Samantha A. Epstein

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

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.

Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds.

Acadian Asset Management LLC (Acadian) is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1986 by Gary Bergstrom and Churchill Franklin. The firm is a subsidiary of BrightSphere Affiliate Holdings LLC, ultimately owned by BrightSphere Investment Group, Inc. (NYSE: BSIG). Acadian provides portfolio management services for institutional clients.

Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates.

Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients.

Moda Operandi, Inc. operates as an online retailer. The firm produces virtual trunk shows featuring ready-to-wear styles, shoes, handbags, jewelry, and accessories. It runs online designer trunkshows for customers to preorder products. The company was founded by Aslaug Magnufdottir and Lauren Santo Domingo in 2011 and is headquartered in New York, NY.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

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.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

WGBH Educational Foundation operates television stations. The non-profit company is based in Boston, MA and has subsidiaries in United States. The company was founded in 1951 by Ralph Lowell. Jonathan C. Abbott has been the CEO of the company since 1998.

Seedfunders LLC (Seedfunders) is a venture capital firm founded in 2017 by David Chitester and Irv Cohen. The firm is headquartered in St. Petersburg, Florida.

The Opportunity Network, Inc. is a digital platform that connects over 30,000 CEOs, C-level executives, and investors from more than 136 countries to share and connect with business opportunities. The non-profit company is based in New York, NY. The network has a total deal flow of USD 306 billion across 100+ industries and ensures reliability by vetting all members through trusted partners. The program includes 5 summers of internships or enrichment programs for 950 students across 6+ years, starting the summer after 10th grade through to college graduation. The company also has an immersive capacity-building partnerships program for schools and youth-serving organizations across the country looking to accelerate postsecondary and workforce readiness for their students. The company was founded in with their signature fellows program that provides college access and persistence supports as well as dynamic career exposure and readiness for underrepresented students. The company was founded in 2003 by Brian Weinstein, Jessica Pliska. The CEO is AiLun Ku.

EMSO Asset Management Ltd. (Emso UK) is the employee-owned, Great Britain-based alternative investment subsidiary of White Park Ltd. in Cayman Island. The firm was founded in 2000 as Rivertitan Ltd. They became EMSO Partners Ltd. in 2013 and changed their name to Emso Asset Management Ltd. in 2016. Headquartered in London, Emso UK provides discretionary advisory services to private investment funds.

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.

Andvest (Andvest) is a private equity/venture capital firm founded in 2019. The firm is headquartered in New York.