Ben Satterfield

PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients.

Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

Achievement Centers for Children operates as non-profit organization, which engages in the provision of education and autism services. It offers technical assistance program, achieve consulting, preschool language, speech and occupational therapy, family support, recreation and sports, and adult services. The company was founded in 1940 and is headquartered in Highland Hills, OH.

Grant Thornton LLP provides accounting, tax and business consulting services. It offers advisory, business consulting, business risk, enterprise technology and innovation, transaction services, data analytics, cyber risk, and data integrity services. The firm serves the construction, real estate and hospitality, consumer and industrial products, energy, financial services, health care and life sciences, not for profit organizations, private equity, public sector, and technology industries. The company was founded in 1924 and is headquartered in Chicago, IL.

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).

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.

Beecken Petty O'Keefe & Co LP (BPOC) is a private equity firm founded in 1996 by Dave Beecken, Bill Petty, and Ken O’Keefe. The firm is headquartered Chicago, Illinois.

BMO Bank NA provides personal, business, and commercial banking products and financial advisory services. Its personal banking products and services include checking accounts; statement savings accounts, money market accounts, and certificates of deposit (CD); fixed and adjustable rate mortgages; credit cards, loans and lines of credit, and retirement accounts and investments; home equity, personal loans and lines of credit, and auto loans; and online banking, mobile banking, phone banking, payment and deposit, cross-border banking for Canadians, and switch kit services. The company was founded in 1882 and is headquartered in Chicago, IL.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

The Illinois State Bar Association is a state bar association that serves lawyers. The association is based in Springfield, IL. The association provides various resources for lawyers, including legal forms, expert services, and publications. It also offers continuing legal education programs and hosts events for lawyers.

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

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients.

The Urban Land Institute operates as a non-commercial research organization. It provides leadership in the responsible use of land and in creating and sustaining thriving communities worldwide. The company was founded on December 14, 1936 and is headquartered in Washington, DC.

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.

Uptake Technologies, Inc. develops predictive analytics platform. It serves agriculture, aviation, buildings, fleet, manufacturing, oil and gas, construction, energy and mining industries. The company was founded by Bradley A. Keywell and Eric Paul Lefkofsky in 2014 and is headquartered in Chicago, IL.

Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.

First Trust Private Assets Fund is a non-diversified and closed-end management investment company. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI.

Rubicon Founders LLC (Rubicon Founders) is a venture capital firm founded in 2021 by Adam Boehler. The firm is headquartered in Nashville, Tennessee.

Vivaldi Capital Management LP (VCM) is a wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was co-founded by Randal Golden and David Sternberg in 2011. They are primarily owned by VFT Holdings LP. VCM provides integrated wealth management solutions to high-net-worth individuals, family offices and institutions and their related entities, which includes trusts and retirement plans.

Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company that was established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients.

Dynamic Knowledge Transfer LLC engages in the development of educational software. It specializes in the distance learning, classroom management, blended learning, and progressive learning. The company was founded by David B. Becker in 2003 and is headquartered in Indianapolis, IN.

GS Futures LLC (GS Futures) is a venture capital firm founded in 2020. The firm is headquartered in San Mateo, California.

Stonehenge Capital Co. LLC is a national specialty finance company and venture capital firm headquartered in Baton Rouge, Louisiana. The firm was founded in 1999 by the executive management and key professionals of Banc One Capital Markets as a spin-off from Bank One. Stonehenge Capital Co. manages several regionally-targeted private equity and mezzanine investment funds through offices in Alabama, Colorado, Florida, Louisiana, Missouri, New York, Ohio, Texas and Wisconsin.