Jamie D. Anderson

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.

DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Coatue Management LLC (Coatue) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Philippe Laffont in 1999 and is a subsidiary of Coatue Management Partners LP. Coatue provides investment advisory services on a discretionary basis to US and non-US private investment funds intended for sophisticated investors and institutional investors. Their flagship funds include Coatue Qualified Partners LP (CQP), Coatue Offshore Fund Ltd. (COF), and Coatue Offshore Master Fund LP (COMF). CQP and COF invest all of their investable assets in COMF. Coatue is a signatory of the UN Principles of Responsible Investment (PRI).

Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US.

Champlain Investment Partners LLC (CIP) is a SEC-registered investment advisor headquartered in Burlington, Vermont. The firm was founded by Scott Brayman, Judith O’Connell, Wendy Nunez, and Mary Michel in 2004. They are a subsidiary of CIP Management Holdings LP. CIP provides investment advice to investment companies, pooled investment vehicles, corporate and public pension plans, health care and religious organizations, endowments and foundations, Taft-Harley plans, colleges and universities, family offices, private banks and corporations and other businesses.

Caravan Capital Management LLC (Caravan Capital) is a privately-held investment advisor headquartered in Tacoma, Washington. The firm was founded by Cliff Quisenberry, Jr. and Ben Griffith in 2008. Caravan Capital provides investment advisory and investment management services to private investment funds, which includes limited partnerships on which Caravan is either the general partner or the investment manager, and separate accounts.

Purigen Biosystems, Inc. engages in extracting, enriching and quantifying DNA and RNA from biological samples. The company was founded in 2012 by Amy Hiddessen, Klint Rose and Juan Santiago and is headquartered in Pleasanton, CA.

Indiana University Foundation provides financial support to education and charitable causes. The company was founded in 1936 and is headquartered in Bloomington, IN.

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.

International Data Corp. is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications and consumer technology markets. International Data Corp helps IT professionals, business executives, and the investment community make fact-based decisions on technology purchases and business strategy. More than 1000 IDC analysts provide global, regional, and local expertise on technology and industry opportunities and trends in over 110 countries worldwide. For more than 47 years, IDC has provided strategic insights to help their clients achieve their key business objectives. IDC is a subsidiary of IDG, the world's leading technology media, research, and events company. The company was founded in 1964 and is headquartered in Framingham, MA.

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.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Great Hill Partners LP (Great Hill Partners) is a private equity firm founded in 1998 by Christopher S. Gaffney, Steve F. Gormley and John G. Hayes. The firm is headquartered in Boston, Massachusetts.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers.

MIRI Capital Management LLC (Miri Capital) is an independent alternative investment management firm headquartered in Boston, Massachusetts. The firm was founded by Ben Griffith in 2020. Miri Capital manages a private investment fund for financially sophisticated investors.

Bloomberg, Inc. provides market data research and publishing services. It offers online publishing and marketing services. The firm provides data, news, analytics and solutions for professional, corporate and government. The company is headquartered in New York, NY.

Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY.

Part of Focus Financial Partners, Inc., Foster Dykema Cabot & Partners LLC is a company that provides investment advice. The company is based in Waltham, MA.

Genoa Ventures LLC (Genoa Ventures) is an independent private equity/venture capital firm founded in 2018 by Jenny Rooke. The firm is headquartered in San Francisco, California.

Newark Venture Partners (NVP) is a venture capital firm founded in 2015 by Don Katz. The firm is headquartered in Newark, New Jersey.

Part of Alera Group, Inc., Webber & Grinnell Insurance Agency, Inc. is a business owners insurance agency that covers property and liability to protect businesses. The company, based in Northampton, MA, serves clients in Holyoke and throughout New England. The company offers personal, business, and employee benefits coverage and have access to leading insurance companies to find the right coverage for unique needs. Webber & Grinnell Insurance also provides services such as the driver verification system (DVS) to track license statuses of drivers/employees. The CEO of the company is William D. Grinnell. The company was acquired by Alera Group, Inc. on January 13, 2022.

Zoominfo Technologies LLC engages in the provision of online information services. It offers products and solutions for customers in sales, marketing, and enterprises. The company was founded by Jonathan Stern and Michel Decary in 2000 and is headquartered in Waltham, MA.

City of Hope is a research and treatment center for cancer, diabetes and various life-threatening diseases. The center is founded in 1913 and is headquartered in Los Angeles, CA.

Armored Things, Inc. operates as startup company that keeps people safe with a predictive incident and emergency response platform that bridges physical and cyber security. The company was founded by Julie E. Johnson and Charles C. Curran III and is headquartered in Boston, MA.