Lindsey Hanson

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Athletes' Performance, Inc. provides athlete training services. The firm offers training, nutrition, physical therapy, consulting, and sports science. The company was founded by Mark Verstegen in 1999 and is headquartered in Phoenix, AZ.

Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds.

Rocky Mountain Institute is a non-profit organization that transforms energy use to clean and secure low carbon future. It engages in businesses, communities, institutions, and entrepreneurs to accelerate the adoption of market-based solutions that cost-effectively shift from fossil fuels to efficiency and renewables. It examining and facilitating market-based technology that will play a role in addressing the climate problem. The company was founded by Amory Lovin in 1982 and is headquartered in Basalt, CO.

Meritage Holdings LLC (Meritage Holdings) is a private equity subsidiary of Meritage Homes Corp founded in 1998 by Laura Beller, Jack G. Tankersley and David L. Solomon. The firm is headquartered in Arvada, Colorado.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

New England Conservatory of Music functions as a college and university. It educates and trains musicians of all ages. It offers orchestral instruments and guitar, orchestral and wind ensemble conducting, jazz and contemporary improvisation, voice and opera, music-in-education, historical performance and world music, preparatory school programs, and distance learning options. The school was founded by Eben Tourjée and Robert Goldbeck on February 18, 1867 and is headquartered in Boston, MA.

Paycor, Inc. provides cloud-based workforce management software solutions. Its products include onboarding software, HR, benefits administration and ACA, scheduling, pule surveys, and payroll and tax software. The company was founded by Robert J. Coughlin in 1990 and is headquartered in Cincinnati, OH.

The Glover Park Group LLC provides public relations and communications services. It offers corporate communications services, such as reputation management, employee communications, mergers and acquisitions, media training, expert speech preparation, sales and product launches, and event management; issues and crisis management services; and legislative affairs services, such as legislative strategy, coalition management, corporate positioning, member education, and issue advocacy. The company was founded by Joseph Lockhart, Chip Smith, Carter Eskew, Arik Ben-Zvi, and Michael Feldman in 2001 and is headquartered in Washington, DC.

National Braille Press, Inc. provides access to information that empowers blind people to actively engage in work, family, and community affairs. It promotes literacy for blind children through outreach programs and provides access to information by producing information in braille for blind children and adults. The company was founded by Francis B. Ierardi in 1927 and is headquartered in Boston, MA.

Natixis Investment Managers International LLC provides fund management services. The company was founded on October 23, 2007 and is headquartered in Boston, MA.

Part of Moody's Corp., Moody's América Latina Ltda. is a company based in São Paulo, Brazil. Moody's América Latina Ltda. provides investment research. The Brazilian company was founded in 1997. Carlos Prates has been the CEO of the company since 2021.

Ora, Inc. provides ophthalmic services. It engages in the provision of ophthalmic services and it specializes in allergy, allergic rhinitis, dry-eye, retina, anti-infective, anti-inflammatory, glaucoma, drug delivery, and ophthalmic devices. The firm offers development services including preclinical models, clinical research and development, regulatory strategy, statistics and data management, medical writing, and marketing and advertising. The company was founded by Mark Barry Abelson in 1985 and is headquartered in Andover, MA.

Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY.

Coastal Bridge Advisors LLC (CBA) is an independent wealth management firm and registered investment advisor headquartered in Westport, Connecticut. The firm was founded by its Founding Partners in 2008 as LLBH Private Wealth Management LLC. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners LLC (NASDAQ: FOCS). CBA provides financial planning, consulting, and investment management services to individuals, however, they may also provide services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

CargoMetrics Technologies, Inc. operates as a data analytics company. It engages in the analysis of global maritime trade. The firm’s products leverage a common technology platform consisting of an advanced database, proprietary metadata and modeling algorithms. The company was founded by Scott G. Borgerson and Rockford G. Weitz in 2010 and is headquartered in Boston, MA.

The Red Sox Foundation is a charity organization that focuses on improving the health, education, and recreational opportunities of children, families, veterans, and communities in need. The organization is based in Boston, MA. Sam Kennedy has been the CEO of the non-profit company since 2015.

Dynasty Wealth Management LLC (DWM) is a SEC-registered investment advisor and wealth management firm headquartered in St. Petersburg, Florida. The firm was founded in 2010 and is a subsidiary of Dynasty Financial Partners LLC, owned by GF-Dynasty Holdings LLC. DWM sponsors an investment management platform, also known as Dynasty TAMP Services (a turnkey asset management program) and offers Investment Programs / Model Portfolios and OCIO Services.

InFocus Capital Partners (InFocus Capital Partners) is a venture capital firm founded in 2016 by Rob Rothman and Ron Weiss. The firm is headquartered in Jericho, New York.

National Grid Partners (NGP) is a venture capital subsidiary National Grid Plc founded in 2018 by Lisa Lambert. The firm is headquartered in Los Gatos, California.

Ground Squirrel Ventures (Ground Squirrel Ventures) is a venture capital firm founded in 2018 by Eric Klose .The firm is headquartered in Boston, Massachusetts.

Endpoint Closing, Inc. is a digital title and escrow company that simplifies the home closing process for home buyers, sellers, agents, and proptech companies. The company is based in Scottsdale, AZ. The company offers simplified closing solutions and an experienced team to help execute investment strategies for bulk transactions. The company holds title and settlement licenses nationally, allowing them to close deals from anywhere. The company provides a centralized closing model to ensure consistent quality across transactions and markets. Endpoint Closing also offers a glossary of real estate terms and definitions to help clients understand the terminology used throughout real estate and mortgage transactions.

Biospring Management Partners LP (Biospring Partners) is a venture capital firm founded in 2020 by Michelle Dietwiler and Jennifer Lumba. The firm is headquartered in New York.

Dynasty Financial Partners, Inc. provides technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. The company was incorporated on August 16, 2021 and is headquartered St. Petersburg, FL.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Slater Infrastructure Group LLC provides infrastructure consulting, engineering, program management, and construction services. The company is based in Alpharetta, GA. The company was founded in 1997 by Jeanne Simkins Hollis, who has been the CEO since 1997.