John McKee

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.

MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI).

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.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Odyssey Investment Partners LLC (Odyssey Investment Partners) is a private equity firm founded by Stephen Berger, Brian Kwait and William Hopkins in 1997. The firm is headquartered in New York.

Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs.

Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.

Weston Presidio Service Co. LLC (Weston Presidio) is a private equity firm founded in 1991 by Michael Cronin and Michael Lazarus. The firm is headquartered in San Francisco, California.

Genzyme Corp. engages in development and manufacture of specialty therapeutic, surgical and diagnostic product. It serves in the areas of rare genetic diseases, multiple sclerosis, cardiovascular diseases and endocrinology. The company was founded on June 8, 1981 and is headquartered in Cambridge, MA.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

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.

Latham & Watkins LLP operates as a full-service law firm or legal matters. It offers services in the areas of finance, litigation, accounting, banking, life sciences, private equity, real estate, government relations, employment law, and outsourcing. The company was founded in 1934 and is headquartered in New York, NY.

Delphon Industries LLC engages in the provision of polymer and adhesive solutions. It offers specialty elastomer films, adhesive materials, and proprietary products. The company was founded in 1982 and is headquartered in Hayward, CA.

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.

Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Hyphen Solutions LLC engages in the development and provision of integrated home builder application for supply chain management, collaboration and scheduling solutions. It offers BuilPro builder and SupplyPro supply chain management solutions. It also offer professional implementation, customized development and report writing services. The company was founded by David B. Deniger in 1998 and is headquartered in Addison, TX.

MOD Super Fast Pizza LLC operates chain of pizza restaurants. It specializes in specializing in individual artisan-style pizzas and salads. The company was founded by Scott Trimble Svenson and Ally Svenson in 2008 and is headquartered in Bellevue, WA.

360training.com, Inc. provides online courses and e-learning solutions. It offers and supports e-learning technology and content to colleges, proprietary schools, associations and corporations. The company was founded by Adnan Sattar and Albert Lilly in 1997 and is headquartered in Austin, TX.

MOD Super Fast Pizza Holdings LLC owns and operates chain of pizza restaurants. It offers salad, sides, beverages and toppings. The company was founded by Ally Svenson and Scott Trimble Svenson in 2008 and is headquartered in Bellevue, WA.

Perella Weinberg Partners LP (PWP) is the registered broker/dealer subsidiary of Perella Weinberg Partners Group LP. Headquartered in New York City, the firm was founded in 2005 by Joe Perella, Peter Weinberg and Tarek Abdel-Meguid. PWP offers full spectrum of brokerage services to retail clients.

CCMP Capital Advisors LP (CCMP Capital Advisors) is a private equity firm, a subsidiary of CCMP Capital LP founded in 1984. The firm is headquartered in New York with additional offices in London.

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.

Mintz, Levin, Cohn, Ferris, Glovsky & Popeo PC provides legal services. The firm offers services to the communications, education, environmental, health, immigration, public finance, real estate and tax industries. The company was founded in 1933 and is headquartered in Boston, MA.

Shee Atiká, Inc. owns and operates timberlands and commercial buildings. It provides forest products and commercial property management through its subsidiaries. The company was founded in 1974 and is headquartered in Sitka, AK.

Alcentra NY LLC (Alcentra) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 and became a subsidiary of The Bank of New York Mellon Corp. in 2006. They were acquired by Franklin Resources, Inc. (NYSE: BEN) in 2022. Alcentra provides discretionary and non-discretionary investment advisory services to institutional clients, which include US registered investment companies, US private funds, other pooled investment vehicles and other institutions.

26North Partners LP (26North) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Joshua Harris in 2022. 26North provides investment advisory services to pooled investment vehicles and other separately managed accounts and institutional clients.

American Cancer Society, Inc. provides information on cancer occurrence, survival, prevention, early detection, and treatment. The non-profit company is based in Kennesaw, GA and has subsidiaries in the United States. The company's SHES department is an intramural research program with world-renowned epidemiologists and health scientists. The company was founded in 1913 by Candy Arrington. Karen E. Knudsen has been the CEO of the company since 2021.

Pheon Therapeutics Ltd. is an antibody drug conjugate (ADC) specialist that develops a pipeline of monotherapies for novel targets and/or with novel payloads. The company is based in Harpdenden, UK. The British company's lead program is a first-in-class ADC against a novel target that is highly expressed in solid tumors across a broad range of hard-to-treat cancer types. ADCs offer the potential to treat solid tumors and liquid cancers that have not responded to other treatments. The company was founded in 2015 by Paul Jackson. Cyrus D. Mozayeni has been the CEO of the company since 2023.

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.

Part of Prudential Financial, Inc., Prudential Securities, Inc. (Michigan) is a company based in West Bloomfield, MI.