Kathleen L. Werner

Part of KeyCorp, Spears, Benzak, Salomon & Farrell, Inc. is an investment management firm. The company is based in White Plains, NY. The company was founded by Vince D. Farrell. Spears, Benzak, Salomon & Farrell was acquired by KeyCorp on April 13, 1995.

AmeriPath, Inc. provides of anatomic pathology, dermatopathology and molecular diagnostic services to physicians, hospitals, clinical laboratories and surgery centers. The firm offers health plan coverage and personalized services. The company was founded in 1996 and is headquartered in Madison, NJ.

Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA.

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.

The Catholic Charities of the Archdiocese of New York operates as non-profit organization. It protects and nurtures children and youth; feeds the hungry and shelters the homeless; strengthens families and resolving crisis; supports the physically and emotionally challenged; and welcomes and integrates immigrants and refugees. The company was founded in 1917 and is headquartered in New York, NY.

The Healthcare Private Equity Association is a non-profit trade association that supports the reputation, knowledge, and relationships of the healthcare private equity community. The non-profit company is based in Needham, MA. The association's member firms are committed to building successful and enduring businesses in the healthcare industry. The company brings industry knowledge, broad networks, and deep expertise to help companies grow, create jobs, and deliver high-quality healthcare. The association's member firms have over $1 trillion in assets under management and have supported the growth of over 1500 healthcare businesses. The company was founded by Jeffrey K. Rhodes, Brian Christopher Miller.

Clifford Chance U.S. LLP provides legal services. It offers services in the fields of commercial, capital markets, merger, finance and banking, real estate, tax, pensions and employment, litigation, and dispute resolution. The company was founded in 1987 and is headquartered in New York, NY.

Trident Resources Corp. provides natural gas exploration services. It focuses on the exploration for and exploitation of unconventional natural gas resources, primarily in the Western Canadian Sedimentary Basin ('WCSB'). The company was founded in 2000 and is headquartered in Calgary, Canada.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Clifford Chance LLP provides legal services. It services include banking and finance, capital markets, mergers and acquisitions, litigation and dispute resolution, real estate and tax, pensions and employment. The company was founded in 1987 and is headquartered in London, the United Kingdom.

Financial Technology Ventures Management Co LLC (Financial Technology Ventures) is a private equity firm founded in 1998 by Jim Hale, Bob Huret and Richard Garman. The firm is headquartered in New York.

The Equitable Life Assurance Society Ltd. provides life insurance services. It offers services include insurance, annuities, pensions and permanent health insurance. The company was founded in 1762 and is headquartered in Aylesbury, the United Kingdom.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

M2Gen Corp. provides informatics-based solutions to accelerate the discovery, development, and delivery of personalized medicine. Its solutions include Total Cancer Care Protocol and ORIEN Avatar. The company was founded by William S. Dalton in 2006 and is headquartered in Tampa, FL.

Sonenshine Partners LLC provides investment advice. The private company is based in New York, NY. The company was founded by Philip Kwun.

Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.

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.

Junior Achievement of New York, Inc. provides kindergarten-12th grade programs foster work-readiness entrepreneurship and financial literacy skills. Its programs include JA Be Entrepreneurial, JA Career Success, JA Company Program Blended Model, JA Economic for Success, JA Finance Park, JA Global Marketplace, JA It?s My Business, and JA It?s My Future. The company is headquartered in New York, NY.

Fairway Resources Partners II LLC owns and operates oil and gas properties. The company was founded is 2010 and is headquartered in Southlake, TX.

Blackstone Alternative Credit Advisors LP (BACA) is a registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Stephen Schwarzman in 2005 as GSO Capital Partners LP and changed their name to Blackstone Alternative Credit Advisors LP in 2020. They are a subsidiary of GSO Holdings I LLC, ultimately owned by The Blackstone Group, Inc. (NYSE: BX). BACA provides their services to a limited number of sophisticated investors such as institutional and high-net worth individual investors.

Part of Aster Insights, M2gen Holdings LP is an investment holding company. The company is based in New York, NY. Founded in 2021, M2gen Holdings functions as an investment holding company.

Direct Vet Marketing, Inc. provides cloud-based prescription management, pharmacy services, marketing solutions and practice analytics for equine and companion animal veterinary practitioners. It offers online ordering and home delivery of prescription drugs, compounded medications, and therapeutic diets. The company was founded by David Evans Shaw and Benjamin J. Shaw in 2010 and is headquartered in Portland, Maine.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Celera Corp. provides medical diagnostics services. It offers disease management solutions through a combination of tests and services based on genetics discovery platforms. Celera was founded in 1998 and is headquartered in Alameda, CA.

Northwell Health, Inc. engages in the provision of medical and healthcare services. It offers several long-term care facilities, rehabilitation services, outpatient surgery centers, home care, hospice, diagnostic laboratory facilities, and emergency medical services. The company was founded in 1997 and is headquartered in New Hyde Park, NY.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.