Tim Malloy

Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

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.

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.

Eaton Vance Management (EVM) is a 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 provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions.

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.

Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.

The Massachusetts Bar Association is a non-profit organization that serves the legal profession and the public by promoting the administration of justice, legal education, professional excellence, and respect for the law. The MBA is based in Boston, MA. The organization offers various membership advantages, volunteer opportunities, and educational resources such as CLE programs, practicing with professionalism courses, and publications like the ejournal and Lawyers Journal. The MBA also provides advocacy services, public resources, and exclusive benefits to its members such as the Lawyer Referral Service, Insurance Agency, and MBA On Demand.

Gabelli Funds LLC is a SEC-registered investment advisor headquartered in Rye, New York. The firm is a wholly owned subsidiary of GAMCO Investors, Inc. (NYSE: GBL). Gabelli Funds provides discretionary investment advisory services primarily to open and closed-end investment companies.

Wechsler & Co., Inc. operates as an investment company. The company is based in Mount Kisco, NY.

GetSet Learning LLC provides a platform that helps students to explore, define, and achieve their goals together. The company was founded by Karan Goel and is headquartered in Chicago, IL.

Dina Care, Inc. operates enTouch, a healthcare social network that connects the people. Its platform enables referral sources and value-based clinical partners to digitize their health network facilitating real-time collaboration around shared patients. The company was founded by Ashish V. Shah and David M. Coylec in January 2015 and is headquartered in Chicago, IL.

Shearman & Sterling LLP provides legal services. It specializes in appellate litigations, capital markets, corporate governance, environmental, finance, international arbitration, investment funds, litigation, mergers and acquisitions, privatization, real estate, and tax. The company was founded by Thomas Shearman in 1873 and is headquartered in New York, NY.

GAN Integrity, Inc. provides enterprise compliance management software. Its platform transforms the way compliance programs operate by bringing together critical systems, documents, and data into a single, fully integrated SaaS solution. The firm’s product GAN Connect is the one-stop-shop for compliance technology. The company was founded by Thomas John Hart Sehested and Claus Hojbjerg Andersen in 2014 and is headquartered in New York, NY.

GoAnimate, Inc. is a company that provides video animation software called Vyond. The company is based in San Mateo, CA. The software allows businesses to create videos for various purposes such as training and brand storytelling. GoAnimate was founded in 2007 by Alvin Hung and the CEO is Gary Lipkowitz.

G.research (formerly known as Gabelli & Co., Inc.) is a registered institutional research and brokerage firm headquartered in Rye, New York and was founded in 1976. The firm is a subsidiary of Gabelli Securities, Inc. and their ultimate parent is GAMCO Investors, Inc. (NYSE: GBL). G.research has an emphasis on small and mid-cap ideas. Their core competencies include aerospace and defense, automotive aftermarket, food and beverage, gaming and lodging, industrials, media, specialty chemicals, telecom and utilities. They publish daily research notes and full reports utilizing their proprietary Private Market Value (PMV) with a Catalyst methodology.

Leyton Orient Football Club Ltd. owns and operates football clubs. The firm offers match sponsorship, membership services, ticket services, reserve team reports, match preview, and reporting services. The company was founded in 1881 and is headquartered in London, the United Kingdom.

Food Genius, Inc. provides insights, recommendations and analytics services. It translate data that supports customers from menu product and pricing insights to statistical analysis. The company was founded by Justin Massa, Eli Rosenberg, Eric Cooper and Benjamin T. Stanley in May 2010 and is headquartered in Chicago, IL.

Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates.

Chicagoland Entrepreneurial Center /Incubator/ (Chicagoland Entr Center) is a venture capital subsidiary of Chicagoland Chamber of Commerce founded in 2012. The firm is headquartered in Chicago, Illinois.

Northshore University Healthsystem provides healthcare services. The firm offers family, nuclear, pulmonary medicine, plastic surgery and surgical services. It also offers teaching and research programs, and trauma, prenatal and mammography centers. The company was founded in 1891 and is headquartered in Evanston, IL.

The Big Shoulders Fund provides financial services. The company was founded by James J. O'Connor, Joseph Cardinal Bernardin and Fred O'Connor in 1986 and is headquartered in Chicago, IL.

Future Founders Foundation offers entrepreneurial workshops to the youth. Its programs include Discover, Ignite, and Startup. The company was founded by Brad Keywell and Scott Issen and is headquartered in Chicago, IL.

Healthfinch, Inc. develops software solutions that automate routine hospital tasks. It helps doctors automate and delegate routine tasks like shifting prescription refills to other members of their staff. The company was founded by Jonathan Baran and Lyle Berkowitz in 2009 and is headquartered in Madison, WI.

Part of JPMorgan Chase & Co., JPMorgan Fleming Asset Management (USA), Inc. provides investment advice. The company is based in Wilmington, DE. The CEO of the company is Paul T. Bateman.