Anthony C. Santosus

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

Anchor Capital Advisors LLC (Anchor Capital) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. It was founded in 1983 by William Rice. The firm is owned by employees and by the Lincoln Peak Capital, a private investment firm. Anchor Capital offers investment advisory services to pension and profit-sharing accounts (corporate, joint trusteed and professional corporations), charitable accounts including religious, non-profit foundations and educational institutions, corporations (taxable), banks/thrift institutions, individuals, high net-worth individuals, trusts and estates, and registered investment companies.

Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Oberon Investments Ltd. (GB Investment Management) (Oberon-IM) is the wealth management division of Oberon Investments Ltd., a corporate broking group headquartered in London, UK. Formerly known as M. D. Barnard & Co. Ltd., the firm was founded in 1988 and is owned by Oberon Investments Group Plc (AQSE: OBE). Oberon-IM offers bespoke client portfolios for private individuals and corporate clients.

Founded in 1984, Noble Financial Capital Markets is a broker/dealer headquartered in Boca Raton, Florida. The firm is a subsidiary of Noble Financial Group, Inc. Noble Financial Capital Markets' sales & trading team provides strategic insight and reliable solutions to nearly 500 of the dominant small-cap money managers in North America. They are members FINRA, SIPC and MSRB. Noble Financial Capital Markets offers a full array of investment services with a particular focus on under-followed, undervalued, out-of-favor small-cap emerging growth companies. Their research coverage universe includes healthcare, business services & software, defense/defense technology, energy, enterprise hardware, and media & entertainment.

PGIM Quantitative Solutions LLC is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1975 and formerly known as Quantitative Management Associates LLC and QMA LLC. They are a subsidiary of PGIM, Inc., ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM Quantitative Solutions acts as an investment manager primarily for various private funds as well as to pooled vehicles (as sub-adviser) on affiliated platforms and provides advisory services to separately managed accounts.

Lombard Odier Asset Management (USA) Corp. (LOAM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2000 and do-business-as Lombard Odier Investment Managers. The firm is a subsidiary of LO Holding SA and their ultimate parent is Switzerland-based Compagnie Lombard Odier SCmA. LOAM provides investment advisory services on a discretionary basis to private pooled investment vehicles (Funds) and investment advisory accounts. The investors in the Funds consist of endowments, foundations, insurance companies, high net-worth individuals, funds of funds, public and corporate pensions, and other sophisticated investors.

Lombard Odier (Europe) SA (Nederland) (Lombard Odier-Nederland) is the Netherlands-based asset management division of Lombard Odier (Europe) SA, ultimately held by Compagnie Lombard Odier SCmA in Switzerland. Headquartered in Amsterdam, the firm was founded in 1985 and manages Dutch private and institutional assets. Lombard Odier-Nederland also provides services to international clients including wealth management, institutional asset management, traditional and alternative mutual funds, global custody, investment advice, estate and succession planning and services for family offices and financial intermediaries.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

The Japan Society of Boston, Inc. is a not-for-profit organization that promotes cultural and economic ties and active interchange between Japanese and Americans for mutual understanding, benefit, and enjoyment. It provides awards, monthly brown bag series, internship program, annual gala dinner, and jobs board. The company was founded in 1904 and is headquartered in Boston, MA.

QS Investors LLC (QSI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded and formed in August 2010 through an MBO of the Quantitative Strategies Group within DB Advisors, the institutional asset management division of Deutsche Asset Management. QSI is a wholly-owned subsidiary of QS Investors Holdings LLC, ultimately owned by Franklin Resources, Inc. (NYSE: BEN). The firm provides investment advisory and sub-advisory services to a diverse array of institutional and retail clients and funds.

SAFE Investment Co. Ltd. (SAFEIC) is the Hong Kong-based investment management subsidiary of the State Administration of Foreign Exchange (SAFE), an administration agency headquartered in China. Founded in 1997, SAFEIC is the Hong Kong branch of the Chinese sovereign wealth fund, which serves primarily as a foreign currency reserve. Officials from the SAFE serve on the firm’s Board of Directors.

Atomos Financial Planning Holdings Ltd. offers inflation-linked bond exposure across different economic regimes and inflation environments. The company is based in London, UK, and has subsidiaries in the UK. The fund also selectively invests in corporate inflation-linked bonds. The British company was founded in 1999, and Jonathan Charles Polin has been the CEO of the company since 2015.

Measured Wealth Private Client Group LLC provides investment advice. The private company is based in Portsmouth, NH. The company was founded in 2014 by Edward Heath Benway. Edward Heath Benway has been the CEO since 2014.

Fresh Source Capital LLC (Fresh Source Capital) is a private equity firm founded in 2013 by Daniel N. Pullman and Lisa A. Sebesta. The firm is headquartered in Cambridge, Massachusetts.

Ocean Approved, Inc. offers seaweed products. Its products include fermented seaweed salad, kelp smoothie cubes, sauerkraut and kimchi. The company was founded by Tollef Olson in 2006 and is headquartered in Saco, ME.

Fair Food Fund provides investment services. It invests in entrepreneurs who are growing community health and wealth through food. The company was founded in 2013 and is headquartered in Ann Arbor, MI.

3D/L Capital Management LLC (3D/L) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately owned by EQIS Holding, Inc. 3D/L offers a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes to their clients.