John Shea

Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.

Reebok International Ltd. designs and manufactures apparel, shoes and sports related products. It markets and distributes sportswear and accessories under the Reebok, Rockport, CCM, Jofa, Koho and Greg Norman brands. The company was founded in 1958 and is headquartered in Canton, MA.

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.

Founded in 1922, Weeden & Co. LP is a broker/dealer headquartered in Greenwich, Connecticut with additional offices in Boston, Chicago, Minneapolis and San Francisco. The firm offers a full array of investment services with independent value-added research covering various sectors. Weeden's research goal is to produce independent, actionable long/short ideas that are free from the inherent conflicts created by investment banking. The firm vigilantly monitors proprietary, quantitative and fundamental indicators across all asset classes to identify and communicate important inflection points within the marketplace to clients. Their equities trading division specializes in difficult-to-execute orders. They are a member of the FINRA, NASDAQ and the SIPC.

Founded in 1976, Triad Securities Corp. is a full-service brokerage firm located in New York City. The firm is principally owned by Richard Schultz and Judith Schultz trough Article 6th Trust. Triad Securities provides comprehensive data on the new issue market. They are a global source for equity IPOs, secondaries and convertible bond information. Triad Securities Corp. provides personalized prime broker services to over 300 accounts through a centralized group of prime brokerage specialists who address clients' U.S. and international clearing, financing and support needs. The firm provides comprehensive prime broker services to accounts across all asset sizes and specializes in smaller hedge funds and trading groups with assets of $100 million or less. Triad's prime brokerage allows customers to use the services of multiple prime brokers, while receiving one consolidated account statement through the firm's proprietary web-based reporting system. Triad introduces customer accounts on a fully-disclosed basis to Penson Worldwide, Inc. (NASDAQ: PNSN). The firm's accounts are domiciled at Penson Worldwide, Inc. and are protected by SIPC and excess SIPC (Penson). The firm's Triad Trader Pro (TTP) is a professional electronic execution platform that offers direct market access to customers who prefer to enter their own orders. Clients can trade, chart and quote equities, options and ETFs, customizing the layout to fit their trading style. TTP provides sophisticated order handling, robust analytics and powerful portfolio management tools. In addition, algorithmic strategies are available on TTP and through Triad's full-service execution desk. Triad's full-service execution desk offers you access to various equity, option and convertible/corporate bond markets. The firm provides direct access to an extensive network of investment exchanges, local markets and brokers around the world. Triad also accepts order flow through the Charles River network. The firm's New Issue Service offers timely reports, a searchable database, instant messages and access to Triad's professional traders. The service is a valuable organizational tool for tracking IPOs and secondaries. Reports provide indications on deals, projected first day prices or price ranges on IPOs and a consensus indicator on secondaries. In addition, triad offers independent fundamental and technical research from Olson Global Markets. The Triad IPO Dashboard system provides clients with a centralized source for accessing all of the firm's New Issue Reports and an interactive database containing current IPO and secondary deal data, as well as past performance analyses. The database can be searched by deal type (IPO, secondary, convertible), issuer, symbol, trade date, underwriter, industry, and timing (current, priced, and shelf) going back to the year 2000.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Carlson, Inc. operates hotels and restaurants. It offers hospitality and travel management services to organizations operating in oil and gas, diversified resources and mining, offshore, marine services, and alternative energies sectors; and government institutions and non-governmental organizations. The firm's Its brands include Radisson Hotels & Resorts, Radisson Seven Seas Cruises, and Carlson Wagonlit Travel, among others. The company was founded by Curtis L. Carlson in 1938 and is headquartered in Minnetonka, MN.

Carlson Wagonlit Travel, Inc. provides business travel management services. Its services include travel management, traveler care, and meetings and events. It serves travel buyers and business travelers, as well as companies, government institutions, and non-governmental organizations. The company was founded in 1994 and is headquartered in Minneapolis, MN.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

Enovation Controls LLC operates as a systems-based solutions utilized in many markets including commercial vehicles, natural gas compression, off-highway, material handling, agriculture, and both recreational and commercial marine. The company was founded by Frank W. Murphy III and Kennon Guglielmo in 2009 and is headquartered in Tulsa, OK.

CW Travel Holdings NV owns and operates travel agencies. The company was founded in 1998 and is headquartered in Amsterdam, the Netherlands.

WorldatWork is a non-profit company that provides a platform for sales compensation and operations experts to meet, network, and learn. The company is based in Scottsdale, AZ. The company offers solutions to drive better sales results and provide their members with instant access to comprehensive, real-time pay data to keep up with the evolving talent market. The CEOs of the company are Scott Cawood, Mihai Popoaca.

The Providence Mutual Fire Insurance Co. provides investment advice. The firm offers insurance protection for homeowners, renters, condo owners, landlords, small business owners, and drivers for personal or business autos. The company was founded on October 27, 1800 and is headquartered in Warwick, RI.

i/o Data Centers LLC provides outsourced data center, collocation and disaster recovery services. The firm’s collocation services include state-of-the-art colocation, network and 24xforever support. The company was founded by Anthony Wanger, William D. Slessman and George D. Slessman in 2007 and is headquartered in Phoenix, AZ.

The Providence Mutual Fire Insurance Co. (Invt Port) (Providence Mutual-IP) is the investment portfolio division of The Providence Mutual Fire Insurance Co., a property & casualty insurance company headquartered in Warwick, Rhode Island. The firm offers home insurance, business insurance, auto insurance, and more in Connecticut, Maine, Massachusetts, New Hampshire, New Jersey, and Rhode Island through independent agents. Providence Mutual-IP manages the insurance company portfolio.

Part of Société BIC SA, BIC USA, Inc. is a company that offers handwriting resources, printables, activities, and lesson ideas for teachers to make handwriting fun for students. The company is based in Shelton, CT. The company also provides a range of products from stationery to beauty products, including iconic products such as the BIC Cristal, the BIC 4 Colours, and the Tipp-Ex. Additionally, the company offers new products such as the BIC Shave Club razors and the temporary tattoo markers BodyMark by BIC. The CEO of the company is Gonzalve Marie Leon Bich.

Part of Sofos Pte Ltd., PT Lee Cooper Indonesia is a retail clothing company based in Jakarta, Indonesia. The Indonesian company operates 91 retail clothing stores. PT Lee Cooper Indonesia was acquired by Sofos Pte Ltd. from Lee Cooper Holdings LLC on January 12, 2010.