Joseph Leavenworth Bakali

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

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.

Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.

Grove Street Advisors LLC (Grove Street Advisors) is a private equity and venture capital firm founded in 1998 by Clinton P. Harris, Dave B. Mazza and Catherine A. Crockett. The firm is headquartered in Newton, Massachusetts.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Covestor, Inc. operates as a online investment management platform. Its platform and technology allows delivering specialized active and passive investing solutions at a lower cost and with the benefit of online convenience. Its platform give investors access to institutional style investment strategies, delivered in the security of their own brokerage accounts. The company was founded by Perry Rael Blacher, Richard Kevork Tahta and Simon Veingard in 2007 and is headquartered in Boston, MA.

Cambridge Associates Ltd. is a global investment firm headquartered in London, UK. The firm was founded in 2007 and is a subsidiary of Cambridge Associates LLC in the US. Cambridge Associates builds and manages custom investment portfolios across asset classes for institutional investors, private clients, and family offices.

Montgomery Asset Management LLC is a private company based in Sarasota, FL that was founded by Josephine Santos Jiménez. DDNS - Discount Domain Name Services is a family owned and operated domain registrar and hosting provider. The company was the first registrar to receive ISS certification.

Abundant Ventures LLC (Abundant Ventures) is a private equity firm headquartered in Bloomfield Hills, Michigan. The firm was founded by John Sinclair and Frank H. Miglior in April 1, 2002.

Longbridge Financial LLC operates as a national lending institution that helps seniors utilize its hard-earned home equity to address some of the financial challenges that impact so many Americans who are in, or planning for, retirement. The company was founded by John Sinclair and Melissa Macerato in 2012 and is headquartered in Mahwah, NJ.

Financial Recovery Technologies LLC provides claim filing and monitoring services. It provides analysis, disbursement auditing and client reporting, and deliver the accuracy, accountability and transparency available. The firm helps investors to identify eligibility, file claims, and collect funds made available in securities class action settlements. The company was founded by David L. Bedard in 2008 and is headquartered in Medford, MA.

CelluComp Ltd. manufactures and markets sustainable products produced from the waste streams of the food industry. It provides multiple solutions for many industries such as paints and coatings, concrete, home and personal care, oil drilling and composites. The company was founded by Christian Kemp-Griffin, David Gwyddon Hepworth and Eric Arron Whale in 2004 and is headquartered in Scotland, the United Kingdom.

Infusion Global Partners LLC provides investment advice. The private company is based in Wellesley, MA and has subsidiaries in the United States. The company was founded by John Sinclair.

Makena Capital Management LLC (Private Equity) ( Makena Capital Management) is a private equity subsidiary of Makena Capital Management LLC. The firm is headquartered in Menlo Park, California.