David Alan Berard

HSBC Global Asset Management (USA), Inc. (AMUS) is the US-based wholly-owned investment advisory and fund management subsidiary of HSBC USA, Inc., and is indirectly owned by HSBC Holdings Plc (LON: HSBA, NYSE: HBC) in Great Britain. The firm was founded in 1986 and is headquartered in New York City. AMUS provides discretionary and non-discretionary advisory services to clients in several major markets and is a multi-product provider of investment and fund management services. For institutions, the firm provides active and tailored portfolio management on a global, regional, asset-class and country specific basis. They also serve as investment adviser to US registered investment companies. AMUS is a signatory to the UN-supported Principles of responsible Investment (UNPRI).

Experian Corp. provides value added in formation solutions. It offers credit, automotive and marketing solutions. The company was founded in October, 1996 and is headquartered in Orange, CA.

Anchor Capital Advisors LLC (Anchor Capital) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. It was founded in 1983 by William Rice. The firm is owned by employees and by the Lincoln Peak Capital, a private investment firm. Anchor Capital offers investment advisory services to pension and profit-sharing accounts (corporate, joint trusteed and professional corporations), charitable accounts including religious, non-profit foundations and educational institutions, corporations (taxable), banks/thrift institutions, individuals, high net-worth individuals, trusts and estates, and registered investment companies.

Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses.

Providence Equity Partners LLC (Providence Equity Partners) is a private equity firm founded in 1989 by Glenn Creamer and Jonathan M. Nelson. The firm is headquartered in Providence, Rhode Island.

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.

Guggenheim Partners LLC provides financial services. It offers investments, securities, and insurance services. The company was founded in 1881 and is headquartered in Chicago, IL.

OCM Distressed Debt Group (OCM) is an private equity firm founded in 1995 by Bruce Allen Karsh and Sheldon Michael Stone. The firm is an operating division of Oaktree Capital Management LP. The firm is headquartered in Los Angeles.

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.

University of Massachusetts Foundation, Inc. (UMass Foundation) is the endowment manager of the University of Massachusetts (UMass), a public research university headquartered in Boston, Massachusetts. The Foundation was founded in 1950 and oversees several programs and initiatives to promote the growth and well-being of UMass. The UMass Foundation endowment consists of several individual funds with varying purposes that support the students, faculty, and academic programs at all five campuses of the University.

Liaoning Fangda Group Enterprise Co., Ltd. distributes metal and construction material, electrical equipment, and other hardware. Its business sectors include Carbon, Iron and Steel, Chemical industries and Medical services. The company was founded on April 24, 2000 and is headquartered in Beijing, China.

The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ.

MoFuse, Inc. provides content publishing services. It services include custom site build, and search and SEO. The company was founded by Berube David in 2008 and is headquartered in Providence, RI.

Marine Acoustics, Inc. provides engineering and management consulting services. The firm offers scientific, engineering, management, and technical services to government and military, academic, and commercial clients in support of a broad spectrum of environmental and underwater acoustics and warfare technology programs. Its services include environmental, naval technology and training support, and research and development. The company was founded in 1983 by William T. Ellison and is headquartered in Middletown, RI.

KODA, Inc. operates a website that provides staffing services. It offers resume preparation, internships and interview advice. The company was founded by Jeffrey Berger and Tony York in 2009 and is headquartered in New Orleans, LA.

Sun Life Everbright Life Insurance Co., Ltd. provides insurance products and services. It offers insurance including accident, life, healthcare, retirement and pension, and insurance and wealth management policies. The company was founded in April 22, 2002 and is headquartered in Tianjin, China.

Applied Science Associates, Inc. provides science and technology solutions. It offers consulting, environmental modeling, and application development to clients. The company was founded in 1979 and it is headquartered in South Kingstown, RI

Omega Fund Management Ltd. (OFM) is the wholly-owned private equity firm founded by Dr. Otello Stampacchia in 2004. The firm is headquartered in the US.

Peak Financial Management, Inc. (Peak Financial) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Pran Tiku in 1991. Peak Financial provides wealth management services to individuals and families.

McGuire Investment Group LLC (dba McGuire Wealth Management) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wakefield, Rhode Island. Founded in 2009, McGuire Wealth Management provides general wealth management services to high and higher net-worth investors which includes portfolio management services and financial planning services. The firm also provides retirement plan services to businesses and other institutional investors.

China Forestry Exchange Co. Ltd. operates as a forestry exchange platform. The private company is based in Beijing, China.

Clean Energy Venture Management LLC (Clean Energy Venture) is a venture capital firm founded in 2017 by Daniel P. Goldman, David S. Miller and Temple Fennell. The firm is headquartered in Boston, Massachusetts.

Dxd Capital (Dxd Capital) is a private equity firm founded in 2020 by Andrew William Dolan and Cory Sylvester. The firm is headquartered in United States.

Miracle Mile Advisors LLC (MMA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brock Moseley in 2007. MMA offers investment advisory services, which includes investment management, financial planning and retirement plan advisory services, to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, insurance companies and retirement plans.