Alex Acree

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.

General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT.

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.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

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.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

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.

PollyEx, Inc. provides mortgage loans. Its products include mark-to-market best execution, process automation and turnkey integrations. The firm offers services to banks, mortgage companies, and credit unions. The company was founded by Adam Carmel in 2019 and is headquartered in San Francisco, CA.

Metro Atlanta Chamber of Commerce is a non-profit organization, which engages in improving the quality of place and advancing economic growth. It focuses on growing the region's innovation economy by promoting and strengthening connections. The company was founded in 1860 and is headquartered in Atlanta, GA.

Financial Health Network Inc /Venture Capital/ (Financial Health Network) is a venture capital division of Financial Health Network Inc founded in 2004 by Jennifer Tescher. The firm is headquartered in Chicago, Illinois.

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.

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.

Buckley LLP provides legal services. It is focused on financial services law and litigation and enforcement matters, BuckleySandler has gained a reputation for solving litigation, enforcement, compliance, regulatory, and transactional challenges for clients, and even turning them into business opportunities. The company was founded in March 2009 and is headquartered in Washington, DC.

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.

Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds.

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.

Acorn Innovestments LLC (Acorn Innovestments) is a venture capital firm founded in 2010. The firm is headquartered in Durham, North Carolina.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Part of Azrieli Holdings, Inc., Green Mountain AS is a sustainable colocation data center company based in Rennesoy, Norway. The Norwegian company offers renewable power, heat-reuse projects, and the lowest power prices with 100%% uptime. The company has a competent team of infrastructure engineers and technicians who provide smart hands services 24/7/365. The company design, builds, and operate highly secure, innovative, and sustainable colocation data centers. Green Mountain also has available positions within several fields of expertise for those interested in a data center career. RJU1-Rjukan is their flexible and modular colocation data center in Norway, which benefits from large hydro power plants in close proximity and high efficiency. The CEO of the company is Svein Atle Hagaseth. Green Mountain was acquired by Azrieli Group Ltd. on August 31, 2021 for $860.17 million.

Part of Marsh & McLennan Cos., Inc., Oliver Wyman, Inc. is a leading international management consulting firm. The company is based in New York, NY. The company combines deep industry knowledge and expertise to create breakthroughs for clients on their toughest issues. Nick Studer has been the CEO of the company since 2021.

CardFlight, Inc. provides tools and technology for developers to build their own mobile point of sale. It offers swipesimple, turnkey mobile application that helps merchant service providers, banks and other financial institutions. The company was founded by Tim Saunders and Derek A. Webster in 2013 and is headquartered in New York, NY.

J. M. Forbes & Co. LLP (JM Forbes & Co.) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1838, JM Forbes & Co. provides investment advice and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and corporations.

InnAVasc Medical, Inc. designs and develops products for vascular access for hemodialysis. Its technology vascular access graft is designed to create one contiguous flow lumen without transition points. The company is headquartered in Durham, NC.

Tuscan Ventures Pvt Ltd (Tuscan Ventures) is the private equity investment headquartered in India invests in companies based in India and Singapore. It is founded by Shagun Gogia in 2007.

The Consumer Bankers Association focuses on retail banking. The company was founded in 1919 and is headquartered in Washington, DC.

Operation HOPE, Inc. operates as non-profit organization that provides credit counseling, case management, economic education, loan preparation and outreach services to the community. The company was founded by John Hope Bryant in 1992 and is headquartered in Los Angeles, CA.