Joseph D. Duffey

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 its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds.

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

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.

DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs.

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, TSE: 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.

MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

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.

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.

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.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Alkeon Capital Management LLC (Alkeon) is a SEC-registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded in 2002 and is owned by Panayotis 'Takis' Sparaggis. Alkeon provides portfolio management and sub-advisory services to private domestic and offshore investment funds, registered investment funds and other products.

Everstone Capital Asia Pte Ltd (Everstone Capital Asia) is a private equity firm, a subsidiary of Everstone Capital Ltd founded in 2006 by Sameer Sushil Sain and Atul Kapur. The firm is headquartered in Singapore with additional office offices in Mumbai, New Delhi, Gurgaon, New York, Dubai and Mauritius.

VLCC Health Care Ltd. is a beauty and weight management services center. It operates through the following business segments: VLCC branded wellness & beauty clinics, VLCC branded personal care products, and VLCC branded institutes for skill development in beauty and nutrition. The VLCC branded wellness & beauty clinics segment provides wellness therapies, including immunity boosting packages and post-COVID-19 recovery programs, weight management packages delivered through nutrition management, physical activity regimen and behavioral counseling, and regular beauty parlor services, including hair styling, hair coloring, and grooming. The VLCC branded personal care products segment evolves beauty and wellness needs to build and grow a diversified product portfolio in-house, and market over skin-care, hair-care and body-care products as well as nutraceuticals. The VLCC branded institutes for skill development in beauty and nutrition segment operates professional training academy chains in beauty and nutrition segment. Institute train students annually and offer entry-level as well as skill enhancement courses in multiple disciplines in the beauty and nutrition domain. The company was founded by Vandana Luthra in 1989 and is headquartered in Gurgaon, India.

Indivision Capital Management operates as an investment advisory firm. The company is headquartered in Ebene, Mauritius.

Wellmark, Inc. provides health insurance products and related services. It pays health benefit claims. It also operates through it subsidiaries such as Wellmark Blue Cross and Blue Shield of Iowa. The company was founded in 1948 and is located in Des Moines, IA.

Everstone Capital Ltd. operates as an alternative investment manager; provides real estate investment advisory services. The company is headquartered in Ebene, Mauritius.

Imod Digital (Shanghai) Co., Ltd. develops and publishes online games. It offers mobile games, casual games, web games, and other gaming products. The company was founded by Yi Zhu and Tian Huang on June 2, 2005 and is headquartered in Shanghai, China.

Ripple Labs, Inc. engages in the development of virtual currency and open source payments systems. The firm offers blockchain technology for payments. The company was founded by Christopher A. Larsen, Arthur Britto, and Jed Mccaleb on December 21, 2012 and is headquartered in San Francisco, CA.

IDG Capital Investment Consultant (Beijing) Co., Ltd. was founded in 2006 and provides investment and information consulting services. The private company is based in Beijing, China.

Cassia Networks, Inc. develops and builds Internet of Thins (IoT) solutions for businesses and consumers experience IoT environments. It offers the Cassia enterprise product suite which includes three bluetooth routers: S1000, S1100, and X1000. The company was founded by Fu Yong Zhao in 2014 and is headquartered in San Jose, CA.

Future Media India Ltd. engages in the creation of media properties in stores, malls, and multiplexes. It offers engagement to brands and consumers through its media properties. The company was founded on March 8, 2006 and is headquartered in Mumbai, India.

Part of IDFC First Bank Ltd., Future Capital Investment Advisors Ltd. is an alternative investment manager. The company is based in Mumbai, India. The company was founded in 2005. The CEO is Sameer Sushil Sain.

Ravindranath GE Medical Associates Pvt Ltd. engages in providing healthcare services. It operates specialty hospital chain. The company was founded on September 24, 1998 by Kancheria Ravindranath and is headquartered in Chennai, India.

Goldman Sachs International, Inc. provides investment and financial services. It offers investing, advisory and financing services to client base that includes corporations, financial institutions, governments and high-net-worth individuals. The company was founded in 1988 and is headquartered in New York, NY.

Future E-commerce Infrastructure Ltd. provides ecommerce infrastructure and development, and marketing services Its ecommerce services include infrastructure and development, marketing, technical, and other related services. The company was founded in 2007 and is headquartered in Mumbai, India.

Part of IDFC First Bank Ltd., Horizon Development Management LLC is a Mauritian company that provides investment advice. The company is based in Ebene, Mauritius.

GE Commercial Finance, Inc. provides commercial lending, financing and leasing services. It offers healthcare, manufacturing, fleet management, communications, construction, energy, aviation, infrastructure and equipment services. The company is headquartered in Norwalk, CT.

Barings LLC (Barings) is a private equity firm a subsidiary of Barings LLC founded in 1992. The firm is headquartered in Boston, Massachusetts.