Jonathan Mancini

Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.

Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts.

Metropolitan Life Insurance Co. engages in the provision of insurance, annuities, and employee benefits programs. It operates through the US, and MetLife Holdings segments. The company is headquartered in New York, NY.

Ameresco Select, Inc. engages in the provision of energy services for businesses and organizations. The company was founded by David S. Dayton in 1982 and is headquartered in Framingham, MA.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Hallmark Cards, Inc. sells greeting card products, art supplies and stationery to retail outlets. It offers greeting cards, holiday cards, gift wrap, story books, ornaments and stationary products. The firm offers art tools, crafting activities, and creative toys for kids. The company was founded by Joyce Clyde Hall in 1910 and is headquartered in Kansas City, MO.

Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA.

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.

Acumentrics, Inc. manufactures custom power products. It specializes in the developing and manufacturing of power generation and power quality systems. The firm bases these systems on solid oxide fuel cell (SOFC) technology and Ruggedized UPS and Power supplies for military and industrial power conditioning and backup. The company was founded by Gary Mookand and Raymond DeSabato in 1994 and is headquartered in Westwood, MA.

JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.

VoltServer, Inc. engages in the development of power distribution products. The firm offers packet energy transfer which delivers digital power in a modular system to power remote components over standard communications cables. Its solutions include wireless densification, intelligent building, and indoor agriculture. The company was founded by Stephen Spencer Eaves and H. Daniel Lowe in 2011 and is headquartered in East Greenwich, RI.

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.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Berkshire Partners LLC (Berkshire Partners) is a private equity subsidiary of Berkshire Partners Holdings LLC founded in 1986 by Christopher Clifford, Carl Ferenbach, Russel L. Epker, Brad Bloom and Richard Lubin. The firm is headquartered in Boston, Massachusetts.

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.

The Atlantic Monthly Group engages in the provision of monthly magazine publishing services. It publishes on articles like politics, world affairs, business, science, education and the arts, engaging fiction, poetry, food, and book reviews. The company was founded in 1857 and is headquartered in Washington, DC.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Noresco LLC provides energy systems and infrastructure services. The company provides build-own-operate-maintain (BOOM) services for central heating, cooling and power-generation systems. The company was founded in 1984 and is headquartered in Westborough, MA.

National Association of Energy Service Cos. operates as a nonprofit organization. It engages in the provision of representing and promoting the energy efficiency industry. The company is headquartered in Washington, DC.

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.

Atrex Energy, Inc., headquartered in Westwood, MA, consists of two subsidiaries. Acumentrics RUPS provides rugged AC and DC uninterruptible power supplies (UPS) for military and industrial power conditioning, backup, and other mission critical applications. Acumentrics SOFC is a developer and manufacturer of solid oxide fuel cells with a durable, fuel-flexible, tubular ceramics-based technology. The company was founded in 1995.

Ameresco Ltd. is highly regarded in the UK for its unrivalled utility consultancy services. They employ meticulous methods of scrutinizing the complex energy and utilities markets. They help customers to recover over-payments and identify ways that they can reduce their energy consumption. Their role is to save their money whilst enabling them to manage their environmental performance. The results are that their clients benefit from savings, greater efficiency and profitability. Their team of experts analyze the energy, environmental management and water markets so that they can save millions of pounds for companies every year. With detailed site surveys they are also able to consider management of usage as well as costs, allowing their clients to benefit from their dual approach to saving money and reducing their carbon footprint. Because they are completely independent, they know that their service is non-biased. With over 80 years experience and having operated in global energy markets since 1976, ESP consultants have a broad range of financial, capital markets and energy trading experience

Ironside capital Partners LLC (Ironside Capital) is a venture capital firm founded in 1998 by Stephen M. Brackett, Myles P. Gilbert, William M. Sheehan, and Dave Z. Alpert. The firm is headquartered in West Newton, Massachusetts.

Applied Science Associates, Inc. provides science and technology solutions. It offers consulting, environmental modeling, and application development to clients. The company was founded in 1979 and it is headquartered in South Kingstown, RI

ProThera Biologics, Inc. develops diagnostics and therapeutics treatments. The firm’s products include replenish the deficiency in patients, significantly reduce inflammation and target the host's dysregulated response. The company was founded by Yow-Pin Lim and Douglas C. Hixson in 2002 and is headquartered in Providence, RI.

Tizra, Inc.is a digital publishing platform. The company provides web publishing and technology services. It offers ebooks, paid content, online media, e-commerce, information sales, multi platform, mobile, educational, professional, and digital publishing,. The company was founded by David G. Durand, Francisco Assis Rosa, Abe Dane and Anne Orens in 2006 and is headquartered in Providence, RI.

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

Datarista, Inc. operates as platform which provides third-party sales and marketing data. The firm's platform is built with a microservices architecture, hosted in the cloud, and deployed using the containerization technologies. The company was founded by Pat Sabatino in 2015 and is headquartered in Providence, RI.

Ri Bio provides life science and biotechnology services. The private company is based in Providence, RI.

Part of Harvard University, Claritas Genomics is a CLIA-certified genetic diagnostic testing company based in Cambridge, MA that combines genetic analysis technology with the clinical expertise of pediatric specialists to improve patient care. The company offers a range of services to support clinicians in diagnosing pediatric disorders. Claritas Genomics also provides drug testing services, including the latest innovation in fingerprint drug testing. The company's President and CEO, Patrice Milos, is a pioneer in genomics and medicine. The company's website includes a list of tests available by name and gene. Samples can be sent to Claritas Genomics for processing, and inquiries can be directed to their email or phone number.

Stripe, Inc. is a technology company, which builds economic infrastructure for the Internet. The firm offers services that enable platforms and merchants to run businesses, and to safely conduct online payment transactions. Its products include payments, billing, connect, payouts, atlas, radar, issuing, terminal, corporate card, capital, SaaS platforms, marketplaces pricing, and global guides. The company was founded by John Collison and Patrick Collison in 2011 and is headquartered in San Francisco, CA.