David Alexander Rourke

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.

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.

Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

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

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.

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

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

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.

Burke, Warren, MacKay & Serritella PC is a full-service law firm with nearly 70 attorneys that serves clients both locally and nationally. The private company is based in Chicago, IL. The company's clients include corporations, government entities, educational institutions, not-for-profit entities, individuals, and entrepreneurs.

Skadden, Arps, Slate, Meagher & Flom LLP provides legal advisory services. Its practice areas include mergers and acquisitions, finance, litigation, corporate finance, insurance, tax, labor and employment, political law, private equity, corporate, antitrust, white collar crime, international, regulatory, and legislation. The company was founded by Marshall Skadden, John Slate, and Les Arps in 1948 and is headquartered in New York, NY.

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.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

The Boston Bar Association is the largest legal network in Boston, MA. The non-profit company's focus is on justice, community, education, and inclusion. Membership is available for those interested in joining.

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.

Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee.

Elk Lake Capital LLC (Elk Lake Capital) is a private equity firm founded in 2011. The firm is headquartered in Scranton, Pennsylvania.

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.

New Jersey State Bar Association operates as a not-for-profit organization. It educates the public to enhance awareness of the legal system. The company was founded in June 1899 and is headquartered in New Brunswick, NJ.

The Data & Marketing Association, formerly known as the Direct Marketing Association, was acquired by the ANA in May 2018. The American company's focus is on data and marketing, as suggested by its name.

Riverbend Capital Advisors LLC (Riverbend) is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by Tom Hession in 2011. Riverbend provides continuous investment supervisory services to high-net worth individuals, trusts, estates, charitable organizations and corporations, limited liability companies, and other business entities.

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

Greater Hartford Arts Council, Inc. is a non profit organization that provides leadership for the financial success and organizational stability of the arts, heritage and cultural community of Connecticut’s capital region. It supports the growing non-profit arts and cultural sector with operating support grants to the five largest community institutions: the museum, the ballet, the opera, the symphony, and the theatre company. The company was founded in 1971 and is headquartered in Hartford, CT.

Loomis Sayles Investments Ltd. (LSI) is an investment management firm headquartered in London, UK. The firm was founded in 2011 and is a subsidiary of Loomis, Sayles & Co. LP, ultimately held by BPCE SA in France. LSI offers a comprehensive range of investment products and services to various investors.

Intandem Capital Partners LLC (Intandem Capital Partners) is a private equity firm founded in 2003 by Elliot S.Cooperstone. The firm is headquartered in New York.

Gibbons P.C. provides legal services. It offers business and commercial litigation, corporate, government affairs, criminal defense and employment law. The company was founded in 1926 and is headquartered in Newark, NJ.

Envoy Global, Inc. is an immigration services provider that offers a platform for companies to hire and manage an international workforce. Envoy is based in Chicago, IL and the CEO of the private company is Richard Burke. With support in over 180 countries, Envoy works with over 1,000 companies across all industries. The American company combines expert legal representation and proprietary technology to empower companies to acquire the best talent regardless of where they live, while simultaneously managing their entire workforce and enabling employees to take advantage of business opportunities around the globe.

Envoy Global, Inc. provides online immigration and visa application process services. Its patented online process guarantees fast response times, easy access to case information and comprehensive customer support. The firm offers business immigration services that include work visas, permits and permanent resident assistance, and employment compliance; online visa process services for human resource (HR) and employees; corporate immigration and Form I-9 compliance services; and travel, work, and family visas for individuals. The company was founded by Robert C. Meltzer in 1998 and is headquartered in Chicago, IL.

Apartments LLC provides online information services which specializes in rental properties. It operates as a national online resource for individuals looking for an apartment. The firm offers renters comprehensive databases of apartments around the country. It also offers products to reach renters, including personalized searches, walk-through video demonstrations, community reviews, a mobile website, and applications for both iPhone and Android phones. The company was founded in 1992 and is headquartered in Chicago, IL.

Oak HC/FT Management Co. LLC (Oak HC/FT Management) is a venture capital firm founded in 2014 by Ann Huntress Lamont, Andrew W. Adams and Tricia F. Kemp. The firm is headquartered in Stamford, Connecticut with additional office in San Francisco.

Consulting Medical Associates, Inc. develops technology platform that creates virtual clinic. It provides remote care, in-person care, and supporting services. The company was founded by Owen Tripp and Lawrence Hofmann in 2011 and is headquartered in San Francisco, CA.