Scott Allen Berney

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.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Excelergy Corp. provides system software for business to business transactions, customer services, and billing. The company was founded in 1998 and is headquartered in Lexington, MA.

Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds.

HighJump Software, Inc. provides enterprise software solutions for supply chain management. It offers warehouse, store delivery, omnichannel retail, transportation, and hardware solutions. The firm serves to the automotive and aerospace, food distribution and processing, retail, beverage, and third party logistics industries. The company was founded by Christopher D. Heim and Jon A. Geiss in 1983 and is headquartered in Minneapolis, MN.

United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers.

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.

Jeeves Information Systems AB provides computer programming services. Its products include Jeeves Selected, Jeeves Universal and Garp. The firm offers functionality at one of the lowest total costs of ownership in the market. The company was founded in 1992 and is headquartered in Stockholm, Sweden.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

Kreos Capital Management (UK) Ltd (Kreos Capital) is a private equity firm founded in 1998. The firm is headquartered in London with additional offices in Israel, Sweden, Jersey and Luxembourg.

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

Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors.

Forest2Market, Inc. engages in provision of timber pricing, cost benchmarks, and analytics for participants in the wood raw materials supply chain. It offers pricing data, benchmarks, product forecasting, advisory services, and analytics. The company was founded by Peter J. Stewart in January 2000 and is headquartered in Charlotte, NC.

Boston Partners Global Investors, Inc. (Boston Partners) is a SEC-registered investment advisor headquartered in Boston, Massachusetts with offices in New York, London, Los Angeles and Greenbrae, California. Formerly known as Robeco Investment Management, Inc., the firm was founded by Mark Donovan, Robert Jones, Harry Rosenbluth, and Paul Heathwood in 1995 as Robeco USA, Inc. They are a wholly-owned subsidiary of OCE US Holding, Inc., ultimately held by ORIX Corp. (TYO: 8591, NYSE: IX), a Tokyo-based international financial services company established in 1964. Boston Partners provides value equity investment products to individual and institutional clients.

CrunchTime! Information Systems, Inc. offers restaurant back office solutions. It provides solutions for the restaurant, cruise, foodservice and hospitality industries and its products include enterprise manager, net-chef and data pump. The firm also offers process re-engineering, implementation and training services. The company was founded by William Bellissimo in 1995 and is headquartered in Boston, MA.

cVidya Networks Ltd. provides revenue analytics solutions to communications and digital service providers. It also offers managed and consulting services, SaaS and Cloud, education center, and cVidyaCare customer support. The company was founded by Alon Aginsky in September 2000 and is headquartered in Herzliya, Israel.

Analysis Group, Inc. provides economic, financial, health care analytics, and business strategy consulting services to law firms. It offers antitrust and competition, class certification, commercial disputes, damages, energy and environment and communications, securities and financial products. The company was founded in 1981 and is headquartered in Menlo Park, CA.

Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.

DomainTools provides security system threat intelligence. Its products include IRIS investigation platform, phisheye, API integration, and personal domain research. The firm solutions include threat hunting, regulatory compliance, online fraud investigation, and phishing detection. The company is headquartered in Seattle, WA.

Nova Ventures Group Corp. provides a full range of executive management services to both Nova Instruments LLC and Nova Metrix LLC. The company is headquartered in Wakefield, MA.

IHS GmbH provides marketing, distribution, technology support and training services. The firm specializes in addressing the needs of hotel properties through training and benchmarking, software development, total sales management, and hotel search engine development. Its service areas also encompass branding support, distribution technology, e-commerce, sales force management, marketing and mystery shopping. The company was founded in 2007 and is headquartered in Frankfurt, Germany.

Data Innovations LLC provides clinical and blood laboratory software services. It offers pre-analytical, analytical, and post-analytical sample processing and non-analytical tasks such as equipment maintenance. The company was founded by Greg Vail and Dave Potter in 1989 and is headquartered in South Burlington, VT.

Freedom Investment Management, Inc. (Freedom) is an asset management subsidiary of Freedom Advisors Group Intermediate Holdings LLC, headquartered in Hartford, Connecticut. The firm was founded in 2003 by Jennifer Winters, William Nelson, and Scott Winters. Freedom is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately held by EQIS Holding, Inc., a holding company. Formerly known as EQIS Capital Management, Inc., the firm provides discretionary investment advisory services to separately managed accounts, pooled investment vehicles, and through sub-advisory relationships.

Partners In Health provides healthcare facilities for the poor. It has operations in Haiti, Rwanda, Peru, Russia, the USA, Malawi, and Lesotho. The company was founded by Ophelia Dahl, Paul Farmer, Jim Yong Kim, Todd McCormack and Tom White in 1987 and is headquartered in Boston, MA.

Benchmark Plus Management LLC (Benchmark) is an independent registered investment advisor and hedge fund manager headquartered in Tacoma, Washington with an additional office in Freehold, New Jersey. The firm was founded in 2003 by Mike Dunmire, Robert Ferguson and Scott Franzblau. Benchmark provides discretionary investment advisory and management services to pooled investment vehicles operating as private investment funds or pools.

Public Safety Personnel Retirement System is a state-owned pension fund manager headquartered in Phoenix, Arizona. Founded in 1968, PSPRS provides pension plan for public safety personnel, corrections officers and elected officials in the state of Arizona.

AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers.