Jill Coghlan

Wellington Management Co. LLP (WMC) is a 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, as well as to investment vehicles that the firm sponsors.

Jennison Associates LLC is a SEC-registered investment advisor and mutual fund manager which was founded in 1969 by Spiros Segalas and six colleagues. The firm was acquired by The Prudential Insurance Company of America (PICA) in 1985. They are a subsidiary of PGIM, Inc., ultimately held by Prudential Financial, Inc. (NYSE: PRU). Headquartered in New York City, Jennison Associates manages equity, fixed income, and custom solutions portfolios in a range of styles, geographies and market capitalizations for various clients.

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.

Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Axiom Investors LLC (Axiom) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. The firm was founded by Andrew Jacobson in 1998 as Axiom International Investors LLC. They are a subsidiary of Axiom Investors LP. Axiom manages international, global, small-cap, and emerging market equities on behalf of their global institutional clients.

Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded in 1990 by Kenneth Griffin and is wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

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.

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.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

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.

Michigan Venture Capital Association operates as a non-profit trade organization designed to bring together venture capital industry participants in the state of Michigan. The company was founded by 2002 by Terry Cross and David P. Weaver in 2002 and is headquartered in Ann Arbor, MI.

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).

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.

CreditSights, Inc. is an independent investment research firm headquartered in New York City. The firm was co-founded by Paul Ciasullo, Reena Mithal, Glenn Reynolds and Peter Petas in 2000. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. CreditSights provides fundamental, in-depth credit research for buy-side decisionmakers, sell-side intermediaries and wealth managers and private banks globally. The firm actively covers more than 5,000 companies in North America, Europe, and Asia-Pacific representing over 56 countries.

Acumen Fund, Inc (Acumen Fund) is a venture capital firm founded in 2001 by Jacqueline Novogratz. The firm is headquartered in New York.

Huron River Venture Partners LLC (Huron River Venture) is a venture capital firm founded in 2010 by Ryan Waddington and Tim Streit. The firm is headquartered in Ann Arbor, Michigan.

Proficio Capital Partners LLC (Proficio) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newton, Massachusetts. The firm was founded by Matthew Wosk and Robert Haber in 2014. Proficio provides discretionary investment advisory services to high-net-worth individuals and their families and to the advisor of privately placed, insurance dedicated, funds that only market to high-net worth clients. The firm also provides advice as a sub-adviser to a Canadian investment adviser as an unregistered foreign adviser in Ontario.

Kohlberg & Co. LLC (Kohlberg & Co) is a private equity firm founded in 1987 by James Andrew Kohlberg and Jerome S. Kohlberg. The firm is headquartered in Mount Kisco, New York.

Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits.

LL Funds LLC (LL Funds) is private equity firm founded in 2009 by Roberto M. Sella. The firm is headquartered in Philadelphia, Pennsylvania.

New England Venture Capital Association, Inc. is a non-profit organization which operates as a catalyst, and advocate, and a resource for the innovation economy. The company is headquartered in Cambridge, MA.

True Capital Management LLC (TCM) is a wealth management firm headquartered in San Francisco, California. The firm was founded by Doug Raetz and Heather Goodman in 2006. They were acquired in 2023 by Cresset Capital Management LLC, a subsidiary of Cresset Manager LLC. TCM provides individualized investment supervisory services, financial planning and consulting, and banking services. Their clients span the globe primarily within the sports and entertainment industries. In addition, the firm’s services are also well suited for ultra-high net worth individuals and families.

Venture University LLC (Venture University) is a venture capital subsidiary of VU Investing Platform founded in 2018 by J. Skyler Fernandes and Jenna Fernandes. The firm is headquartered in San Francisco, California.

Type One Ventures LLC (Type One Ventures) is a venture capital firm founded in 2019 by Tarek Waked. The firm is headquartered in the Malibu, California.

Brooke Private Equity Associates (BPEA) is a private equity firm founded in 2002 by Peter Brooke and John Brooke. The firm is headquartered in Boston, Massachusetts.

Health Advances LLC provides consulting services to the health care industry. It offers clinical development strategy, lifecycle management, partnering and licensing, portfolio planning, product positioning, strategic and business planning, technology commercialization, valuation and financial analysis. The company was founded by Paula Ness Sprees and Mark S. Sprees in 1992 and is headquartered in Weston, MA.