Michael Lynch

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.

Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals.

PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients.

Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.

Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

Founded in 1997, Aviva Investors Americas LLC is a registered investment advisor headquartered in Des Moines, Iowa. The firm was also previously known as Aviva Capital Management, Inc. Aviva Investors Americas is a subsidiary of Aviva USA Corp. and their ultimate parent is London-based Aviva Plc (LSE: AV). The firm manages assets for life insurance and annuity companies, re-insurance companies and other institutional clients.

Founded in 1865, Ropes & Gray is a global law firm headquartered in Boston with additional offices in Chicago, Hong Kong, London, New York City, San Francisco, Silicon Valley, Tokyo, and Washington, DC. The firm represents interests across a variety of industries in corporate law and litigation matters. They also offer counsel on labor and employment issues, tax and benefits, creditors' rights and private client services. Ropes & Gray's include large and small companies, financial institutions, government agencies, hospitals and healthcare organizations, colleges and universities, families and individuals. Ropes & Gray's private client group provides comprehensive wealth management services to high net-worth families and individuals. The group focuses on estate and gift planning, estate settlement and trust services including the management of trust assets. Their high net-worth clients include business owners and executives, professionals, retirees and wealthy families.

Part of FMR LLC, Fidelity Management Trust Co. offers financial planning and advice, retirement plans, wealth management services, trading and brokerage services, and a wide range of investment products including mutual funds, ETFs, fixed income bonds, and CDs. The company is based in Boston, MA. The company also integrates environmental, social, and governance factors into investment research and decision making. With over 17 years of experience as a designated broker, Fidelity Management Trust can help effectively and efficiently oversee employees' investment and trading activities.

John Hancock Investment Management LLC (JHIM) is a fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2002 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately owned by Manulife Financial Corp. (TSX; NYSE: MFC) in Canada. JHIM provides discretionary investment advisory services as a “manager of managers” to certain open-end and closed-end registered investment companies, such as exchange-traded funds, in the John Hancock family of funds, that are offered to retail investors and, in the case of certain funds, are included as investments in model portfolios created by JHIM or one of its affiliates.

Resources Management Corp., do-business-as RMC Investment Advisors (RMC), is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Hartford, Connecticut. Founded in 1976, RMC provides both discretionary and non-discretionary investment advisory services to high net-worth individuals and their families, institutions, corporations, and municipalities.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

Ocean Spray Cranberries, Inc. produces canned and bottled juice drinks. The firm's products include juices & drinks, craisins dried cranberries, sauce and fresh fruit. It also operates fruit receiving stations, processing and bottling plants through out the United States and Canada. The company was founded by Marcus L. Urann, John Makepeace, and Elizabeth F. Lee in 1930 and is headquartered in Lakeville-Middleboro, MA.

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.

Founded in 2006, Centerpoint Advisors is a registered investment advisor located in Needham, Massachusetts. The firm provides a range of investment advisory and wealth management services to individuals, families, businesses, and institutions.

Part of Samsonite International SA, AboutBags NV is a Belgian company founded in 2017 that wholesales leather and travel products. The company is based in Oudenaarde, Belgium.

Ropes & Gray LLP provides legal and private equity services. Its practice areas include asset management, banking, business and commercial litigation, business restructuring, capital markets and corporate governance and compliance. The company was founded in 1865 and is headquartered in Boston, MA.

Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans.

Canaccord Genuity LLC is an independent, full-service financial services firm headquartered in New York City. The firm was founded in 2004 and provides a full spectrum of brokerage services to corporate and institutional clients. They cover a wide range of sectors globally with an emphasis on growth companies such as: Block chain, Business Services, Cannabis, Consumer and Retail, Energy, Financials, Gaming, Healthcare, Industrials, Metals and Mining, Real Estate, Sustainability and Technology.

CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families.

Samsonite Ltd. manufactures and designs luggage’s and bag accessories. The company is headquartered in Uxbridge, the United Kingdom.

Glovista Investments LLC (Glovista) is an independent registered investment advisor headquartered in Jersey City, New Jersey. The firm was founded by Carlos Asilis and Darshan Bhatt in 2007. Glovista provides investment management services to clients through separately managed accounts and privately offered pooled investment vehicles.

The Carlyle Group LP (Global Credit) (Carlyle Group), subsidiary of The Carlyle Group Inc. is a private equity firm founded in 1987 by William E. Conway Jr., Daniel A. D'Aniello and David M. Rubenstein. The firm is headquartered in Washington, DC with offices in North America, South America, Europe, the Middle East, Africa, Asia and Australia.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Stellex Capital Management LP (Stellex) is an private equity firm founded in 2014 by Ray Whiteman and Michael Stewart. The firm is headquartered in New York.