Keri Wong

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.

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

MacroChem Corp. Develops pharmaceutical products to prevent chemicals in insect repellant from penetrating the skin. Its drug delivery technologies include Soft Enhancement of Percutaneous Absorption, MacroDem and DermaPass. The company was founded in 1982 and is located in Wellesley Hills, MI.

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.

Constitution Research & Management, Inc. (CRM) is an independent asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1989 by Wallace Wadman. CRM provides investment advisory services to individuals, pensions and profit-sharing plans, trusts, estates, and charitable organizations, corporations or business entities, and religious and educational organizations.

Covalent Partners LLC (Covalent) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Concord, Massachusetts. The firm was founded by Robert Hockett in 2005. Covalent provides investment advisory services to pooled investment vehicles intended for high net-worth individuals and institutional investors.

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.

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.

Bullhorn, Inc. provides cloud-based customer relationship management (CRM) and operations solutions for the staffing industry. It products include applicant tracking system, business intelligence, CRM, pulse, and VMS integration. The company was founded by Roger Colvin, Barrett B. Hinckley, and Arthur Papas in 1999 and is headquartered in Boston, MA.

GoldenTree Asset Management LP (GoldenTree) is a registered independent investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2000 by Steven A. Tananbaum, Steven Shapiro, Frederick Haddad and Leon Wagner. GoldenTree manages discretionary investment funds and advisory accounts for institutional investors including public and corporate pensions, endowments, foundations, insurance companies, family offices and sovereign wealth funds.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

NBW Capital LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Hugh Taylor in 1991 doing business as Taylor Investment Associates. In January 2008, Taylor Investment Associates changed its legal business name to Taylor Investment Counselors and, in October 2014, Taylor Investment Counselors changed its legal business name to NBW Capital LLC. NBW Capital provides investment advisory services to individuals, families, trusts, estates and institutions such as, but not limited to, corporations, ERISA plans and non-for-profit organizations.

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.

Ropes & Gray LLP provides legal and private equity services. Its practice areas include asset management, banking, business and commercial litigation, business restructuring, capital markets and corporate governance and compliance. The company was founded in 1865 and is headquartered in Boston, MA.

Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.

Wells Fargo Asset Management Luxembourg SA provides investment management services. The company is based in Hesperange, Luxembourg and has subsidiaries in Luxembourg.

Part of Rimes Technologies Corp., RIMES Technologies Ltd. is a British company that provides data processing services to asset managers and owners. The company is based in London, UK.