Matthew Schicke

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.

HUB International Ltd. engages in the provision of insurance brokerage and wealth management services. It offers business and personal insurance, risk services, employee benefits, and risk management services. The firm serves the agribusiness and farm, education, entertainment, healthcare, real estate, sports, and transportation. The company was founded by Richard A. Gulliver in 1998 and is headquartered in Chicago, IL.

Creation Investment Social Ventures Fund I seeks investment opportunities in microfinance institutions (MFI) and small & medium enterprise (SME) lenders, BOP financial service providers located in Latin America, Asia and Central & Eastern Europe. The fund targets growth equity investments in early stage MFIs, as well as buyout equity investments in more mature MFIs transitioning out of NGO ownership.

Aspire SAPI de CV SOFOM ENR is a holding company which provides financing services to micro-, small-, and medium-scale businesses. The company was founded on January 1, 2008 and is headquartered in Guadalajara, Mexico.

Creation Investment Social Ventures Fund II LP seeks investment opportunities in companies located across the globe, primarily in Latin America, Asia, and Eastern Europe. The fund targets companies operating in the fields of financial services and microfinance. It provides financing for early, growth and buyout capital requirements.

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.

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.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

HFI LLC operates as a holding company which manufactures and supplies Tier 2 automotive interior products. Its products include seat and door trims, small parts foam, foam-in-place, and other interior parts and assemblies. The company was founded by Walter E. Dennis, Jr. in 1954 and is headquartered in Canal Winchester, OH.

Caspian Advisors Pvt Ltd. is an Independent Venture Capital firm founded in 2005 by S Viswanatha Prasad. The firm is headquartered in Hyderabad.

Sonata Finance Pvt Ltd. operates as a micro-finance company which provides non-banking financial services. It offers loans to individuals as well as group members in under developed regions of India for a range of income-generating activities. Its products include group and individual lending; and sanitation, utility, home improvement, two wheeler, and income generating loans. The company was founded by Anup Kumar Singh and Rakesh Kumar Dubey in January 2006 and is headquartered in Lucknow, India.

PDS Planning, Inc. (PDS) is an independent asset management firm headquartered in Dublin, Ohio. The firm was founded by Robert Hamilton in 1985. PDS offers financial planning and investment advisory services to individuals, business entities, corporate trusts, pension plans, charitable institutions, and non-profit corporations.

Axio (India) provides working capital finance to micro, small, and medium-sized enterprises. The company is based in Bengaluru, India, and has subsidiaries in India. The company was founded in 2013 by Gaurav D. Hinduja and Sashank Rishyasringa, who have been the CEOs since 2013.

NextGen Venture Partners LLC (NextGen Venture Partners) is a venture capital firm, a subsidiary of Brown Advisory Inc, founded in 2011 by Daniel Mindus and Grant Allen. The firm is headquartered in Baltimore, Maryland.

Creation Investments Social Ventures Fund III LP seeks investment opportunities in companies located across the globe, primarily in Latin America, Asia, and Eastern Europe. The fund targets companies operating in the fields of financial services and microfinance. It provides financing for early, growth stage and buyout capital requirements.

Fresh Dining Concepts LLC manufactures and distributes soft pretzels. It operates stores, baking kiosks, and satellite retail units. The firm also offers franchisee services. The company is headquartered in Coral Gables, FL.

Noa Holdings NV operates as an investment holding Dutch company. The private company is based in Amsterdam, Netherlands.

Eversept Partners LP (Eversept) is an independent investment advisory firm headquartered in New York City. The firm was founded by Kamran Moghtaderi in 2015. Eversept provides discretionary investment advisory services, including, but not limited to, managing and directing the investment and reinvestment of assets for several US and non-US private investment funds.

Oxer Capital, Inc. (Oxer Capital) is a private equity firm founded in 2014 by Frank J. Capella, Daniel D. Phlegar and Mark Taylor Bahlmann. The firm is headquartered in Columbus, Ohio.

AVLA SA is an insurance group that provides comprehensive insurance solutions for surety, trade credit, SME credit, and mortgage credit products. The company is based in Las Condes, Chile, and has subsidiaries in Chile and Brazil. The Chilean company has operations in Chile, Brazil, and Argentina and has supported over 50,000 small and medium-sized businesses in the region. The company was founded by Francisco Ignacio Álamos Rojas, and Azocar Gimenez Gabriela has been the CEO of the company since 2022.

Creation Investments Social Ventures Fund IV LP invests in companies located in the US. The fund targets on companies operating in the fields of microfinance institutions, small-and-medium enterprise lenders, emerging market banks, and other BOP financial services providers. It provides financing for early,growth and buyout capital requirements.

Creation Investments Sri Lanka LLC provides investment services. The private company is based in Colombo, Sri Lanka. The Sri Lankan company was founded by Kenneth Dan van der Weele, Patrick Thomas Fisher.

Sandalphon Capital LLC (Sandalphon Capital) is a venture capital firm founded in 2016 by Jonathan Ellis. The firm is headquartered in Chicago, Illinois.

Part of HUB International Ltd., Calculated Risk Advisors LLC is a company that provides insurance services. The company is based in Chicago, IL. Calculated Risk Advisors was acquired by HUB International Ltd. on November 05, 2021.

Ever.Ag Corp. is an agriculture-focused company that offers software and services to support the entire supply chain, from farm to table. The company is based in Frisco, TX and has subsidiaries in the United States and Ireland. The company's solutions cater to dairy, crops, animal protein, and agribusiness customers, providing advanced technology, risk management, and market intelligence to operate more efficiently, sustainably, nimbly, and strategically. Ever.Ag was founded in 2022, and the CEO is Scott Sexton.

Nameless Ventures LLC (Nameless Ventures) is a venture capital firm founded in 2017. The firm is headquartered in Chicago, Illinois.