Eric Carrera

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.

Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

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.

TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP.

First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies.

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.

Achelous Partners LLC is a private company based in New York, NY.

Westrock Group, Inc. provides broker-dealer, asset, and wealth management services. The company is headquartered in White Plains, NY.

NEPC LLC is an independent investment consultant, private wealth advisor, and OCIO provider that serves over 400 retainer clients and manages $1.60 trillion in total assets. NEPC is based in Boston, MA and has subsidiaries in the United States. The private company has a proprietary research team that focuses on long-term challenges facing investors and uses a client-centric model to build forward-looking investment portfolios for institutional investors and ultra-high-net-worth individuals.

BeMe Intimates LLC engages in the distribution of underwear. It offers panties and bras. The company was founded in 2012 and is headquartered in New York, NY.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Jump Ventures LLC (Jump Ventures) is a private equity firm founded in 2018 by Hari Ravichandran. The firm is headquartered in Burlington, Massachusetts.

JGB Management, Inc. (JGB) is an independent alternative asset management firm headquartered in Westport, Connecticut. The firm was founded by Brett F. Cohen in 2005. JGB serves as the investment manager of JGB Partners LP.

Crescendo Capital Partners LLC (Crescendo Capital Partners) is a private equity firm founded in 2005 by C.L. Turner, III. The firm is headquartered in Austin, Texas.

Bintang Capital Partners Bhd (Bintang Capital) is a private equity subsidiary of AHAM Asset Management Bhd founded in 2016 by Johan Rozali Wathooth. The firm is headquartered in Kuala Lumpur, Malaysia.

KPMG US LLP operates as an audit, tax, and advisory firm. The company is headquartered in Charlotte, NC.

Industry Ventures LLC (Industry Ventures) is a venture capital firm founded in 2000 by Johan Douwe Swildens and Tom Litle. The firm is headquartered in San Francisco, California.

Stefnir hf is the wholly-owned asset management subsidiary of Arion banki HF, ultimately held by Kaupthing ehf in Iceland. Headquartered in Reykjavik, the firm was founded in 1996 and manages the Stefnir range of mutual, investment and institutional investment funds for retail and professional clients.

Unio Capital LLC is a registered investment advisor and wealth management firm headquartered in Princeton, New York. The firm was founded in 2012 by John Allison and Raluca Alexander, its principal owners. Their ownership is held through Unio Holdings LP, which is ultimately owned by Allison Family Holdings LLLP. Unio Capital provides discretionary investment advisory services to (i) persons or entities on a separately managed account basis and (ii) to a privately offered fund, Unio All-Seasons Fund LLC.

Reggora, Inc. develops and operates a cloud based appraisal platform that streamlines the appraisal process for mortgage lenders and appraisers. The firm provides Reggora platform. The company was founded by Brian Zitin and William Denslow in 2016 and is headquartered in Boston, MA.

Baystate Financial Services LLC offers financial products and services. It provides individualized and comprehensive financial planning as well as risk management and investment products. The firm's products and services include annuities, financial planning, life insurance, survivorship life insurance, variable universal life insurance, disability income insurance, and estate planning. The company was founded 1901 and is headquartered in Boston, MA.

Part of Recreo Financial Pty Ltd., Certane Group Pty Ltd. provides trustee and financial technology services. The company is based in Melbourne, Australia. The CEO of the Australian company is Marcus Price. Certane Group was acquired by Recreo Financial Pty Ltd. on March 23, 2021.