Julie Ann Goodwin

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.

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment 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.

Olympus Endo Technology America Inc. manufactures medical devices. It offers GI Endoscopy Devices and Dexterity. The company was founded by Steve J. Tallarida, Robert E. Ailinger and James J. Frassica in 2005 and is headquartered in West Bridgewater, MA.

Saphena Medical, Inc. engages in the innovation and design of medical products. It offer Venapax an endoscopic vessel harvesting technology provides endoscopic vein harvesting solutions. The company was founded by Michael J. Glennon on March 6, 2014 and is headquartered in West Bridgewater, MA.

abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world.

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 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.

Part of Kennedys Law LLP, Berg & Co. is a legal services provider. The company is based in Manchester, UK. Berg was acquired by Kennedys Law LLP on June 29, 2017.

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.

Part of International Business Machines Corp., Jandel Scientific Software develops scientific software. The company is based in San Rafael, CA. Jandel Scientific Software was acquired by SPSS, Inc. on November 20, 1996 for $9 million.

WiseNut, Inc. operates an on-line navigation website. The company was founded by Yeogirl Yun on September 1, 1999 and is headquartered in San Francisco, CA.

Part of Informa Plc, EMC is a British company that manages and scales turnkey energy efficiency solutions for Fortune 500 clients across their North American portfolios. The company, based in Surrey, UK, has been using its total project management approach, EnergyMaxx®, since 2003 to successfully implement thousands of projects annually. These projects include efficient lighting, smart building controls, specialty disinfectant lighting, ROI-driven IoT solutions, electric vehicle supply equipment infrastructure, and ongoing maintenance and warranty support. Through their services, EMC has helped clients realize billions of kilowatt-hours of energy savings and advance their net zero emissions goals. EMC was acquired by IBC Informa Ltd. on August 24, 1998.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

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.

Truviso provides analytics software that gives its customers immediate insight into their businesses through continuous, advanced analysis of live production data. Truviso customers are network-driven businesses whose traditional data warehouse and business intelligence solutions cannot deliver actionable information from production systems quickly enough, or cannot scale efficiently with their rapidly increasing volumes of data. Truviso customers gain the flexibility to combine current and historical data in real time for accurate visibility and action for their marketing, sales, operations teams, as well as their partners and customers. The Internet has changed the fundamentals of business. The social web has created a real-time discussion across devices, geographies, applications and users. The flow of information between businesses and consumers has changed dramatically, but the business intelligence technology being used to understand and take action on these conversations is decades old, and was never meant to be used on live production systems. Marketers, advertisers and content providers need immediate insight to understand, optimize and make the most of their videos, ads, articles, downloads and interactions. Getting information about content use and conversations 24 hours after they happen is simply too late for network-driven companies. The conventional store-first, batch-update relational database approach used by business intelligence tools and data warehouses is poorly suited to today’s “need it now” analytics and reporting requirements, and the enormous volume of data these interactions produce. Network-driven companies have had no option but to apply old constructs and technologies to solve a problem that has fundamentally changed. Truviso’s Continuous Analytics software isn’t a faster way to use dated methodologies, but a revolutionary way to process and analyze data—while still adhering to established data management principals. This continuous query technology enables companies to get detailed information about what’s going on across their network instantly, and also enables the system to handle massive amounts of data that previously required very expensive, dedicated infrastructure and complexity. Truviso has multiple patents pending on its continuous query technology, which was originally conceived in 2001 at the University of California, Berkeley, and makes immediate data processing and results across massive amounts of data possible. Truviso, Inc. was founded in 2005 and is lead by Internet and software veterans along with a team of experts in enterprise data management and analytics. Headquartered in Foster City, California, Truviso is funded by ONSET Ventures, Diamondhead Ventures, and the UPS Strategic Enterprise Fund.

The Urban Land Institute operates as a non-commercial research organization. It provides leadership in the responsible use of land and in creating and sustaining thriving communities worldwide. The company was founded on December 14, 1936 and is headquartered in Washington, DC.

Cardiosolutions, Inc. develops and manufactures medical devices. It focuses on a novel percutaneous alternative to open heart surgery to solve the problem of mitral regurgitation. The firm offers Dexterity Steerable Introducer, a multi-use tool that enables physicians to access regions of the cardiac anatomy, which are difficult to reach, including the left side of the heart; and Percu – Pro System for reducing the degree of mitral regurgitation in patients with either functional or degenerative valve disease. The company was founded by Steven J. Tallarida in 2006 and is headquartered in West Bridgewater, MA.

Mayfield Fund LLC (Mayfield Fund) is a venture capital firm founded in 1969 by Mark Jay Levin. The firm is headquartered in Menlo Park, California.