Nathan Bucholtz

Falcon Point Capital LLC (Falcon Point) is an independent investment manager headquartered in Orinda, California. The firm was founded in 1986 and formerly known as Emerging Growth Management LLC and EGM Capital LLC. Falcon Point serves as the general partner of investment limited partnerships and serves as the investment adviser to other accounts.

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).

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations.

Formed in 2004, MIT Investment Management Co. (MITIMCo) oversees the investments of the Massachusetts Institute of Technology's assets, including the endowment, the current funds, the pension assets, and other institutional assets. MITIMCo is located in Cambridge, Massachusetts.

Founded in 1986 by John Ciarleglio and David Seeley, Longfellow Investment Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm offers discretionary investment management services primarily to US-based institutions, including banks, corporations, foundations, family offices, insurance companies, mutual funds, pension plans, Taft-Hartley plans, and not-for-profit organizations.

Birch Hill Investment Advisors LLC (Birch Hill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2007 by Miner Crary, Gary Mikula, Robert O'Neil and Thomas Reilly. Birch Hill provides investment advisory services to individuals, trusts, IRA’s and other employee benefit plans, endowment and foundations accounts.

PGIM Investments LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in Newark, New Jersey. The firm was founded in 1996 and formerly known as Prudential Investments LLC. They are an indirect, wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PGIM Investments serves as investment adviser and administers the business affairs of retail, insurance, and alternative funds.

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.

Lombard Odier Asset Management (USA) Corp. (LOAM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2000 and do-business-as Lombard Odier Investment Managers. The firm is a subsidiary of LO Holding SA and their ultimate parent is Switzerland-based Compagnie Lombard Odier SCmA. LOAM provides investment advisory services on a discretionary basis to private pooled investment vehicles (Funds) and investment advisory accounts. The investors in the Funds consist of endowments, foundations, insurance companies, high net-worth individuals, funds of funds, public and corporate pensions, and other sophisticated investors.

Russell Investments Ltd. (RIL) is an investment management firm headquartered in London, UK. The firm was founded in 1979 and is a subsidiary of Russell Investments Systems Ltd., itself a subsidiary of Russell Investment Management LLC in the US. RIL provides investment management and investment consulting services for institutions, financial advisors, and individual investors.

TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors.

Part of Paramount Global, Westinghouse Credit Corp manufactures electrical equipment and nuclear power. The company is based in Pittsburgh, PA.

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.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Founded in 2010, Industrial & Commercial Bank of China Financial Services LLC is an SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of Industrial & Commercial Bank of China Ltd. They are a member of FINRA.

Founded in 1992, Wooster Corthell Wealth Management, Inc. is a registered investment advisor located in Hebron, Connecticut. The firm was formerly known as Apex Investment Services, Inc. Wooster Corthell provides personalized investment management services to individuals, families, retirement plans, trusts, charitable organizations and small businesses.

CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America.

Part of Gordon Haskett Capital Corp., Gordon Haskett Research Advisors is an independent research boutique that publishes highly differentiated, independent research from top analysts for a targeted group of institutional investors. The company is based in New York, NY. GHRA's current research platforms include event-driven, retail, restaurants, industrials and multi-industry, and insurance. The company's analysts generate unique insights and ideas by analyzing and often anticipating significant strategic events such as activism, M&A, spin-offs, and restructurings. Chuck Grom leads a senior team focused on broadline, grocer, dollar, and hardline retailers utilizing proprietary GHRA data. Jeff Farmer uses a custom and highly regarded valuation driver and ROIC framework for deep dives into thematic restaurant sector debates while also leveraging GHRA proprietary data. John Inch has been a leading industrial equity research analyst for over 20 years and is supported by his longstanding senior team and unique data. Bill Wilt combines deep industry relationships with in-depth research valued both by investors and industry executives. The company was founded by John P. Argenti.

New England Guild Wealth Advisors, Inc. (Guild) is an independent registered investment advisor and wealth management firm headquartered in Avon, Connecticut. Founded in 1991, Guild provides investment advisory services to individuals, families, retirement plans, trusts and endowments, on both a discretionary and a nondiscretionary basis.

Part of SS & C Technologies Holdings, Inc., SS & C GlobeOp is a company that provides alternative fund management services. The company is based in New York, NY.

Keane, Inc. provides information technology services. The private company is based in Boston.

Flexpoint Ford LLC (Flexpoint Ford) is a private equity firm founded in 2005 by Donald Joseph Edwards, Ethan Abraham Budin and Charles Earle Glew. The firm is headquartered in Chicago, Illinois with an additional office in New york.