Donna Winn

Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

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.

Financial Innovative Technology SAS provides market data, trading services and risk management services. The company was founded in 1999 and is headquartered in Paris, France.

Part of Betr Holdings, Inc., Lotus Software, Inc. is a company that develops software that helps to create interactive demos. The company is based in New York, NY. The company was founded in 1982 by Chris Schilling, Harrison Johnson. The CEO is Harrison Johnson. Lotus Software was acquired by Chameleon Intelligent Tech, Inc. on May 29, 2024.

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.

Northfield Information Services, Inc. (Northfield) is an independent risk management analytics provider headquartered in Boston, Massachusetts. The firm was founded by Dan diBartolomeo in 1985. Northfield provides their risk forecasting services to over 200 asset manager and asset owner clients world-wide. They model each instrument and portfolio position in a bottom-up, granular fashion. Their risk factor models span financial markets in an economic, intuitive, and statistically robust way.

National Roofing Contractors Association operates as a nonprofit association that represents all segments of the roofing industry, including contractors, manufacturers, distributors, architects, consultants, engineers, building owners and county, city and state government agencies. The company was founded in 1886 and is headquartered in Rosemont, IL.

AVG Technologies USA, Inc. provides home and business computer security solutions. It offers downloads, antivirus software, mobile security, free Mac antivirus, PC performance, and virus scanning and malware removal. The company was founded in 1991 and is headquartered in Emeryville, CA.

Douglas S. Plotke Jr., Inc. provides roofing contracting services. The firm specializes in residential roofing and siding, commercial roofing, roof repairs and maintenance and roof consulting services. The company was founded Douglas Plotke Jr. and John K. Plotke in 1985 and is headquartered in Deer Park, NY.

Nitro Software, Inc. develops digital document production software. Its products enable users to create, convert, edit, combine, annotate, secure and save industry-standard PDF documents. The firm offers Nitro Pro that allows users to create and view, edit and optical character recognition, convert and export, sign and secure, collaborate and review PDF documents on virtually various devices and Nitro Cloud enables users to sign, share and collaborate with others from various browsers without Nitro Pro. The company was founded by Sam Chandler, Karl De Abrew and Richard Wenzel in 2005 and is headquartered in San Francisco, CA.

Autodesk Corp. develops software for various industries including manufacturing, architecture, building, construction, media, and entertainment. The private company is based in Lexington, MA.