Logan Michael Purk

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.

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.

Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM provides advice as an investment adviser or as a sub-adviser to individuals and institutions and act as the investment adviser to the Buffalo Funds.

Bessemer Investment Management LLC (BIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Bessemer Trust Co., NA (BTNA), a national banking association, which in turn, is a wholly owned subsidiary of The Bessemer Group, Inc. (BGI). BIM provides advisory services to investment companies and banking institutions.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Wedgewood Partners, Inc. (Wedgewood) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded in 1988 by Anthony L. Guerrerio. Wedgewood manages separate accounts for high net-worth individuals, institutions and investment companies. The firm also acts as a sub-adviser to certain wrap fee programs.

SigmaTel LLC designs, develops, and markets integrated circuits. Its products are used in the digital media players, printers, and televisions. The firm has operations in Taiwan, Singapore, South Korea, and Japan. The company was founded by Spence H. Jackson in 1993 and is headquartered in Austin, TX.

Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments.

Country Club Trust Co. NA provides investment advice services. It provides mergers and acquisitions, capital raising and other corporate finance alternatives. The company was founded on March 8, 2002 and is headquartered in Prairie Village, KS.

HM Capital Management LLC (HMCM) is an independent investment advisory firm headquartered in Clayton, Missouri. The firm was founded in 2005 by Matthew Kopsky, Karen Gloriod and Maribeth Snodgass. HMCM provides wealth management services to affluent families and retirement planning to institutional clients.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

DeMarche Associates, Inc. provides investment advice. The private company is based in Overland Park, KS.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds.

Krilogy Financial LLC (Krilogy) is an independent, SEC-registered investment advisor headquartered in Creve Coeur, Missouri. The firm was founded by Kent Skornia in 2008. Krilogy provides portfolio management services to individuals, high net-worth individuals, trusts and estates, institutional – pension and profit-sharing plans, corporations or business entities, charitable foundations and not-for-profit endowments.

Permanent Equity Management (Permanent Equity) is a private equity firm founded in 2007 by Brent Beshore. The firm is headquartered in Columbia, Missouri.

Missouri Innovation Center, Inc (Missouri Innovation Center) is a venture capital firm founded in 1984. The firm is headquartered in Columbia, Missouri.

Apple Bus Co. provides passenger transportation services to students, businesses and residents in Midwestern states. The company's services range from pupil transportation management, public transportation and non-ambulatory van service to transportation consulting and transportation technology enhancement and management. It works with schools, local companies and organizations that require regional, customized passenger transportation. Apple Bus was founded in 2001 by Michael Oyster and Paul Larson and is headquartered in Cleveland, MO.

Two West Capital Advisors LLC, do-business-as Two West Advisors (TWA), is a registered investment adviser headquartered in Overland Park, Missouri. The firm was co-founded in 2010 by Marko Ungashick and Ryan Rink. They are a subsidiary of RAM Ventures LLC. TWA provides portfolio management services to individuals, trusts, estates, charitable organizations and business entities.

Lewis & Clark AgriFood (Lewis & Clark AgriFood) is a venture capital firm founded in 2016. The firm headquartered in Saint Louis, Missouri.

Lewis & Clark Venture Capital LLC (Lewis & Clark Venture) is a venture capital subsidiary of Lewis & Clark Partners LLC founded in 2014 by Thomas J. Hillman. The firm is headquartered in St. Louis, Missouri.

Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.

Datica Health, Inc. engages in the provision of cloud-based software for the healthcare industry. Its products include cloud compliance management system; compliant kubernetes services; and compliant platform-as-a-service. The company was founded by Mohan Balachandran, Travis Good and Jeremy Edes Pierotti in May 2013 and is headquartered in Minneapolis, MN.

St. Louis Trust & Family Office is an independent multi-family office headquartered in St. Louis, Missouri. Formerly known as The St. Louis Trust Co., the firm was founded in 2002 by James O’Connor, Patrick Stark and John Jennings. St. Louis Trust & Family Office provides investment management and family office services exclusively to families of great wealth.

TechAccel LLC (TechAccel) is a venture capital firm founded in 2014 by Michael F. Helmstetter. The firm is headquartered in Shawnee, Kansas.

Vantage Investment Partners LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Kansas City, Missouri. The firm was founded by John Woolway in 2003. Vantage provides investment advisory services for individuals, high net-worth individuals, insurance companies, corporations and sub-advised accounts.