RJ Smolenski

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

First National Trust Co. (FNT) is an investment management firm headquartered in Hermitage, Pennsylvania. The firm was founded in 1934 and is a subsidiary of First National Bank of Pennsylvania, which is owned by FNB Corp. (NYSE: FNB, NASDAQ: FBAN). FNT provides traditional trust and professional asset management services to trusts, individuals, institutions, and other businesses.

SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts.

The London Company of Virginia LLC (The London Company) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was originally founded in 1994 by Stephen Goddard. In its present state, the firm was formed in 2012 through a corporate reorganization in connection with a minority equity investment made in the firm by LPC London LP, an affiliate of Lincoln Peak Capital. They are a subsidiary of TLC Holdings LLC. The London Company provides discretionary portfolio management services to individuals and institutional investors through separately managed accounts, mutual funds and select channels.

Thompson, Siegel & Walmsley LLC (TSW) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW offers a full range of investment management strategies which includes US and Non-US Equities, Income Strategies, Balanced portfolio strategies and Alternatives for both Institutional and Strategic Advisory clients.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.

Founded in 2002 by Hunter Thompson and William Davis, Thompson Davis & Co. (TD & Co.) is an independent investment research firm and broker/dealer located in Richmond, Virginia with an additional office in Winston-Salem, North Carolina. The firm is a member of FINRA and the SIPC. TD & Co. provides unbiased, original research and services to institutional and retail investors. They do not perform research on companies for investment banking opportunities. TD & Co. also offers a full-range of financial services ranging from financial planning and private money management to corporate and municipal bonds. TD & Co.'s research team employs a focused methodology. They seek to identified, under followed, undervalued growth companies. The firm uses computer screens that look for companies with sequential revenue and earnings growth and strong balance sheets that are selling at a discount to their growth rates. Specifically, TD& Co. looks for companies with several characteristics: (1) 20% + revenue and earnings growth (2) sequential revenue and earnings growth, i.e., quarter over quarter improvement in both the top and bottom line (3) top management is buying the company's stock in the open market with their own money (4) significant management ownership of the stock (5) strong balance sheets with little or no debt or manageable declining debt, strong cash position or debt reduction efforts (6) operating in a growing market sector (no deep cyclicals or natural resource sectors) (7) gross margin expansion and market share gains and (8) selling at a discount to the company growth rate, allowing for p/e expansion toward growth rate.

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

American Capital Asset Management LLC (American Capital) is a private equity firm founded in 1986 by Malon Wilkus. The firm is headquartered in Bethesda, Maryland.

US Trust (Private Equity) (US Trust ) is a private equity firm a subsidiary of Bank of America NA (Private Banking) founded in 1853. The firm is headquartered in New York.

Indianapolis Symphony Orchestra operates amusement and attraction entertainment exhibitions. It provides orchestra services, promotion and support to sustain interest in symphonic music in Indiana. The company was founded by Ferdinand Schaefer in October 2, 1930 and is headquartered in Indianapolis, IN.

AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers.

The Pitcairn Trust Co. is one of the preeminent multi-family offices, dedicated to helping families protect and grow their substantial financial assets and unique heritage across multiple generations. Pitcairn has been recognized as an innovator and leader in the multi-family office space since its inception in 1923. It delivers objective advice and customized services.

The Animal Welfare League of Arlington provides temporary care and refuge for homeless and suffering animals. It also provides animal control services and humane education for the community. The firm offers community services, humane education, low-cost spay/neuter, low-cost rabies and microchip clinics, surrendering an animal, disaster preparedness, baby-ready pets and feral cat program. The company was founded in 1944 and is headquartered in Arlington, VA.

Kansas City Symphony operates as music school. The company was founded by R. Crosby Kemper Jr. in 1982 and is headquartered in Kansas City, MO.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

Global Trade Specialists, Inc. operates as an international trading platform. It acquires products responsibly, manage imports, and reduce costs across entire supply chain. The company was founded by Rob Garrison and is headquartered in Dallas, TX.

LiveOak Management Services LLC (LiveOak Venture Partners) is a venture capital firm founded in 2012 by Venu Shamapant, Krishna Srinivasan, and Ben Scott. The firm is headquartered in Austin, Texas.

BHC PL II Co-Invest LP operates as an investment holding company. The company was incorporated in 2016 and is headquartered in Richmond, VA.

Greenville Financial Group LLC provides financial services. It helps clients to become and remain financially independent by creating individualized roadmaps. The company was founded by John E. T. Taylor in 2001 and is headquartered in Centreville, DE.

Blue Heron Capital Management LLC (Blue Heron Capital) is a private equity and venture capital firm founded in 2009 by Tom Benedetti and Andrew Tichenor. The firm is headquartered in Richmond, Virginia.

Hovde Group LLC is a leading boutique investment bank that has been providing advisory services to the financial services sector for over 30 years. The private company offers a full suite of investment banking, capital markets, research, equity sales, and trading services to its clients, including institutional and retail investors, community and regional banks, and other financial companies located throughout the United States. The company is based in Inverness, IL, and has subsidiaries in the United States. Hovde Group consistently ranks among the bank sector's top M&A and capital markets advisory firms, is a leading market maker of community and regional bank stocks, and produces high-quality research from award-winning analysts. The American company was founded in 1987 by Steven Donald Hovde, who has been the CEO since then.