Ted F. Connolly

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries.

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.

Portico Capital LLC provides investment banking services. It offers mergers and acquisitions and private capital services. The firm serves information and business services and software industry. The company was founded by Richard R. S. Northrop in 2000 and is headquartered in Greenwich, CT.

Caravan Capital Management LLC (Caravan Capital) is a privately-held investment advisor headquartered in Tacoma, Washington. The firm was founded by Cliff Quisenberry, Jr. and Ben Griffith in 2008. Caravan Capital provides investment advisory and investment management services to private investment funds, which includes limited partnerships on which Caravan is either the general partner or the investment manager, and separate accounts.

Indiana University Foundation provides financial support to education and charitable causes. The company was founded in 1936 and is headquartered in Bloomington, IN.

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.

International Data Corp. is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications and consumer technology markets. International Data Corp helps IT professionals, business executives, and the investment community make fact-based decisions on technology purchases and business strategy. More than 1000 IDC analysts provide global, regional, and local expertise on technology and industry opportunities and trends in over 110 countries worldwide. For more than 47 years, IDC has provided strategic insights to help their clients achieve their key business objectives. IDC is a subsidiary of IDG, the world's leading technology media, research, and events company. The company was founded in 1964 and is headquartered in Framingham, MA.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

ChapterHouse LLC provides health care companies & related investors with consultancy services for joint venture and acquisition assessment, leadership development, market analysis, revenue acceleration & strategy development. Its customers include CoreSource, Aetna and Healthaxis (health care management software). The company was founded in 1997 by Tom Main and is headquartered in Lisle, IL.

Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms.

Brainerd Communicators, Inc. provides full-service strategic communications consultancy services. It specializes in corporate communications, investor relations, business-to-business communications, consumer public relations, and crisis and issues management. The company was founded by Diana Brainerd in 1994 and is headquartered in New York, NY.

Great Hill Partners LP (Great Hill Partners) is a private equity firm founded in 1998 by Christopher S. Gaffney, Steve F. Gormley and John G. Hayes. The firm is headquartered in Boston, Massachusetts.

Zoominfo Technologies LLC engages in the provision of online information services. It offers products and solutions for customers in sales, marketing, and enterprises. The company was founded by Jonathan Stern and Michel Decary in 2000 and is headquartered in Waltham, MA.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

The Situs Cos. is a provider of commercial real estate services and consulting solutions to the financial institutions, institutional investors, private owners, and developers. Since 1985, clients have relied on its trusted insight and experience into commercial real estate. Combining creativity, flexibility and strategic planning, the company offers real estate consulting, strategic real estate advisory, asset management & loan servicing, outsourcing solutions, and technology partnerships services. The company is headquartered in Houston, TX and has offices through the United States, Europe and Asia.

Delaware Life Insurance Co. (Investment Portfolio) (Delaware Life-IP) is the investment portfolio division of Delaware Life Insurance Co., an insurance company headquartered in Waltham, Massachusetts. The firm was founded in 2013 and is ultimately owned by Guggenheim Partners LLC in the US. Delaware Life-IP manages client’s investment portfolio.

Bloomberg, Inc. provides market data research and publishing services. It offers online publishing and marketing services. The firm provides data, news, analytics and solutions for professional, corporate and government. The company is headquartered in New York, NY.

City of Hope is a research and treatment center for cancer, diabetes and various life-threatening diseases. The center is founded in 1913 and is headquartered in Los Angeles, CA.

Newark Venture Partners (NVP) is a venture capital firm founded in 2015 by Don Katz. The firm is headquartered in Newark, New Jersey.