David J. Dalton

The California Public Employees' Retirement System (CalPERS) is a state-owned pension fund management firm headquartered in Sacramento, California. Founded in 1932, the firm has long been at the forefront of shareholder activism in the US. CalPERS provides retirement and health benefit services to private individuals and employers, specifically active, inactive and retired employees of California state and local public agencies. They routinely put pressure on companies to achieve better corporate performance corporate governance.

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.

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

PGIM, Inc. is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1984 and is a direct subsidiary of PGIM Holding Co. LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM provides institutional clients with investment solutions worldwide. It is comprised of autonomous asset management businesses each specializing in a particular asset class with a focused investment approach: PGIM Institutional Advisory & Solutions (provides advisory services to institutional clients located in the US and outside of the US), PGIM Fixed Income (an adviser primarily focused on public fixed income investments), PGIM Real Estate (a provider of real estate investment advisory services) and PGIM Capital Group (a private fixed income investment adviser, also known as Prudential Capital Group).

Templeton Investment Counsel LLC (TIC) is a SEC-registered investment advisor and mutual fund manager headquartered in Fort Lauderdale, Florida. The firm was founded in 2000 and is a wholly-owned subsidiary of Templeton Worldwide, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). TIC provides investment advisory and portfolio management services to US and non-US registered funds, and unregistered funds, as well as separate accounts for institutional and high net-worth clients.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

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.

Clarion Partners LLC / Private Equity is a Private Equity firm, a subsidiary of Clarion Partners LLC founded in 1982 by Steve J. Furnary and Frank L. Sullivan. Clarion Partners LLC / Private Equity is headquartered in New York.

The Boston University Office of Technology Development invests through the Boston University Technology Fund. The Fund provides venture capital and access to Boston University's scientific and technical resources for promising companies

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

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.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Clarion Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN). Clarion Partners provides investment advisory, sub-advisory, and other services principally to institutional investors, focusing on sourcing, underwriting and managing real estate and real estate-related investments.

The Urban Land Institute operates as a non-commercial research organization. It provides leadership in the responsible use of land and in creating and sustaining thriving communities worldwide. The company was founded on December 14, 1936 and is headquartered in Washington, DC.

Truviso provides analytics software that gives its customers immediate insight into their businesses through continuous, advanced analysis of live production data. Truviso customers are network-driven businesses whose traditional data warehouse and business intelligence solutions cannot deliver actionable information from production systems quickly enough, or cannot scale efficiently with their rapidly increasing volumes of data. Truviso customers gain the flexibility to combine current and historical data in real time for accurate visibility and action for their marketing, sales, operations teams, as well as their partners and customers. The Internet has changed the fundamentals of business. The social web has created a real-time discussion across devices, geographies, applications and users. The flow of information between businesses and consumers has changed dramatically, but the business intelligence technology being used to understand and take action on these conversations is decades old, and was never meant to be used on live production systems. Marketers, advertisers and content providers need immediate insight to understand, optimize and make the most of their videos, ads, articles, downloads and interactions. Getting information about content use and conversations 24 hours after they happen is simply too late for network-driven companies. The conventional store-first, batch-update relational database approach used by business intelligence tools and data warehouses is poorly suited to today’s “need it now” analytics and reporting requirements, and the enormous volume of data these interactions produce. Network-driven companies have had no option but to apply old constructs and technologies to solve a problem that has fundamentally changed. Truviso’s Continuous Analytics software isn’t a faster way to use dated methodologies, but a revolutionary way to process and analyze data—while still adhering to established data management principals. This continuous query technology enables companies to get detailed information about what’s going on across their network instantly, and also enables the system to handle massive amounts of data that previously required very expensive, dedicated infrastructure and complexity. Truviso has multiple patents pending on its continuous query technology, which was originally conceived in 2001 at the University of California, Berkeley, and makes immediate data processing and results across massive amounts of data possible. Truviso, Inc. was founded in 2005 and is lead by Internet and software veterans along with a team of experts in enterprise data management and analytics. Headquartered in Foster City, California, Truviso is funded by ONSET Ventures, Diamondhead Ventures, and the UPS Strategic Enterprise Fund.

Clarion Partners Management LLC engages in real estate industry. The company is headquartered in New York, NY.

JPMorgan Asset Management Holdings, Inc. provides asset management services. It serves institutional and individual investors, managing portfolios, and retirement plans for corporations, governments, and foundations. The company was founded on June 5, 2000 and is headquartered in New York, NY.

e-LYNXX Corp. provides print buyer's software. It offers cloud software for sourcing and managing direct mail, marketing, publications, in-store signage, point of purchase, campaigns, labels, packaging, and all print. The company was founded by William A. Gindlesperger in 1975 and is headquartered in Chambersburg, PA.

Vantage Advisors LLC is a hedge fund manager headquartered in Miami, Florida. The firm is a subsidiary of Vanquish Capital Group LLC. It was founded by Donald Uderitz. In 2022, EP Wealth Advisors LLC, a subsidiary of EPWA, Inc., acquired the firm from Vantage Capital Group LLC. Vantage Advisors provides investment advisory services to high net-worth individuals, funds-of-funds and institutional investors.