firm is a wholly-owned subsidiary of Sabrient Systems LLC, which acquired the firm in August 2011. Gradient has particular expertise in financial analysis, forensic accounting and executive behavior. They publishes academically rigorous, unbiased, objective insights into the financial performance and equity valuation of liquid publicly traded companies globally for mutual fund managers, hedge fund managers, and other professional money managers.

Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds.

The State Bar of Arizona is a non-profit organization that regulates approximately 23,000 active attorneys in Arizona. The organization is governed by a 29-member board of governors, and it has two office locations in Phoenix and another location. The private company is based in Phoenix, AZ. It operates under the supervision of the Supreme Court and provides education and development programs for the legal profession and the public. The organization's mission is to improve the administration of justice and the competency, ethics, and professionalism of lawyers practicing in Arizona. The State Bar of Arizona has a lawyer regulation department that works to resolve problems between clients and attorneys, and it also offers legal information for consumers, periodic free legal advice days, and other educational programs. The State Bar of Arizona is not a state agency, and its activities are funded through membership fees, service fees, and other self-generated revenue.

Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles.

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.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services

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.

Brean Capital is an independent investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1973 and provides equity research, corporate finance and advisory investment banking, equity institutional sales and trading, and asset management to institutional investors and corporate clients. Their fixed income business provides sales, trading, research and banking services on a wide range of mortgage and asset-backed, US Treasury and government agency securities, structured products, corporate bonds, and municipal debt. The fixed income sales team employs a highly analytical approach to bond selection, trade execution, and overall bond portfolio management. Under the guidance of fixed income strategists, the fixed income team uses a combination of qualitative and quantitative analyses to create custom investment portfolios and develop targeted, executable bond trading strategies to complement their clients? balance sheets.

Hoy Health LLC is a private company founded in 2017 that operates as a platform for online medications and healthcare professional consultation. The company is based in Morristown, NJ and has subsidiaries in the United States.

OrphAI Therapeutics, Inc. operates as a clinical-stage biopharmaceutical company. The firm engages in matching drugs to diseases and identifying the care for individual patients using Guardian Angel Artificial Intelligence algorithm. The company was founded by Tian Xu, Jonathan M. Rothberg and Henri S. Lichenstein in 2013 and is headquartered in Guilford, CT.

The Mount Sinai Health System, Inc. provides health care system services. It is an integrated health care system providing exceptional medical care to our local and global communities. The company is headquartered in New York, NY.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Concord Health Partners LLC (Concord Health Partners) is a venture capital firm founded in 2017 by Joseph Swedish and James Olsen. The firm headquartered in Summit, New Jersey.

Innovation Endeavors LLC (Innovation Endeavors) is a venture capital firm founded in 2010 by Dror Berman and Eric E. Schmidt. The firm is headquartered in Palo Alto, California.

Scientia Ventures LLC (Scientia Ventures) is a venture capital firm founded in 2006 by Jonathan Finn. The firm is headquartered in New York.

NuMedii, Inc. discovers and de-risks effective new drugs by translating Life Sciences Big Data into therapies. Its Big Data technology, originally developed at Stanford University, utilizes large amounts of scientific data together with proprietary biological network-based algorithms to discover drug-disease connections and biomarkers that are predictive of efficacy. The firm translates these predictions into novel de-risked drug candidates and partners with pharmaceutical companies for development and commercialization. The company was founded by Gini Deshpande, Joel Dudley and Atul J. Butte in 2008 and is headquartered in Palo Alto, CA.

Part of Industrial & Commercial Bank of China Ltd., the company is based in Shanghai, China. The Chinese company provides commercial banking services.

Shanghai University of Finance and Economics engages in the provision of educational services. It offers courses under the following school and departments: business, accountancy, finance, international business administration, economics, public economics and administration, humanities, law, information management and engineering, statistics, foreign languages, mathematics, international cultural exchange, professional and international education and continuing education. The company was founded in 1917 and is headquartered in Shanghai, China.

SymphonyAI Sensa LLC develops interactive analysis and visualization software. Its technology is used to discover new drug therapies, uncover the causes of diseases, root out financial fraud, accelerate energy exploration, discover customer segmentation and complement other Big Data solutions. The company was founded by Gurjeet Singh, Gunnar Carlson and Harlan Sexton in 2008 and is headquartered in Menlo Park, CA.

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.

Part of X Holdings Corp., Ubalo, Inc. provides micro blogging services. The company is based in Palo Alto, CA. Ubalo was acquired by X Corp. (United States) on May 09, 2013.

TCI Wealth Advisors, Inc. (TCI) is an independent, SEC-registered investment advisor headquartered in Tucson, Arizona. Formerly known as The Conservative Investor, the firm was founded in 1990 by Robert Swift, Jr. TCI provides investment advisory services to individuals, high net-worth individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations.

Loews Corp. (Investment Portfolio) (Loews-IP) is the investment portfolio division of Loews Corp. (NYSE: L), a diversified holding company headquartered in New York City. Founded in 1954, Loews-IP manages the investment portfolio of the group.

ReaderLink Distribution Services LLC engages in the distribution of hardcover, trade and paperback books to non-trade channel booksellers in North America. Its services include merchandising services, marketing and promotions, business analytics, and category management services. The company is headquartered in Oak Brook, IL.

FAS Wealth Partners, Inc. (FAS) is an independent registered investment advisor headquartered in Leawood, Kansas. The firm was founded by Max W. Greer, Jr. in 1979 as Financial Advisory Service, Inc. and changed its name to FAS Wealth Partners, Inc. in 2022. FAS provides financial planning and asset management services to individuals, define contribution plans (profit-sharing and 401(k)), trusts, estates, charitable organizations, corporations and other business entities.

Schneider Electric Ltd. manufactures and distributes electrical and automation control products and services. Its products include installation accessories, legacy controllers, medium voltage equipment, detection equipment, and interface and panel components. He firm offers products and services for panel builders, OEMs, contractors, specifiers, and the electrical supply industry for commercial and industrial applications. The company is headquartered in Telford, the United Kingdom.

The American company was founded by Nick Johnson, Cheng Zhang, and Marcel van der Brug, with Cheng Zhang serving as the CEO since incorporation. Character Biosciences is focused on developing therapies for ophthalmic and other progressive polygenic diseases. The company has developed a platform that integrates genomics with longitudinal clinical data to select drug targets and match therapies to the right patients. Currently, Character Biosciences is advancing two lead drug discovery programs through preclinical development for dry age-related macular degeneration.