Marc Firenze

Part of State Street Corp., State Street Global Markets LLC is a company that provides brokerage services. The company is based in Boston, MA.

CIBC Mellon Trust Co. is a Canadian company that specializes in investment servicing for Canadian and international institutional investors. CIBC Mellon is based in Toronto, CA and has subsidiaries in Canada and the United States. CIBC Mellon offers a range of investment servicing solutions, including custody, fund administration, pension services, and securities lending services. The joint venture company is committed to accessibility for all individuals, including those with disabilities. The company was founded in 1996 and is jointly owned by The Bank of New York Mellon and Canadian Imperial Bank of Commerce. The CEO of the company is Mal Cullen.

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.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Part of CME Group, Inc., GovPX, Inc. is a company that provides services within the fixed income market. The company is based in Jersey City, NJ. The company was founded by Larry Jones. GovPX was acquired by NEX International Ltd. on July 14, 2005 for $13 million.

CIBC Mellon, Inc. focuses on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. It offers custody, multicurrency accounting, fund administration, recordkeeping, pension services, exchange-traded fund services, securities lending services, foreign exchange processing and settlement, and treasury services. The company was founded in 1996 and is headquartered in Toronto, Canada.

Fidelity Investments, Inc. operates as a financial services company. The company is headquartered in Boston, MA.

Charles River Development Ltd. provides technology systems and services. The company was founded on March 10, 2000 and is headquartered in London, the United Kingdom.

BNY Mellon Asset Servicing is a fund distributor headquartered in Wilmington, Delaware. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). They offer clients around the world a broad spectrum of specialized asset servicing capabilities including custody and fund services, securities lending, performance and analytics and execution services.

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.

FundGuard, Inc. develops cloud-based investment funds operating system. The firm helps asset and fund managers administer investments across mutual funds, ETFs, hedge funds, insurance, and pension. The company was founded by Lior Yogev, Yaniv Zecharya, and Uri Katz and is headquartered in New York, NY.

Market Street Advisors, Inc. designs, develops and operates an integrated Web-based services. It offers its technology platform for various investment management distribution channels, including institutional, private wealth, retail, and multi-channel accounts. The company was founded by Robert G. Lage in 2000 and is headquartered in Woodbridge, NJ.

CIBC Mellon Global Securities Services Co. provides securities transfer services. It also provides global custody and corporate trust services. The firm serves institutional clients from offices across Canada. The company was founded in 1996 and is headquartered in Toronto, Canada.