Michael Dougherty

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

Hudson Advisors LP provided full-service commercial mortgage services. The company is headquartered in Dallas, TX.

Alpine Investors is a private equity firm founded in 2001 by Graham Weaver. The firm is headquartered in San Francisco, California.

WinWire Technologies, Inc. is a multi-award-winning Microsoft partner that offers cloud, app modernization, and data & openai solutions for their customers. The company helps enterprises across healthcare, software and digital platforms (ISVs), retail, hi-tech, and manufacturing to navigate their digital transformation journey and drive business growth through innovative software solutions. WinWire is headquartered in Saratoga, CA, and has seven offices globally. The company was founded by Ashu Goel, who has been the CEO since incorporation.

Corebridge Institutional Investments (US) LLC (CII) is a SEC-registered investment advisor headquartered in New York City. They are an indirect subsidiary of Corebridge Financial, Inc. (Corebridge) (NYSE: CRBG). The firm was formerly known as AIG Asset Management (US) LLC and changed their name to Corebridge Institutional Investments (US) LLC in 2023 as part of Corebridge’s continued separation from American International Group, Inc. CII provide investment management services to Corebridge, its affiliates, and unaffiliated institutional clients. The firm also manages investment portfolios of private funds and other pooled investment vehicles in which affiliated and unaffiliated parties are investors. CII also serves as a sub-adviser to affiliated investment managers, in the management of their institutional affiliate client accounts.

Altos Ventures Management Inc (Altos Ventures) is an Independent Venture Capital firm founded in 1996 by Brendon S. Kim, Han J. Kim and Ho Nam. Headquartered in Menlo Park, US.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

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.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, 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.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Women's Health USA, Inc. provides women’s health sector with back room business support services and solutions to streamline operations and grow business. Its services include payer contracting, revenue cycle management, electronic medical records, electronic patient communications, group purchasing, professional liability risk management and compliance, marketing and branding, financial management, human resource, and information technology services. The company was founded was founded by Robert E. Patricelli, Brian Pskowski, and Patrick J. Murphy in 1997 and is headquartered in Avon, CT.

Gryphon Networks Corp. provides cloud-based sales intelligence and marketing compliance software solutions. It collects and analyzes call data from various devices to transform sales activity into actionable sales intelligence. The firm clients include Citi, Starwood, HSBC, HealthMarkets, Lehman Brothers, and Janney. The company was founded by Keith A. Fotta in 1998 and is headquartered in Norwood, MA.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers.

Sheet Music Plus LLC operates as an online music store. The firm offers sheet music, with delivery and trained musicians offering customer service. It features all styles of music, for every talent level and instrument. The company was founded by Nicholas Babchuk in 1996 and is headquartered in Berkeley, CA.

Stream Companies LLC provides advertising and marketing services. It offers digital advertising, web design and development, audio and video protection, social media, inbound marketing, search engine optimization, conversion rate optimization, email marketing, media buying, reputation management, and direct mail services. The firm serves the education, finance, healthcare, manufacturing, and retail industries. The company was founded by David Regn and Jason Brennan in 1996 and is headquartered in Malvern, PA.

MC Sign LLC engages in the manufacturing, sales and installation of signage. Its solutions include sign manufacturing, site surveys, graphic design, sign installation, value engineering, sign conversions and rebranding, removal of existing signage and fascia restoration, retrofits and upgrades, and program management. The company was founded in 1953 and is headquartered in Mentor, OH.

Automated Control Concepts LLC provides process automation and manufacturing information technology services. It offers services and solutions include controls and automation based on PLC / DCS systems, HMI / SCADA systems, S88-compliant batch automation, plant historians and information visibility, relational database systems, reporting, control-to-enterprise integration following S95 guidelines, MES applications for tracking manufacturing resources and manufacturing performance tracking. The company was founded by Robert J. Tomasetta in January 1983 and is headquartered in Neptune, NJ.

In Vitro Sciences LLC operates fertility clinics. It offers pricing and payer strategies, revenue cycle management, marketing and branding, human resources, and group purchasing efficiencies services. The company is headquartered in Avon, CT.

7Summits LLC engages in the provision of social business consulting and agency services. It offers deep expertise in social business strategy, community experience design, platform development and integration, as well as community activation. The company was founded by Paul Stillmank and RJ Reimers in 2009 and is headquartered in Milwaukee, WI.

Inpatient Medical Services, Inc. provides hospitalist and post-acute care physician services including transitional and complex care management. It offers hospitalist and nocturnist programs, transitional care, orthopedic collaboration and surgical clearance, emergent consultation, co-medical management, and pre-admission testing services. The company was founded by Craig Stevens, Paul T. Pennza, Michael N. Huber, John Shin, Robert J. Schaal, and Greg Ferner and is headquartered in Fairlawn, OH.

iWave Information Systems, Inc. develops software for non-profit fundraising. It specializes in prospect research, development, advancement, capital campaign, donor history, data mining, grants, fundraising and donations. The company was founded in 1991 and is headquartered in Charlottetown, Canada.

Med First Immediate Care & Family Practice P A provides family practice medicine and primary care services. Its services include adult and child wellness, physical exams, diabetes education and classes, diagnostic laboratory testing, immunizations, geriatic health assessments, joint injections, minor officer procedures, nutritional counseling, preoperative evaluation, skin biopsies and treatments, smoking cessation, spirometry, women's reproductive health, x-rays and in-house lab testing, and occupational medicine. The company was founded by Randy Schilsky in 2004 and is headquartered in Jacksonville, NC.

Only What You Need, Inc. manufactures plant based nutrition food products. The firm products include plant-based protein shakes, and ultimate wellness protein powders. The company was founded by Kathryn Moos and Jeff Mroz and is headquartered in Fairfield, NJ.

Revolt Ventures Ltd. (Revolt Ventures) is a venture capital firm founded by Ted Orf and Marcus Meijer in 2018. The firm is headquartered in London, United Kingdom.

Gener8 LLC design and manufactures medical products. The company was founded by David Klein in 2002 and is headquartered in Sunnyvale, CA.

Coastal Cloud LLC provides cloud-based integration services. The firm serves the education, healthcare, high tech, manufacturing, public sector, real estate, and telecommunications industries. The company was founded by Sara Hale and Tim Hale in 2012 and is headquartered in Palm Coast, FL.

New Ivs Holdings LLC provides health care services. The company is headquartered in Avon, CT.

Clarest Health operates pharmacy management. The firm offers Intravenous, Specialty medications, Customized medication packaging, and Medication carts services. The company was founded by Tom Hyde in 2006 and is headquartered in Farmingdale, NY.

FullThrottle Technologies LLC develops an identity resolution platform for marketing and advertising solutions. The private company is based in West Chester, PA. The company was founded in 2019 by David Regn. David Regn has been the CEO since 2019.

Omeda Holdings LLC is a company that operates as a software-as-a-service audience relationship management platform. The company is based in Chicago, IL and has subsidiaries in the United States. The company was founded in 1981 by Aaron B. Oberman, who has been the CEO since 1981.

SG Homecare, Inc. is a leading provider of durable medical equipment, disposable medical supplies, respiratory therapies and oxygen, custom and power mobility, orthotics and prosthetics, and enteral nutrition for patients throughout the state. The company is based in Tustin, CA with locations throughout the state. The company has been in business for over 20 years and has pioneered the use of capitated arrangements in the dmepos space in the market. SG Homecare's broad product offering enables them to meet the dmepos needs of nearly all home-based patients and serve as a one-stop-shop for their payor and provider partners. Contact them today for more information. The company was founded in 2001 by Randy Rowley, who has been the CEO since then.