Robert Knight

Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.

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.

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.

Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded in 1990 by Kenneth Griffin and is wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors.

Gauss Surgical, Inc. engages in mobile health operation which specializes in blood and hemoglobin loss monitoring during surgery. Its services include research and development, publications, clinical performance, feature extraction technology, rapid integration with surgical workflow, and inoperative mobile platform. The company was founded by Siddarth Satish in 2011 and is headquartered in Los Altos, CA.

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.

Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA

Huron Capital Partners LLC (Huron Capital) is a private equity firm founded in 1999. The firm is headquartered in Detroit, Michigan.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

The Lightstone Group LLC (The Lightstone Group) is a privately held real estate firm founded in 1988 by David Lichtenstein. The firm is headquartered in New York.

Granite Creek Partners LLC (Granite Creek Partners) is a private equity firm founded in 2005 by Mark A. Radzik, Brian B. Boorstein and Peter G. Lehman. The firm is headquartered in Chicago, Illinois.

KB Partners LLC (KB Partners) is a venture capital firm founded in 1996 by Keith Bank and Byron Denenberg. The firm is headquartered in Highland Park, Illinois.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Crowe Global provides accounting and management consulting services. It offers business solutions in the areas of assurance, business consulting, corporate advisory, risk consulting, and international tax and technology. The company was founded by Edmond Horwath and Ernest Horwath in 1915 and is headquartered in New York, NY.

Salem One, Inc. provides commercial printing and packaging services. Its services include packaging, direct marketing and mail, commercial printing, fulfilment and inventory management. The company was founded by Philip Kelley Sr., Janette Kelley and Don Whitaker in 1984 and is headquartered in Winston-Salem, NC.

Thoma Bravo LP(Thoma Bravo) is a private equity firm founded in 2008 by Carl Dee Thoma and Orlando Bravo. The firm is headquartered in Chicago, Illinois.

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.

Varsity Management Co LP (Varsity Healthcare Partners) is a private equity firm founded in 2012 by David Alpern and Kenton Rosenberry. The firm is headquartered in Los Angeles, California.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Dune Real Estate Partners is a real estate investment firm founded in 2004, Headquartered in New York.

Streamlayer, Inc. operates an online media platform that develops interactive viewing experience for mobile video services. The company is headquartered in Chicago, IL.

Part of Equitable Holdings, Inc., Bernstein Private Wealth Management is a company that provides investment strategies, planning, and risk management services. The company is based in Miami, FL.

RX3 Growth Partners LLC (RX3 Growth Partners) is an venture capital firm founded in 2018 by Byron Roth, Nate Raabe and Aaron Rodgers. The firm is headquartered in Newport Beach, California.

Tri Locum Partners LP (Tri Locum) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Prashanth Jayaram in 2019. Tri Locum provides discretionary investment management services to qualified investors through its private, pooled investment vehicles.