Daniel Gay

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.

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.

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.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Income Research & Management, Inc., dba Income Research + Management (IR+M), is a privately-owned, independent, fixed income investment management firm headquartered in Boston, Massachusetts. The firm was co-founded by John A. Sommers and Jack A. Sommers in 1987. IR+M manages US fixed income portfolios for institutional and private clients, several US fixed income private investment funds, and collective investment trusts for qualified investors.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

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).

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.

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.

KPS Capital Partners LP (KPS Capital Partners) is a private equity firm founded in 1997 by Eugene Keilin, Michael Psaros and David Shapiro. The firm is headquartered in New York.

Grant Thornton LLP provides accounting, tax and business consulting services. It offers advisory, business consulting, business risk, enterprise technology and innovation, transaction services, data analytics, cyber risk, and data integrity services. The firm serves the construction, real estate and hospitality, consumer and industrial products, energy, financial services, health care and life sciences, not for profit organizations, private equity, public sector, and technology industries. The company was founded in 1924 and is headquartered in Chicago, IL.

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.

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.

HGGC LLC (HGGC) is a private equity firm founded in 2007 by Robert Gay, Greg Benson, Rich Lawson and Steve Young. The firm is headquartered in Palo Alto, California and was formerly known as Huntsman Gay Global Capital LLC.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Hyundai Venture Investment Corp. (HVIC) is the venture capital arm of Hyundai Finance Corp., founded in 1997. The firm is headquartered in Seoul, South Korea.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

AlpInvest Partners, Inc. (AlpInvest) is the New York City private equity subsidiary of Netherlands-based AlpInvest Partners BV, ultimately held by The Carlyle Group LP (NASDAQ: CG). Established in 1999 as NIB Capital Private Equity, the firm became AlpInvest Partners in 2004. They were the first exclusive private equity manager for a public pension fund and invest worldwide across primary funds, secondaries, and direct investment (co-investment) channels, covering the entire private equity spectrum. In addition to the New York office, AlpInvest has offices in Amsterdam, Hong Kong and London. They are a socially responsible investor which works to promote sustainability and governance as an important factor in investment choices. They are a signatory to the UN Principles for Responsible Investments and exclude direct investments in companies that are directly involved in the manufacturing or distribution of products that clearly violate Dutch and relevant international conventions. They also explore sustainability-themed investments.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Wellesley Asset Management, Inc. (WAM) is an independent, SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Greg Miller and Darlene Murphy in 1991 as Wellesley Investment Advisors, Inc. and changed its name to Wellesley Asset Management, Inc. in 2016. WAM provides discretionary investment management services to individuals, institutions, retirement plans, trusts, estates, private foundations, investment companies, corporations, other advisory firms, and various other entities. In addition, the firm acts as sub-advisor to certain wrap program providers.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

LAMBDA TD Software, Inc. operates as a software developer and provides smart home technology solutions to both commercial and residential customers. It develops cloud-based smart products that can be installed anywhere in the world. The company was founded by Robert M. Corcoran and Durham H. Scott in 2006 and is headquartered in Las Vegas, NV.

Capital Advisors Group, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Benjamin Campbell in 1991 and is principally owned by Benjamin K. Campbell Trust of 2011, the Campbell Family 1998 Irrevocable Trust, and the Campbell Family 2019 Irrevocable Trust. Capital Advisors Group provides portfolio management services to institutional investors, such as corporations, charitable institutions, and foundations.