Al Jurgela

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.

Royce & Associates LP, dba Royce Investment Partners (Royce), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Charles Royce in 1972 and is a subsidiary of Legg Mason Royce Holdings LLC, which is ultimately owned by Franklin Resources, Inc. (NYSE: BEN). Royce offers investment advisory services to US registered investment companies, non-US investment companies, collective investment trusts, two separate series of a privately offered limited liability company, and institutional separate accounts managed for a pension plan and a charitable organization.

Liberty Mutual Insurance Co. provides auto, home and life insurance services. The firm offers insurance for personal automobile, workers compensation, homeowners, commercial multiple peril, commercial automobile, general liability, global specialty, group disability, assumed reinsurance, fire and surety. The company was founded on July 1, 1912 and is headquartered in Boston, MA.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.

Kensico Capital Management Corp. (Kensico) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded in 2000 by Thomas Coleman and Michael Lowenstein. Kensico provides investment advisory services to pooled investment vehicles that include assets from multiple investors. Investment in the funds is limited to sophisticated investors and is only offered through private placements.

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.

Freshford Capital Management LLC (Freshford Capital) is an independent registered investment advisor and hedge fund manager headquartered in Rye Brook, New York. The firm was founded by Michael G. Doheny in 2008. Freshford Capital provides investment supervisory services on a discretionary basis to pooled investment vehicles intended for institutional investors and other sophisticated investors.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

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.

Florida Veg Investments LLC engages in the production and distribution of food and beverages. It offers vegetables, fruit, specialty produce, micros and flowers, dairy, charcuterie, specialty dry, and dry goods. It serves a variety of clients, including restaurants, hotels, country clubs, caterers, grocery stores, and retail outlets. The company was founded in August 2011 and is headquartered in Miami, FL.

Custom Molded Products LLC manufactures and distributes injection molded plastic components. It specializes in plastic components which are used in spas, pools, and whirlpool baths. The company offers SKUs and is focused on outward-facing components such as jets and filters. Custom Molded Products was founded by William J. Drury and H. Charles Li in 2013 and is headquartered in Newnan, GA.

Engelman Baking Co., Inc. operates as a bakery. Its products include Sandwich rools, table and specialty, sandwich breads, and dinner rolls. The company was founded in 1983 by Sammy Engelman and Miriam Engelman Gur-Lavi and is headquartered in Norcross, GA.

Pave America LLC is a leading provider of asphalt and concrete solutions, offering maintenance, repair, milling, striping, and sealcoating services to commercial, industrial, HOA, utility, and municipal customers. The private company is based in Warrenton, VA, and the CEO of the company is Tom York. The company has over 1,400 employees and provides nationwide coverage through an extensive self-perform and outsourced vendor model. Pave America serves a range of markets, including condominiums, townhomes, educational facilities, healthcare facilities, hotels, municipalities, and retailers. The company has over three decades of experience and a portfolio of world-class projects.

Five Star Food Service, Inc. engages in the provision of food service, vending, and office coffee service operations. It offers food and refreshment solutions to its customers. The company was founded by Michael W. Nugent in 1993 and is headquartered in Chattanooga, TN.

PNC Riverarch Capital (PNC Riverarch Capital) is a private equity subsidiary of PNC Capital Finance LLC founded in 2011 by Michael D. Rost. The firm is headquartered in Pittsburgh, Pennsylvania.

Bay Area Pools & Spas, Inc. provides pool cleaning and repairing contract services. Its services include premium chemical, pool cleaning, brush, basket, and pool repair. The company was founded in 1952 and is headquartered in Tampa, FL.

The Massachusetts Bar Association is a non-profit organization that serves the legal profession and the public by promoting the administration of justice, legal education, professional excellence, and respect for the law. The MBA is based in Boston, MA. The organization offers various membership advantages, volunteer opportunities, and educational resources such as CLE programs, practicing with professionalism courses, and publications like the ejournal and Lawyers Journal. The MBA also provides advocacy services, public resources, and exclusive benefits to its members such as the Lawyer Referral Service, Insurance Agency, and MBA On Demand.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

The Boston Bar Association is the largest legal network in Boston, MA. The non-profit company's focus is on justice, community, education, and inclusion. Membership is available for those interested in joining.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Purity Zinc Metals, Inc. manufactures and markets zinc dust, zinc alloys and zinc anodes. The company was founded in 1989 and is headquartered in Clarksville, TN.

Juvenile Diabetes Research Foundation Ltd. is a British company that engages in the prevention, treatment, causes, and cure for diabetes. The CEO of the non-profit company is Karen Addington.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Brigade Capital Management LP (Brigade) is an independent, SEC-registered investment adviser and alternative asset manager headquartered in New York City. The firm was founded in 2006 by Donald Morgan III, John Hawks, and Patrick Kelly. Brigade offers a broad range of investments across the credit spectrum for institutional investors. Investors can access the firm’s credit strategies through commingled funds or separately managed accounts.

B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies.