Kelly Shaw

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.

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.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Endeavour Capital Advisors, Inc. (Endeavour) is an independent registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded in 1994 by Larry Austin and Mitch Katz. Endeavour provides advisory services on a discretionary basis to pooled investment vehicles intended for sophisticated investors and institutional investors.

Vestmark, Inc. operates technology platform for integrating portfolio management, trading and back office functions. Its services include business process outsourcing, implementations, support, and education services. The company was founded by Charles D. Johnson and David B. Blundin in February 2001 and is headquartered in Wakefield, MA.

Grimes & Co., Inc. (Grimes) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Westborough, Massachusetts. The firm was founded in 1985 by Timothy Grimes. Grimes provides investment advisory services to individuals, business entities, trusts, pension & profit sharing plans, estates, charitable organizations, and state or municipal government entities.

Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds.

Cogo Labs, Inc. supports new companies to be profitable. It offers engineering, analytics, and design solutions. The company was founded by David Blundin and is headquartered in Cambridge, MA.

Altegris Advisors LLC (Altegris) is a SEC-registered investment advisor and holding firm headquartered in La Jolla, California. The firm was founded in 2010 by Matthew Osborne and James Waldinger. Altegris serves as the investment adviser to the following categories of Fund clients: (i) Mutual and Closed-End Funds, and their respective subsidiaries, as applicable; and (ii) Private Funds.

Jobble, Inc. operates online portal to post jobs and select workforces. It serves gig economy, food and beverage, delivery, retail, and light industrial. The company was founded by Zachary Smith and Corey Bober on September 19, 2014 and is headquartered in Boston, MA.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, 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.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Link Ventures LLP (Link Ventures) is a venture capital firm founded in 2006 by David B. Blundin and Rob Chaplinsky. The firm is headquartered in Cambridge, Massachusetts.

Jobcase, Inc. provides recruitment services. It specializes in customer acquisition, job technology, predictive modelling, job posting, social networking, job alerts, and company search. The company was founded by Frederick James Goff in 2009 and is headquartered in Cambridge, MA.

Blue Owl GPSC Advisors LLC (Blue Owl GPSC Advisors) is a private equity subsidiary of Blue Owl Capital founded in 2011 by Jeffry Brown. The firm is headquartered in New York, New York.

Cognius LLC operates an online platform to provide targeted content regarding properties. The company was founded by Jordan Staab, Anne Beckett and Topher Cyll in 2013 and is headquartered in Cambridge, MA.

Dvx Ventures LLC (Dvx Ventures) is a venture capital firm founded in 2019 by Jon McNeil, Karim Bousta and Henry Vogel. The firm is headquartered in Boston, Massachusetts.

Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC.

Railz Financial Technologies, Inc. provides a single application programming interface to all accounting software service providers. It enables on-demand access to financial transactions, analytics, insights, and reports on small business customers. The company was founded by Derek J. Manuge, Sohaib Zahid and Ron Benegbi and is headquartered in Toronto, Canada.

Eze Software Group LLC provides software based investment technology solutions. It specializes on providing office solutions to buy-side and sell-side asset managers. The firm's services encompass implementation, product support, project management, managed services, and sell-side services. The company was founded in January 2013 and is headquartered in Boston, MA.

Roots Automation, Inc. provides zero integration services. It offers library of tools, built with AI, unique exception handling capability, realtime management and monitoring solutions. The firm serves the financial, healthcare, insurance, human resources, and IT industries. The company was founded by Chaz Perera and John Cottongim in October 2018 and is headquartered in New York, NY.

Advocate Technologies, Inc. provides custom loan programs to meet individual needs. The company is based in New York, NY. The company's list of programs is designed to help clients find the right one for them. The company offers post-closing insurance reviews and tracking to ensure compliance. The company's Insurance Operations Platform is designed for lending operations and delivers faster loan closings, better risk management, and happier borrowers. The company was founded by Ashwin Agarwal, who has been the CEO since incorporation.

CareDash is a healthcare search engine and provider directory that aims to create transparency in the healthcare industry and improve the patient experience. The private company is based in the United States and is used by more than 2 million patients every month. The American company presents useful provider information, unfiltered reviews of doctors, dentists, therapists, and other specialists, as well as complex healthcare information and data in a comprehensive and clear manner. CareDash uses artificial intelligence and machine learning to weed out fraudulent reviews and is committed to making it easy for patients to find accessible information that helps them make the right decision about their provider of care.

SaaSworks, Inc. develops software-as-a-service application. The company was founded by James A. O’Neill and Vipul P. Shah in 2019 and is headquartered in Norwell, MA.

Knowbl LLC is a company that offers an industry-leading AI-powered virtual concierge builder. The company is based in Northville, MI. The company's solution helps businesses save time and increase customer engagement without the need for training, mapping, or coding. Knowbl was founded in 2021 by Jay Wolcott, who has been the CEO since 2021.

Joslin Diabetes Center, Inc. is a non-profit organization, which engages in the development of pharmaceuticals for diabetes. It provides adult care, pediatric care, eye care, and education programs and classes. The company was founded by Elliott P. Joslin in 1893 and is headquartered in Boston, MA.

Wittenberg Weiner Consulting LLC provides management consulting services. It offers strategy, program management, financial management, and studies and assessments services. The company was founded by Lauren Weiner in 2004 and is headquartered in Tampa, FL.

CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America.

Ellington Management Group LLC (Ellington) is a SEC-registered investment advisor and hedge fund manager headquartered in Old Greenwich, Connecticut. The firm was founded in 1994 and is primarily owned by Michael Vranos indirectly through his ownership interest in Ellington’s majority owner, EMG Holdings LP. Ellington provides investment advice to pooled investment vehicles and institutional managed accounts.

Hovde Group LLC is a leading boutique investment bank that has been providing advisory services to the financial services sector for over 30 years. The private company offers a full suite of investment banking, capital markets, research, equity sales, and trading services to its clients, including institutional and retail investors, community and regional banks, and other financial companies located throughout the United States. The company is based in Inverness, IL, and has subsidiaries in the United States. Hovde Group consistently ranks among the bank sector's top M&A and capital markets advisory firms, is a leading market maker of community and regional bank stocks, and produces high-quality research from award-winning analysts. The American company was founded in 1987 by Steven Donald Hovde, who has been the CEO since then.

Boston Red Sox Baseball Club LP owns and operates a professional baseball franchise. The company is a member of the American League Eastern Division of the Major League Baseball (MLB). The company was founded in 1901 and is headquartered in Boston, MA.