David Liu

Janus Henderson Investors US LLC (JHIUS) is a SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., owned by Janus Henderson Group plc (NYSE: JHG, LSE: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles.

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.

Odyssey Investment Partners LLC (Odyssey Investment Partners) is a private equity firm founded by Stephen Berger, Brian Kwait and William Hopkins in 1997. The firm is headquartered in New York.

Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

United Surgical Partners International, Inc. owns and manages ambulatory surgical facilities. It operates short-stay surgical facilities which are licensed as ambulatory surgery centers, specialty hospitals, and hospitals. The company was founded by Donald Steen in February 1998 and is headquartered in Addison, TX.

Dean Capital Management LLC (DCM) is an independent registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 2008 and is currently owned by its founding members Kevin E. Laub, Doug Leach, Patrick J. Krumm, and Steven D. Roth. DCM provides discretionary portfolio management services as a sub-adviser to mutual funds managed by its affiliate, Dean Investment Associates LLC (DIA), a SEC registered adviser, as well as to DIA’s individual clients. The firm also makes discretionary portfolio management services available directly to individuals and institutional investors.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

The Retirement Systems of Alabama (RSA) is the administrator of the pension fund for employees of the State of Alabama. The firm is headquartered in Montgomery, Alabama. RSA administers pension and other benefits to most public employees in Alabama.

Frontenac Co. LLC (Frontenac) is a private equity firm founded in 1971. The firm is headquartered in Chicago, Illinois.

Prospect Partners Advisors LLC (Prospect Partners) is a private equity subsidiary of CxSearch Global Partners LLP founded in 1998 by William V. Glastris, Louis William Kenter and Richard Carl Tuttle. The firm is headquartered in Chicago, Illinois.

Banyan Capital Management, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Gary Watkins in 1987. They provide investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, or charitable organizations and corporations or other business entities.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

NCP Management Holdings, Inc. (New Capital Partners) is a private equity firm founded in 2001 by Jim Little and James Outland. The firm is headquartered in Birmingham, Alabama.

Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds.

Lee Equity Partners LLC (Lee Equity Partners) is a private equity firm founded in 2006 by Thomas Haskell Lee and Mark K. Gormley. The firm is headquartered in New York.

Havencrest Capital Management LLC (Havencrest Capital) is a private equity firm founded in 2017 by Christopher W. Kersey. The firm is headquartered in Dallas, Texas.

Greater Sum Ventures LLC (Greater Sum Ventures) is a private equity firm founded in 2015 by Ross Croley, Lisa Stinnett, Bill Nix and Jon Ellison. The firm is headquartered in Knoxville, Tennessee.

The Martin Cos LLC (Martin Ventures) is a venture capital firm founded in 2007 by Charles N. Martin JR. The firm is headquartered in Nashville, Tennessee.

Wellvana San Antonio LLC creates a clinically integrated network that includes collaborating independent physicians. It provides professional services, infrastructure, technology tools and other resources to enhance management of participating clinical practices. The company was founded by Charlie Martin, Saleh Jaafar, Devin C. Carty, Michael Platek and Jairo Melo in 2018 and is headquartered in Nashville, TX.

Healthcare Growth Partners LLC provides strategic consulting and investment banking services. It offers strategic advisory services, buy-side advisory, sell-side advisory, capital advisory services, and valuations. The company was founded by Jonathan Phillips in 2005 and is headquartered in Elmhurst, IL.

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.

Blue Sea Capital Management LLC (Blue Sea Capital) is a private equity firm founded in 2013 by Richard J. Wandoff and James R. Davis, Jr. The firm is headquartered in West Palm Beach, Florida.

Arlington Capital Advisors LLC (Arlington Capital) is a private equity firm headquartered in Alabama, US.

Brightstar Capital Partners LP (Brightstar Capital) is a private equity firm founded in 2015 by Andrew S. Weinberg. The firm is headquartered in New York.

Innovation Depot Inc (Innovation Depot) is a venture capital firm founded in 1987. The firm is headquartered in Birmingham, Alabama.

Landing Platform LLC engages in the leasing of fully-finished urban apartments. Its amenities, including an on-call concierge service, all managed through a seamless app experience. The company was founded by William Ira Smith and is headquartered in Birmingham, AL.

Nolan Transportation Group LLC provides third-party logistics services. It offers full truckload, expedited, refrigerated, partial, drayage, intermodal, air cargo and warehousing services. The company was founded by Kevin Nolan in 2005 and is headquartered in Atlanta, GA.

Sope Creek Capital Air LLC (Sope Creek Capital) is a private equity and venture capital firm founded in 2018 by Kevin Nolan. The firm is headquartered in Atlanta, Georgia.

Beacon Oral Specialists Management LLC provides healthcare management services. The company is based in Dallas, TX. The CEO of the company is Michael Friguletto.

Ernst & Young Global Ltd. engages in the provision consulting services. Its services include assurance, consulting, strategy and transaction, and tax. The company was founded on November 26, 2001 and is headquartered in London, the United Kingdom.