Julie Nelson

AppHarvest Operations, Inc. is an applied technology company building some of the world’s largest indoor farms in Appalachia. The company combines conventional agricultural techniques with cutting-edge technology and is addressing key issues, including improving access for all to nutritious food, farming more sustainably, building a home-grown food supply, and increasing investment in Appalachia. The company was founded by Jonathan Webb in February 2017 and is headquartered in Lexington, KY.

Education Development Center, Inc. (EDC) is a research organization that conducts social science research to guide practice and inform policy. EDC designs and conducts various types of research studies both in the US and overseas, partnering with school districts, ministries of education, community health groups, foundations, nongovernmental organizations, and federal agencies to adapt research designs to fit local contexts and priorities. The non-profit company is based in Newton, MA. Since 1958, EDC's research has helped to advance healthcare equity, identify disparities in learning, improve student outcomes, and decipher the market forces that drive modern economies. EDC's research is funded by public and private funders, including the Institute of Education Sciences, the National Science Foundation, the Agency for International Development, the Department of Education, Schmidt Futures, and the MetroWest Health Foundation.

Blooom, Inc. (blooom) is an independent, SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded in 2013 by Chris Costello, Randy Auf Der Heide and Kevin M. Conard. blooom offers various investment advisory and management services through a web-based application to individual clients who participate in 401(k)s, 403(b)s, 457 Plans and other Employer Sponsored Retirement Accounts, or who own Individual Retirement Accounts (IRA’s).

Open Invest Co. engages in the provision of values-based financial solutions. Its platform include dynamic custom indexing, white-labeled separately managed accounts and model delivery, and robust ESG and impact reporting. The company was founded by Conor Murray, Phillip Wei and Joshua Levin on March 15, 2015 and is headquartered in San Francisco, CA.

QED Investors LLC (QED Investors) is a venture capital firm founded in 2007 by Frank Rotman, Caribou Honig and Nigel William Morris. The firm is headquartered in Virginia, US.

Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts.

Davis Petroleum Corp. provides private oil and gas exploration, development and production services. The firm specializes in drilling, completions, production operations, pipelines, and marketing staff. The company was founded in 1986 and is headquartered in Houston, TX.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

Founded in 2003, Five Mile Capital Partners LLC is a registered investment advisor and hedge fund manager located in Stamford, Connecticut. The firm focuses mainly on fixed income and credit products for institutional clients and high net-worth individuals.

TestEquity LLC provides sale and rental services of new and used test equipment. It offers new test and measurement equipment, new lab and production tools and supplies, refurbished used test equipment and rental or lease services. The firm serves the aerospace and defense, automotive and transportation, components, device, semiconductors, contract manufacturing, education, energy, general electronics, government, optical, photonic, and wireless industries. The company was founded by Richard A. Gertzman in 1971 and is headquartered in Moorpark, CA.

Specialty Products & Insulation Co. specializes in the distribution and fabrication of insulation systems. It offers architectural, fabricated and fire protection products. The firm's services include specification review and deficiency identification, cost materials and designs, and project submittal assistance. The company is headquartered in East Petersburg, PA.

Vertis, Inc. provides print advertising and direct marketing solutions. The company was founded in 1993 and is headquartered New York, NY.

Evercore Capital Partners (Evercore Capital) is a private equity subsidiary of Evercore Group LLC founded in 1996 by Roger C. Altman. The firm is headquartered in New York.

The Redford Center is a nonprofit company headquartered in the United States that functions as an alternative investment manager.

Part of Fortitude Group Holdings LLC, Fortitude Reinsurance Co. Ltd. is a Bermudian company that provides reinsurance and transactional solutions. The company is based in Pembroke Parish, Bermuda. The company was founded in 2017. Alon Neches has been the CEO of the company since 2022.

Fortitude Life Insurance & Annuity Co. provides insurance services. It develops long-term savings and retirement products. The company was founded in 1987 and is headquartered in Jersey City, NJ.

Appalachian Regional Healthcare, Inc. Operates hospitals, home health agencies, home care stores and retail pharmacies. It has offices in Barbourville, Harlan, Hazard, Hyden, McDowell, Middlesboro, Morgan County, South Williamson and Whitesburg, Kentucky, and Beckley. The company is headquartered in Barbourville, KY.

Windset Farms, Inc. engages in producing and supplying of tomatoes, cucumbers, peppers, eggplants, endives, lettuces and bok choy. The company is headquartered in Delta, Canada.

Founded in 2001, the Seaport Group has grown to approximately 200 professionals covering over a dozen business and product lines. Executing over $40 billion of average annual credit-related transactions volume in the last three years, New York based Seaport Group has emerged as global credit markets with one of the largest sales and trading platforms of any boutique investment bank. Their unique model provides clients with access to an integrated firm of experienced market specialists. They help clients manage risk and create value.

Arh Tug Valley Health Services, Inc. operates as a hospital. The non-profit company is based in Lexington, KY. The company was founded in 2013. The CEO is Hollie Phillips Harris.

Fortitude Casualty Insurance Co. operates as an insurance company. It is headquartered in Oakbrook Terrace, Illinois.

Greenstruxure NA LLC provides energy services. The company is based in Andover, MA. Jose Lorenzo has been the CEO of the company since 2020.

Noodle Partners, Inc. helps students make better decisions about learning. It operates an Internet portal for education and search index website. The company was founded by John S. Katzman and is headquartered in New York, NY.

KPMG Corporate Finance LLC provides investment advisory services. The firm offers mergers and acquisitions advisory services including buy side, sell side, equity and debt financings and management buyouts. The company is headquartered in Chicago, IL.

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.