Christopher Barrand

Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals.

Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts.

The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries.

Music Reports, Inc. provides music rights administration services. Its services include rights licensing, administration, royalty accounting, and related SaaS development and hosting. It serves the broadcasters, record labels, digital music services, wireless carriers and consumer products companies. The company was founded by Ronald H. Gertz in 1995 and is headquartered in Woodland Hills, CA.

Blackstone Liquid Credit Strategies LLC (BLCS) is a SEC-registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded in 2007 and is a subsidiary of Blackstone Alternative Credit Advisors LP, which is ultimately held by Blackstone, Inc. (NYSE: BX). The firm was formerly known as GSO / Blackstone Debt Funds Management LLC and changed their name to Blackstone Liquid Credit Strategies LLC in 2020. BLCS serves as investment manager for (i) pooled investment vehicles operating as private investment funds and (ii) registered investment companies.

Pipeline Health Holdings LLC specializes in medication reconciliation and discharge counseling services. Its solutions include PipelineRx telepharmacy, clinical and integration services; and PowerGridRx optimizer and essentials. The company was founded by Brian Roberts and Chris Ciolko in October 2009 and is headquartered in San Francisco, CA.

CBR Intellectual Property LLC provides text books on a rental basis. It offers wide selection of textbooks from music, microbiology and diseases, nutrition, literature, calculus, infants and children, social psychology, and behavioral. The company was founded by Alan Curtis Martin, Ken Martin, Shane Willard, Rocky Moline, and Todd McCormick in 2007 and is headquartered in Lincoln, NE.

Insight Venture Management LLC (Insight Venture Partners) is a private equity/ venture capital subsidiary of Insight Holdings Group LLC founded in 1995 by Jeffrey L. Horing and Jerry Fred Murdock. The firm is headquartered in New York.

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.

Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers.

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.

Inverness Graham Investments, Inc. (Inverness Graham) is a private equity subsidiary of The Graham Group, Inc. (Pennsylvania) founded in 1994 by Kenneth Graham, Steven Wood, and Scott Kehoe. The firm is headquartered in Wayne, Pennsylvania.

MidOcean US Advisor LP (MidOcean Partners) is a private equity firm founded in 2003 by James Edward Virtue. The firm is headquartered in New York.

Lowell Blake & Associates, Inc. (LBA) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Jim and Susan Lowell in 1974. LBA provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and limited liability companies.

Mirixa Corp. engages in the provision of healthcare technology and services. It identify and connect patients with pharmacists and other healthcare providers for individualized medication counseling. The company was founded in 2005 and is headquartered in Reston, VA.

Artience Capital Management LLC (Artience Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was co-founded by Kim Nordmo and Jolie Bales in 2009. Artience Capital provides investment services to high-net-worth individuals, families and institutions.

Radiate Media LLC provides traffic reporting services and sells advertising on radio and television stations. The firm offers hyper-local content, traffic information, advertising, and interactive marketplace solutions to television, radio, and print media partners. It provides merchants and national advertisers with an advertising platform to connect them with consumers. The company collects and disseminates traffic information in audio and video formats. It analyzes real-time data from road sensors, traffic cameras, and official accident and incident reports. The company was founded by Christopher M. Rothey and Miles Romney in 2011 and is headquartered in Malvern, PA.

Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois.

CloudCheckr, Inc. develops cloud management platform. It monitors and measures AWS data sources including AWS cloudtrail logs, AWS config, AWS virtual private cloud flow logs, AWS cloudwatch and AWS API calls. The firm’s solutions include Cost Management, FinanceManager, Cloud Security, Total Compliance, Inventory and Utilization, and Cloud Automation. The company was founded by Aaron C. Newman and Aaron Klein in 2011 and is headquartered in Rochester, NY.

SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.

Thiel Capital LLC (Thiel Capital) is a venture capital firm founded in 2011 by Peter Andreas Thiel. The firm is headquartered in West Hollywood, California.

Part of Raptor Technologies LLC, SchoolPass, Inc. is a K-12 platform that helps schools manage attendance, campus movement, and campus wellness in the cloud. The company is based in Gaithersburg, MD. The company partners with student information system (SIS) platforms such as PowerSchool, Blackbaud, Veracross, Senior Systems, and many others to seamlessly sync parent, student, and attendance data. The company was founded by Mark Ruiters, who has been the CEO since incorporation. SchoolPass, Inc. (Maryland) was acquired by Raptor Technologies LLC on April 25, 2023.

Wavecrest Management Co LLC (Wavecrest Growth Partners) is a private equity firm founded in 2016 by Deepak Sindwani and Valibhav Nalwaya. The firm headquartered in Boston, Massachusetts.

Pragmatic Institute LLC provides data science education and marketing training services. It offers training, consulting services and an online community for technology product managers and marketers world-wide. It offers product management, product marketing, data science courses. The company was founded in 1993 and is headquartered in Scottsdale, AZ.