Alex Lamb

Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities.

Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY.

Arjuna Capital LLC is a registered independent wealth management firm headquartered in Durham, North Carolina. It was founded by Farnum Brown in 2015. The firm provides investment advisory and financial planning services to high net-worth individuals, families and foundations.

McGraw-Hill Education, Inc. publishes and distributes educational content, software and services. The firm operates through four segments: Higher Education, K-12, International and Professional. The higher education segment relates to the development of product across all disciplines, the K-12 segment relates to content development and the international segment relates to locally developed products or adaptations and translations of existing higher education, K-12 and professional products in both digital and print format. The professional segment relates to new titles and revisions, similar to the higher education segment, and include activities related to the creation of the actual product. The company was founded by James Hill McGraw in 1888 and is headquartered in New York, NY.

Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients.

The Business Roundtable advocates public policies that ensure economic growth. It considers public policy issues which contains groups like the construction users anti-inflation roundtable, a group devoted to containing construction costs; and the labor law study committee, made up of labor relations executives of major companies. The Business Roundtable was founded in 1972 and is headquartered in Washington, DC.

S&P Global Ratings provides independent credit risk research. It offers issuer credit ratings that provide an opinion on the overall capacity of an entity to meet its financial commitments, issue credit ratings that provide an opinion of the creditworthiness of an obligor with respect to a specific financial obligation(s) or specific financial program and loan ratings. The company is headquartered in New York, NY.

Credit Suisse Securities (USA) LLC provides a variety of capital raising, market making, advisory and brokerage services for governments, financial institutions, high-net-worth individuals, and corporate clients and affiliates. It is also a primary dealer in U.S. government securities and an underwriter, placement agent, and dealer for money market instruments, commercial paper, mortgage and other assetbacked securities, as well as a range of debt, equity and other convertible securities of corporations and other issuers. The company was founded on January 3, 2003 and is headquartered in New York, NY.

Part of UBS Group AG, Credit Suisse Holdings (USA), Inc. is a company based in New York, NY. The CEO of the company is Eric Morris Varvel.

Credit Suisse AG domestic office of foreign bank. The company is headquartered in New York, NY.

Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors.

Credit Suisse (USA), Inc. provides investment services. It offers securities underwriting and trading, mergers & acquisitions advice, research, private equity investment & derivative, and risk management services. The company was founded in 1959 and is headquartered in New York, NY.

Part of Brown & Brown, Inc., RAI, Inc. is a company that provides property and casualty insurance brokerage services. The company is based in Little Rock, AR. RAI was acquired by Brown & Brown, Inc. on April 30, 2002.

Jackson Hewitt Tax Service, Inc. engages in the provision of professional tax preparation services. It offers solutions to manage customer taxes and tax refunds. The company was founded by Anthony P. Nuzzo in 1992 and is headquartered in Jersey City, NJ.

Hawk Parent Holdings LLC operates as a holding company. The company is headquartered in Atlanta, GA.

Corsair Capital LLC (Corsair Capital) is a private equity firm, a subsidiary of Maximillian Management LLC founded in 2015 by Nicholas B. Paumgarten. The firm is headquartered in New York.

M&A Ventures LLC provides electronic transaction processing services. It offers solutions to retail merchants, which includes, credit and debit cards, gift cards, automated clearing house, bank account verification, electronic bill payment, and instant funding. The company was founded by Fred V. Alias, John Morris and Shaler V. Alias in 2006 and is headquartered in Atlanta, GA.

Citigroup Japan Holdings GK operates as a holding company. The company provides financial services to consumers, corporations, governments, and institutions. The company was established in 1991 and is headquartered in Tokyo, Japan.

Citigroup Global Markets Japan, Inc. (CGM-JP) is a wholly-owned broker/dealer subsidiary of Citigroup Japan Holdings GK, ultimately held by Citigroup, Inc. (NYSE: C) in the US. Previously known as Nikko Citigroup Ltd., the firm was founded in 1999 as a joint venture between US-based Citigroup and Nikko Securities, based in Japan. Headquartered in Tokyo, CGM-JP provides brokerage services to governmental institutions, financial institutions, multinational corporations and institutional investors. Their sales and trading, distribution and research capabilities span a broad range of asset classes, currencies, sectors and products including equities, commodities, credit, futures, foreign exchange (FX), emerging markets, G10 rates, municipals, prime finance and securitized markets.

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Credit Suisse International engages in the provision of financial products and services focused on client driven businesses. It operates through the following segments: Investment Bank, Capital Release Unit, and Corporate Centre. The company was founded on May 9, 1990 and is headquartered in London, the United Kingdom.

John Hancock Life Insurance Co. (USA) provides investment advice. The firm offers insurance and investment products and services to retail and institutional customers. It is the investment advisor responsible for management of the insurance company and other institutional portfolios. The company is headquartered in Boston, MA.

Bottling Group LLC manufactures and distributes carbonated and non-carbonated beverages. The company was incorporated in 1999 and is headquartered in New York, NY.

Part of S & P Global, Inc., S & P Global Real Estate, Inc. is a company that provides real estate services. The company is based in New York, NY.

Part of S & P Global, Inc., S & P Global International LLC is a company that provides credit reporting, investment research and analytics services. The company is based in New York, NY.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs.

The Convent of The Sacred Heart operates a network of independent schools for girls. The private company is based in New York, NY.