Paul J. Smith

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.

MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI).

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.

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.

Genzyme Corp. engages in development and manufacture of specialty therapeutic, surgical and diagnostic product. It serves in the areas of rare genetic diseases, multiple sclerosis, cardiovascular diseases and endocrinology. The company was founded on June 8, 1981 and is headquartered in Cambridge, MA.

Saphena Medical, Inc. engages in the innovation and design of medical products. It offer Venapax an endoscopic vessel harvesting technology provides endoscopic vein harvesting solutions. The company was founded by Michael J. Glennon on March 6, 2014 and is headquartered in West Bridgewater, MA.

Mercatus, Inc. engages in the provision of investment banking services with the interest in asset and renewable energy. It offers professional, managed, and change management services. The company was founded by Haresh P. Patel and Tim Buchner in 2010 and is headquartered in Santa Clara, CA.

abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world.

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.

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.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Part of Kennedys Law LLP, Berg & Co. is a legal services provider. The company is based in Manchester, UK. Berg was acquired by Kennedys Law LLP on June 29, 2017.

Mercer Management Consulting, Inc. provides management consulting services. The company offers business design innovation, brand strategy, operational excellence, transformation, and portfolio strategy services. The firm was founded in 1990 and is located in New York, NY.

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.

The American Institute of Architects operates as a professional association of architects. It provides support services for architects who wants to continue education experience and maintain their licensure; web-based resources; and conducts market research and provides analysis of the economic factors that affect the business of architecture. The company was founded by Richard Upjohn, H. W. Cleaveland, Henry Dudley, Leopold Eidlitz, Edward Gardiner, Richard Morris Hunt, J. Wrey Mould, Fred A. Petersen, J. M. Priest, John Welch, Richard Upjohn Jr., Charles Babcock, and Joseph C. Wells on February 23, 1857 and is headquartered in Washington, DC.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

State Street Australia Ltd. provides financial services solutions. It offers investment management, investment research and trading, investment services, and data and analytics. The company was founded in 1986 and is headquartered in Sydney, Australia.

Part of State Street Corp., State Street Global Services provides fund management services. The company is based in Boston, MA. Joseph L. Hooley has been the CEO of the company since 1986.

The Cleveland Clinic Foundation operates as a non-profit academic, research, and medical center. It offers clinic and hospital care with research and education services. The company was founded by Charles Posternack, George W. Crile, Frank E. Bunts, William E. Lower and John Phillips on February,5 1921 and is headquartered in Cleveland, OH.

One Lambda, Inc. provides transplantation services. The firm offers antibody detection, serology, molecular typing instruments and software products. The company was founded by Paul I. Terasaki in 1984 and is headquartered in Canoga Park, CA.

The YMCA of Greater Boston, Inc. provides social services. The firm offers youth development, healthy living and social responsibility services. It conducts pre-K, youth, teen, adult., family programs and provides early education care services. The company was founded in 1851 and is headquartered in Boston, MA.

Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions.

Hannon Armstrong Capital LLC provides contract finance solutions. The company was founded on August 7, 2000 and is headquartered in Annapolis, MD.

Paladino & Co., Inc. helps architects, developers, corporations, and the public sector to use sustainability and green building as a business tool. Its services include execution, certification management, commissioning, and corporate reporting. The company was founded by Thomas Paladino and is headquartered in Seattle, WA.