Andrew Mcintyre Carlson

LSV Asset Management (LSV) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1994 by Josef Lakonishok, Andrei Shleifer and Robert Vishny. They are affiliated with SEI Investments Co. (SEI) (NASDAQ: SEIC), because SEI Funds, Inc., a wholly-owned subsidiary of SEI, owns a minority interest in LSV. LSV provides discretionary investment management services in portfolios of publicly traded global equity securities to a variety of institutional investors and commingled investment funds.

Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.

Jackson National Asset Management LLC (JNAM) is a SEC-registered investment advisor and mutual fund manager headquartered in Lansing, Michigan. Founded in 1989, the firm is an indirect, wholly owned subsidiary of Jackson Financial, Inc. (NYSE: JXN). JNAM serves as an investment adviser but limits its investment management services to rendering investment advisory services in connection with mutual funds sponsored by affiliated entities.

Citadel Enterprise Americas LLC (Citadel Enterprise) is an independent hedge fund management firm headquartered in Miami, Florida. The firm was founded by Kenneth C. Griffin and Reade Griffith in 1990 and formerly known as Citadel LLC. Citadel Enterprise provides investment banking, institutional trading and fund administration services to many types of US and non-US domiciled clients.

The James Irvine Foundation operates nonprofit grant making foundation an expanding opportunity for the people of California to participate in a vibrant, inclusive and successful society. Its grant making is organized around three program areas: Arts, Youth, and California Perspectives. The Foundation has provided more than $900 million in grants to nonprofit organizations throughout California. The organization was founded in 1937 and is headquartered in San Francisco, CA.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

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.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

SpineEX, Inc. develops medical devices. The firm’s products include expandable cage, retractor system and sterilization container. The company was founded by Andrew Rogers and Roy Chin on March 9, 2017 and is headquartered in Fremont, CA.

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

Thoma Bravo LP(Thoma Bravo) is a private equity firm founded in 2008 by Carl Dee Thoma and Orlando Bravo. The firm is headquartered in Chicago, Illinois.

B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Minnesota State Board of Investment (SBI) is a state-owned pension fund manager headquartered in St. Paul, Minnesota. The firm was founded in 1885 to manage assets for the State of Minnesota. SBI is also responsible for the assets of the three Statewide Retirement Systems, various defined contribution plans, non-retirement accounts, and tax-advantaged savings plans.

Founded in 1982, Stratford Advisory Group, Inc. is an independent, full-service investment consulting and advisory firm, registered as an investment advisor with the SEC under the Investment Advisers Act of 1940*. Stratford provides investment consulting to-Endowments, Foundations, Healthcare organizations, Defined benefit and defined contribution plans, Taft-Hartley funds, Public retirement plans, Private wealth, Corporations (operating assets and other taxable funds), Non-qualified plans. They assist clients with strategic investment program management. This includes investment policy development, asset allocation strategy, investment manager structure, manager selection, performance measurement and manager evaluation and oversight. They are distinguished by their proactive consulting approach-timely advice, specific recommendations, and implementation assistance. Their only business is investment consulting and advisory services; 100% of their revenue comes from their investment consulting and advisory relationships. They have no affiliations, financial arrangements or relationships with any investment managers or other organizations that could compromise their independence. Stratford serves its national client base from a single office located in Chicago, Illinois. All of their client consulting, investment research, manager research, and administrative support is conducted at this site.

Turnaround Management Association is a organization that provides turnaround management, corporate restructuring and distressed investing services. Its members include turnaround practitioners, attorneys, accountants, investors, lenders, venture capitalists, appraisers, liquidators, executive recruiters, and consultants, as well as academic, government, and judicial employees. The company was founded by Thomas J. Allison, Jay Alix, C. Charles Bahr, Jacques H. Belet, Donald B. Bibeault, Gary Brooks Gerald, P. Buccino, John Butler, Melanie Rovner Cohen, John M. Collard, Marvin A. Davis, Peter Dusenberre, Timothy F. Finley, Kenneth E. Glass, Frank Grisanti, David Hansing, William J. Hass, Thomas D. Hays, William K. Marrinan, F. Richard Matthews, Kevin McConnaghy, Gilbert C. Osnos, Victor Palmieri, Peter Pellitier, Sanford C. Sigoloff, Jack R. Stone, James Sullivan, Rollie Tillman, Peter Tourtellot, John Whitney and Carl M. Youngman in 1991 and is headquartered in Chicago, IL.

Manulife Investment Management Private Markets (US) LLC (Manulife Investment Management) is a private equity subsidiary of Manulife Financial Corp founded in 1997. The firm is headquartered in Boston, Massachusetts.

BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients.

North American Spine Society engages in the provision of education, research, and advocacy on spine care for patients. The company is headquartered in Burr Ridge, IL.

Capital For Business Inc (CFB) is a private equity subsidiary of Commerce Bancshares, Inc. (Missouri) founded in 1959. The firm is headquartered in St. Louis, Missouri.

Bay Hills Capital Management LLC (Bay Hills Capital) is a private equity firm founded in 2006 by Lance Mansbridge. The firm is headquartered in San Francisco, California.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Lanternback Capital LLC operates as long/short equity hedge fund focused on the energy, industrial, and utilities sectors. The company was founded by James Theriac, Colin McDonough, and Eric Michael Sanchez on April 13, 2017 and is headquartered in San Francisco, CA.