Ken J. Hart

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.

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds.

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

NLG Capital, Inc. is a registered investment advisor headquartered in Birmingham, Alabama. It was founded in 1968 and formerly known as Sentinel Asset Management, Inc. They became NLG Capital, Inc. in 2022. The firm is wholly-owned by NLV Financial Corp., which is a wholly-owned subsidiary of National Life Holding Co. NLG Capital offers discretionary investment advisory services to various types of institutional clients, focusing on fixed income investments.

Champlain Investment Partners LLC (CIP) is a SEC-registered investment advisor headquartered in Burlington, Vermont. The firm was founded by Scott Brayman, Judith O’Connell, Wendy Nunez, and Mary Michel in 2004. They are a subsidiary of CIP Management Holdings LP. CIP provides investment advice to investment companies, pooled investment vehicles, corporate and public pension plans, health care and religious organizations, endowments and foundations, Taft-Harley plans, colleges and universities, family offices, private banks and corporations and other businesses.

Maple Capital Management, Inc. (Maple Capital) is an independent, SEC-registered investment advisor headquartered in Montpelier, Vermont. The firm was founded by John Boland and Ramsey Luhr in 2004 through a management buyout of the private client group of NL Capital Management, Inc. Maple Capital provides portfolio management services to individuals, families, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and insurance companies.

National Life Group is a diversified family of financial service companies that has unifying identity as a product innovator offering personalized service. Companies in the group offer a comprehensive portfolio of life insurance, annuity and investment products to help individuals, families and businesses pursue their financial goals. The company was founded in 1850 and is headquartered in Montpelier, VT.

National Life Insurance Co. provides insurance, annuity, and investment services to individuals, families, and businesses. It offers life insurance, living benefits, mutual funds, qualified and non-qualified plans, business continuation and transition, and retirement plans. The company was founded in 1848 and is headquartered in Montpelier, VT.

Concord International Investments Group LP provides investment advice. The firm manages the wealth of individuals, families, foundations and institution. It specializes in portfolio management, investment strategy, corporate finance and strategic planning. The company was founded in 1988 and is headquartered in New York, NY.

Part of Nassau Reinsurance LLC, New London Trust is an American company that provides non-deposit trust facilities. New London Trust was acquired by Phoenix Home Life Insurance Co. from Sun Life Assurance Company of Canada on April 13, 1999.

Aetna Life Insurance Co. provides life insurance services. It offers group and individual life insurance policies. The company was founded in 1853 and is headquartered in Hartford, CT.

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.

Dartmouth-Hitchcock operates as non-profitable health organization. It offers cancer, cardiology and heart surgery, gastroenterology, geriatrics, neurology and neurosurgery, gynecology, nephrology, orthopedics, pulmonology, rheumatology and urology care services. The company was founded in 1893 and is headquartered in Lebanon, NH.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME.