Peter Montgomery Inge

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

NCP Management Holdings, Inc. (New Capital Partners) is a private equity firm founded in 2001 by Jim Little and James Outland. The firm is headquartered in Birmingham, Alabama.

Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds.

The Retirement Systems of Alabama (RSA) is the administrator of the pension fund for employees of the State of Alabama. The firm is headquartered in Montgomery, Alabama. RSA administers pension and other benefits to most public employees in Alabama.

Innovation Depot Inc (Innovation Depot) is a venture capital firm founded in 1987. The firm is headquartered in Birmingham, Alabama.

Capital Alpha Partners LLC (Capital Alpha) is an independent investment research firm headquartered in Washington, DC. It was founded by Kim Monk and James Lucier in 2007. The firm provides strategic policy research and political forecasting of US public policy across healthcare, energy, financials, industrials, defense, telecom, media, technology and consumer sectors as well as for the macro environment. Capital Alpha takes a multidisciplinary approach to policy research, adding value by assessing the market significance of political change from an independent platform.

ReadiVet PA engages in the provision of veterinary services. The firm offers puppy and kitten care plans. The company was founded by Landon Lawson and Aidan Anders in 2018 and is headquartered in Dallas, TX.

Wellvana San Antonio LLC creates a clinically integrated network that includes collaborating independent physicians. It provides professional services, infrastructure, technology tools and other resources to enhance management of participating clinical practices. The company was founded by Charlie Martin, Saleh Jaafar, Devin C. Carty, Michael Platek and Jairo Melo in 2018 and is headquartered in Nashville, TX.

The Martin Cos LLC (Martin Ventures) is a venture capital firm founded in 2007 by Charles N. Martin JR. The firm is headquartered in Nashville, Tennessee.

Healthcare Growth Partners LLC provides strategic consulting and investment banking services. It offers strategic advisory services, buy-side advisory, sell-side advisory, capital advisory services, and valuations. The company was founded by Jonathan Phillips in 2005 and is headquartered in Elmhurst, IL.

Vaco LLC provides staffing services. The firm offers consulting, executive search, permanent placement, strategic staffing and corporate relocation services. It serves to the technology, manufacturing, retail consumer, energy and utilities, and financial services industries. The company was founded by Jerry D. Bostelman, Brian Waller and Jay Hollomon in 2002 and is headquartered in Brentwood, TN.

K&L Gates LLP engages in the provision of legal services. The firm represents corporations, growth and middle-market companies, capital markets participants and entrepreneurs as well as public sector entities, educational institutions, philanthropic organizations, and individuals. The company was founded by Kirkpatrick Lockhart in 1946 and is headquartered in Pittsburgh, PA.

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

New York Bay Capital LLC is an investment bank based in New York. The American company specializes in serving clients in various industries such as hotels, resorts, fintech, film production, e-commerce, food, optical fiber, power plants, fintech, virtual reality, and cannabis sectors. Founded in 2013, the firm offers financial advisory services for mergers, acquisitions, capital raising, and corporate restructuring.

Dean Capital Management LLC (DCM) is an independent registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 2008 and is currently owned by its founding members Kevin E. Laub, Doug Leach, Patrick J. Krumm, and Steven D. Roth. DCM provides discretionary portfolio management services as a sub-adviser to mutual funds managed by its affiliate, Dean Investment Associates LLC (DIA), a SEC registered adviser, as well as to DIA’s individual clients. The firm also makes discretionary portfolio management services available directly to individuals and institutional investors.

Prospect Partners Advisors LLC (Prospect Partners) is a private equity subsidiary of CxSearch Global Partners LLP founded in 1998 by William V. Glastris, Louis William Kenter and Richard Carl Tuttle. The firm is headquartered in Chicago, Illinois.

Banyan Capital Management, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Gary Watkins in 1987. They provide investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, or charitable organizations and corporations or other business entities.

Brightstar Capital Partners LP (Brightstar Capital) is a private equity firm founded in 2015 by Andrew S. Weinberg. The firm is headquartered in New York.

United Surgical Partners International, Inc. owns and manages ambulatory surgical facilities. It operates short-stay surgical facilities which are licensed as ambulatory surgery centers, specialty hospitals, and hospitals. The company was founded by Donald Steen in February 1998 and is headquartered in Addison, TX.

Landing Platform LLC engages in the leasing of fully-finished urban apartments. Its amenities, including an on-call concierge service, all managed through a seamless app experience. The company was founded by William Ira Smith and is headquartered in Birmingham, AL.

Specialty Smile Partners LLC is a management services organization that specializes in providing practice management solutions to orthodontists and pedodontists. The American company offers a comprehensive set of business support functions, including billing and collections, marketing, financial and accounting services, benefits and payroll management, information technology, data analytics, vendor management, and legal services. The company's vision is to support hometown specialty dentists and deliver extraordinary experiences to their patients. The company is a doctor-led and doctor-founded DSO that champions personal and professional balance and supports dental office transitions and associate doctor opportunities.

BMSS Wesson Wealth Solutions LLC is a registered investment advisor based in Birmingham, AL. The private company aligns values with the big picture perspective, brings clarity to decision making, and chooses the right path for their clients. The company offers expertise and education to help their clients make intentional decisions and achieve intentional results. Mark A. Wesson has been the CEO of the company since 2015.

EverSource Wealth Advisors LLC (EverSource) is an independent, SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by Mark Wesson and Don Murphy in 2017. EverSource provides wealth management services, which includes investment advisory, financial planning, and consulting services to individuals, families, estates and trusts, charitable foundations, institutions, broker/dealers, retirement plans, IARs and other Registered Investment Advisor firms.

Ernst & Young Global Ltd. engages in the provision consulting services. Its services include assurance, consulting, strategy and transaction, and tax. The company was founded on November 26, 2001 and is headquartered in London, the United Kingdom.

Frontenac Co. LLC (Frontenac) is a private equity firm founded in 1971. The firm is headquartered in Chicago, Illinois.

Odyssey Investment Partners LLC (Odyssey Investment Partners) is a private equity firm founded by Stephen Berger, Brian Kwait and William Hopkins in 1997. The firm is headquartered in New York.

Apex Physics Partners LLC provides comprehensive medical physics and radiation safety solutions to clients. The company is headquartered in Towson, MD.

Beacon Oral Specialists Management LLC provides healthcare management services. The company is based in Dallas, TX. The CEO of the company is Michael Friguletto.

Greater Sum Ventures LLC (Greater Sum Ventures) is a private equity firm founded in 2015 by Ross Croley, Lisa Stinnett, Bill Nix and Jon Ellison. The firm is headquartered in Knoxville, Tennessee.

Blue Sea Capital Management LLC (Blue Sea Capital) is a private equity firm founded in 2013 by Richard J. Wandoff and James R. Davis, Jr. The firm is headquartered in West Palm Beach, Florida.

Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Lee Equity Partners LLC (Lee Equity Partners) is a private equity firm founded in 2006 by Thomas Haskell Lee and Mark K. Gormley. The firm is headquartered in New York.

Havencrest Capital Management LLC (Havencrest Capital) is a private equity firm founded in 2017 by Christopher W. Kersey. The firm is headquartered in Dallas, Texas.

Carmel Capital Partners LLC (Carmel) is a holding firm, SEC-registered investment advisor, and hedge fund manager headquartered in San Diego, California. The firm was founded by Russell Silberstein and Anthony Josephson in 2002. Carmel offers investment advisory services to private investment funds and special purpose vehicles, high-net worth individuals, pension and profit-sharing plans, trusts, estates, and corporations. They also provide sub-advisory investment services to an outside, independent registered investment advisor.

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.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Highland Associates, Inc. is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by Charles Perry, William Mills and William Terry in 1987 specifically to assist not-for-profit healthcare institutions in the development, implementation, and maintenance of treasury and investment management programs. In 2019, they became a subsidiary of Regions Bank, which is a wholly-owned subsidiary of Regions Financial Corp. (NYSE: RF). Highland Associates provides investment advice to institutional investors such as endowments/foundations, pensions, non-profit operating entities, as well as high net-worth individuals.

PNP Therapeutics, Inc. operates as a biopharmaceutical company which develops a platform technology and proprietary products for the treatment of cancer. It offers E. coli purine nucleoside phosphorylase that work with nucleoside prodrugs generating active metabolites with anti-tumor activity. The company was founded by William B. Parker and Eric J. Sorscher and is headquartered in Birmingham, AL.

Glenwood, Inc. operates as an agency devoted to providing treatment, education, and research in the area of children’s mental health. Its services include diagnoses and assessments, occupational therapy, managing crisis safely training, adult services and educational training. The company was founded by ra Bruhn, Cecil Bauer, Judge Ross Bell, Barbara Camp, Lucius Colvin, Jack Cress, Charlotte Dollar, Tricia Echols,.Robert Estock, Dean Gambrell, Jim Gewin, Ethel Gorman, Ann Harper, Myron Harper, Bill Hinds, Fay Ireland, Mallie and Glenn Ireland, Paula Kimerling, Marti Kitchens. Patrick Linton, Andrew Lorincz, Shirley and Charles Seay, Joe Shaw, Alan Sheeley, Nancy Smith, Joe Smythies, Doris Tate, Rev. Martin Tilson, and Herman Willcutt in 1974 and is headquartered in Birmingham, AL.

Andrew Zow & Associates, Inc. manufactures and supplies utility and automotive parts. The company was founded by Andrew L. Zow on June 10, 2003 and is headquartered in Birmingham, AL.