Daniell Dykes

ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations.

OshKosh B'Gosh, Inc. manufactures children's clothing. The company was founded in 1895 and is headquartered in Oshkosh, WI

First Sentier Investments (US) LLC (FSI US) is a SEC-registered investment advisor headquartered in New York City. They were founded in 2014 and formerly a US division of Colonial First State Asset Management (Australia) Ltd. The firm is a wholly-owned subsidiary of MUFG Fund Services (USA), Inc., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306, NYSE: MUFG) in Japan. Formerly known as First State Investments (US) LLC, they changed their name to First Sentier Investments (US) LLC in 2020. FSI US provides ongoing discretionary investment management services to institutional clients through a separate account, with respect to fixed income securities.

Deloitte/Malawi provides accounting services. The private company is based in Blantyre, Malawi.

Monomoy Capital Partners LLC (Monomoy Capital Partners) is a Private Equity firm founded in 2005 by Stephen Presser, Dan Collin and Justin Hillenbrand. The firm is headquartered in New York.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

River Road Asset Management LLC (River Road) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2005 by R. Andrew Beck, Henry W. Sanders III, and James C. Shircliff. They are a subsidiary of RRAM Acquisition LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). River Road provides institutional separate account and investment sub-advisory services to a broad range of domestic and international clients.

Part of Wedgewood Village Pharmacy LLC, Blue Rabbit Ventures, Inc. provides veterinary services. The company is based in Portland, ME. The company was founded by Benjamin J. Shaw. Benjamin J. Shaw has been the CEO since incorporation. Blue Rabbit Ventures was acquired by Wedgewood Village Pharmacy LLC on June 14, 2023.

Goelzer Investment Management, Inc. (Goelzer) is an independent and SEC-registered asset management firm headquartered in Indianapolis, Indiana. The firm was founded by Don Goelzer in 1969. Goelzer provides investment advisory services to private and institutional clients.

Beam Technologies, Inc. operates as a platform that uses a connected toothbrush to connect consumers to the dental goods and services. It develops a toothbrush that is paired with a smartphone application which monitors daily brushing and sends reports to user's dentist if required. The company was founded by Alex Xavier Frommeyer, Dan Dyche, Daniell Edward Dykes, and Alexander David Curry in 2012 and is headquartered in Columbus, OH.

Todd Asset Management LLC (TAM) is a privately-held registered investment advisory firm headquartered in Louisville, Kentucky. The firm was founded by Bosworth Todd in 2009 upon the combination of Veredus Asset Management LLC (VAM) with Todd Investment Advisors, Inc. (TIA) and subsequently changed its name to Todd-Veredus Asset Management LLC (TVAM). They renamed their name into Todd Asset Management in 2013. TAM provides advisory services to individual and institutional clients.

The Tuck Social Venture Fund (TSVF) (Venture Capital) (The Tuck Social Venture Fund) is a venture capital firm founded in 2015. The firm is headquartered in Hanover, New Hampshire.

Borealis Ventures (Borealis Ventures) is a venture capital firm founded in 2001 by Jesse Devitte and Phil J. Ferneau. The firm is headquartered in Hanover, New Hampshire.

Part of Legible, Inc., Legible Media, Inc. operates as a digital reading and publishing platform. The company is based in Vancouver, Canada. The Canadian company was founded in 2020 by Mark Hanson Holden, Angela Doll Carlson, Kaleeg Hainsworth. Kaleeg Hainsworth has been the CEO since 2020. Legible Media was acquired by Twenty20 Investments, Inc. on November 29, 2021 for $0.0 million.

Keyhorse Capital (Keyhorse) is a venture capital subsidiary of The Kentucky Science & Technology Corp founded in 2001. The firm is headquartered in Louisville, Kentucky.

Thoroughbred Spirits Partners LLC (Thoroughbred Spirits Partners) is a private equity firm founded in 2009 by David Large. The firm is headquartered in Chicago, Illinois.

EDSCO Fasteners LLC engages in the manufacture of anchor bolts. Its products include smooth bar bolts, rebar bolts, plate, and cages. It serves energy and power, communications, transportation, industrial construction, and sea port and marine construction markets. The company was founded in 1985 and is headquartered in Denton, TX.

Validor Capital LLC (Validor Capital) is a private equity firm founded in 2012 by Matthew C. Kaufman. The firm is headquartered in Boca Raton, Florida.

Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations.

Venture First LLC is a growth-focused investment firm that provides capital and financial services to growth-focused companies. The private company is based in Louisville, KY, with offices in other locations. The company has curated a variety of niche funds, investments, and special purpose vehicles, including Whiskey Capital Finance Co. and Strike Ventures. Additionally, Venture First is home to a financial services group that provides deal structuring, M&A and capital raise advice, fractional CFO services, and an array of equity and derivative valuation capabilities. The company has worked closely with several hundred innovative companies and their investors in more than 60 cities around the globe to provide them with the financial and strategic tools to be successful. Venture First was founded in 2010 by John Shumate, who has been the CEO since then.

Kernel Fund /Venture Capital/ (Kernel Fund) is a venture capital firm founded in 2014 by Oji Udezue, Osa Elaiho and Abdul Kassim. The firm is headquartered in New York.

Cressey & Co. LP (Cressey & Co) is a private equity firm. The firm is founded in the year 2008 by Bryan Charles Cressey and it is headquartered in Chicago, Illinois and Nashville, Tennessee.

Founded in 1998, New Covenant Trust Co., NA is a nationally chartered trust bank. They are a for-profit subsidiary of the Presbyterian Foundation and are located in Jeffersonville, Indiana. New Covenant Trust Co. provides financial planning, investment management and trust services to individuals and institutions throughout the US. They are also known as One Compass Advisors.

Skandalaris Center (Skandalaris Center) is a venture capital firm subsidiary of Olin Business School founded in 2001 by Bob Skandalaris. The firm is headquartered in St. Louis, Missouri.

Kentucky Select Fund (Kentucky Select Fund) is a venture capital firm founded in 1997. The firm is headquartered in Louisville, Kentucky.

TNG Pharmaceuticals, Inc. engages in the development of a vaccine that reduces the horn fly population. Its vaccine counteracts the horn fly's anti-clotting agent, Thrombostasin, by triggering an immune response that clots the blood at the point of the wound. The company was founded by Larry Horn and Jennifer Corbin in 2011 and is headquartered in Louisville, KY.

Propel, Inc. engages in a software company. It develops mobile software solutions that creates food stamp programs for food industry. The company was founded by Jimmy Chen in May 2014 and is headquartered in Brooklyn, NY.

Atlantic Richfield Co. provides oil and gas extraction and production services . The firm's exploration and production operations are focused primarily in the Gulf of Mexico and the midcontinent in the United States, the United Kingdom North Sea, Indonesia, China and Algeria. The company was incorporated on April 15, 1985 and is headquartered in Warrenville, IL.