Anthony B. Glickhouse

Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to several client types, which includes Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered 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.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients.

Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations.

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.

Arctaris Capital Partners LLC (Arctaris Capital Partners) is a private equity firm founded by Jonathan Tower in 2009. The firm is headquartered in Boston, Massachusetts.

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.

Palo Santo Inc (Palo Santo) is a venture capital firm founded in 2005 by Timothy J Schlidt and Daniel L. Goldberg. The firm is headquartered in New York.

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.

Council of the Americas, Inc. is a non-profit organization, which engages in the management of professional membership organization. It aims to promote economic and social development, open markets, rule of law, and democracy. The firm is composed of companies representing the sectors of banking and finance, consulting services, consumer products, energy and mining, manufacturing, media, technology, and transportation. The company was founded by David Rockefeller Sr. in 1965 and is headquartered in New York, NY.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Abdulkadir Al Muhaidib & Sons Co. engages in investment activities. It invests in food, real estate, building materials, construction & utilities and infrastructure sectors. The company was founded by Abdulkadir Al-Muhaidib in 1943 and is headquartered in Dammam, Saudi Arabia.

Advanced Web Technologies, Inc. specializes in label and packaging solutions. Its products include digital and flexo labels & packaging, onsert and shrink sleeves. The firm serves the food and beverage, medical, OEM/industrial, household, personal care and specialty markets. The company was founded in 1991 and is headquartered in Minneapolis, MN.

Buffalo Games LLC manufactures board games, jigsaw puzzles, and card games. It offers portfolio of board, table and party games including titles such as watch ya mouth, brain games, the voting game, skee-ball, silly street, and plingpong. The firm also offers party and educational games for children. The company was founded by Paul A. Dedrick and Eden Scott Dedrick in 1986 and is headquartered in Buffalo, NY.

Part of Industrial Labels Holdings Corp., IDENTCO International Corp. is a private company based in Ingleside, IL. IDENTCO International Corp. was founded in 1986 by Scott Lucas. Brad Zechman has been the CEO of the company since 2010.

Pacon Corp. engages in converting and printing of art and education papers. It offers construction paper, drawing and sketch paper, poster board, presentation board (corrugate/foam), ruled handwriting paper, dual surface and fade-resistant paper products. The firm’s brands include Array, Art Street, Bordette, Creative Cut-ups, Decorol, Ecology, GoWrite, Tru-Ray, Riverside, and Peacock. It offers goods in sheeted packages, wire bound books, tape bound pads, and rolls. The company was founded by Jerry Van Hoof in 1951 and is headquartered in Appleton, WI.

EastPoint Sports Ltd. LLC designs and distributes home recreational products. It offers game rrom, outdoor and sport games, and sport equipment. The company was founded by Micahel J. Nally in 2009 and is headquartered in Succasunna, NJ.

Reliance Label Solutions, LLC is an industrial label provider that specializes in materials for GHS labels. Reliance Label Solutions is based in Paola, KS. The company offers label printing software, printers, and printer consumables to ensure customers have everything they need. Reliance Label Solutions is committed to providing quality products for GHS labels, DOT placards, label software, and everything in between. The company has been helping companies print GHS and IMDG compliant labels for over 30 years.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Western Reserve Partners LLC provides investment banking services. It offers mergers and acquisitions, capital raising and other financial advisory services to middle market companies across a focused set of industry verticals, including industrial, business services, consumer, healthcare, technology and real estate. The firm’s services include sell-side advisory, buy-side advisory, capital raising, financial opinions and valuations and restructuring and bankruptcy. The company was founded in 2004 and is headquartered in Cleveland, OH.

Mason Wells Inc (Private Equity)(Mason Wells) is a private equity subsidiary of Marshall & Ilsley Corporation founded in 1998 by John Thomas Byrnes. The firm is headquartered in the Milwaukee, Wisconsin.

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.

Chicagoland Equipment & Supply, Inc. was founded in 2000. The private company is based in Chicago, IL and has subsidiaries in United States. Chicagoland Equipment & Supply is a one-stop shop for all your food equipment and supply needs. The company serves grocery stores, food processing plants, and more.

Cooper Management Co. LLC (Cooper Management) is a privately-owned family office headquartered in Evanston, Illinois. The firm was founded in 2002 by Phillip and Carey Cooper. Cooper Management manages, sustains and grows the Family’s wealth across multiple households and four generations.

Barrel Ventures Management LLC (Barrel Ventures) is a venture capital firm founded in 2019 by Nate Cooper. The firm is headquartered in Chicago, Illinois.

Freeman Spogli & Co Inc (Freeman Spogli) is a private equity firm founded in 1983 by Bradford M. Freeman and Ronald Paul Spogli. The firm is headquartered in Los Angeles, California and their offices in New York.

Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector.