Nathan Caron

Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors.

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients.

Impax Asset Management LLC is a SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. It was founded in 1971 as Pax World Management LLC. They became Impax Asset Management LLC when they were acquired by Great Britain-based Impax Asset Management Group plc in 2018. Impax Asset Management provides portfolio management services to registered mutual funds and separate account management to institutional clients.

Black Diamond Distributors Corp. distributes general merchandise products. The private company is based in Calgary, Canada.

Apartment Realty Advisors, Inc is the largest privately held, full-service investment advisory brokerage firm in the nation that focuses exclusively on the multihousing industry. ARA is comprised of the country''s top investment professionals who leverage a unique and fully integrated cooperative business platform of shared information, relationships, and technology-driven solutions. From seven offices in 2003, ARA has grown to 25+ offices serving over 300 cities across the USA – along with specialty practice groups for the following Affordable Housing, Finance, Land Services, Manufactured Housing, Seniors Housing, Student Housing. ARA is headquartered in Atlanta, with offices nationwide. At ARA, they truly are cultivating relationships that deliver results.

Technology Business Research, Inc. (TBR) is an independent investment research firm headquartered in Hampton, New Hampshire. The firm was founded in 1996 and they specialize in providing in-depth and timely insights within the computer, software, telecommunications, mobility and professional services industries. TBR’s proprietary process is based on highly-focused research, company-centric data and expert analysis.

Homeland Renewable Energy, Inc. develops, builds, owns and operates poultry litter fueled power plants. It generates energy from poultry litter. The company was founded by John J. Clarke, Jr. and Rupert Fraser in 2003 and is headquartered in Langhorne, PA.

HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities.

Lodging Econometrics, Inc. provides real estate consulting platform. The firm’s platform includes Market Intelligence Platform for asset management and hotel acquisitions; Real Estate Intelligence for brand growth; and Lodging Real Estate Intelligence for business development. The company was founded by Patrick H. Ford and is headquartered in Portsmouth, NH.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-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.

C&S Wholesale Grocers, Inc. owns and operates supermarkets and grocery stores. Its services include wholesale procurement, category management, pricing, private label brands, marketing and advertising, merchandising support, store design, and business and accounting. The company was founded by Israel Cohen and Abraham Siegel in 1918 and is headquartered in Keene, NH.

GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers.

Eureka Equity Partners LP (Eureka Equity Partners) is a private equity firm founded in 1999 by Chris G. Hanssens. The firm is headquartered in Philadelphia, Pennsylvania.

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.

Linden Manager LLC (Linden Capital Partners) is a private equity firm founded in 2004 by Anthony B Davis and Brain C Miller. The firm is headquartered in Chicago, Illinois.

LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Customized Energy Solutions Ltd. provides energy management solutions. Its services include congestion risk management, demand response, data acquisition, fuel management, and retail energy services. The company founded by Stephen R. Fernands in 1998 and is headquartered in Philadelphia, PA.

Part of ADAMA Ltd., Control Solutions International, Inc. provides risk and control solutions advisory services. The company is based in Nashua, NH. The company was founded by Frank Edelblut.

Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee.

Kroll Becker & Wing LLC provides professional staffing services. It specializes in accounting and finance professionals. The firm offers temporary, temporary-to-hire, and direct placement services. The company was founded by Jason Kroll, Paul Becker, and Gary Wing in 2005 and is headquartered in Bedford, NH.

MATEP LLC provides heating, chilled water services and electricity to hospitals. It serves in the clinical, research and academic fields of medicine. The company was founded in 1906 and is headquartered in Boston, MA.

RedPeak Properties LLC provides real estate management services. It owns, operates, develops, and acquires apartments. The company was founded by Mark J. Windhager and Michael A. Zoellner in 2001 and is headquartered in Denver, CO.