Brendan Patrick Hughes

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).

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Mutual of America Capital Management LLC (Capital Management) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 and is wholly-owned by Mutual of America Holding Co. LLC and indirect, wholly-owned subsidiary of Mutual of America Life Insurance Co. Capital Management provides investment advisory services to registered investment companies (mutual funds), institutional investors, and to Mutual of America’s general account.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Seaport Global Securities LLC is a full service investment bank, capital markets advisory and research platform headquartered in New York City with offices across the US and in Europe. They are a subsidiary of Seaport Global Holdings LLC. The firm offers access to a broad selection of fixed income and equity products, as well as the market intelligence to provide insight to dynamic opportunities for its clients. Seaport Global Securities provides clients access to innovative trading solutions, competitive rates, quality execution, and superior service. Their equity trading team focuses on identifying liquidity in US, Canadian and European markets. The fixed income distribution platform covers all areas of the credit spectrum.

Founded by Richard J. Rosenblatt in 1979, Rosenblatt Securities, Inc. is a broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research

Founded in 2002 by Randall K. Rowe, Green Courte Partners LLC is a private equity real estate investment firm located in Chicago, Illinois.

George McKelvey & Co., Inc. (GMCo) is an independent, SEC-registered investment advisor headquartered in Manasquan, New Jersey. Founded in 1960, GMCo develops, implements and manages personalized investment strategies for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

First Long Island Investors LLC (FLII) is a SEC-registered investment advisor headquartered in Jericho, New York. The firm was founded in 1983 by Ralph Palleschi and Robert Rosenthal. They are a subsidiary of First Long Island Investor Holdings, Inc. FLII provides a broad range of investment and financial services to individuals, corporations, pension and profit-sharing plans, pooled investment vehicles, and charitable organizations.

Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe.

WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations.

Ibex Investors LLC (Ibex Investors) is a venture capital firm founded in 2003 by Justin B. Borus. Ibex Investors LLC is headquartered in Denver, Colorado.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals.

Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

WestPark Capital, Inc. (Securities) (WPC-Broker) is the securities brokerage division of WestPark Capital, Inc., a full-service investment banking firm headquartered in Los Angeles, California. The firm was founded in 1999 and is principally owned by Westpark Capital Group LLC. WPC-Broker provides a full array of trading and execution services to serve the needs of both private and public companies worldwide, as well as individual and institutional investors.

Founded in 1992 by Joseph DuCote and Frank Soriano, Sutter Securities, Inc. is a FINRA-registered broker/dealer located in San Francisco. The firm underwrites, trades and sells fixed-income and equity products. Their trading desk also engages in agency transactions in U.S. Government and agency obligations, municipal bonds, corporate bonds, MBS, ABS, listed and over-the-counter stocks, and domestic and foreign CDs and commercial paper. The firm serves domestic and international institutional clients, including bond and mutual funds, insurance companies, corporations, banks, retirement funds and investment advisors. Sutter Securities provides a full array of trading and execution services for their clients. They do not provide any internal research.

Brightstar Capital Partners LP (Brightstar Capital) is a private equity firm founded in 2015 by Andrew S. Weinberg. The firm is headquartered in New York.

Mass General Brigham, Inc. (Investment Management) (Mass General Brigham-IM) is the investment management division of Mass General Brigham, Inc., a non-profit, integrated healthcare system headquartered in Boston, Massachusetts. Mass General Brigham-IM manages the investment portfolio of insurance clients.

Cresset Asset Management LLC (Cresset) is s a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded in 2017 by Douglas Regan and Jack Ablin. They are a subsidiary of Cresset Capital Management LLC, owned by Cresset Manager LLC. Cresset offers investment advisory and family office services to individuals, high-net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, other business entities and pooled investment vehicles.

Cherry Bekaert LLP engages in the provision of financial and management services. It offers services such as assurance, tax, advisory, cybersecurity, wealth management, consulting, and corporate tax planning strategies. The company was founded in 1947 and is headquartered in Richmond, VA.

Cresset PKP LLC is a wealth management firm headquartered in Reston, Virginia. Formerly known as PagnatoKarp Partners LLC, the firm was founded by Paul Pagnato Jr. and David Karp in 2016. They were acquierd in 2020 by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Cresset PKP provides investment advisory, family office, and other services to individuals, families, and institutional clients.

Greenspring Associates Inc is a venture capital subsidiary of StepStone Group, Inc. founded in 2000 by C. Ashton Newhall. The firm is headquartered in Owings Mills, Maryland.

Grotech Management Co (Grotech Management) is a venture capital firm founded in 1984 by Frank A. Adams. The firm is headquartered in Owings Mills, Maryland.

Blue Delta Capital Partners LLC (Blue Delta Capital Prtnrs) is a private equity firm founded in 2009 by Mark A Frantz and Kevin Robbins. The firm is headquartered in McLean, Virginia.

KPMG International Cooperative focuses on the promotion of the economic interests of its members. It engages in the protection, promotion, improvement, and expansion of the KPMG Group. The company was founded on February 8, 1988 and is headquartered in Zug, Switzerland.

Sterling Fund Management LLC (Sterling Partners) is a Private Equity firm founded in 1983 by Eric Becker, Michael Bronfein, Shoshana M. Vernick, Jeff Elburn. The firm is headquartered in Chicago, Illinois.

Tillman Venture Partners LLC (TVP) is a venture capital firm founded in 2017 by Teddy Potter. The firm is headquartered in St. Louis, Missouri.

Social Starts LLC (Social Starts) is a Venture Capital firm is founded in 2012. The firm is headquartered in San Francisco, New York.

NVWM LLC, do-business-as Ventura Wealth Management (VWM), is a registered independent investment advisor headquartered in Yardley, Pennsylvania. The firm was founded by Nicholas “Nick” Ventura in 1999. VWM provides financial planning and consultation services to their clients, including individuals and high-net worth individuals; trusts, estates, charitable organizations; corporations; pension plans and 401(k).

Ernst & Young Global Ltd. engages in the provision consulting services. Its services include assurance, consulting, strategy and transaction, and tax. The company was founded on November 26, 2001 and is headquartered in London, the United Kingdom.

The Strategic Group P.R. LLC (The Strategic Group PR) is a private equity subsidiary of The Strategic Group founded in 1996 by Robb Rill. The firm is headquartered in Dorado, Puerto Rico.