Ben Gordon

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Nationwide Financial Services, Inc. engages in long-term savings and retirement products. It develops and sells individual annuities, private and public sector group retirement plans, other investment products sold to institutions. It also provides life insurance and investment advisory services. The company was founded in November 1996 and is headquartered in Columbus, OH.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities.

Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB).

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). The firm was founded in 1894 and formerly known as Key Asset Management, Inc. Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

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.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

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.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Chicago Bulls owns and operates a professional basketball team. Its activities encompass game and stadium operations, ticket sales and broadcasting. The firm also markets sports apparel, headwear, memorabilia and gift cards. The company was founded by Dick Klein in 1966 and is headquartered in Chicago, IL.

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.

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.

The Ohio State Bar Association is a professional association for those who have been admitted to the practice of law. The non-profit company is based in Columbus, OH and has subsidiaries in the United States. The association represents nearly 65 percent of law practitioners, including paralegals and student associate members.

Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

Corporate One Federal Credit Union operates as a a corporate credit union, which provides wholesale financial services to credit unions in the United States. The firm offers investment solutions, such as overnight deposits, term deposits, securities, and safekeeping; and liquidity solutions, including emergency liquidity, line of credit, loans, and securities. It also provides correspondent solutions, which include payment, liquidity, investment, card, imaging, and business service solutions; ATM/debit cards, share draft imaging, and depository and electronic payment services; and community investment fund, investment solutions due diligence, and investment advisory services. The company was founded in 1949 and is headquartered in Columbus, OH.

Prairie Capital LP (Prairie Capital) is a private equity firm founded in 1997 by Steve King and Bryan Daniels. The firm is headquartered in Chicago, Illinois.

Price for Profit LLC engages in the provision of business and price management consulting services. It offers manufacturers and distributors with data-driven solutions that encompass customized change management, metrics, controls, data integration, and training support. The company was founded by Ryan White in 2006 and is headquartered in Beachwood, OH.

GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois.

Part of C.H. Robinson Worldwide, Inc., C.H. Robinson Co., Inc. provides multimodal transportation services and logistics solutions. The company is based in Nashville, TN.

Rosetta Marketing Strategies Group LLC offers media research and interactive marketing services. The firm offers their services in healthcare, consumer products and retail, financial services, consumer technology, business to business, and travel and hospitality industries. The company was founded in 1998 and is headquartered in Hamilton, NJ.

Chicago Blackhawk Hockey Team, Inc. owns and operates as a professional hockey franchise. The company was founded in 1926 and is headquartered in Chicago, IL.

New Jersey Devils LLC operates a professional hockey team. The firm operates an ice hockey team under the name New Jersey Devils. It also offers player jerseys, hats, player apparel, tickets, schedules, statistics, and news. The company was founded in 1974 and is headquartered in Newark, NJ.

Legends Hospitality LLC operates as an experiences company which specializes in providing holistic solutions for sports and entertainment organizations and venues. Its divisions include global planning, global sales, global partnerships, hospitality, global merchandise, global technology solutions, global attractions, and Legends international. The company was founded by Jerry Jones Jr. and George Steinbrenner in 2008 and is headquartered in New York, NY.