Paul Koo

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.

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

Brown Advisory Securities LLC is a full-service brokerage firm headquartered in Baltimore, Maryland and was founded in 1998. They are a subsidiary of Brown Advisory Management LLC. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.

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.

Polaris Partners is an Independent Venture Capital firm founded in 1996 by Stephen D. Arnold, Jonathan A. Flint and Terrance G. McGuire. Polaris Partners is headquartered in Waltham.

Aberdeen Capital Management LLC (Aberdeen Capital Management) is a private equity subsidiary of abrdn Holdings Ltd founded in 1994. The firm is headquartered in Boston, Massachusetts.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

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

Fox Rothschild LLP engages in the provision of legal services. Its practice areas include animal law, automotive, construction, business, corporate, drone law, employee benefits and compensation, entertainment and sports law, environmental, family law, fashion law, financial services industry, health law, insurance, international, immigration, media and defamation, nonprofit organizations, privacy and security, public companies, real estate, securities industry, taxation and wealth planning, technology, transportation and logistics, valuation law, and others. The company was founded by Edwin Fox and Jerome Rothschild in 1907 and is headquartered in Philadelphia, PA.

Founded in 1990, Winstanley Enterprises LLC is a real estate development and investment firm located in Concord, Massachusetts.

Industry Ventures LLC (Industry Ventures) is a venture capital firm founded in 2000 by Johan Douwe Swildens and Tom Litle. The firm is headquartered in San Francisco, California.

OpCapita LLP (OpCapita) is a private equity firm founded in 2006 by John A. von Spreckelsen. The firm is headquartered in London.

Advanced Medical Technology Association is a trade association which provides medical technology solutions. The company was founded in 1974 and is headquartered in Washington, DC.

Mount Auburn Hospital provides healthcare services. It offers care and treatment for addiction, alcohol abuse, arthritis care, athletic injury, breast health, blood disorders, cancer, and colon and rectal surgery. The company was founded in 1886 and is headquartered in Cambridge, MA.

Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities).

Massachusetts Biotechnology Council is a premier life sciences and healthcare hub with over 1,600 members dedicated to preventing, treating, and curing diseases through transformative science and technology. The non-profit company is based in Cambridge, MA. MassBio works to advance policy and promote education while providing member programs, events, industry information, and services. The company's mission is to advance Massachusetts' leadership in the life sciences to grow the industry, add value to the healthcare system, and improve patient lives. Founded in 1985 by James P. Sherblom, the CEO is Kendalle Burlin O'Connell.

The Woodrow Wilson House operates as a house museum that focuses and promotes president Wilson''s public life and ideals. The company was founded in 1963 and is headquartered in Washington, DC.

Sebeto SpA owns and operates restaurants. The firm offers casual dining facilities under the brands Rossopomodoro, Rossosapore, Anema e Cozze, and Ham Holy Burger. The company was founded by Franco Manna and Giuseppe Montella in 1988 and is headquartered in Milan, Italy.

Solamere Capital LLC (Solamere Capital) is a private equity firm founded in 2008 by Tagg Romney, Eric scheuermann and Spencer Zwick. The firm is headquartered in Boston, Massachusetts.

Executive Council of New York is a non profit organization which promotes building relationships. It offers exclusive gatherings for business executives. The company is headquartered in New York, NY.

Part of Nasdaq, Inc., Nasdaq PHLX LLC is a financial services company based in New York, NY. The company offers a range of trading products, including equities, fixed income, options, and exchange-traded funds. It also provides market data, technical documentation, and regulatory information. Tal Cohen has been the CEO of the company since 2021.

The NASDAQ Private Market LLC provides equity and capital market services for private companies. Its products and services include ExactEquity cap table management, cap table onboarding services, outsourced stock plan Administration, equity management portal and private tender offer. The company was founded in March 2013 and is headquartered in San Francisco, CA.

Health Leads, Inc. provides healthcare services. Its solutions include designing social needs 101 Webinars, assessment and design services, and social needs 201 workshop series; implementing volunteer program consulting, social needs program consulting, and collaborative to advance social health integration; and screening toolkit. The company was founded by Rebecca D. Onie and Barry Zuckerman in 1996 and is headquartered in Boston, MA.

Monarch Holdings (Monarch Holdings) is a private equity firm wholly owned subsidiary of Monarch Worldwide Group founded in 2001. Monarch Holdings is headquartered in New York, New York.