Nathan Chesley

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

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.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Charles River Laboratories, Inc. provides research models and laboratory animal support services. It offers quality research models and support services to the biomedical community. The company was founded in 1947 and is headquartered in Wilmington, MA.

Biomedical Research Models, Inc. develops and utilizes specialty animal models to determine the efficacy of new drugs in preventing or ameliorating human diseases. It offers contract research, proprietary models,colony management, and partnership services. The company was founded by Dennis L. Guberski in 1996 and is headquartered in Worcester, 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.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Dailybreak CP LLC provides a social engagement platform to drive brand participation and consumer action at scale through digital promotional campaigns. It delivers an innovative way to view content that entertains, educates, and challenges consumers while creating value and driving digital social action for brand advertisers. The company was founded by Boris Revsin, Jared D. Stenquist, and Jeffrey Cassidy on May 28, 2008 and is headquartered in Boston, MA.

Shopcore Properties LP operates as a real estate investment trust. It seeks investment opportunities throughout the U.S., but focuses on the West Coast, East Coast and Sunbelt regions. The firm generally leases anchor space to national and regional supermarket chains, big-box retailers and select national retailers that frequently offer necessity and value oriented items and generate regular consumer traffic. The company was founded on December 16, 2009 and is headquartered in San Diego, CA.

Kumu Networks, Inc. designs and manufactures wireless systems using full-duplex wireless design technology. Its wireless full-duplex allows a radio to transmit and receive signals at the same time using a single frequency channel. The company was founded by Jung-il Choi, Philip Levis, Sachin Katti, Steven Hong, Mayank Jain and Jeffrey A. Mehlman in 2012 and is headquartered in Sunnyvale, CA.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

FOURPOINTS Asset Management, Inc. (FOURPOINTS) is an independent wealth management firm headquartered in New York City. The firm was founded by Béatrice Philippe in 1981. FOURPOINTS provides long-only equity investment advisory services to US and European-based individuals and institutions.

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.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

Latham & Watkins LLP operates as a full-service law firm or legal matters. It offers services in the areas of finance, litigation, accounting, banking, life sciences, private equity, real estate, government relations, employment law, and outsourcing. The company was founded in 1934 and is headquartered in New York, NY.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Aureus Asset Management LLC (Aureus) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2005 by David W. Scudder and Karen (Kari) Firestone. Aureus provides investment management and wealth management services to high-net-worth individuals and families as well as institutional investors.

The Massachusetts Soldiers Legacy Fund is a non-profit organization that provides support to the families and children of Massachusetts servicemembers who have died in overseas wars. The non-profit company is based in Massachusetts. The organization supports over 45 families who have lost a parent in Operations Enduring or Iraqi Freedom.

Sensata Technologies, Inc. engages in the manufacture of sensors and controls. It offers contractors and high-voltage relays, force sensors, position sensors and encoders, semiconductor interconnect, temperature, liquid level and flow, electrical protection, inverters and chargers, power controls, speed, thermal management, control, motors and actuators, pressure sensors and switches, switches and relays, and wireless sensors and systems. It serves aerospace and defense, industrial, marine, motors, telecom, energy, material handling, professional food equipment, automotive, HVAC, medical, and semiconductors industries. The company was founded by Rathbun Willard on April 24, 1916 and is headquartered in Attleboro, MA.

Qnergy, Inc. engages in the development, production, sale, marketing, and maintenance of systems supplying energy and electric power. It offers compressed air pneumatics, remote power, explosion roof, and hybrid solutions. The company was founded by Nachman Pundak on October 30, 2013 and is headquartered in Ogden, UT.

Shepardson, Stern & Kaminsky provides integrated marketing services. It offers clients the whole marketing kit & caboodle. The company clients include Bill & Melinda Gates Foundation, Delta Air Lines, Citibank, Starwood and Working Assets. It has offices in Boston and Los Angeles. The company was founded in 1993 by Rob Shepardson, Lenny Stern & Mark Kaminsky and is headquartered in New York, NY.