William E. Bagley

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.

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.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

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

America's Health Insurance Plans, Inc. is the national trade association representing the health insurance industry. AHIP's members provide health and supplemental benefits to more than 200 million Americans through employer-sponsored coverage, the individual insurance market, and public programs such as Medicare and Medicaid. AHIP advocates for public policies that expand access to affordable health care coverage to all Americans through a competitive marketplace that fosters choice, quality and innovation. The company is headquartered in Washington, DC.

Unum Ltd. provides insurance and other financial services. Its products include group income protection, group life, group critical illness, sick pay insurance and unum dental. The company was founded in 1970 and is headquartered in Dorking, the United Kingdom.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

The Institute of Contemporary Art (ICA) is an organization dedicated to promoting experimentation in contemporary art, advancing new scholarship, and fostering the exchange of art and ideas. The non-profit company is based in Miami, FL. Through exhibitions, programs, and its collection, ICA provides an international platform for the work of local, emerging, and under-recognized artists, and advances the public appreciation and understanding of innovative art. ICA was launched in 2014 and opened its new permanent home in Miami's Design District on December 1, 2017.

State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts.

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.

Massachusetts Audubon Society, Inc. works to protect the nature of Massachusetts for people and wildlife. It cares for acres of conservation land, provides educational programs for children and adults, and advocates for sound environmental policies at the local, state, and federal levels. The company was founded in 1896 and is headquartered in Lincoln, MA.

Founded in 1978, State Street Global Advisors' Advanced Research Center is the research arm of State Street Global Advisors. The firm is a subsidiary of State Street Corp. (NYSE: STT), a leading provider of financial services to institutional investors including corporations, retirement plans, public funds, endowments, foundations and third-party distributors. They provide quantitative research and develop quantitative models for active strategies in equities, fixed-income, asset allocation and currencies

The Conference Board, Inc. is a membership organization working for the public interests. It creates and disseminates knowledge about management and the marketplace to help businesses in their performance and to better serve the society. The firm publishes information and analysis, makes economics-based forecasts and assesses trends, and facilitates learning by creating communities of interest that bring together senior executives from around the world. The company was founded in 1916 and is headquartered in New York, NY.

The Boston Foundation manages charitable funds. The foundation is made up of separate funds, which have been established by hundreds of donors either for the general benefit of the community or for special purposes. It is also a partner in philanthropy, making it easy for donors to give, and keeping donors informed about programs that are working. The Boston Foundation was founded in 1915 and is located in Boston, MA.

Part of The Conference Board, Inc., Committee for Economic Development is a nonprofit, nonpartisan, business-led organization that delivers well-researched analysis and reasoned solutions in the nation's interest. The company is based in New York, NY. The company's trustees, who are chief executive officers and key executives of leading US companies, bring their unique experience to address pressing policy issues. The company collectively represents 30+ industries, over a trillion dollars in revenue, and over 4 million employees. Founded in 1942, the organization uses cookies to improve their website and offers products and services to enhance user experience. Committee for Economic Development was acquired by The Conference Board, Inc. on January 14, 2015.

The Marine Biological Laboratory provides research and educational services. It offers a range of courses, workshops, conferences, and internships, discovery-based education programs and courses. The firm s a private marine laboratory, supporting scientists and staff working in such fields as cell and developmental biology, ecology, microbiology, molecular evolution, global infectious disease, neurobiology, and sensory physiology. The company was founded in 1888 and is headquartered in Woods Hole, MA.

Beth Israel Deaconess Medical Center provides medical services. It offers patient care, biomedical research, teaching, and community services. It also provides organ transplantation, breast cancer care, and cardiac surgery services. The company was founded in 1896 and is headquartered in Boston, MA.

The Boston Public Library Foundation is an organization that supports the Boston Public Library. The private company is based in Boston, MA. The foundation provides information about library events, classes, and services, and allows users to search the catalog for books, movies, music, and more.

The EastWest Institute operates as a network of influential stakeholders that engages in building trust and preventing conflict worldwide. The non-profit company is based in New York, NY.

State Street Global Advisors AG provides investment advisory services. Its products include active equity, alternatives, cash funds and solutions, indexing, multi-asset, SPDR ETFs and smart beta. The company was founded by Scott F. Powers in 1978 and is headquartered in Zurich, Switzerland.

MCI Communications Services LLC provides communications and information technology services. The company was founded in 1963 and is headquartered in Basking Ridge, NJ.

Part of The Hartford Financial Services Group, Inc., Property & Casualty Insurance Company of Hartford provides property and casualty insurance. The company is based in Hartford, CT.

State Street Global Advisors Trust Co. (SSGA Trust) is an investment advisory firm headquartered in Boston, Massachusetts. The firm is owned by State Street Bank & Trust Co., which is a subsidiary of State Street Corp. (NYSE: STT). SSGA Trust was founded in 2016 for State Street Global Advisors’ US institutional investment management business.

Greater Boston Chamber of Commerce is a non profit organization. It offers business community services and programs such as government affairs forums, executive forums, women’s network, city awake, chamber networking group, city to city, and webinars. The company was founded in 1909 and is headquartered in Boston, MA.

The Ireland Funds is an Irish nonprofit company located in Dublin that operates as a global philanthropic network supporting peace, culture, education and community development.

Abl Space Systems Co. builds rockets to launch small satellites. The company was founded in 2017 and is headquartered in El Segundo, CA.

Reverence Capital Partners LLC (RCP) is an independent private equity firm founded in the year 2013 by Milton R. Berlinski, Peter C. Aberg and Alexander A. Chulack. The firm is headquartered in New York.

The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the investment management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded in 2007 due to the merger of The Bank of New York Company, Inc. and Mellon Financial Corporation. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals.

Beth Israel Lahey Health, Inc. is a non-profir organization provides healthcare services. The company is headquartered in Cambridge, MA.

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.

The American Ireland Fund raises funds for the support programs of peace and reconciliation, arts and culture, education, and community development throughout the island of Ireland. The company was founded by Anthony J.F. O'Reilly and Daniel M. Rooney in 1976 and is headquartered in Boston, MA.

The Financial Services Forum provides financial services. The non-profit company is based in Washington. The American company was founded by Keith Anderson Carby.

WBUR Boston operates a publication house both online and offline.

Part of State Street Corp., State Street Bank & Trust Co. (UK Branch) is a commercial banking services provider. The company is based in London, UK and was founded in 1993.

Part of The Bank of New York Mellon Corp., Mellon Asset Management provides asset management services.