Nino Scalamandre

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Part of JPMorgan Chase & Co., Bear Hunter Structured Products LLC offers investment advice. The company is based in New York, NY.

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.

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

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. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget.

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.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

Denver Botanic Gardens, Inc. operates botanical gardens. It strives to entertain and delight while spreading the collective wisdom of the gardens through outreach, collaboration and education. The company was founded in 1951 and is headquartered in Denver, CO.

Media Sourcery, Inc. provides workflow automation solutions. The private company is based in Austin, TX. The CEO of the company is Larry Ketchersid.

Part of HP, Inc., Compaq Capital Corp. provides financing and leasing services. The company is based in Palo Alto, CA.

Gemini Consulting Group, Inc. provides management consulting services. Its services range from management consulting, to the development of day surgery centers and hospitals. The company was founded by James B. McCarthy and is headquartered in Oak Brook, IL.

Part of McKesson Corp., Per-Se Transaction Services, Inc. provides hospital and integrated delivery network services and medical claims services. The company is based in Charlottesville, VA. Per-Se Transaction Services was acquired by Per-Se Technologies, Inc. on December 11, 2000 for $25 million. The company was founded by Daniel Brody. Daniel Brody has been the CEO since incorporation.

WestEnd Capital Management LLC (WestEnd) is an independent SEC-registered wealth management firm headquartered in Santa Monica, California. The firm was founded by Gustave (Gus) Ozag in 2002. WestEnd provides advisory services on a discretionary basis to a privately offered pooled investment vehicle, WestEnd Partners LP (WEP), a California limited partnership which is intended for accredited investors with certain net worth requirements, as well as advisory services on a discretionary basis to individuals through separately managed accounts.

Longbow Capital Partners LP (Longbow) is an independent hedge fund manager headquartered in New York City. The firm was founded by Thomas Fitzgerald III and Douglas Snyder in 2003. Longbow provides investment advice to high net worth individuals.

Blueshift Research LLC (Blueshift) is a market research and holding firm headquartered in Needham, Massachusetts. The firm was founded by Craig Gordon in 2008. Blueshift provides ethical, quality, and unbiased investment research from independent sources. The firm constantly screens for data on unique and controversial ideas that currently are at the forefront of Wall Street thinking (or are being overlooked), and they keep a list of 25 companies/issues for which they think they can add unique value. This list is constantly being updated and averages five to seven new ideas per month.

Lincoln Financial Investments Corp. (LFI) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was formerly known as Lincoln Investment Advisors Corp. They are a wholly owned subsidiary of The Lincoln National Life Insurance Co., itself a wholly owned subsidiary of Lincoln National Corp. (NYSE: LNC), a publicly held insurance holding company. LFI provides investment advisory services to mutual funds, which are included in insurance products such as variable annuities offered by affiliated and non-affiliated life insurance companies and retirement plans. The firm also advises private funds and separate accounts, which are offered by affiliated life insurance companies.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

Sterling Atlantic LLC (Sterling Atlantic) is a venture capital firm founded in 2006. The firm is headquartered in Los Angeles, California.

Cullen Capital Management LLC, do-business-as Schafer Cullen Capital Management (SCCM), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1983 to advise managed accounts. In 2000, they expanded their offerings to include US mutual funds and, in 2010, UCITS funds. SCCM provides portfolio management services to a variety of client types such as individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, Registered Investment Companies, UCITS, Hedge Funds and trust programs.

Greylock Capital Management LLC (Greylock Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded by Hans Humes, Jr. in 2004. They are a wholly owned subsidiary of Greylock Capital Associates LLC. Greylock Capital provides discretionary and non-discretionary investment management services to private funds (the Greylock Global Funds) and separate accounts for institutional investors.

National Financial Services is an operating division and the institutional trading arm of National Financial Services LLC. The firm is a broker/dealer headquartered in Boston. They execute equity and fixed-income securities trades on behalf of institutional clients as well as several Fidelity businesses. Their ultimate parent is FRM LLC. National Financial Services maintains a team of principal traders in New York that make markets in several hundred NASDAQ securities. The firm also has specialists on the Boston Stock Exchange. Their fixed-income operation is a principal dealer in a wide range of taxable and tax-exempt securities. They also underwrite municipal and government agency debt

Jefferson Pilot Financial Insurance Co. provides life insurance and investment advice services. It offers employee benefits products and services to employer groups, on-line services, and real time administration. The Company was founded in 1994 and is headquartered in Omaha, NE.

Link Ventures LLP (Link Ventures) is a venture capital firm founded in 2006 by David B. Blundin and Rob Chaplinsky. The firm is headquartered in Cambridge, Massachusetts.

Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector.