Candice Rezvanian

ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations.

Beam Technologies, Inc. operates as a platform that uses a connected toothbrush to connect consumers to the dental goods and services. It develops a toothbrush that is paired with a smartphone application which monitors daily brushing and sends reports to user's dentist if required. The company was founded by Alex Xavier Frommeyer, Dan Dyche, Daniell Edward Dykes, and Alexander David Curry in 2012 and is headquartered in Columbus, OH.

OshKosh B'Gosh, Inc. manufactures children's clothing. The company was founded in 1895 and is headquartered in Oshkosh, WI

Founded in 1998, New Covenant Trust Co., NA is a nationally chartered trust bank. They are a for-profit subsidiary of the Presbyterian Foundation and are located in Jeffersonville, Indiana. New Covenant Trust Co. provides financial planning, investment management and trust services to individuals and institutions throughout the US. They are also known as One Compass Advisors.

The Tuck Social Venture Fund (TSVF) (Venture Capital) (The Tuck Social Venture Fund) is a venture capital firm founded in 2015. The firm is headquartered in Hanover, New Hampshire.

Borealis Ventures (Borealis Ventures) is a venture capital firm founded in 2001 by Jesse Devitte and Phil J. Ferneau. The firm is headquartered in Hanover, New Hampshire.

Part of Wedgewood Village Pharmacy LLC, Blue Rabbit Ventures, Inc. provides veterinary services. The company is based in Portland, ME. The company was founded by Benjamin J. Shaw. Benjamin J. Shaw has been the CEO since incorporation. Blue Rabbit Ventures was acquired by Wedgewood Village Pharmacy LLC on June 14, 2023.

First Sentier Investments (US) LLC (FSI US) is a SEC-registered investment advisor headquartered in New York City. They were founded in 2014 and formerly a US division of Colonial First State Asset Management (Australia) Ltd. The firm is a wholly-owned subsidiary of MUFG Fund Services (USA), Inc., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306, NYSE: MUFG) in Japan. Formerly known as First State Investments (US) LLC, they changed their name to First Sentier Investments (US) LLC in 2020. FSI US provides ongoing discretionary investment management services to institutional clients through a separate account, with respect to fixed income securities.

RFX Technologies LLC provides a range of services to its clients, with a focus on creating simple, secure, affordable, and dependable solutions. The American company specializes in finding the right solution for its clients and is committed to providing the expertise required to complete projects or provide support according to its standards. RFX Technologies also collaborates with other experts when necessary to ensure the best possible outcome for its clients.

The Kentucky Science & Technology Corp operates as a non-profit organization committed to the advancement of science, technology and economic development. The company was founded in 1987 and is headquartered in Lexington, KY.

Deloitte/Malawi provides accounting services. The private company is based in Blantyre, Malawi.

Monomoy Capital Partners LLC (Monomoy Capital Partners) is a Private Equity firm founded in 2005 by Stephen Presser, Dan Collin and Justin Hillenbrand. The firm is headquartered in New York.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

River Road Asset Management LLC (River Road) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2005 by R. Andrew Beck, Henry W. Sanders III, and James C. Shircliff. They are a subsidiary of RRAM Acquisition LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). River Road provides institutional separate account and investment sub-advisory services to a broad range of domestic and international clients.

Goelzer Investment Management, Inc. (Goelzer) is an independent and SEC-registered asset management firm headquartered in Indianapolis, Indiana. The firm was founded by Don Goelzer in 1969. Goelzer provides investment advisory services to private and institutional clients.

Sustainability Ventures Group, Inc. was founded by David Van Seters, Peter Irwin Rubinstein, and David van Seters in 1994. The Canadian company is dedicated to developing business, public policy, and educational approaches to foster sustainability. The company conducts various types of projects, including sustainability education and reporting, development of sustainability management systems, economic analyses of urban sprawl, transportation systems, energy infrastructure, sustainable finance, and sustainable food systems. The company also provides coaching and mentoring to sustainable business entrepreneurs. The founder and president, David Van Seters, has experience and academic training in environmental issues, community development, and business management.

In Orbit Aerospace Inc. is a company that is building the necessary infrastructure to enable commercialization of space. The company is based in Torrance, CA and the CEO is Ryan Elliott. The company is focused on enabling mass manufacturing and research in space, with the goal of creating new and improved products in microgravity and delivering them back down to earth. In Orbit Aerospace offers a seamless roundtrip service, providing orbital platforms hosting factories and labs, as well as earth re-entry vehicles to safely return products. The company's unique approach simplifies operations for future space companies. In Orbit Aerospace is working on advancements in pharmaceuticals, semiconductors, fiber optics, 3D bioprinting, metals, and plastics, with the potential to service the enormous backlog of people needing transplants on earth and to support the future of humanity in space.

Resound is an AI-powered podcast editing company that offers three paid subscriptions and a free plan for users to test their services. The company is based in Louisville, KY. The company's mission is to make podcast editing faster and easier for users. Resound aims to empower podcasters through AI technology. The company was founded in 2020 by Jacob Bozarth, who has been the CEO since 2020.

Thoroughbred Spirits Partners LLC (Thoroughbred Spirits Partners) is a private equity firm founded in 2009 by David Large. The firm is headquartered in Chicago, Illinois.

EDSCO Fasteners LLC engages in the manufacture of anchor bolts. Its products include smooth bar bolts, rebar bolts, plate, and cages. It serves energy and power, communications, transportation, industrial construction, and sea port and marine construction markets. The company was founded in 1985 and is headquartered in Denton, TX.

Validor Capital LLC (Validor Capital) is a private equity firm founded in 2012 by Matthew C. Kaufman. The firm is headquartered in Boca Raton, Florida.

Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations.

Todd Asset Management LLC (TAM) is a privately-held registered investment advisory firm headquartered in Louisville, Kentucky. The firm was founded by Bosworth Todd in 2009 upon the combination of Veredus Asset Management LLC (VAM) with Todd Investment Advisors, Inc. (TIA) and subsequently changed its name to Todd-Veredus Asset Management LLC (TVAM). They renamed their name into Todd Asset Management in 2013. TAM provides advisory services to individual and institutional clients.

Kernel Fund /Venture Capital/ (Kernel Fund) is a venture capital firm founded in 2014 by Oji Udezue, Osa Elaiho and Abdul Kassim. The firm is headquartered in New York.

Cressey & Co. LP (Cressey & Co) is a private equity firm. The firm is founded in the year 2008 by Bryan Charles Cressey and it is headquartered in Chicago, Illinois and Nashville, Tennessee.