Adam Cahill

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors.

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.

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. They are wholly-owned by Morgan Stanley Capital Management LLC, a subsidiary of Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was a wholly-owned subsidiary of Eaton Vance Corp. EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

CO Space, Inc. provides collocation and technical support services. The company was founded by G. Gabriel Cole and Catherine A. Davies in April 12, 1999 and is headquartered in Atlanta, GA.

Founded in 2004, Kamunting Street Capital Management LP is a hedge fund firm headquartered in Greenwich, Connecticut.

Code:Red, Inc. provides research management technologies to the investment community. The firm's products include Code Red RMS that enables to incorporate research, data from multiple systems, and workflows into a repeatable investment process; and Code Red Analytics that helps to manage portfolio, as well as integrates due diligence and risk management capabilities to lower operational risk and increase the integrity of investment decisions. It serves endowments and foundations, institutional asset managers, sovereign wealth funds, pensions, and hedge funds. The company was founded by Timothy V. Gavin and Dwight Wyatt in 2004 and is headquartered in Boston, MA.

Virtustream LLC provides information technology and cloud software services. It is a cloud innovator offering cloud solutions to enterprises, governments and service providers. The firm enables businesses to move complex production applications to the cloud whether private, public or hybrid while delivering the economic and business benefits of the cloud. The company was founded by Kevin Reid and Rodney J. Rogers in 2008 and is headquartered in Bethesda, MD.

Empowered Funds LLC (do-business-as ETF Architect) is a registered investment advisor headquartered in Havertown, Pennsylvania. The firm was founded by Wesley R. Gray in 2013 and is owned by Alpha Architect LLC, which is a subsidiary of Empirical Finance LLC. ETF Architect offers investment management services through Exchange-Traded Funds (ETFs) and Separately Managed Accounts (SMAs).

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

BDO USA LLP operates as an accounting, auditing, and bookkeeping firm. It offers advisory; audit and assurance; digital; and tax services. The company was founded by Maximillian L. Seidman in 1910 and is headquartered in New York, NY.

Nautic Partners LLC (Nautic Partners) is a private equity firm founded in 2000 by Gorgi Habib Y. The firm is headquartered in Providence, Rhode Island.

Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.

Summer Street Capital Partners LLC (Summer Street Capital Partners) is a private equity firm founded in 1999 by Michael McQueeney, Gary Hull, Jennifer Chalmers Balbach and Brian D'Amico. The firm is headquartered in Buffalo, New York.

Gemini Investors LLC (Gemini Investors) is a private equity firm founded in 1993 by James J. Goodman. The firm is headquartered in Wellesley, Massachusetts.

Aritaur Communications, Inc. operates radio stations.

Ando Media LLC provides audience measurement and advertising management solutions for the internet audio market. The company was founded on December 06, 2007 and is headquartered in Providence, RI.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Frequency, Inc. develops and operates an audio advertising platform. The American company was founded in 2017. The CEO is Peter Jimison.

Media Services Group, Inc. is a private company based in Ponte Vedra Beach, FL that was founded by Robert J. Maccini. The company provides brokerage and appraisal services for radio and television stations, as well as communication towers.

Drive Time Metrics, Inc. develops a cloud-based platform for accessing, displaying and reporting data of the connected cars. The company was founded by Rod MacKenzie, Robert J Maccini and Joseph Gallagher V III and is headquartered in Jamestown, RI.

Part of Digital 9 Infrastructure Plc, Verne Global, Inc. is an American company that provides data center services. The company is based in Washington. The company was founded by Gabe Cole. The CEO is Jeff L. Monroe.

ACE & Company SA (ACE & Company) is a private equity firm founded by Adam Said, Christopher Kile, Sherif Elhalwagy in 2005.The firm headquartered in Geneva, Switzerland.

Zeno Ventures Management LLC (Zeno Ventures) is a venture capital firm founded in 2016 by Christopher Kile and Duarte Moreira. The firm is headquartered in San Francisco, California.

Click Ventures Ltd. (Click Ventures) is an venture capital firm founded in 2013 by Carman Chan. The firm is headquartered in Singapore.

Part of Eze Castle Integration, Inc., Eze Castle Integration - United Kingdom Ltd. is a British company that provides financial intermediation services. The company is based in London, UK and was founded in 2007.

Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.

Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations.