Raj Advani

Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY.

Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

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.

Atlantic Trust Group, Inc. provides asset management and financial advisory services. The firm manages wealth for individuals, families and provides asset management services to foundations and endowments. It also provides investment management, asset allocation, trust, custody and family office services. The company has offices in New York, Chicago, Boston, Atlanta, Houston, Palm Beach, San Francisco, Austin, Winston-Salem, Baltimore, Denver, Newport Beach and Washington, D.C. Atlantic Trust was founded in 1980 by Tony Pell & Edward I. Rudman and is located in New York, NY.

Atalanta Sosnoff Capital Corp. is a private group led by the management of Atalanta/Sosnoff Capital Corp. The private company is based in New York, NY.

Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI.

Forum Mondial de L'Economie engages in the foremost political, business and cultural organizations to shape global, regional and industry agendas. The company was founded by Klaus Schwab in 1971 and is headquartered in Cologny, Switzerland.

Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors.

Georgia Tech Foundation, Inc. provides educational services. It promotes the cause of higher education in the State of Georgia, receives and manages financial donations received by the foundation for support and enhancement of the Georgia Institute of Technology and assists the Georgia Institute of Technology in its role as a leading educational and research institution. The company was in 1932 and is headquartered in Atlanta, GA.

Ascension Wealth Partners LLC provides investment advice. It also provides investors with the academic information, behavioral tools, individual support, and ongoing guidance and encouragement. The firm serves the individuals nearing or in retirement, individuals dealing with a major life changing event, individuals with a desire to delegate the day-to-day management of their portfolio, individuals who desire to be kept informed and educated on an ongoing basis and the individuals who prefer an academic approach to investing. The company was founded by Kory K. Swekla and Michael R. Sappington in January 2008 and is headquartered in Pleasant Hill, CA.

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

National Association of Estate Planners & Councils is a non-profit organization that focuses on establishing and monitoring the professional and educational standards of professional estate planners and affiliated estate planning councils. It specializes in accounting, insurance, legal, trust services, philanthropic, and financial planning fields. The company was founded by H. Phillip Forrest, John G. Khouri, Joseph E. Tierney, and Frederick C. Rozelle in 1962 and is headquartered in Cleveland, OH.

The Boston Foundation manages charitable funds. The foundation is made up of separate funds, which have been established by hundreds of donors either for the general benefit of the community or for special purposes. It is also a partner in philanthropy, making it easy for donors to give, and keeping donors informed about programs that are working. The Boston Foundation was founded in 1915 and is located in Boston, MA.

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.

JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.

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.