Ian Smith

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans.

Causeway Capital Management LLC (Causeway) is a registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded by Harry Hartford and Sarah Ketterer in 2001 as HWI Capital Management LLC. They are a subsidiary of Causeway Capital Holdings LLC. Causeway provides international, global, and emerging markets equity investment management services to institutional clients such as corporations, pension plans, sovereign wealth funds, superannuation funds, public retirement plans, Taft-Hartley pension plans, endowments and foundations, mutual funds and other collective investment vehicles, charities, private trusts and funds, wrap fee programs, and other institutions.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

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.

Part of Mercedes-Benz Group AG, DaimlerChrysler Financial Services AG provides leasing and financing services. The company is based in Berlin, Germany.

Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers.

Gerson Lehrman Group, Inc. provides membership network for learning and expertise. The firm promotes knowledge exchange through conversations, small group convenings, mentorships, surveys, and other interactions with its network of experts. The company was founded by Alexander Saint-Amand, Thomas D. Lehrman, and Mark Gerson in 1998 and is headquartered in New York, NY.

LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally.

BTS Asset Management, Inc. (BTS) is a privately-held, SEC-registered investment advisor headquartered in Lexington, Massachusetts. The firm was founded in 1979 by Vilis Pasts. BTS provides portfolio management services directly to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, foundations, endowments, registered investment companies and trust portfolios.

Alden Global Capital LLC is an independent alternative investment manager headquartered in West Palm Beach, Florida. The firm was founded in 2007 by Randy Smith. Alden Global Capital acts as a discretionary investment adviser to private investment funds and a separately managed account.

OMNIPLEX World Services Corp. provides professional intelligence support, investigative and physical security services. Its solutions include protective services, investigative services, social intelligence government solutions and fingerprinting. The company was founded by Julien G. Patterson in 1990 and is headquartered in Chantilly, VA.

Vista Higher Learning, Inc. provides educational courses and services. The company was founded in 2000 and is headquartered in Boston, MA.

Takeoffs, Inc. is a construction technology company which engages in the transformation of building material take-off, cost estimation and pre-construction. Its products include material marketplace and pay, estimating service, and takeoff software. The company wa founded by Chris O'Halloran in 2017 and is headquartered in Denver, CO.

American Family Ventures (American Family Ventures) is a venture capital subsidiary of American Family Insurance founded in 2010. The firm is headquartered in Madison, Wisconsin.

Part of Minor International Public Co., Ltd., Verita MHG Co., Ltd. provides healthcare services. The company is based in Bangkok, Thailand. Verita MHG Co. was acquired by M Spa International Ltd. on July 21, 2023 for $0.21 million.

Part of Minor International Public Co., Ltd., Corbin & King Ltd. is a British company that operates restaurants. The company is based in London, UK. The company was founded in 2017 by Christopher John Corbin, Jeremy Richard Bruce King.

Part of 365 Holdco LLC, The NAV People, Inc. is a cannabis ERP software solution provider. The company is based in Las Vegas, NV. The software is built on the Microsoft Dynamics 365 Business Central platform and combines traditional supply chain management capabilities with cannabis-specific functionality. 365 cannabis enables cultivators, producers, distributors, and dispensaries to maximize efficiencies and promote growth. The company services a client base comprised of leading U.S.-based MSOs and single-state operators, and Canadian LPs, in addition to cannabis clients outside the U.S. 365 cannabis' ERP software is the leading seed to sale software product for cannabis operations. Explore their cannabis business solutions today. The company was founded in 2003. Jeff Kiehn has been the CEO of the company since 2016. The NAV People was acquired by 365 Holdco LLC from Akerna Corp. on January 11, 2023 for $0.50 million.