Matthew S. Lewis

Carreker Corp. develops payments related software and consulting solutions to financial institutions and financial service providers. Its services include consulting, project management and software implementation. The company offers tools for fraud detection, payment systems, cash inventory management and cost reduction. The firm is located in Dallas, TX.

PineBridge Capital Partners LLC is a private equity firm located in New York City. The firm is a subsidiary of PineBridge Private Equity Group Partners and their ultimate parent is Hong Kong-based Pacific Century Group.

JDCQ Solutions LLC engages in providing health care services. The company is headquartered in Addison, TX.

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.

The TJX Companies, Inc. is a retail company that specializes in selling apparel. The private company is based in Framingham, MA. The company was founded by Bernard Cammarata. The CEO is Ernie L. Herrman.

Popular Bank operates as a state chartered commercial bank. It offers personal banking, personal financing, and investment services. The company was founded in 1961 and is headquartered in New York, NY.

Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs.

PGIM, Inc. is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1984 and is a direct subsidiary of PGIM Holding Co. LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM provides institutional clients with investment solutions worldwide. It is comprised of autonomous asset management businesses each specializing in a particular asset class with a focused investment approach: PGIM Institutional Advisory & Solutions (provides advisory services to institutional clients located in the US and outside of the US), PGIM Fixed Income (an adviser primarily focused on public fixed income investments), PGIM Real Estate (a provider of real estate investment advisory services) and PGIM Capital Group (a private fixed income investment adviser, also known as Prudential Capital Group).

PineBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2010 and is a wholly-owned subsidiary of Pinebridge Investments Holdings (US) LLC, ultimately held by Chiltonlink Ltd. in British Virgin Islands. PineBridge Investments provides investment management/advisory services to predominantly sophisticated institutional and ultra-high net worth individual clients. Clients can opt to invest through separately managed accounts, mutual funds, and other pooled vehicles.

Credit Suisse Asset Management Ltd. (CSAM) is the wholly-owned, Great Britain-based asset management subsidiary of Credit Suisse Asset Management (UK) Holding Ltd., itself a subsidiary of Credit Suisse Group AG (SWX: CSGN, NYSE: CS) in Switzerland. Founded in 1982, the firm is headquartered in London and offers a wide range of investment products and functions across asset classes and investment styles for various clients including governments, institutions, corporations and private individuals.

RRE Advisors LLC is an Independent Venture Capital firm founded in 1994 by Stuart Jay Ellman, James D. Robinson and Jim D. Robinson. RRE Advisors LLC is headquartered in New York.

Putnam Investments Ltd. (PIL) is an investment management firm headquartered in London, UK. The firm was founded in 1982 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Financial Corp. in Canada. PIL is an active asset manager that provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

SunGard Corp. provides software and information technology services. The firm offers solutions to asset finance, asset management, collateral management, compliance and tax, corporate liquidity, energy trading and operations, fund administration, hedge fund management, insurance, market date, post-trade processing, private equity, reconciliations, retail, private and corporate banking, risk management and analytics, securities finance, trading and connectivity, wealth and retirement administration, sungard k-12 and sungard public sector. It also provides consulting, management and professional services. The company was founded in 1982 and is headquartered in Wayne, PA.

FDGS Group LLC operates as a holding company. It provides transaction processing systems, software, and professional services to business, mobile, and government markets. It also offers electronic invoice and payment solutions, and electronic tax payment processing services. The company was founded in 2000 and is headquartered in Napa, CA.

NYCE Payments Network LLC develops and delivers electronic payments transferring networking solutions. It provides consumers with secure, real-time access to their money, offering automated teller machine locations and point-of-sale locations nationwide. The firm offers cardholders a convenient way to pay bills online, receive loan proceeds and transfer funds, all in real-time. The firm also offers Internet purchase, mobile banking and mobile payments services. The company was founded in 1985 and is headquartered in Secaucus, NJ.

Fintiv, Inc. develops cloud-based mobile payment systems and marketing software. Its mobile payments platform includes mobile financial services, loyalty programs, and mobile offers for business and retail. The firm serves financial institutions, telcos, retail and government industries. The company was founded by Michael A. Liberty in 2007 and is headquartered in Austin, TX.

Ally Invest Group, Inc. provides investment brokerage and advisory services to investors through its wholly owned subsidiaries. The company was founded by Donato A. Montanaro Jr., Peter Seed, Thomas A. Desmond, Philip A. Claxton and Richard J. Hagen Jr. in 2005 and is headquartered in Charlotte, NC.

American Express Travel Related Services Co., Inc. engages in the provision of financial and travel related services to consumers and companies. The company is headquartered in New York, NY.

Legent Group LLC provides brokerage and correspondent clearing services through its subsidiary Legent Clearing LLC. It offers securities clearing, trade execution, and settlement processing services. The company is located in Omaha, NE.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.