Brian Lee

Oxford Health Plans, Inc. provides health benefits plans and related services. Its products include HMO, exclusive provider organization, point-of-service, preferred provider, and indemnity plans. The company was founded in 1984 by Stephen Wiggins and is headquartered in Trumbull, CT.

Madison Funds engages in the provision of investment solutions for capital preservation, income generation, global diversification, long term growth, and tax free income. The company is headquartered in Madison, WI.

Choate, Hall & Stewart LLP provides legal services. It offers services in the areas of private equity, technology, intellectual property, mergers & acquisitions, commercial litigation, and insurance & reinsurance litigation. The company was founded in 1899 and is headquartered in Boston, MA.

BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world.

LifeMed Media, Inc. provides multimedia healthcare marketing services. It operates an online community network and resource for diabetes patients, their caregivers, and healthcare providers. The company was founded in 2004 and is headquartered in Wilton, CT.

BMO Capital Markets Corp. (BMOCMC) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1817 and is a direct, wholly-owned subsidiary of BMO Financial Corp., which is wholly-owned by Bank of Montreal (TSE: BMO, NYSE: BMO), a Canadian chartered bank. BMOCMC provides investment advisory and portfolio management services to institutional clients only.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

PDS Operating Corp. operates as a biopharmaceutical company. It develops immunotherapies for cancer and infectious disease. The firm’s versamune is capable of potent activation of immune cells without the side effects of traditional vaccines, efficiently delivering disease related antigen targets to the immune system and promoting antigen processing to present antigen appropriately to generate both strong prophylactic and therapeutic immune responses to disease. The company was founded by Frank K. Bedu-Addo and Gregory L. Conn and is headquartered in Princeton, NJ.

Welsh, Carson, Anderson & Stowe (WCAS) is a private equity firm founded in 1979 by Patrick Welsh, Russ Carson and Bruce Anderson. The firm is headquartered in New York.

Morgan, Lewis & Bockius LLP provides legal consulting services. It specializes in transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. The company was founded in 1873 and is headquartered in Philadelphia, PA.

Part of Moody's Corp., KMV LLC is a company that provides market-based, quantitative credit risk management products for credit risk investors. The company is based in San Francisco, CA. The company was founded by John Andrew McQuown, Stephen Benson Kealhofer. KMV was acquired by Moody's Corp. on April 15, 2002 for $210 million.

FIRE Solutions, Inc. provides compliance and training solutions. It offers various educational courses, such as securities exam preparation, firm element continuing education, anti-money laundering training, CFP continuing education, and insurance pre-licensing and exam preparation. The firm also provides compliance solutions, including annual compliance meeting, questionnaire services, gift and entertainment tracking, and representative registration and tracking. The company was founded by Juliana Lutzi and Nicole Miller in 1999 and is headquartered in New York, NY.

Pfizer Health Solutions, Inc. develops and implements health technology solutions. It develops and implements clinical technology solutions. The company was founded on August 3, 2000 and is headquartered in New York, NY.

Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC.

General Electric, Inc. develops and manufactures electrical equipments. The company is headquartered in Fairfield, CT.

Executone Systems Co. of Louisiana, Inc. provides telecommunications services. The private company is based in Metairie, LA.

CareCentrix, Inc. provides home-based and post-acute care services. The firm helps determine the appropriate site for post-acute care, and provides support and coordination for patients and their families throughout care transitions, including to and from skilled nursing facilities (SNFs) and through home health, home DME, home infusion, and home sleep services. The company was founded in 1996 and is headquartered in Hartford, CT.

OptumCare Florida LLC operates and manages medical groups. The company is headquartered in Albuquerque, NM.

National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means.

PCS Technologies, Inc. provides wireless networking and virtual communications solutions. It offers economic development consulting in addition to planning, design, implementation, and support services for customers’ networks. The company was founded by John Feldman in 1994 and is headquartered in St. Paul, MN.

Blackstone Credit Systematic Strategies LLC (Blackstone Credit) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2004 as DCI LLC. In 2020, they became a subsidiary of Blackstone Intermediary Holdco LLC, ultimately held by The Blackstone, Inc. (NYSE: BX). The firm subsequently changed their name to Blackstone Credit Systematic Strategies LLC in 2021. Blackstone Credit serves as investment manager for pooled investment vehicles operating as private investment funds, and registered investment companies. The firm also provides investment advisory services to individually managed accounts.

IFCI Foundation-International Financial Risk Institute provides education and information services. The company was founded in 1984 and is headquartered in Geneva, Switzerland.

OSP LLC (Minnesota) (OSP) is a private equity subsidiary of OSP LLC founded in 2010 by Jerry O'Brien & Warren Staley. The firm is headquartered in Edina, Minnesota.

Al Murjan Holding Co. Ltd. provides investment services. Its offers types of investments include direct investments, indirect investments in private companies and investments in real estate assets. The firm also invests in the field of industrial projects and equipment. The company was founded in 1994 by Khalid bin Salim bin Mahfouz and is headquartered in Jeddah, Saudi Arabia.

Part of Becton, Dickinson & Co., Surgical Site Solutions, Inc. is a company that manufactures a pre-surgical hair removal system. The company is based in Sheboygan, WI. Surgical Site Solutions was acquired by CareFusion Corp., part of Becton, Dickinson & Co. on February 10, 2015.

DaVita Medical Group operates and manages medial groups and affiliated physician networks. The company headquartered in Denver, CO.

Turn-Key Health LLC provides health care services. It serves health plans, provider organizations and its members who are experiencing a serious or advanced illness. The company is headquartered in Philadelphia, PA.

City of Lakes Waldorf School provides primary and secondary educational services.