Sean Michael McGuire

HSBC Global Asset Management (USA), Inc. (AMUS) is the US-based wholly-owned investment advisory and fund management subsidiary of HSBC USA, Inc., and is indirectly owned by HSBC Holdings Plc (LSE: HSBA, NYSE: HBC) in Great Britain. The firm was founded in 1986 and is headquartered in New York City. AMUS provides discretionary and non-discretionary advisory services to clients in several major markets and is a multi-product provider of investment and fund management services. For institutions, the firm provides active and tailored portfolio management on a global, regional, asset-class and country specific basis. The firm also serves as investment adviser to US registered investment companies. AMUS is a signatory to the UN-supported Principles of responsible Investment (UNPRI).

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Founded in 2005 by Barry E. Silbert, Genesis Global trading, Inc. is an SEC-registered broker/dealer located in New York City. The firm was formerly known as SecondMarket, Inc., and prior to that, as Green Drake Capital Corp. Genesis is a subsidiary of Bitcoin Opportunity Corp. and their ultimate parent is Digital Currency Group, Inc. Genesis member of FINRA, the MSRB and the SIPC. The firm provides liquidity and trading solutions to institutional and accredited investors who hold restricted securities positions in public and private companies. They offer services such as auction-rate securities, bankruptcy claims, collateralized debt obligations, limited partnership interests, private company stock, residential and commercial mortgage-backed securities, restricted securities and blocks in small-cap companies and whole loans.

abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world.

Graham Partners, Inc (Graham Partners) is a private equity subsidiary of The Graham Group Inc founded in 1988 by Steve C. Graham. The firm is headquartered in Newtown Square, Pennsylvania.

Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses.

Providence Equity Partners LLC (Providence Equity Partners) is a private equity firm founded in 1989 by Glenn Creamer and Jonathan M. Nelson. The firm is headquartered in Providence, Rhode Island.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

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.

Guggenheim Partners LLC provides financial services. It offers investments, securities, and insurance services. The company was founded in 1881 and is headquartered in Chicago, IL.

OCM Distressed Debt Group (OCM) is an private equity firm founded in 1995 by Bruce Allen Karsh and Sheldon Michael Stone. The firm is an operating division of Oaktree Capital Management LP. The firm is headquartered in Los Angeles.

University of Massachusetts Foundation, Inc. (UMass Foundation) is the endowment manager of the University of Massachusetts (UMass), a public research university headquartered in Boston, Massachusetts. The Foundation was founded in 1950 and oversees several programs and initiatives to promote the growth and well-being of UMass. The UMass Foundation endowment consists of several individual funds with varying purposes that support the students, faculty, and academic programs at all five campuses of the University.

Liaoning Fangda Group Enterprise Co., Ltd. distributes metal and construction material, electrical equipment, and other hardware. Its business sectors include Carbon, Iron and Steel, Chemical industries and Medical services. The company was founded on April 24, 2000 and is headquartered in Beijing, China.

Founded in 1992 by Joseph G. Nicholas, Hedge Fund Research, Inc. (HFR) is an investment research firm located in Chicago. The firm is a subsidiary of HFR Group LLC and is affiliated with HFR Asset Management LLC. Hedge Fund Research specializes in the areas of indexation and analysis of hedge funds. The HFR Database includes fund-level detail on historical performance and assets, as well as firm characteristics on a broad array of hedge fund managers. HFR's fund classification system enables granular and specific queries for relative performance measurement, peer group analysis and benchmarking. They produce over 100 indices of hedge fund performance ranging from industry-aggregate levels to specific, niche areas of sub-strategy and regional investment focus. The HFRI Fund Weighted Composite Index is comprised of data dating to 1990 and is a widely-used standard benchmark of hedge fund performance around the world. HFR's suite of analysis products provide detailed, current, comprehensive and relevant aggregate reference points on all areas of the hedge fund industry. In addition, the firm offers consulting services for clients seeking customized top-level or more intricate analysis.

Guardian Capital Partners Investment Management LP (Guardian Capital Partners) is a private equity firm founded in 2007 by Scott D. Evans, Peter H. Haabestad and Hugh Kenworthy III. The firm is headquartered in Wayne, Pennsylvania.

Applied Science Associates, Inc. provides science and technology solutions. It offers consulting, environmental modeling, and application development to clients. The company was founded in 1979 and it is headquartered in South Kingstown, RI

Fogel Capital Management, Inc. (Fogel Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Stuart, Florida. The firm was founded by Marvin and Charlene Fogel in 1995. Fogel Capital offers comprehensive wealth management services for private investors or institutions.

Miracle Mile Advisors LLC (MMA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brock Moseley in 2007. MMA offers investment advisory services, which includes investment management, financial planning and retirement plan advisory services, to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, insurance companies and retirement plans.

Omega Fund Management Ltd. (OFM) is the wholly-owned private equity firm founded by Dr. Otello Stampacchia in 2004. The firm is headquartered in the US.

Clean Energy Venture Management LLC (Clean Energy Venture) is a venture capital firm founded in 2017 by Daniel P. Goldman, David S. Miller and Temple Fennell. The firm is headquartered in Boston, Massachusetts.

Sun Life Everbright Life Insurance Co., Ltd. provides insurance products and services. It offers insurance including accident, life, healthcare, retirement and pension, and insurance and wealth management policies. The company was founded in April 22, 2002 and is headquartered in Tianjin, China.

China Forestry Exchange Co. Ltd. operates as a forestry exchange platform. The private company is based in Beijing, China.

KODA, Inc. operates a website that provides staffing services. It offers resume preparation, internships and interview advice. The company was founded by Jeffrey Berger and Tony York in 2009 and is headquartered in New Orleans, LA.

SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.