Mark Foley

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Essex Financial Services, Inc. (Essex Financial) is a registered investment advisor headquartered in Essex, Connecticut. The firm was founded by John W. Rafal in 2003 as John W. Rafal & Associates, Inc. They are a wholly-owned subsidiary of Essex Savings Bank. Essex Financial provides portfolio management services to individuals, high-net worth individuals, corporations, corporate pension and profit-sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and municipalities.

The New Jersey Division of Investment (NJDI) is a State-owned pension fund manager headquartered in Trenton, New Jersey. NJDI was founded in 1950 and is responsible for the investment management of the seven public pension systems that comprise the New Jersey Pension Fund and the State of New Jersey Cash Management Fund. The Pension Fund supports the retirement plans of active and retired employees in seven public pension systems: Consolidated Police and Firemen’s Pension Fund, the Judicial Retirement System, the Police and Firemen’s Retirement System, the Prison Officers’ Pension Fund, the Public Employees’ Retirement System, the State Police Retirement System and the Teachers’ Pension & Annuity Fund.

H. C. Wainwright & Co. LLC (H. C. Wainwright) is a full-service broker/dealer headquartered in New York City. The firm was founded in 1868 and is a subsidiary of HCWHC, Inc. H. C. Wainwright delivers industry insights and real-time execution to both public and private small and middle-sized global emerging market companies. With a focus on identifying buyers and sellers in illiquid and difficult to trade equities, the firm specializes in block trading and providing liquidity in these securities with as little market impact as possible.

The Fidelity Bank provides commercial banking services. The firm offers online services, business banking services and personal banking services. The company was founded in 1909 and is headquartered in Fuquay Varina, NC.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Watermill Ventures is a private equity firm founded by Steven E. Karol in 2004,headquarters in US.

Founded in 1974 by Jack Manning and Herb Collins, Boston Capital Corp. is a real estate financing and investment firm located in Boston.

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.

Berkeley Point Capital LLC provides capital solutions. It offers conventional, multi-asset, affordable products. The firm also provides debt, deal library, servicing & asset management, news and insights services. The company was founded in 1998 and is headquartered in Bethesda, MD. ^ ^ ^

Federal Home Loan Bank of Boston engages in the provision of financial services. It offers advances, mortgage partnership finance, housing and economic growth, letters of credit, correspondent services, and online banking. The company was founded in 1932 and is headquartered in Boston, MA.

Boldwater Holdings LLC operates as a real estate investment and management firm. It provides property acquisition, property management and improvement, and apartment rental services. The company was founded by David M. Rosenberg in 1993 and is headquartered in Newton, MA.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Tofias PC provides accounting services. The private company is based in Cambridge, MA and has subsidiaries in the United States.

Clarus Ventures LLC (Clarus Ventures) is a venture capital subsidiary of Blackstone, Inc. founded in 2005 by Nicholas G. Galakatos. The firm is headquartered in Cambridge, Massachusetts.

Part of State Street Corp., State Street Bank & Trust Co. of California, NA is a nationally chartered commercial bank providing trust services. The company is based in Los Angeles, CA.

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.

Quintiles Capital Solutions (Quintiles Capital) is a venture capital firm founded in 2000. The firm is headquartered in Durham, North Carolina.

The Watermill Group (The Watermill Group) is a private equity firm founded in 1978 by Steven E. Karol. The firm is headquartered in Boston, Massachusetts.

Community Healthlink, Inc. provide mental health services. It helps adults, children, and families to recover from the effects of mental illness, substance abuse, and homelessness. It offers youth and family, residential, adult outpatient, and homeless and inpatient services. The company was founded in 1976 and is headquartered in Worcester, MA.

Fidelity Co-operative Bank engages in the provision of banking, investment, and insurance products. The company was founded in 1888 and is headquartered in Fitchburg, MA.

Orange County United Way engages in providing health, education, income and housing services. It specializes in mobilizing, fundraising, advocating, volunteering and financial stability. The company was founded in 1924 and is headquartered in Irvine, CA.

The Co-operative Central Bank provides a source of cash reserves for all co-operative banks in Massachusetts. It offers deposit insurance whether deposit balances in passbook, statement or certificate type accounts, or in any combination of accounts. The company was founded in 1932 and is headquartered in Boston, MA.

International Planning Group Ltd. provides wealth structuring and transfer planning solutions for affluent individuals and executives of multi-national corporations. The firm provides innovative plan designs, expertise to deliver customized life insurance based solutions and access to the products necessary to implement solutions for a variety of complex needs. It also assists clients with strategies to maximize wealth accumulation, generate liquidity, meet personal liabilities, plan for future business continuity and facilitate additional wealth and security for clients and their families. The company was founded by Jon M. Baker Sr. in 1992 and is headquartered in Wellesley, MA.

Part of Bando Chemical Industries Ltd., PT Bando Indonesia is a manufacturing Indonesian company that produces power transmission belts and conveyor belts. The company's production facility is located in Tangerang, Indonesia, on a 71,000 square meter land. The factory has state-of-the-art laboratory and testing equipment, and highly qualified research personnel conduct research for all of their products to ensure strict quality control. PT Bando Indonesia has received several certifications, including ISO 45001\:2018, ISO 14001\:2015, IATF 16949\:2016, and ISO 9001\:2015, which certify the company complies with the highest standard of management and product quality. Gautama Hartarto has been the CEO of the company since 1992.

Part of Cape Cod Five Mutual Co., Life Design Holding Co. is a bank holding company. The company is based in Leominster, MA.

Blackstone Life Sciences Advisors LLC (Blackstone Life Sciences) is a private equity subsidiary of Blackstone, Inc. founded in 2017. The firm is headquartered in New York.

U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors.