Jonathan F. Catherwood

Bluestone Investment Manager LLC (Bluestone Investment) is a private equity firm founded in 2011 by John Allen, Bill Strang, Susan Gabay and Sean Everett. The firm is headquartered in McLean, Virginia.

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.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Part of Motors Liquidation Co. GUC Trust, Integon Corp. specializes in underwriting and selling nonstandard auto insurance. The company is based in Winston-Salem, NC.

Progressive, Inc. manufactures aluminum and titanium parts for military and commercial aircraft. The company is headquartered in Arlington, TX.

GMAC Insurance Holdings, Inc. provides automobile insurance services. It provides insurance services for cars, recreational & commercial vehicles, and motorcycles. The company is headquartered in St. Louis, MO.

The Hanover Insurance Co. provides general insurance services. It sells auto, homeowners and commercial insurance throughout the US. Hanover operates primarily in the Northeast and the South. The company is headquartered in Worcester, MA.

Academy Wealth Management, Inc. (Academy Wealth) is a SEC-registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by David Brown, Randall Clark, Richard (Rick) Knop and Channing (Chap) Mitzell in 1986 as Windsor Wealth Management, Inc. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada. Academy Wealth provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, trusts and estates.