Dave Warner

The Colorado Public Employees' Retirement Association (Colorado PERA) is the State-owned pension fund manager headquartered in Denver, Colorado. The firm was founded by state law in 1931. Colorado PERA provides retirement and other benefits to current and former employees of the Colorado state government, public school teachers in the state, many university and college employees, judges, many employees of cities and towns, State Troopers, and the employees of many other public entities. Colorado PERA is a substitute for Social Security for most of these public employees.

Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA.

Brighthouse Investment Advisers LLC (BIA) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1994 as MetLife Advisers LLC and changed their name into Brighthouse Investment Advisers LLC in 2017. They are a subsidiary of Brighthouse Holdings LLC, which is owned by Brighthouse Financial, Inc. (NASDAQ: BHF). BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, their clients are holders of Marquis Portfolios variable annuity contracts. As noted above, the firm also serves as investment adviser to certain investment companies registered under the 1940 Act.

Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals.

Education Holdings 1, Inc. publishes test preparation material as well as operates test tutoring franchises. The company was founded by John Katzman in 1981 and is headquartered in Framingham, MA.

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.

Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC).

Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds.

Qstream, Inc. provides mobile enterprise application for managing the human side of sales acceleration. Its solutions include life sciences, technology, healthcare and financial services. The company was founded by Duncan Lennox and Barry Paul on September 1, 2008 and is headquartered in Burlington, MA.

Repsly, Inc. provides mobile software solutions . It offers advanced reporting, features, point-of-sale data, integrations, orders and returns. The firm serves the food and beverage, beer, wine and spirits, consumer products and retail services industries. The company was founded by Marko Kovac and Marko Linke in 2010 and is headquartered in Boston, MA.

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.

The American Hospital Association owns and operates hospitals. Its services include patient care, conducting research and development projects on the structuring and delivery of health care services, and providing educational programs and opportunities. The company was founded in September 1899 and is headquartered in Chicago, IL.

The Brigham & Women's Hospital, Inc. provides health care services. The firm offers treatment for cancer, cardio vascular, neurosciences, orthopedic, arthritis, women's health and clinical services. The company was founded in 1980 and is headquartered in Boston, MA.

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.

Launchpad Venture Group LLC (Launchpad Venture Group) is a venture capital firm founded in 2001 by Rick Lucash. The firm is headquartered in Newton, Massachusetts.

The Boys & Girls Clubs of Boston, Inc. aims to help young people, particularly those who require assistance, develop strong character and achieve their full potential as responsible citizens and leaders. The non-profit company is based in Boston, MA. The company accomplishs this by providing a secure environment filled with hope and opportunity, continuous relationships with caring adults, and programs that enhance life.

Health Forum develops and delivers information and services to help health care leaders achieve organizational performance excellence and sustainability. The company’s products and services include AHA data, magazines, industry conferences and Speakers Express. Health Forum is headquartered in Chicago, IL.

National Association of Corporate Directors (New England) is a non-profit organization that provides corporate government information, education, and training for directors and CEOs who are committed to raising standards and improving boardroom performance. The company is headquartered in Amesbury, MA.

The Boston Economic Club, Inc. is a non-profit organization. It focuses on the economic development of Boston. The company is headquartered in Boston, MA.

Boston After School & Beyond, Inc. provides educational services. The firm offers summer, social and emotional learning services. The company was founded in 2005 and is headquartered in Boston, MA.

The Whitlock Group is an insurance agency that helps clients understand their risk profile to make informed insurance decisions. The private company is based in Durham, NC. The company offers personal insurance options from multiple carriers at competitive prices.

Metropolitan Life Insurance Co. (Investment Portfolio) (MetLife-IM) is the insurance management division of Metropolitan Life Insurance Co., which is owned by MetLife, Inc. (NYSE: MET), a global provider of insurance, annuities and employee benefit programs. The firm is headquartered in New York City with additional office in Morristown, New Jersey. MetLife-IM offers group dental benefit plans for individuals, employees, retirees and their families and provides dental plan administration for over 20 million people. The firm provides disability products for individuals, as well as employee and association groups who receive them through their employer.

Netra, Inc. provides user-generated video hosting services. The company was founded by Shashi Kant and Amit Phansalkar in 2013 and is headquartered in Boston, MA.

Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits.

Seraf Private Investor Office LLC provides portfolio management services. The private company is based in Cambridge, MA. The company was founded by Hambleton D. Lord. Hambleton D. Lord has been the CEO since incorporation.

Point32Health, Inc. is a health and wellbeing organization that provides affordable and high-quality health care to its 2 million members. The non-profit company is based in Watertown, MA, and has subsidiaries in the United States. The company offers a diverse range of health plans that cater to the needs of its members, regardless of their age, race, ethnicity, socioeconomic status, orientation, gender identity, or ability. Point32Health is one of the top twenty health plans in the United States and builds on the quality of its founding organizations, Tufts Health Plan and Harvard Pilgrim Health Care. Cain A. Hayes has been the CEO of the company since 2021.