Daniel J Smith

Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Drum Capital Management LLC (Drum Capital) is a private equity firm founded in 2004 by Scott E. Vollmer. The firm is headquartered in Stamford, Connecticut.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Wilshire Private Markets Group (WPMG) is a subsidiary of Wilshire Associates, Inc. The firm was founded in 1984 and headquartered in California.

Leonard Green & Partners LP (Leonard Green & Partners) is a private equity firm founded in 1989 by Leonard I. Green. The firm is headquartered in Los Angeles, California.

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.

Cartica Management LLC (Cartica) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Washington, DC. The firm was founded in 2009 by Teresa Barger, Steven Quamme and Farida Khambata. Cartica provides investment supervisory services to private investment funds which are offered exclusively to sophisticated investors and may also provide investment supervisory services for separately managed accounts for sophisticated institutional and high net-worth investors.

Rubicon Technology Partners LLC (Rubicon Technology) is an independent private equity firm founded in 2013 by Andy S. Gesell, Steve Carpenter and John C. Hodge. The firm is headquartered in Boulder.

Adams Street Partners LLC (Adams Street Partners) is a private equity firm founded in 1972 by George H Spencer and Shahab Rashid. The firm is headquartered in Chicago, IL, with offices in Austin, Beijing, Boston, London, Menlo Park, Munich, New York, Seoul, Singapore, Sydney and Tokyo.

True Partners Consulting LLC engages in the provision of tax and business advisory services. It offers accounting, federal tax, flex staffing, and tax risk management. The company was founded by Cary D. McMillan in 2005 and is headquartered in Chicago, IL.

VitalizeVC Management LLC (VitalizeVC Management) is a venture capital firm founded in 2017 by Gale Wilkinson. The firm is headquartered in Chicago, Illinois.

IrishAngels Inc (IrishAngels) is a venture capital subsidiary of Vitalize Venture Group founded in 2012 by Thomas Jordan Curnes, David Wieland and Gale Wilkinson. The firm is headquartered in Chicago, Illinois.

Ninth Street Capital Partners LLC (Ninth Street Capital Partners) is a private equity firm founded in 2009 by Patrick Dickinson and Michael H. Weiner. The firm is headquartered in Orange Village, Ohio.

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.

Founded in 2002 by David Trainer, New Constructs LLC is a privately-held, independent equity research firm located in Brentwood, Tennessee. The firm is a long-time member of the Investorside Research Association, a non-profit trade association of investment research providers that do not engage in investment banking, company consulting or research-for-hire. In addition, they have been a Better Business Bureau Accredited business since December, 2009. New Constructs seeks to help their clients make more intelligent capital allocation decisions by more accurately identifying the companies that are the most undervalued relative to their profit potential and the most overvalued relative to their profit potential. The firm's research analyzes the entire financial reporting history of over 3000 companies, including 10-Ks, 10-K/As, 20-Fs, 40-Fs and 8-Ks. They employ a patented research platform for reversing accounting distortions and discounted cash flow analysis to identify 'hidden gems' and 'red flags' buried in financial footnotes. This information includes off-balance sheet debt, hidden charges, false revenues, option liabilities, pension liabilities and asset disposals. New Constructs seeks to help investors: (1) select stocks (2) measure profitability and valuation more accurately (3) fulfill fiduciary responsibilities by taking into account all relevant information and (4) lower their risk and protect their portfolio. The firm's products include: Written Research, Direct Data Feeds, Company Models and a Stock Screener.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Sapphire Ventures LLC (Sapphire Ventures) is a private equity and venture capital firm, subsidiary of SAP Ventures Investment GmbH founded in 1996 by R. Douglas Higgins and Andreas Markus Weiskam. The firm is headquartered in Palo Alto, California.

Wind Point Advisors LLC (Wind Point Advisors) is a private equity firm founded in 1984 by Rich Kracum and Bob Cummings. The firm is headquartered in Chicago, Illinois.

FC Capital Management LLC (Frontier Growth) is a private equity firm founded in 1999 by Andrew Lindner and Richard Maclean. The firm is headquartered in Charlotte, North Carolina.

NexPhase Capital LP (NexPhase Capital) is a private equity firm founded in 2016 by Kurt B.Larsen, Edward Doukju Yun and Ted Yun. The firm is headquartered in New York.

Brookfield Public Securities Group LLC (PSG) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1989 and is a subsidiary of Brookfield Public Securities Group Holdings LLC, ultimately held by Brookfield Corp. (NYSE, TSE: BN), a Toronto-based global asset manager that focuses on investments in property, renewable power and infrastructure. PSG provides investment advisory services on a discretionary and non-discretionary basis to financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds, retail investors, high net-worth investors and institutional SMAs, UCITS, investment companies and private funds.

Brookfield Asset Management PIC Adviser Credit LLC (BAM PIC Credit) is a registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2014 and is a subsidiary of BPEG Capital Holdings US LLC, ultimately held by Brookfield Corp. (NYSE: BAM). BAM PIC Credit provides investment advisory services to certain private investment funds generally structured as limited partnerships, publicly listed operating partnerships and joint ventures. Investors in Brookfield Accounts generally include public and corporate pensions, sovereign wealth funds, insurance companies, financial institutions, corporations and high net worth individuals.

Tonka Bay Equity Partners LLC(Tonka Bay Equity Partners) is a private equity subsidiary of Bayview Capital Group LLC founded in 1998 by Cary Musech and Peter W. Kooman. The firm is headquartered in Minnetonka, Minnesota.

Cequel III LLC (Cequel III) is a private equity firm founded in 2002 by Howard L. Wood and Jerry L. Kent. The firm is headquartered in St. Louis, Missouri.

Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois.

TierPoint LLC engages in the provision of connected data center and cloud solutions. It offers services relating to colocation, cloud platforms, network services, security and compliance, disaster recovery, consulting services, and managed services. The company was founded in July 2010 and is headquartered in St. Louis, MO.

Vista Equity Partners Management LLC (VEP) is a private equity firm founded in the year 2000 by Robert Frederick Smith, Stephen J. Davis and Brian Niranjan Sheth. The firm is headquartered in Austin with an additional offices in Oakland, Chicago, New York and San Francisco .

Fusion Risk Management, Inc. provides IT and operational risk management consulting Services. It offers framework solutions and advisory consulting services. The company was founded by David Nolan, Vic Fricas, Sibik Bob, and John Jackson in 2006 and is headquartered in Rolling Meadows, IL.

Periscope Equity LLC (Periscope Equity) is a private equity firm founded in 2013 by Steven B. Jarmel. The firm is headquartered in Chicago, Illinois.