Joseph R. Donlan

Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc., an open-ended management investment company.

Health Care Service Corp. provides health and life insurance services. It operates through its divisions: Blue Cross and Blue Shield of Illinois, Blue Cross and Blue Shield of Montana, Blue Cross and Blue Shield of New Mexico, Blue Cross and Blue Shield of Oklahoma, and Blue Cross and Blue Shield of Texas. The company was founded by Justin Ford Kimball in 1929 and is headquartered in Chicago, IL.

Silverlink Communications LLC provides engagement management solutions for healthcare organizations. It offers end-to-end managed solutions for managed care, pharmacy, medicare, and medicaid and population health. The firm’s solutions deliver control, coordination and effectiveness in member communications to promote healthy and loyal behaviors. The company was founded by Paulo Matos and Stanley J. Nowak III in 2001 and is headquartered in Burlington, MA.

Entrepreneurs' Organization provides business related services. The firm offers resources in the form of global events, leadership-development programs, an online entrepreneur forum and executive education opportunities, among other offerings designed for personal and professional growth. The company is headquartered in Mumbai, India.

Brown Advisory, Inc. provides investment and advisory services. It specializes in investment management, strategic advisory, wealth management, and private equity. The firm provides services to individuals, families, institutions, and corporations. The company was founded in 1993 and is headquartered in Baltimore, MD.

Arrow Investment Advisors LLC (Arrow) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Laurel, Maryland. The firm was founded in 2005 by Joseph Barrato and Jake Griffith. Arrow serves as the advisor to Arrow Funds which are offered to individuals and businesses, non-profits and endowments, as well as qualified and non-qualified retirement plans.

Lyons Wealth Management LLC (Lyons) is an independent registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 2009 and is primarily owned by Alexander Read. Lyons primarily provides customized investment management services to high-net-worth individuals, associated trusts, estates, mutual funds, and other legal entities. It serves as sub-advisor to an open-end mutual fund series’ Catalyst/Lyons Tactical Allocation Fund, which utilizes the Lyons Tactical Allocation Portfolio.

The University of Oregon Foundation, a foundation manager and division of the University of Oregon (UO), is headquartered in Eugene, Oregon. The foundation, which was founded in 1922, is a non-profit corporation that administers private gifts made to further the university's mission. Although the Foundation is a separate entity from UO, their sole reason for existence is to partner with the University and serve in their donors' best interests.

Founded in 1992 by Brian Stark and Michael Roth, Stark & Roth LLC is a registered investment advisor and hedge fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Stark & Roth Holding, Inc.. Stark & Roth also does business as Stark Investments.

NYSE Chicago, Inc. offers technology based national securities exchange services. It provides business to transact in all equity securities traded on NYSE, AMEX, NASDAQ, or other national securities exchanges. CHX acts as a venue for hedge funds, options market markers, quantitative, professional and active individual traders that require immediate and automated execution. The firm provides services through its technology products including CHXBD, CHX SHARE and SNAP. The company was founded in 1882 and is headquartered in Chicago, IL.

Perkins Coie LLP provides corporate, commercial litigation, and intellectual property legal services. Its practice areas include business law, environment and natural resources, estate planning and trust services, finance, intellectual property, labor and employment, litigation, product liability, real estate and land use, regulatory and government affairs, and taxation. The company was founded in 1912 and is headquartered in Seattle, WA.

FIS Ambit LLC provides risk and performance management software solutions. It offers modular solutions for asset, liability and market risk management, liquidity risk management, performance management, regulatory compliance, and economic capital management. The company was founded in 1997 and is headquartered in Jacksonville, FL.

WWC Capital Group LLC (Private Equity) (WWC Capital) is a private equity/venture capital subsidiary of Outcome Capital LLC founded in 1998 by Jonathan Wallace and Michael Cromwell. The firm is headquartered in Reston, Virginia.

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

NVX Holdings, Inc. provides health insurance sales and online marketing technology solutions. It develops web-based sales and customer communication tools that connect and help consumers, insurance brokers, agents and carriers transact health insurance. The company was founded by Clint Jones and Brandon Cruz in 2001 and is headquartered in Chicago, IL.

Founded in 2008 by Kendrick Roundtree, First Step Foundation LLC is a charitable foundation located in Bloomfield, Connecticut. The foundation focuses on providing youth with age-appropriate, culturally competent programs and services to empower and strengthen young people, especially those who are routinely faced with social obstacles. They seek to ensure that youth of various socio-economical backgrounds have equal access to financial, educational, recreational and employment opportunities.

Newcastle Ltd. is a real estate investment firm founded in 1997 by Michael Haney. The firm is headquarter Chicago, Illinois.

International Council of Shopping Centers, Inc. serves the global retail real estate industry. Its programs include webinars, global awards program, exhibit, sponsorship and advertising, opportunities. The company was founded in 1957 and is headquartered in New York, NY.

The American Institute of Architects operates as a professional association of architects. It provides support services for architects who wants to continue education experience and maintain their licensure; web-based resources; and conducts market research and provides analysis of the economic factors that affect the business of architecture. The company was founded by Richard Upjohn, H. W. Cleaveland, Henry Dudley, Leopold Eidlitz, Edward Gardiner, Richard Morris Hunt, J. Wrey Mould, Fred A. Petersen, J. M. Priest, John Welch, Richard Upjohn Jr., Charles Babcock, and Joseph C. Wells on February 23, 1857 and is headquartered in Washington, DC.

ORIX Real Estate Capital, Inc. engages in the provision of capital solutions for multifamily, affordable, seniors, and health care real estate. It offers investment banking, mortgage banking, private equity, and balance sheet financing services. The company was founded in 1964 and is headquartered in Chicago, IL.

The Chamber of Digital Commerce operates as a trade association.

Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.

Part of ENTITY EdWork, Inc., Speakpulse LLC develops interview preparation technology software. The company is based in Milwaukee, WI. The company was founded by Clayton Terris. Clayton Terris has been the CEO since incorporation. Speakpulse was acquired by ENTITY EdWork, Inc. on March 16, 2022.

Wisconsin Super Angel Fund (Wisconsin Super Angel) is a venture capital firm founded in 2012. The firm is headquartered in Milwaukee, Wisconsin.

Lyons Holding Co., Inc. provides electronic commerce web design, web development and hosting services. Its services include digital strategy, experience design, ecommerce implementation, application support, application hosting and digital marketing. The company was founded by Richard B. Lyons and David M. Barr in 2003 and is headquartered in Chicago, IL.