Sean Schantzen

Cougar Capital LLC (Cougar Capital) is a venture capital and private equity firm, a subsidiary of Brigham Young University founded in 2005 by Scott White. The firm is headquartered in Provo, Utah.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Jeffrey Slocum & Associates, Inc. operates as a investment research and advisory firm. It focuses on global fixed income, global equities, alternative investments, and direct hedge fund strategies. The firm offers strategic integration of investments with an institution’s overall mission, objectives, and operations, investment policy development, asset allocation modeling, incorporating liabilities, spending, and liquidity considerations, risk budgeting, liability driven investment, investment manager selection, performance measurement and attribution analysis, investment policy compliance monitoring, transition management, fee negotiations and benchmarking, other service provider searches, education of clients staffs, committees, and other constituencies. The company was founded by Jeffrey Charles Slocum in 1986 and is headquartered in Minneapolis, MN.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.

WebMD has created an organization that they believe fulfills the promise of health information on the Internet. They provide credible information, supportive communities, and in-depth reference material about health subjects that matter to you. The company is a source for original and timely health information as well as material from well known content providers. Its board-certified physicians, award-winning journalists, and trained community moderators are solely dedicated to your daily information experience on WebMD. Its content staff includes individuals who hold advanced degrees in journalism, medical illustration, health communications, clinical informatics, nursing, and medicine. Most of them at WebMD Health have spent its entire careers dedicated to helping people find the health and medical information, support, and services they need-even before there was an Internet! They are dedicated to providing quality health information and to upholding the integrity of its editorial process. As serious as they are about credibility, they also know that at times, health information can and should be engaging, exciting, and entertaining. They pride themselves in knowing its audience's needs and delivering the most appropriate experience. They know that there is a difference between using a health site for health 'performance' issues (e.g., flat abs) vs. health research needs (e.g., 'What is type 2 diabetes?') vs. community support (e.g., 'Does anyone else feel like me?') vs. e-commerce. The company mission is to fulfill all these needs in the most appropriate ways possible.

Nixon Peabody LLP provides full-service law firm that helps clients navigate challenges in litigation, real estate, corporate law, and finance. It focus is on listening to clients and working collaboratively to help them achieve their business objectives. The company was is headquartered in New York, NY.

Pelion Venture Partners (Pelion Venture Partners) is a venture capital firm founded in 1986 by Jim C. Dreyfous and Joel D. Kellman. The firm is headquartered in Salt Lake City. Utah.

Proterra Investment Partners LP (Proterra Investment Partners) is a private equity investment firm founded in 2003. The firm headquartered in Minneapolis, Minnesota.

Norwest Equity Partners is a private equity firm, a subsidiary of Norwest Partners founded in 1961 by John E. Lindahl. The firm is headquartered in Minneapolis, Minnesota.

Pine River Capital Management LP (Pine River) is a SEC-registered investment adviser and hedge fund management firm headquartered in Minnetonka, Minnesota. The firm was founded in 2002 by Brian Taylor and they are a subsidiary of Pine River Holdings LP. Pine River provides investment solutions to qualified clients through commingled hedge funds and bespoke solutions.

Securian Asset Management, Inc. (Securian AM) is a SEC-registered investment advisor headquartered in St. Paul, Minnesota. The firm was founded in 1984 and formerly known as MIMLIC Asset Management, Inc. and Advantus Capital Management, Inc. They are a wholly-owned subsidiary of Securian Financial Group, Inc., ultimately owned by Minnesota Mutual Cos., Inc. Securian AM offers discretionary and non-discretionary asset management for registered investment companies, insurance companies, including separate accounts of insurance companies, and other institutional investors.

Tower Arch Capital LLC (Tower Arch Capital) is a private equity firm founded in 2013 by Rhett Neuenschwander, David Parkin, Ryan Stratton and David Topham. The firm is headquartered in Draper, Utah.

American Securities LLC (American Securities) is a private equity firm founded in 1994 by Michael Gerald Fisch and Charles D.Klein. The firm is headquartered in New York, United States.

Gemspring Capital Management LLC (Gemspring Capital) is a private equity firm founded in 2015 by Bret Weiner. The firm is headquartered in Westport, Connecticut.

OpenView Investments LLC (OpenView Investments) (OpenView Venture Partners) is a venture capital firm founded in 2006 by Scott Maxwell. The firm is headquartered in Boston, MA.

Tasly Biopharmaceuticals Co., Ltd. is a biopharmaceutical company, which engages in research & development, manufacturing, sales and marketing of proprietary biological products. It focuses on therapeutic areas of cardiovascular diseases, oncology and autoimmune, and alimentary tract and metabolism. The company was founded by Lv Xinbo on October 29, 2001 and is headquartered in Shanghai, China.

Minds, Inc. provides social networking services. The company was founded by William Ottman and John B. Ottman in 2011 and is headquartered in Glastonbury, CT.

Sorenson Capital (Sorenson Capital) is a private equity firm founded in 2001 by Fraser Bullock and Mika Ronald. The firm is headquartered in Lehi, Utah.

Strada Education Innovation /Venture Capital/ (Strada Education Innovation) is a venture capital subsidiary of Strada Education Network founded in 2017. The firm is headquartered in Indianapolis, Indiana.

Juvo Ventures LLC (Juvo Ventures) is a venture capital subsidiary of Western Governors University. The firm is founded in 2018 and headquartered in Salt Lake City, Utah.

Atlas Wearables, Inc. provides a fitness monitor and activity tracker that identifies exercises, counts reps and sets, calculates the calories burned, and evaluates the users form and offers data analytics services. The company was founded in 2013 by Michael Kasparian and Peter Li and is headquartered in Austin, TX.

TownSquare Capital LLC (TownSquare) is a SEC-registered investment adviser headquartered in Provo, Utah. The firm was founded by Kurt Brown in 2017 and was acquired by Orion Advisor Solutions, Inc. from Foundry Partners LLC in 2022. They are ultimately owned by GT Polaris Holdings LP. TownSquare offers investment advisory services to wealth advisory firms and institutions such as family offices, corporations, endowments, foundations and governments.

Direct Supply, Inc. offers a wide range of products and equipment specifically designed for senior living communities. The private company is based in Milwaukee, WI and were founded in 1985 by Bob Hillis, who has been the CEO since then. The company provides innovative solutions to improve healthcare operations and outcomes, including care automation using DS smart to capture, protect, and connect data to an EMR. The company has been in operation for over 30 years and offers unparalleled procurement cost savings, supply chain optimization, and contract compliance. Direct Supply also provides design and construction planning services for senior living and healthcare settings.

Brightstar Wisconsin Foundation /Venture Capital/ is a Venture capital, subsidiary of Brightstar Wisconsin Foundation Inc founded in 2014. The firm is headquartered in Milwaukee, Wisconsin.

Providence St. Joseph Health operates as a non-profit organization which provides mental healthcare services. It operates hospitals, long-term care facilities, hospice and home health programs, housing units, and physician clinics. The company was founded in 1912 and is headquartered in Renton, WA.

Rethink Education Management LLC (Rethink Education Mgmt) is a venture capital subsidiary of Seavest Investment Group LLC founded in 2011. The firm is headquartered in White Plains, New York.

Checketts Partners Investment Management LLC (Checketts Partners) is a private equity firm founded in 2011. The firm is headquartered in New York.

Building Hope provides students in Washington, DC, access to public charter schools. Its services include hurricane relief, facility financing program, charter school facility development, incubator space, back-office business and financial advisory services. The company was founded in 2003 and is headquartered in Washington, DC.