Charles T. Allen

Bucyrus International, Inc. designed and manufactured mining equipment for surface and underground mining. Its surface equipment include walking draglines, electric shovels, and rotary blasthole drills and is used for mining coal, copper, iron ore, oil sands and other minerals, and underground equipment is used primarily for mining coal. The firm also manufactures OEM parts and provides support services for all Bucyrus brand mining machines. The company was founded in 1880 and was headquartered in Oak Creek, WI.

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.

Dow Jones & Co., Inc publishes financial information and news. It offers news through newspapers, newswires, websites, apps, newsletters, magazines, proprietary databases, conferences and more. The firm?s premier brands include The Wall Street Journal, Dow Jones Newswires, Factiva, Barron's, MarketWatch and SmartMoney. The company was founded by Edward Davis Jones, Charles Henry Dow and Charles Milford Bergstresser in 1882 and is headquartered in New York, NY.

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.

Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories.

The Strive Group LLC engages in the provision of in-store promotional display solutions. The company is headquartered in Chicago, IL.

RGM Capital LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Naples, Florida. The firm was founded in 2003 by Robert Moses and is owned by Moses Family Trust. RGM Capital provides advisory services on a discretionary basis to its clients, which include private pooled investment vehicles and institutional investors.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

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.

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.

New England Research & Management, Inc. (NERM) is an independent registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Lee R. Forker in 1978. NERM offers investment management services to high net worth individuals and families, revocable and irrevocable trusts, retirement and pension accounts, custodian accounts, foundations, and estates on a discretionary basis.

Bain Capital Credit LP is a SEC-registered investment advisor and global credit specialist headquartered in Boston, Massachusetts. The firm was founded by Jonathan Lavine in 1998 and was formerly known as Sankaty Advisors LP. They are a wholly owned subsidiary of Bain Capital LP, owned by Bain Capital Holdings LP. Bain Capital Credit provides investment advisory services across a diverse range of credit strategies.

Towne Air Freight LLC provides trucking services for both air freight and commercial companies. The company was founded in 1963 by Eugene Towne and is headquartered in South Bend, IN.

HITE Hedge Asset Management LLC (HITE) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in Quincy, Massachusetts. The firm was founded by James Jampel in 2003. HITE provides advisory services to private funds and a separate account.

GoDigital Media Group LLC operates as a media and technology company which focuses on intellectual property rights. The company is headquartered in Los Angeles, CA.

Rev.com, Inc. provides online audio, video transcription and document translation services. It also provides marketplace that works with selected freelancers to deliver services to businesses. The company was founded by David Abrameto, Jason M. Chicola, Josh Breinlinger and Paul Huck in 2010 and is headquartered in San Francisco, CA.

Windrose Advisors LLC (Windrose) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by William Heitin and David Lowe in 2009 as Fireman Capital Advisors LLC. Windrose delivers sophisticated, highly customized, financial advice to a select group of high net-worth individuals, families, charitable foundations, and pooled investment vehicles.

National Renewable Energy Laboratory operates as laboratory for renewable energy and energy efficiency research and development. The company was founded in 1974 and is headquartered in Golden, CO.

The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

The American Council on Education (ACE) is a membership organization that mobilizes the higher education community to shape effective public policy and foster innovative, high-quality practice. The organization is based in Washington, D.C. ACE provides services for employers, training providers, colleges and universities, and military and working learners. The organization offers a suite of learning solutions informed by adult, community, and blended learning pedagogies, while its services include evaluation, transcript, and technical assistance for students, employers, and higher education institutions. ACE's research and insights focus on equity-minded leadership, institutional transformation, and student success.

The Richmond Symphony is the performing arts organization in Central Virginia. The company was founded in 1957 and is headquartered in Richmond, VA.

Venture Richmond is an organization that promotes downtown Richmond through events and advocacy. The private company is based in Richmond, VA. The company's focus is on showcasing what downtown RVA has to offer.

Phi Beta Kappa National Honor Society is an organization that celebrates excellence in the liberal arts and sciences and promotes free thought. The company is based in Washington. The company offers various publications and podcasts, including The American Scholar and The Key Reporter, as well as programs such as awards, initiatives, and series. The company was founded in 1776, and the CEO is Frederick M. Lawrence.

Argent Wealth Management, Inc. provides investment advice. It offers financial planning, investment management, estate, retirement, taxes planning, and charitable giving. The company was founded by David Duchesneau in 1992 and is headquartered in Waltham, MA.

Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations.

RenewableTech Ventures (RenewableTech Ventures) is a private equity/venture capital founded by Todd Stevens and Dal Zamp in 2009. The firm is headquartered in the Salt Lake City, Utah.