Phillip Fortener

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Nationwide Financial Services, Inc. engages in long-term savings and retirement products. It develops and sells individual annuities, private and public sector group retirement plans, other investment products sold to institutions. It also provides life insurance and investment advisory services. The company was founded in November 1996 and is headquartered in Columbus, OH.

The State Teachers Retirement System of Ohio (STRS Ohio) is a State-owned pension fund management firm headquartered in Columbus, Ohio. The firm was founded in 1919 and manages pension assets for active, inactive and retired Ohio public educators. STRS Ohio operates under the guidelines of Chapter 3307 of the Ohio Revised Code as enacted by the Ohio General Assembly. They are legally separated from and fiscally independent of state and local governments.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

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.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors.

Biosortia Pharmaceuticals, Inc. engages as a researching and developing algal technology company. It focuses on commercialization of concentration, dewatering, drying, and extraction of biomass. The company was founded by Ross O. Youngs in 2008 and is headquartered in Columbus, OH.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

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.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Stonehenge Partners Inc (Stonehenge Partners) is a private equity firm founded in 1999. The firm is headquartered in Columbus, Ohio.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

Rev1 Ventures (Rev1 Ventures) is a venture capital firm founded in 2003. The firm is headquartered in Columbus, Ohio.

Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation.

The Huntington National Bank engages in the provision of personal and business banking services to individuals and families, small and middle market businesses, and not-for-profit businesses. Its services include online and mobile banking, borrowing, investments, insurance, planning, and security services. The company was founded in 1866 and is headquartered in Columbus, OH.

Tamarind Hill Investment Management LLC (Tamarind Hill) is a venture capital firm founded in 2017 by Ben Trumbull and Mark D. Shary. The firm is headquartered in Dublin, Ohio with additional office in Ann Arbor, Michigan.

Part of Crane Group Co., Crane Investment Co. is an investment company that invests in various businesses and communities to help them thrive. The company is based in Columbus, OH. The company's description mentions their passion for investing in people and good causes. The parent company, Crane Group Co., is a family-owned company.

KKR Credit Advisors US LLC (Private Equity) (KKR Credit Advisors US) is a private equity division of KKR Credit Advisors (US) LLC founded in 2004. The firm is headquartered in San Francisco, California.

United Way of Central Ohio, Inc. provides social advisory services. It firm assists needy individuals and families improve their lives by offering education, job training and access to health care. The company was founded in 1923 and is headquartered in Columbus, OH.

Pryon, Inc. engages in the development of an enterprise solution that enables and supports natural language and voice-based interactive agent for employees. The company was founded by Igor Jablokov in 2017 and is headquartered in Raleigh, NC.

Mithril Capital Management LLC (Mithril Capital) is a venture capital firm founded in 2012 by Peter Andreas Thiel and Ajay Royan. The firm is headquartered in Austin, Texas.

American Express Ventures (American Express Ventures) is a venture capital subsidiary of American Express Co founded in 2011 by Harshul Sanghi. The firm is headquartered in New York.

American Society for Engineering Education Provides education in engineering and engineering technology. It offers education in instruction, research, public service and practice, and leadership. The company was founded in 1893 and is headquartered in Washington, DC.

Internet2 is a non-profit, member-driven advanced technology community founded by the nation's leading higher education institutions in 1996. The private company is based in Ann Arbor, MI and has subsidiaries in the United States. Internet2 serves 333 universities, 58 government agencies, 46 regional and state education networks, and through them supports more than 80,000 community anchor institutions, over 1,000 incommon participants, 57 leading corporations working with their community, and 70 national research and education network operators that represent more than 100 countries. Internet2 delivers a diverse portfolio of technology solutions that leverages, integrates, and amplifies the strengths of its members and helps support their educational, research, and community service missions. Internet2's core infrastructure components include the nation's largest and fastest research and education network that was built to deliver advanced, customized services that are accessed and secured by the community-developed trust and identity framework.

EWI Inc. provides custom brokerage services. It represents importers on international trading, and processes all trading using the computerized Automated Broker Interface system. The company was founded in 1994 and is headquartered in Burlingame, CA.

Northern Virginia Technology Council operates as a membership and trade association for the technology community in Northern Virginia. It serves businesses from all sectors of the technology industry, service providers, universities, foreign embassies, non-profit organizations and government agencies. The company is headquartered in Herndon, VA.

OCTANe connects people and ideas with capital and resources for technology growth in Orange County. It stimulates technology job growth and wealth creation; helps entrepreneurs turn ideas into successful businesses; helps companies connect with funding and growth resources; helps senior executives access intelligence, new technologies, and talent; helps develop technology business leaders; and creates a forum for technology company leaders to have an impact on the future. The company offers LaunchPad, a pro-bono accelerator for startup companies in the technology, life science, and clean tech industries. The company was founded in 2002 and is headquartered in Aliso Viejo, CA.

Circuit Therapeutics, Inc. provides therapy and health care services. It specializes in optogenetics, gene therapy, neuromodulation and drug discovery services. The company was founded by Karl Deisseroth, Rob Malenka, Scott Delp, Thomas Sudhof and Karoly Nikolich and is headquartered in Menlo Park, CA.

Human Capital Investment Management LLC (Human Capital) is a venture capital firm founded in 2015 by Armaan Ibrahim Ali and Baris Akis. The firm is headquartered in San Francisco, California.

Applewood Centers, Inc. provides mental health services, social services and education to children, adolescents and families. It offers counseling and outpatient services, school-based counseling, after school group counseling, psychiatry services and residential treatment. The company was founded in 1997 and is headquartered in Cleveland, OH.

Stout Risius Ross LLC is an investment bank and advisory firm specializing in corporate finance, valuation, financial disputes, and investigations. The company is based in Royal Oak, MI and has subsidiaries in Germany and the United States. The company provides mergers and acquisitions advisory, capital market financing, and other financial advisory services to a range of clients, including private equity firms, family-owned businesses, and large corporate parents. The company is known for their premier expertise, deep industry knowledge, and unparalleled responsiveness on complex matters. The company was founded in 1991 by Craige L. Stout, who has been the CEO since then.

Dreadnought Capital LLC provides debt-based capital services for early-stage SaaS companies. The company is based in Columbus, OH. The company was founded by Steve Jaffee.

SaaS Capital, Inc. provides financial debt to software companies. It offers loan packages specifically designed for the SaaS market, allowing companies to tap into their predictable revenue streams to fund operations. The company was founded in 2006 and is headquartered in Cincinnati, OH.