Jay S. Boyd

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Wellington Management Co. LLP (WMC) is a 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, as well as to investment vehicles that the firm sponsors.

Franklin Advisory Services LLC (FAS) is a SEC-registered investment advisor headquartered in San Mateo, California. The firm was founded in 1999 and is a wholly-owned subsidiary of Franklin Advisers, Inc., which is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FAS provides investment advisory and portfolio management services under investment management agreements to clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts.

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.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

American Capital Asset Management LLC (American Capital) is a private equity firm founded in 1986 by Malon Wilkus. The firm is headquartered in Bethesda, Maryland.

ProShare Advisors LLC (PSA) is an independent, SEC-registered investment advisor and ETF fund manager headquartered in Bethesda, Maryland. The firm was founded in 2006 by Michael Sapir and Louis Mayberg. PSA provides investment advisory and management services to the ProShares Trust, an open-end series management investment company. The firm also regularly develops customized solutions such as portfolio diversification strategies, risk management solutions, tactical portfolio alignment, exposure adjustments and liquidity management. Their clients include hedge funds, asset managers, consultants, pensions, foundations and endowments and insurance companies.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

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.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

First Annapolis Consulting LLC provides management consulting, mergers and acquisitions advisory services. It services include partnership finance, M&A advisory, strategic sourcing and portfolio management. The company was founded by William Westerwelt, Jr. and Frederick White in 1991 and is headquartered in Annapolis, MD.

Constellation Technology Ventures (Constellation Technology) is the venture investing organization within Exelon Corporation founded in 2010. The firm headquartered in Baltimore, Maryland.

ProFund Advisors LLC is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Bethesda, Maryland. The firm was founded by Louis Mayberg and Michael Sapir in 1997. They provide a diverse lineup of mutual funds that offer trading flexibility to all shareholders.

Hunt Valley Wealth (HVW) is an independent investment management firm headquartered in Hunt Valley, Maryland. The firm was founded by Patrick Horan in 1995 as Horan & Associates Financial Advisors Ltd. and subsequently became Horan Capital Management LLC in 2005. They changed their name into Hunt Valley Wealth in 2022. HVW provides wealth management solutions to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Prospect Capital Management LLC(Prospect Capital) is a private equity firm founded in 1988. The firm is headquartered in New York.

Global Growth Holdings Inc (Global Growth) is a private equity firm founded in 1991 by Greg Lindberg. The firm is headquartered in Orlando, Florida.

Part of Global Data Insights Ltd., Futuresource Holdings Ltd. is a British company that provides business support services. The company is based in St. Albans, UK. Futuresource Holdings was founded in 2017.

Atlanta Bidco Ltd. provides telecommunication services. The company was founded on June 4, 2018 and is headquartered in Milton Keynes, the United Kingdom.

Castle & Cooke Mortgage LLC operates as loan broker. It provides independent mortgage across the United States. The company was founded in 2005 and is headquartered in Draper, UT.

PowerHouse Dynamics, Inc. engages in the provision of energy management solutions. It offers IoT-based platform that connects, monitors, analyzes, and controls equipment to deliver enterprise-wide operational efficiencies to portfolios of small commercial facilities, including restaurants, convenience stores, retailers, and others. The company was founded by Carstern Steenberg and Nielsen van Duijn in 2009 and is headquartered in Newton, MA.

MicroVest Capital Management LLC (MicroVest Capital) is a private equity subsidiary of DAI Global LLC founded in 2003 by Gill Crawford and W. Bowman Cutter. The firm is headquartered in Bethesda, Maryland.

Part of T. Rowe Price Group, Inc., T. Rowe Price Investment Services, Inc. is a company based in Berwyn, PA.

XL Hybrids, Inc. provides fleet electrification solutions for commercial and municipal fleets. Its system adds an electric motor, an advanced lithium ion battery pack, and sophisticated control software to the vehicle–without making significant modifications to the equipment manufacturer's internal combustion engine or transmission. The company was founded by Thomas J. Hynes III, Clayton W. Siegert, and Justin B. Ashton in 2009 and is headquartered in Boston, MA.

DemandQ, Inc. offers intelligent demand optimization that automatically acts to reduce energy cost and increase energy efficiency. The company was founded by Jon Stahl, Brian Bram and Edison Almedia in 2011 and is headquartered Watertown, MA.

Spark Community Investment Co. provides integrated financing solutions for small and medium sized energy projects. The company was founded by Nikko Pattern-Weinstein , Joseph Scott Indvik, Nick Devonshire, and Pier Folger Lafarge in 2013 and is headquartered in Washington, DC.

GSC Group, Inc. provides financial, insurance and real estate services. The company is based in Houston, TX.

Bidgely, Inc. provides energy analytics software solutions. Its software platforms include customer engagement, energy efficiency, audits and surveys, and demand management. The company was founded by Abhay Gupta and Vivek Garud in 2011 and is headquartered in Mountain View, CA.

Vutiliti, Inc. engages in the development of real-time utility monitoring and reporting mobile application that guides consumers to conserve water and energy by reducing their utility bills everyday. The company was founded by Stephen Ellis in 2015 and is headquartered in Sandy, UT.

Nuance Investments LLC (Nuance) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm was founded by Scott Moore in 2008 and is owned by SA Moore Family Corp. Nuance provides investment management services and investment products and services to individuals, trusts, estates, charitable organizations, corporations, retirement plans and business entities through separate accounts and mutual funds.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.