Peter Stanton

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).

Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.

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.

Part of Centene Corp., Physicians Health Services, Inc. is a company that provides health service plans. The company is based in Trumbull, CT. Physicians Health Services was acquired by Foundation Health Systems, Inc. on January 02, 1998 for $263.01 million.

Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients.

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.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

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.

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.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

The Boston Bar Association is the largest legal network in Boston, MA. The non-profit company's focus is on justice, community, education, and inclusion. Membership is available for those interested in joining.

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.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee.

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.

Elk Lake Capital LLC (Elk Lake Capital) is a private equity firm founded in 2011. The firm is headquartered in Scranton, Pennsylvania.

Hearst Magazines Corp. engages in publishing magazines. The company is headquartered in New York, NY.

United HealthCare Services, Inc. provides health benefit programs for individuals and families, employers, military service members, and retirees and their families. It offers Medicare plans, Medicaid plans, medical plans, consumer driven health plans, dental plans, vision plans, disability plans, life insurance plans, critical illness plans, and accident insurance plans. The company was founded in 1974 and is headquartered in Minnetonka, MN.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Intandem Capital Partners LLC (Intandem Capital Partners) is a private equity firm founded in 2003 by Elliot S.Cooperstone. The firm is headquartered in New York.

Oak HC/FT Management Co. LLC (Oak HC/FT Management) is a venture capital firm founded in 2014 by Ann Huntress Lamont, Andrew W. Adams and Tricia F. Kemp. The firm is headquartered in Stamford, Connecticut with additional office in San Francisco.

GreenOak Real Estate LP is a Private Equity firm, a subsidiary of BGO US Real Estate LP founded in 2010 by Karamjit Singh Kalsi. GreenOak Real Estate LP is headquartered in New York.

Consulting Medical Associates, Inc. develops technology platform that creates virtual clinic. It provides remote care, in-person care, and supporting services. The company was founded by Owen Tripp and Lawrence Hofmann in 2011 and is headquartered in San Francisco, CA.

InGensa, Inc. provides information and technology enabled health services. It serves the health care marketplace including care providers, employers, life sciences, health plans, government and individuals and families. The firm's resources include data and analytics, financial services, health care delivery, health information technology, health plan operations, pharmacy benefit management, population health management and revenue cycle management. The company is headquartered in Eden Prairie, MN.

Warner Media LLC produces and distributes media content. The company was founded by Stephen Jay Ross in March 1972 and is headquartered in New York, NY.

Metrohartford Alliance, Inc. is an organization that drives economic development and growth in Hartford, CT. The private company is committed to improving the economy and quality of life in the area.

Greater Hartford Arts Council, Inc. is a non profit organization that provides leadership for the financial success and organizational stability of the arts, heritage and cultural community of Connecticut’s capital region. It supports the growing non-profit arts and cultural sector with operating support grants to the five largest community institutions: the museum, the ballet, the opera, the symphony, and the theatre company. The company was founded in 1971 and is headquartered in Hartford, CT.