Allison Gaw

Dodge & Cox is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Van Duyn Dodge and E. Morris Cox in 1930. They provide investment management services to institutions, individuals, and mutual funds and other pooled investment vehicles on a fully discretionary basis, subject to the investment objectives and investment guidelines of each client.

Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940.

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.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Vyteris, Inc. develops, manufactures and commercializes pharmaceutical products. It is engaged in the process of developing first active drug delivery patch to receive marketing clearance from the U.S. Food and Drug Administration. The drug delivery patch technology allows precise dosing, giving physicians and patients control in the rate, dosage and pattern of drug delivery that may result in considerable therapeutic, economical, and lifestyle advantages over existing methods of drug administration. The company was founded on July 19, 2000 and is headquartered in Fair Lawn, NJ.

NAPA Management Services Corp. provides medical practice management services. Its services include accounting, billing and collection, compliance, consulting, medical personnel credentialing and contracting, healthcare analysis and reporting, finance, human resources, information technology, insurance, marketing, quality assurance, clinical recruitment, operational support and assessment. The firm also offers discounts for corporate and private organizations. The company was founded by Peter Walker in 1986 and is headquartered in Meville, NY.

Zymeworks BC, Inc. is a clinical-stage biopharmaceutical company engaged in the discovery, development, and commercialization of biotherapeutics. Its product, ZW25 and ZW49, are a bispecific antibody that cans two non-overlapping epitopes. The company was founded by Anthony Fejes, J. Haig deB Farris, Nick Bedford, Ali Tehrani and Andrew S. Wright on September 8, 2003 and is headquartered in Vancouver, Canada.

Peplin, Inc. develops drugs and pharmaceutical products. The company was founded by James Harrison Aylward in 1998 and is headquartered in Emeryville, CA.

Kumu Networks, Inc. designs and manufactures wireless systems using full-duplex wireless design technology. Its wireless full-duplex allows a radio to transmit and receive signals at the same time using a single frequency channel. The company was founded by Jung-il Choi, Philip Levis, Sachin Katti, Steven Hong, Mayank Jain and Jeffrey A. Mehlman in 2012 and is headquartered in Sunnyvale, CA.

Trimech Solutions LLC provides engineering and software solutions. Its products include 3D printers and 3D software. The firm also provides technical support, robust training, consulting, and implementation services. The company was founded in 1998 and is headquartered in Glen Allen, VA.

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.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

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.

American Securities LLC (American Securities) is a private equity firm founded in 1994 by Michael Gerald Fisch and Charles D.Klein. The firm is headquartered in New York, United States.

Bain Capital Private Equity LP (Bain Capital Private Equity) is a private equity firm, a subsidiary of Bain Capital LP founded in 1984. The firm is headquartered in Boston, Massachusetts.

BDC Venture Capital (BDC Venture Capital) is a venture capital firm founded in 1975. The firm is headquartered in Québec, Canada.

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

The Halifax Group LLC (Halifax) is a private equity firm founded in 1999 by Williams L. Rogers and David W. Dupree. The firm is headquartered in Washington, District of Columbia.

Angiochem, Inc. is a clinical-stage biotechnology company, which engages in the development of pharmaceutical drugs for brain diseases and brain-related disorders. It offers small molecules and biologics, for the treatment of central nervous system diseases including primary brain cancer, brain metastases, lysosomal storage diseases, and pain. The company founded by Richard Béliveau in 2003 and is headquartered in Montreal, Canada.

Stiefel Laboratories, Inc. engages in the manufacture of pharmaceutical products. It offers prescription and non-prescription dermatological and skin care products. The firm research, innovate and develop skin care treatments to health care professionals, patients and consumers. The company was founded in 1847 and is headquartered in Research Triangle Park, NC.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

LifeSciences British Columbia is a non-profit organization, which engages in supporting and representing the life science community through leadership, investment, advocacy, and promotion. It ensures that no life sciences sector is working in isolation and that all sectors come together in a comprehensive, complementary, and coordinated fashion. The company is headquartered in Vancouver, Canada.

Phemi SystemsCorp., operates as a big data warehouse company. It serves to healthcare institutions. The firm’s products include PHEMI central and PHEMI clinical. The company was founded by Alan Rabinowitz, Paul Terry, Adam Lorant, and John M. Seminerio in 2013 and is headquartered in Vancouver, Canada.

American Dermatological Association, Inc. recognizes, discusses and develops solutions for problems in the area of dermatologic health care, research and education. The company was founded in 1876 and is headquartered in Fort Lauderdale, FL.

Milestone Technologies, Inc. provides information technology services. It offer services include managed IT services, cloud, platform engineering, professional, contact center services. The company was founded by Prem Chand in 1997 and is headquartered in Fremont. CA.

Southern Siding & Gutter LLC, also known as Southern Exteriors, is a company that specializes in new construction, full-scale remodeling, and all types of custom home improvements. The company is based in Jackson, GA. The company's services include repair and installation of vinyl and Hardie board siding, roofing, gutters, windows, and doors. The company was founded in 2000 by Aaron Kuhn. Aaron Kuhn has been the CEO since 2000.

StrataTech Education Group specializes in the operation of skilled trade schools. It focuses on the acquisition, growth and development of specialized career education schools, particularly skilled-trade programs designed to address the nation?s growing infrastructure needs. The company is headquartered in Phoenix, AZ.

North American Partners in Anesthesia LLP engages in the provision of anesthesia services. It offers hospital anesthesia, ambulatory anesthesia, office-based anesthesia, and anesthesia practices services. The company was founded in 1986 and is headquartered in Melville, NY.

Altamont Capital Management LLC ( Altamont Capital Management) is a private equity firm founded in 2010 by Jesse T. Rogers, Randall Eason and Keoni Schwartz. The firm headquartered located in Palo Alto, California.