Kris Fallon

Advent International LP (Advent) is an independent private equity firm founded in 1984 by Henry H. Haight. The firm is headquartered in Boston, Massachusetts.

Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients.

UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Conning Holdings Corp. provides outsourced asset management and regulatory reporting services. The firm?s services include economic scenario generator, strategic asset allocation, economic capital modeling and investment optimizer. It also offers risk management and capital management services to insurers. The company was founded by William Smith Conning in 1912 and is headquartered in Hartford, CT.

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.

Quoniam Asset Management GmbH (Quoniam) is the majority-owned asset management subsidiary of Union Asset Management Holding AG in Germany. The firm's management holds a significant minority interest. Formerly known as DG PanAgora Asset Management and then Union PanAgora Asset Management, the firm was established in 1999 as a joint venture between DZ Bank AG, PanAgora Asset Management Inc. and the managing partners. In 2009, UMH and the Quoniam management team acquired PanAgora’s shareholding and the firm changed their name to Quoniam Asset Management GmbH. Based in Frankfurt, Quoniam focuses on quantitative investment strategies for institutional investors.

Part of Ayer NW, Inc. /Private Group/, N.W. Ayer & Partners, Inc. is an advertising agency. The company is based in New York, NY. N.W. Ayer & Partners was acquired by Ayer NW, Inc. /Private Group/ on March 23, 1993.

Conning & Co. engages in the provision of investment management services. It offers investment expertise, software and services, and insurance research services. The company was founded in 1912 and is headquartered in Hartford, CT.

DFA Capital Management, Inc. provides financial analysis software solutions. It's software-based financial & risk management systems and professional services help insurance companies with multiple business lines, reinsurance activities, rapidly changing business portfolios, and significant premium volumes. The firm has offices in Germany and Switzerland. Its financial analysis products include ADVISE and GEMS - ESG. The company was founded by Markus Rohrbasser and David Weiss in 1999 and is headquartered in Purchase, NY

Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients.

SFRi LLC provides investment advice. The American company was founded by John Joseph Hendrickson.

Part of Swiss Re AG, Swiss Re America is an American company.

Thomson Financial Services LLC offers insurance services. The firm assists employees on claim issues and educate on benefits of policies. It offers medical, dental, life, disability, and long term insurance services. The company is headquartered in Southington, CT.