Joshua Koeck

Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals.

Reinhart Partners, Inc. is a privately-held, SEC-registered investment advisor headquartered in Mequon, Wisconsin. The firm was founded by James Reinhart in 1991 and was formerly known as Reinhart & Mahoney Capital Management, Inc. Reinhart Partners provides investment advisory services to mutual funds, corporations, other investment advisers, pension and profit-sharing plans, Taft-Hartley plans, municipalities and other public institutions, foundations, trusts, individuals and other separate accounts. They also provide model portfolio recommendations to sponsors of managed account programs.

US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund.

Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios.

Fifth Street Capital LLC (Fifth Street Capital) is private equity firm founded by Leonard Tannenbaum in 1998. The firm is headquartered in West Palm Beach, Florida.

Founded in 2007, JP Marvel Investment Advisors LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides customized investment supervisory services to individuals, trusts, estates, or charitable organizations, and corporations or business entities. They also sponsor the Captain Fund I LLC.

Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds.

VetDC, Inc. develops cancer drugs for pets. It is a cancer-focused veterinary biopharmaceutical company developing innovative, underutilized human technologies for use in companion animals. It offers VDC-1101, a novel anti-cancer pro-drug from Gilead Sciences for use in animal cancer. The company was founded by Terry J. Opgenorth in 2009 and is headquartered in Fort Collins, CO.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Walton Street Capital LLC is a Private Equity firm, a subsidiary of Walton Capital Advisors LP founded in 1994. Walton Street Capital LLC is headquartered in Chicago.

The John Buck Co. LLC provides integrated real estate services. It develops office, residential, hospitality, mixed-use, and in development projects. The firm also provides leasing services, including market analysis, marketing plan development and implementation, tenant relations, competitive analysis, advertising and public relations, strategic planning and underwriting, lease negotiations, asset positioning, broker relationships, and prospecting and canvassing. The company was founded by John A. Buck II in 1981 and is headquartered in Chicago, IL.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

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.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.

BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients.

Harrison Street Real Estate Capital LLC is a Private Equity/Venture Capital firm, a subsidiary of Colliers International Group, Inc. founded in 2005 by Christopher Nelson Merrill, Chris B. Galvin and Mike P. Galvin. Harrison Street Real Estate Capital LLC is headquartered in Chicago.

AB CarVal Investors LP (AB CarVal) is a SEC-registered investment advisor and alternative investment fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 2006 as a continuation of Cargill Value Investment (CVI), which was an internal business unit of Cargill, Inc. (Cargill). In 2022, they were acquired by AllianceBernstein LP, which is ultimately owned by Equitable Holdings, Inc. (NYSE: EQH). The firm immediately changed its legal name from CarVal Investors LP to AB CarVal Investors LP. AB CarVal offers investment advisory services to private funds, single-investor vehicles, CLO vehicles, separately managed accounts, and non-discretionary accounts.

Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles.

Fifth Street Management LLC is a registered investment advisor located in Greenwich, Connecticut. In 2014, Fifth Street Asset Management Inc. ("FSAM") completed its initial public offering of common stock (NASDAQ:FSAM). As part of the restructuring in connection with the IPO, FSAM became the general partner of Fifth Street Holdings LP ("Holdings”) and the proceeds of the IPO were used to repurchase interests in Holdings from certain minority holders. Fifth Street is wholly-owned by Holdings, and FSAM holds a minority interest in Holdings. The majority of interests in Holdings is held by employees of affiliates of Fifth Street, including Leonard M. Tannenbaum.

The Tokarz Group Advisers LLC (Tokarz Group Advisers) is a private equity firm founded in 2006 by Michael Theodore Tokarz. The firm is headquartered in Purchase, New York.

Levin & Company is a full-service accounting and asset management firm that provides business and individual tax, investment, and advisory services. The private company is based in Allentown, PA, and serves clients in and throughout the area. The company offers personalized services tailored to meet the specific needs of their clients.

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