Douglas Salamone

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.

Nationwide Life Insurance Co. engages in the provision of long-term savings and retirement products. It operates through the following segments: Life Insurance, Annuities, Workplace Solutions, and Corporate Solutions and Other. The Life Insurance segment consists of life insurance products such as individual variable universal life, traditional life, fixed universal, and indexed universal life insurance products. The Annuities segment offers individual deferred annuity products and immediate annuities. The Workplace Solutions segment deals with private and public sector retirement plans businesses. The Corporate Solutions and Other segment includes COLI and bank-owned life insurance products, small business group life insurance, spread income on Federal Home Loan Bank of Cincinnati funding agreements, and net investment income on invested assets not assigned to other reportable segments. The company was founded in 1929 and is headquartered in Columbus, OH.

Deluxe Business Operations, Inc. used to design and produce printed products. The company products are business forms, checks, envelopes, labels and greeting cards, retail merchandising aids, packaging, shipping and warehouse supplies. The company was founded in 1952 and was headquartered in Groton, MA.

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.

Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients.

Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program.

Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds.

Redwood Investments LLC (Redwood) is a SEC-registered investment advisor headquartered in Newton, Massachusetts. The firm was founded in 2004 by Jennifer Silver and Michael Mufson. In 2024, they were acquired by Alger Group Holdings LLC, a wholly owned subsidiary of Alger Associates, Inc. Redwood manages taxable and non-taxable equity investment portfolios for institutional clients worldwide.

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.

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.

JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals.

Voya Services Co. offers insurance and other financial investment services. The firm offers retirement plans, life insurance, mutual funds, managed accounts, alternative investments, direct banking, institutional investment management, employee benefits, and financial planning. The company was founded in 1983 and is headquartered in Atlanta, Georgia.

Adirondack Trust Co. Asset Management (Adirondack AM) is an investment advisory firm headquartered in Saratoga Springs, New York. The firm is a subsidiary of The Adirondack Trust Co. (OTCPK: ADKT). Adirondack AM provides asset management, financial planning, record keeping, custodial and administrative services for individual and institutional clients.

Citizens Bank & Trust Co. operates as a bank. It provides personal, business, corporate banking, and real estate services. The company was founded in 1889 and is headquartered in Kansas City, MO.

Part of NFP Holdings LLC, NFP Retirement, Inc. is a company that offers game-changing solutions for businesses to factor in all the considerations of employee and compliance needs. The company is based in Aliso Viejo, CA and was founded in 2000. The company provides provider searches and fee benchmarks as cornerstones of their service model, using an RFP approach to ensure that apples-to-apples comparisons are used.

Part of BWG Strategy LLC, OTR Global LLC is an investment advisor founded in 1995. The company is based in Purchase, NY. OTR Global provides research services for various industries such as consumer, retail, healthcare, and technology. The company offers field force conferences, research reports, and custom research. The company's methodology includes compliance and industry sources. OTR Global trademarks include OTR, OTR Primary Intelligence, OTR Field Force, and Off the Record Research. OTR Global was acquired by BWG Strategy LLC from OTR Global Holdings II, Inc. on March 13, 2023.