Mark Groner

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.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Legalbill.com LLC provides business intelligence and data analytics services. The company engages in automated legal e-billing. It offers legal matter and spend management software, and delivers legal spend management services to corporate legal departments. The firm?s products include Pivot and Legalitics. Legalbill.com was founded by Stephen A. French in 1992 and is headquartered in Nashville, TN.

Mountain Temp Services LLC provides recruitment services. It offers temporary, temp-to-hire, direct hire, employment and payroll services. The firm is full-service employment agency specializing in servicing and staffing Colorado's mountain resort communities. The company serves the administrative, construction, hotel and hospitality and light industries. Mountain Temp Services was founded in 1994 and is headquartered in Aspen, CO.

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Ericsson, Inc. develops and markets wireless infrastructure equipment. Its products include antennas, transmitters, switching systems and other gears used to build wireless networks. The company was incorporated in 1992 and is headquartered in Plano, TX.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

TurningPoint Healthcare Solutions LLC develops implantable devices which optimize the implant and therapeutic costs. It provides solutions to manage cost surgical procedures involving implantable devices. The company was founded by Michael Lynch and is headquartered in Lake Mary, FL.

Click Notices, Inc. engages in the provision of delinquency management services to the multifamily industry. Its cloud-hosted platform and rent court agents manage various elements of the rent disputes across jurisdictions. The company was founded by Toyin S. Bello in 2016 and is headquartered in Annapolis, MD.

Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is a subsidiary of Driehaus Capital Holdings LLLP. Driehaus manages growth-oriented equity and alternative investment strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI).

Anyone Home, Inc. engages in the provision of contact center and leasing solutions for the rental housing markets. It offers leasing calls, service requests, leasing emails, and emergency dispatch. The company was founded by Todd E. Katler on May 30, 2013 and is headquartered in Lake Forest, CA.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Officeworks, Inc. engages in the provision of office interior services. Its products and services include space planning and interiors, project management, furniture specifications, nationwide delivery and installation, warehousing, ship and rentals, financing and leasing options, and ergonomic assessments. The company was founded by Jim Joyce in 1995 and is headquartered in Burlington, MA.

Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients.

Breakthrough Behavior LLC engages in the provision of comprehensive behavior intervention services for children and adults with developmental disabilities. It offers speech therapy and psychological services. The company was founded by Maegen Pierce and is headquartered in Orlando, FL.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Healthy Profits LLC povides diabetes management programs and diagnostic services. The firm focus on detection and examination services to physician practices and non-medical venues such as nursing homes, retirement communities and corporations on behalf of health plans. The company was founded by Jim Driscoll and Michael J. Yom and is headquartered in Atlanta, GA.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Smithgroup, Inc. provides architecture and engineering services. It specializes in the healthcare, higher education, science and technology, and workplace sectors. The firm offers building condition assessments, building enclosure consulting, campus planning, fire protection engineering, lab planning, master planning, security design, structural engineering, urban planning and design, interior architecture and cost modeling services. The company was founded in 1853 and is headquartered in Detroit, MI.

Sunrise Senior Living, Inc. provides senior and assisted living services. It offers independent and assisted living, care for individuals with Alzheimer's and other forms of memory loss, as well as nursing and rehabilitative care. The company was founded by Paul J. Klaassen and Terry Klaassen in December 1981 and is headquartered in McLean, VA.

Medcase Health, Inc. is a company that is changing how businesses access medical expertise, knowledge, and data. The company is based in Hingham, MA. The company is building the largest network of on-demand healthcare professionals working remotely to assist healthcare innovators and AI developers. Medcase empowers leading industry leaders in medical devices, AI, and technology companies to pharmaceuticals and telemedicine. The company helps accelerate healthcare innovation and bring new medical technologies to market by connecting them to experts to enrich medical data, surveys, or interviews to assess go-to-market and regulation and even providing staffing for valuable telehealth or remote patient monitoring services. The company was founded in 2017. The CEO is Kyle Giddens.

Wellnecity LLC is a healthcare company that aims to empower self-insured employers and benefits advisors to drive health plan performance to a higher level. The company is based in Winston-Salem, NC. The company leverages technology to find, prioritize, and execute hundreds of improvement opportunities, delivering a simple way to achieve better outcomes more cost-effectively. Wellnecity helps self-insured employers take a proactive approach to managing health plan spending and accessing best-of-breed benefits tailored to their employee population. The company was founded by William Frack, Marie Quinn. The CEO is John Quinn.

Quilvest France SAS (QF) is a French private equity subsidiary of wealth management and Quilvest SA (LU: QUIP) founded in 1979. The firm is headquartered in Luxembourg with additional offices in London and São Paulo.

Plymouth Management Co. (Plymouth Growth Partners) is a venture capital firm founded in 2003. The firm is headquartered in Ann Arbor, Michigan.

Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

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.

Dimensional Fund Advisors Ltd. (DFAL) is a mutual fund management firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Dimensional Fund Advisors LP (DFA), ultimately held by Dimensional Holdings, Inc. in the US. DFAL provides sub-advisory services to DFA, a registered investment advisor, primarily in connection with DFA’s management of the US Dimensional Funds, and also certain institutional separate accounts.