James Tanner

Advent International LP (Advent) is an independent private equity firm founded in 1984 by Henry H. Haight. The firm is headquartered in Boston, Massachusetts.

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

Morningstar Investment Services, Inc. (MIS) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients.

HelloWallet LLC provides online financial guidance services. The firm is an independent financial management and guidance website which helps its members to take control of finances. The company was founded by Matt Fellowes in 2009 and is headquartered in Washington, DC.

Riskalyze, Inc. develops platform to capture a quantitative measurement of client risk tolerance for investment advisors. Its products include autopilot and compliance cloud. The company was founded by Matt Pistone, Aaron Klein, Michael McDaniel and Kathleen Callender in 2011 and is headquartered in Auburn, CA.

Sheppard, Mullin, Richter & Hampton LLP provides legal services. It offers legal expertise and counsel to U.S. and international clients in a range of practice areas including antitrust, corporate and securities, entertainment, media and communications, finance, and white collar defense. The company was founded in 1927 and it is headquartered in Los Angeles, CA.

Ibbotson Pty Ltd. provides asset management services. The company is headquartered in Sydney, Australia.

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

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.

K&L Gates LLP engages in the provision of legal services. The firm represents corporations, growth and middle-market companies, capital markets participants and entrepreneurs as well as public sector entities, educational institutions, philanthropic organizations, and individuals. The company was founded by Kirkpatrick Lockhart in 1946 and is headquartered in Pittsburgh, PA.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

Legal Publishing Chile Ltda. is a leading global provider of content-enabled workflow solutions designed specifically for professionals in the legal, risk management, corporate, government, law enforcement, accounting, and academic markets.

YCharts, Inc. provides online stock and financial data information. The firm offers insights on company valuation, growth and profitability trends in areas, such as market capitalization, revenue, net income, cash on hand, free cash flow, earnings per share, revenue growth, price to earnings and dividend yield. It focuses on industries such as biotechnology, drug, networking and investment brokers. The company was founded by Shawn Carpenter and Ara Anjargolian, Brian Hand, Michael W. Ferro Jr., Jai Shekhawat and Barney Merrick Harford in January 2009 and is headquartered in Chicago, IL.

Morningstar Investment Management Europe Ltd. (MIME) is the Great Britain-based asset management subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, MIME was founded in 2006 and provides discretionary investment management and advisory services to individual and institutional clients.

Morningstar Investment Management Australia Ltd. (Morningstar Australia) is the wholly-owned, Australian multi-management subsidiary of Ibbotson Pty Ltd., ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. The firm was founded in 1977 by Roger Ibbotson as Intech. They were acquired by Morningstar and were renamed Ibbotson Associates Australia Ltd. in 2010. In 2016, the firm changed their name to Morningstar Investment Management Australia Ltd. Headquartered in Barangaroo, Morningstar Australia provides investment management and consulting services to institutions, advisers and individual investors.

Apex Clearing Corp. offers clearing and execution solutions to the financial services industry. It provides compliance, margin and financial solutions, portfolio financing and risk management. The company was founded by Peter Lawler in 2012 and is headquartered in Dallas, TX.

Precision Information LLC provides investment advice. Its products include financial fitness challenge, custom solutions and content. The firm also provides interactive financial education content, technology, and tools to companies and people. The company was founded in Joe Saari and Edward Harris and is headquartered in Chula Vista, CA.

Morningstar Funds Trust operates as an open-end management investment company. The company is headquartered in Chicago, IL.

Part of CEFC HK Financial Holdings Co., CEFC (HK) Financial Holdings Ltd. is an investment holding company. The company is based in Hong Kong, Hong Kong.

The Tifin Group LLC (Tifin Group) is a venture capital firm founded in 2018 by Vinay Nair. The firm is headquartered in New York.

Lian Capital Partners SA (Lian Group) is a private equity/venture capital firm founded in 2017 by Fiorenzo Manganiello and Nessim-Sariel Gaon. The firm is headquartered in Luxembourg with additional offices in Dubai, Milan, Geneva, Tel Aviv, San Francisco and Zurich.