Carey B. Morrison

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors 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.

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.

Tortoise Capital Advisors LLC (Tortoise) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. Tortoise provides investment management services to individual and institutional investors and pooled investment vehicles.

ADARA, Inc. provides online display advertising services. Its Magellan platform transforms loyalty audience that enables brands to monetize and nurture their loyalty program customers online and helps advertisers reach exclusive qualified audiences. The company was founded by Charles Mi, I-Heng Mei and James Kim in 2005 and is headquartered in Mountain View, CA.

Figure Eight Technologies, Inc. operates as a crowdsourcing platform. The firm offers web date collection, Google search relevance, data collection service, open source data sets, and data scientist skills. The company was founded by Lukas Biewald and Chris Van Pelt in 2007 and is headquartered in San Francisco, CA.

Casetext, Inc. operates a public legal research tool and online community, which enables clients to discover and share legal knowledge. It offers cases and statutes, annotated with insights contributed by the legal community. The company was founded by Jake Heller and Joanna Huey in 2013 and is headquartered in San Francisco, CA.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Bryan Cave Leighton Paisner LLP provides legal services. It is a business and litigation firm with a diverse client base, includes business, financial institutions and not-for-profit organizations, government entities and individual clients. The firm represents business, financial, institutional and individual clients, including publicly held multinational corporations, large and mid-sized privately held companies, partnerships and emerging companies. The company was founded by Robert D. Klingler in 1873 and is headquartered in St. Louis, MO.

Shook, Hardy & Bacon LLP engages in the provision of legal services. It offers product liability, intellectual property, business litigation, public policy, and employment litigation and policy. The firm serves pharmaceutical and medical device, food, beverages and agribusiness, insurance and reinsurance, energy, and sports industries. The company was founded by Frank P. Sebree in 1889 and is headquartered in Kansas City, MO.

Morgenthaler Management Corp (Morgenthaler Management) is a venture capital and private equity firm founded in 1968 by David Morgenthaler. The firm is headquartered in Portola Valley, California.

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.

Love Funding Corp. provides refinance, acquisition, construction, rehabilitation, bridge financing programs, affordable housing, seniors housing, healthcare facilities and hospitals. It also offers acquisition or refinance loan, streamlined refinance loan, loan modification and interest rate reduction, and bridge loan platform. The company was founded in 1984 and is headquartered in Washington, DC.

S.H. Smith & Co., Inc. provides engineering services. It offers surveying, material testing, environmental and geotechnical services. The company was founded by Samuel H. Smith in 1968 and is headquartered in Poplar Bluff, MO.

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.

Socrata, Inc. provides cloud solutions for open data and data-driven governments. Its products include capital projects explorer, citizen connect, insights dashboard, open finance, performance, perspectives and publica open data. The firm also offers financial insights, open data and citizen management, performance improvement and accountability solutions, blueprint and socrata support site services. The company was founded by Kevin Merritt in 2007 and is headquartered in Seattle, WA.

Intuit Mint Bills, Inc. develops a mobile application that provides personal finance management service and bill pay services. It offers the ‘Personal Assistant’ application that enables tracking of personal finances, travel, bills, cell phone minutes, and shopping. The company was founded by Guy Goldstein in 2007 and is headquartered in Palo Alto, CA.

Roofstock, Inc. provides online real estate services. The firm operates as a marketplace for investing in single-family rental (SFR) sector. It provides all of the resources for investors to buy, own and sell real estate online, including data analytics, property management oversight and other tools. The company was founded by Gary Beasley, Gregor Watson, Rich Ford and Devin Wade in 2016 and is headquartered in Oakland, CA.

DC Capital Partners Management LP (DC Capital Partners) is a private equity firm founded in 2007 by Thomas Campbell. The firm is headquartered in Alexandria, VA.

Owl Cameras, Inc. designs and manufactures home and business security camera systems. The firm offers Owl cameras. The company was founded by Andrew Hodge, J. P. Labrosse, and Nathan Ackerman in 2016 and is headquartered in Palo Alto, CA.

Part of Datasonic Group Bhd., Datasonic Technologies Sdn. The company is based in Kuala Lumpur, Malaysia. Bhd. is a Malaysian company that provides hardware and software customization services.

HealthLoop, Inc. operates as a SaaS-based platform that enables medical practices to monitor and communicate with patients during the recovery process. Its platform enables doctors to identify patients at risk of decline in the follow up period. The company was founded by Jordan Shlain in 2009 and is headquartered in Mountain View, CA.

Part of Procter & Gamble Co., The Procter & Gamble Paper Products Co. is a company that manufactures toilet tissues, paper towels, and facial tissues. The company is based in Modesto, CA.

Canvas Management Co. LLC (Canvas Ventures) is a venture capital firm founded in 2013 by Gary Little, Rebecca Lynn and Paul Hsiao. The firm is headquartered in Portola Valley, California.