Jacob Herschend

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.

Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Cape Ann Savings Bank (CASB) is an independent mutual savings bank headquartered in Gloucester, Massachusetts. Founded in 1846, CASB manages trusts, estates and individual equity portfolios.

Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela.

YieldQuest Securities LLC is a private company based in Atlanta, GA.

Narwhal Capital Management LLC (Narwhal) is an independent, SEC-registered investment advisor headquartered in Marietta, Georgia. The firm was founded by Matt Burton and MacArther Plumart in 2005. Narwhal provides investment advisory services to individuals, high net worth individuals, charitable organizations, corporations, private funds, and trusts.

Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers.

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.

Founded in 1991, PeachCap Securities, Inc. is registered broker-dealer, Member FINRA, located in Atlanta, Georgia. The firm was formerly known as Peachtree Capital Corp. PeachCap Securities in a subsidiary of PeachCap, Inc. PeachCap provides tax, investment, and emotional intelligence to wealth management organizations and their clients across the US.

Insurance Corp. of Barbados Ltd. engages in the provision of insurance services. It operates through Property and Casualty; and Life and Health segments. The Property and Casualty segment comprises motor, property, and other classes of general insurance which include marine, hull and cargo, aviation, and other miscellaneous accident risk; commercial and public buildings; and private and commercial vehicles damage. The Life and Health segment consists life and health insurance products like premature death, catastrophic illness, routine preventative health care, dental care, and vision care. The company was founded on January 17, 1994 and is headquartered in Bridgetown, Barbados.

Federal Home Loan Bank of Atlanta provides financing, community development grants and other banking services. It offers credit products, including advances, such as adjustable rate credit, fixed rate credit, and daily rate credit advances, as well as callable, hybrid, convertible, capped and floored, and expander advances; and irrevocable standby letters of credit. The company also provides community investment services, such as Affordable Housing Program, which provides direct subsidy funds or subsidized advances to members to support the financing of rental and for-sale housing for very low and moderate-income individuals and families. The company was founded in 1932 and is headquartered in Atlanta, GA.

Sentinel Benefits Group, Inc. provides employee benefit outsourcing solutions. Its offerings includes employee benefits and retirement plan administration, open architecture retirement plan recordkeeping, investment advisory services, defined benefit and cash balance plan services, actuarial consulting, employee stock ownership plans, and group benefits brokerage. The company was founded by Jim Carnevale, Anthony Carnevale, and John Carnevale in 1987 and is headquartered in Wakefield, MA.

The San Diego Symphony performs and conducts concerts and musical orchestra. It also provides corporate sponsorship, outreach programs, and ticket purchasing services. The company was founded on December 6, 1910 and is headquartered in San Diego, CA.

Illinois Ventures LLC (Illinois Ventures) is a venture capital firm founded in 2000. The firm is headquartered in Champaign, Illinois.

Rady Children's Hospital Foundation-San Diego provides healthcare support services. It provides fund-raising support and services focused on health development projects and activities. The company was founded in 1985 and is headquartered in San Diego, CA.

CSFC Management Co LLC (CapitalSpring) is a private equity firm founded in 2005 by Richard Fitzgerald and Christopher Unrath. The firm is headquartered in Nashville, Tennessee.

Foro Energy, Inc. manufactures and develops lasers for oil, natural gas, geothermal, and mining industries. Its lasers are used to drill, workover, and complete energy wells, including mechanical cutting/grinding, explosives, harsh chemicals and high pressures. The company was founded by Joel F. Moxley, Mark S. Zediker and Mark Land in 2009 and is headquartered in Littleton, CO.

Deerpath Capital Management LP (Deerpath Capital Management) is a private equity firm founded by Gary C. Wendt, James Kirby and John Fitzgibbons in 2007. The firm is headquartered in New York.

Winslow Technology Group LLC designs and sells information technology storage solutions. Its services include WTG professional services, hyper converged, Security, cloud, and endpoint solutions. The firm specializes in storage area networks, backup and data management, server and desktop virtualization, and disaster recovery solutions. Winslow Technology Group was founded by Scott A. Winslow in 2003 and is headquartered in Waltham, MA.

Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle.

Sentinel Pension Advisors, Inc. (SPA) is a SEC-registered investment advisor headquartered in Wakefield, Massachusetts. The firm was founded in 1998 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPA provides portfolio management services to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They also offer a Wrap Fee Program.

InsurTech Gateway Ltd. is an Independent venture capital firm founded in 2016 by Stephen Brittain and Robert Lumley. InsurTech Gateway Ltd. is headquartered in London, UK.

Blue Bear Capital LLC (Blue Bear Capital) is a venture capital firm founded in 2016 by Timothy L. Kopra. The firm is headquartered in Los Angeles, California.

Breakthrough Energy Investment LLC (Breakthrough Energy Ventures) a venture capital arm of Breakthrough Energy LLC was founded in 2016 by Bill Gates. The firm is headquartered in Boston, Massachusetts.

Kinzie Capital Partners LP (Kinzie Capital Partners) is a private equity firm founded in 2017 by Suzanne Yoon and David C. Namkung. The firm is headquartered in Chicago, Illinois.

Echelon Capital/Venture capital/ (Echelon Capital) is a Venture Capital firm founded in 2017. The firm is headquartered in Evanston, Wyoming.

Webster Bank, NA provides banking services. It offers investment management, financial planning services, banking and lending solutions, fiduciary services and institutional services. The company is headquartered in Waterbury, CT.