Jeffrey S. Fisher

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.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds.

Broadmark Asset Management LLC (Broadmark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Christopher J. Guptill in 1999 and became a majority owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG) in 2023. Broadmark manages and/or sub-advises mutual funds, retail and institutional separately managed accounts. Tactical Growth is their flagship strategy.

Ekotrope, Inc. offers software solutions. Its products include rater, optimizer, Ekotrope TCO, wall calculator, floor calculator, and roof calculator. The company was founded by Ziv Rozenblum, Cy Kilbourn, Nick Sisler, Edward F Crawley and Benjamin DeLillo in 2011 and is headquartered in Boston, MA.

7AC Technologies, Inc. develops heating, ventilation and air conditioning systems. Its liquid desiccant and plastic membrane plate based air conditioning system is designed to be a drop in replacement for existing rooftop HVAC systems on commercial and industrial buildings. The company was founded by Peter Vandermeulen and B. Eric Graham in 2009 and is headquartered in Beverly, 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.

Berkshire Partners LLC (Berkshire Partners) is a private equity subsidiary of Berkshire Partners Holdings LLC founded in 1986 by Christopher Clifford, Carl Ferenbach, Russel L. Epker, Brad Bloom and Richard Lubin. The firm is headquartered in Boston, Massachusetts.

Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY.

Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms.

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

Ascent Venture Management Inc (Ascent Venture Partners) is a venture capital firm founded in 1985. The firm is headquartered in Boston, Massachusetts.

Bernheim Arboretum & Research Forest is a arboretum, forest, and nature preserve. It offers plan for visits, trails and maps, programs and events. The company was founded by Isaac W. Bernheim in 1929 and is headquartered in Clermont, KY.

Accretive Capital Partners LLC (Accretive Capital Partners) is a private equity firm founded in 2007 by Edwin Wang. The firm is headquartered in West Palm Beach, Florida.

Accretive Capital Advisors LLC provides private equity portfolio advisory services. It leverages relationships with secondary sponsors, pension funds, and institutional investors to match buyers with specific secondary LP interests, to fund unmet capital calls, and to auction entire portfolios to multiple buyers. The company was founded in 2009 and is headquartered in West Palm Beach, FL.