BALDELLI NICOLE

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Thomas H. Lee Partners LP (Thomas H Lee Partners) is a private equity subsidiary of Thomas H. Lee Advisors LLC founded in 1974. The firm is headquartered in Boston, Massachusetts.

AEW Capital Management LP (AEW) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1981, the firm is a subsidiary of Natixis Investment Managers LP, ultimately held by BPCE SA in France. AEW provides investment advisory services to individual and institutional clients through a broad platform of separately managed accounts and open- and closed-end funds.

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.

Moody, Lynn, Lieberson & Walker LLC (MLLW) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Moody in 1989 as Moody, Lynn & Lieberson LLC and has changed its name to Moody, Lynn, Lieberson & Walker LLC in 2023. MLLW manages the financial affairs of individuals, families, and select institutional accounts.

H.M. Payson & Co. (HM Payson) is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded in 1854 by Henry Martyn Payson. They originally specialize in financing public water companies and became nationally known as an underwriter of America’s growing infrastructure. Today, investment advisory and trust services are their exclusive focus. HM Payson provides investment advisory, trust and wealth management services to a wide variety of individuals, trusts, endowments, foundations and retirement plans.

CJS Securities, Inc. is an independent, registered broker-dealer headquartered in White Plains, New York. The firm was founded by Arnold Ursaner in 1998. CJS Securities seeks to identify quality Small-cap companies that may be inefficiently priced in the market due to lack of research coverage, or a material change in the business. The firm actively follows several stocks that span a number of sectors/industries. They are generalists, not "industry analysts," and therefore tend to seek companies that do not typically slot into traditionally "ranked" categories. Their in-depth basic reports are designed for long-term oriented institutional investors.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

TPG Global LLC provides the capital, expertise, and support our partners need to reach their full potential and create greater possibilities. 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.

Kohlberg Kravis Roberts & Co. LP (KKR) is a private equity subsidiary of KKR & Co. Inc founded in 1976 by Henry Kravis, George Roberts and Jerome Kohlberg. The firm is headquartered in New York.

The Port Authority of New York and New Jersey manages and maintains the bridges, tunnels, bus terminals, airports, PATH and seaport that are critical to the bistate region's trade and transportation capabilities. Through facilities and services, people are able to make vital connections and businesses are able to grow. Providing safe and efficient travel is highest priority, and enhancing the well being of everyone who lives, works and travels here is strongest commitment.

Providence Equity Partners LLC (Providence Equity Partners) is a private equity firm founded in 1989 by Glenn Creamer and Jonathan M. Nelson. The firm is headquartered in Providence, Rhode Island.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

PricewaterhouseCoopers International Ltd. operates as an international association of accounting and consultancy firm. The company was founded on June 24, 1998 and is headquartered in London, the United Kingdom.

Haidar Capital Management LLC (Haidar) is a SEC-registered investment advisor and hedge fund manager headquartered in Pearl River, New York. The firm was founded in 1997 and is owned, indirectly, by Said N. Haidar and a related family trust through Cantabrigian Partnership LP, the sole member. Haidar manages and provides discretionary investment advisory services to the Haidar Funds.

ALPS Advisers, Inc. (AAI) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2006 and is a subsidiary of ALPS Holdings, Inc., ultimately held by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). AAI provides discretionary investment management services exclusively to registered investment companies.

The National Investment Center For Seniors Housing & Care enables access and choice in seniors housing and care. It provides data and analytics that seniors, investors, and operators need to make informed decisions, and by facilitating the connections between these groups to benefit America’s elders. The company was founded by Bob Kramer in 1993 and is headquartered in Annapolis, MD.

CrossHarbor Capital Partners (CrossHarbor Capital Partners) is a private equity firm founded in 1993 by Sam T. Byrne and Bill H. Kremer. The firm is headquartered in Boston, Massachusetts with additional offices in Chicago and Los Angeles.

Windham Capital Management LLC (Windham) is an independent registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Mark P. Kritzman in 1988. Windham provides investment management for institutional investors, intermediaries, and private clients.

PSG Equity LLC (PSG Equity) is a private equity firm founded in 2014. The firm headquartered in Boston, MA.

Northpond Ventures LLC (Northpond Ventures) is a venture capital firm founded in 2018 by Sharon Kedar and Michael Pinchas Rubin. The firm is headquartered in Maryland.

Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits.

ChromaCode, Inc. develops software and manufactures laboratory instruments. It uses digital signal processing to improve clinical molecular analysis. The company was founded by Aditya Rajagopal, Alexander G. Dickinson, Axel Scherer, and Gregory J. Gosch in 2012 and is headquartered in Carlsbad, CA.

GP Bullhound Asset Management Ltd (GP Bullhound) is a venture capital subsidiary of GP Bullhound Ltd founded in 1999 by Manish Madhvani, Christian Lagerling, Per Christer Roman and Hugh Alastair Campbell. The firm is headquartered in London, United Kingdom.

Ropes & Gray LLP provides legal and private equity services. Its practice areas include asset management, banking, business and commercial litigation, business restructuring, capital markets and corporate governance and compliance. The company was founded in 1865 and is headquartered in Boston, MA.

Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities.

Mane Global Capital Management LP (Mane Global) is an independent registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Rami R. Abdel-Misih in 2021. Mane Global serves as the investment adviser, with discretionary trading authority, to (i) private, pooled investment vehicles and (ii) a separately managed account for an institutional client. The Funds are generally open to investment by, among others, institutions, pension plans, endowments, high net-worth individuals, financially sophisticated individuals, and other sophisticated investors.

Dinale Management LLC (Denali Growth Partners) is a private equity firm founded in 2020 by Jesse E. Lane and Breanna McKeehan. The firm is headquartered in Boston, Massachusetts.

JPMorgan Asset Management Private Equity (JPMorgan Asset Mgmt) is a private equity subsidiary of JPMorgan Investment Management, Inc founded in 1900. The firm is headquartered in New York.

Part of Rafferty Asset Management LLC, Direxion Investments is a Chinese company that provides investment services. The company is based in Hong Kong, Hong Kong.

Pinnacle Wealth Management Advisory Group LLC, do-business-as Withum Wealth Management (Withum Wealth), is a registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was founded in 2011 and is principally owned by Pinnacle Capital Management LLC. Withum Wealth offers private wealth management solutions to individuals, investment companies, investment limited partnerships, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations.

Monarch Partners Asset Management LLC (Monarch Partners) is an independent, 100% employee-owned investment management firm headquartered in Boston, Massachusetts. The firm was founded by Wayne Archambo in 2010. Monarch Partners manages assets on behalf of Corporate, Public Fund, Endowment, Foundation and Sub-Advisory clients.

GCM Customized Fund Investment Group LP (GCM Customized Fund Investment Group) is a private equity subsidiary of Grosvenor Capital Management LP founded in 1999. The firm is headquartered in Chicago, Illinois.

Pivotal, Inc. is a nonprofit organization based in Silicon Valley that focuses on meeting the educational and career needs of foster youth. The private company is based in Silicon Valley and serves foster youth in the area. For over 30 years, the organization has been providing support to high school and college-aged students by offering a comprehensive set of services including one-on-one academic and employment coaching, college scholarships, tutoring, career readiness training, and paid summer internships. Pivotal helps young people from foster care get the support they need to earn a sustainable income and reach self-sufficiency.