Chloe Duanshi

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

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

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.

Empower Annuity Insurance Company of America engages in the provision of life insurance services. The firm offers annuities, life insurance, investment, and executive benefits. The company was founded in 1891 and is headquartered in Greenwood Village, CO.

Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Portag3 Ventures (Portag3 Ventures) is a venture capital subsidiary of Sagard Private Equity founded in 2015 by Paul Guy Desmarais III and Adam Felesky. The firm is headquartered in Toronto, Canada.

Sagard Private Equity (Sagard) is a private equity subsidiary of Sagard Holdings ULC founded in 2021. The firm is headquartered in Canada with offices in New York and Denver.

The Rockefeller Foundation operates and organizes charitable trusts. The company supports grants, fellowships, and conferences for programs that try to identify and alleviate need and suffering. It was founded in 1913 by John D. Rockefeller Sr. and is headquartered in New York City, NY.

The National Park Foundation is a non-profit organization that partners with the National Park Service to raise private funds for the conservation and preservation of over 84 million acres of national parks in the United States. The National Park Foundation is based in Washington, and the CEO of the non-profit company is Will Shafroth. The company aims to connect Americans with the natural landscapes, culture, and history of these parks, and engage the next generation of park stewards. The organization collaborates with the National Park Service and the park partner community, and relies on the generous support of donors to carry out their mission.

Rockefeller Brothers Fund, Inc. provides grants for social change. The firm promotes democratic practice, sustainable development, peace and security, cultural diversity, and ecological integrity. The company was founded by John D. Rockefeller III in 1940 and is headquartered in New York, NY.

Rockefeller Family Fund, Inc. supports and funds advocacy efforts in society in the areas of environmental protection, advancing the economic rights for women, and helping citizens hold public and private institutions. The company was founded by Martha Rockefeller, John D. Rockefeller, Laurance Rockefeller, Nelson A. Rockefeller Jr., and David Rockefeller in 1967 and is headquartered in New York, NY.

The Boston Foundation manages charitable funds. The foundation is made up of separate funds, which have been established by hundreds of donors either for the general benefit of the community or for special purposes. It is also a partner in philanthropy, making it easy for donors to give, and keeping donors informed about programs that are working. The Boston Foundation was founded in 1915 and is located in Boston, MA.

The Partnership for New York City operates as a charitable organization. It is a network of business leaders and corporations working for the economic and cultural betterment of all five boroughs of the city. The firm provides networking opportunities, conducts research, participates in policy making and lobbies government. The company was founded by David Rockefeller in 2002 and is headquartered in New York, NY.

American Farmland Trust promotes social and civic activities. It is a national non-profit organization working with communities and individuals to protect the land and plan for agriculture. The company was founded by David Rockefeller and Peggy McGrath in 1980 and is headquartered in Washington, DC.

Oceana, Inc. operates as an organization that focused on ocean conservation. The organization works for preventive measures that protect ecosystems before they are exploited by industrial fishing or ruined by pollution. The organization was founded in 2001 and is headquartered in Washington, DC.

Asian Cultural Council, Inc. works to advance international respect and understanding between people and cultures through transformative cultural exchange. The company was founded in 1980 and is headquartered in New York, NY.

TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP.

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).

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.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Part of Financial Institutions, Inc., Five Star Bank is a community bank based in Warsaw, NY. The company offers a wide range of consumer and commercial banking and lending services to individuals, municipalities, and businesses. Martin Kearney Birmingham has been the CEO of the company since 2005.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

The Group's principal activities are to provide investment, financing, advisory, insurance and related products and services on a global basis. The Group's services includes securities brokerage, trading, insurance, record keeping and underwriting through its broker, dealer, banking, insurance and other financial services subsidiaries. The Group operates in three business segments: Global Markets and Investment Banking group, Global Private Client, and Merrill Lynch Investment Managers. The principal subsidiary of the Group is Merrill Lynch, Pierce, Fenner & Smith Inc., which provides securities brokerage, option contracts, commodity and financial futures contracts, selected insurance products, options, corporate and municipal securities, investment banking and business advisory services. The Group operates in Europe, Middle East, and Africa, Pacific Rim, Canada and Latin America. In 2005, the Group acquired Pax Clearing Corp, the advest Group and Amvescap Plc.

Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA.

New York City Ballet, Inc. operates as a dance company. The firm offers athletic, contemporary style, and a repertory of original ballets. The company was founded by George Balanchine and Lincoln Kirstein in 1948 and is headquartered in New York, NY.

Rippowam Cisqua School operates as a private coeducational day school. It offers academic programs, fine and performing arts, competitive athletics, and extracurricular activities. The company was founded on September 19, 1917 and is headquartered in Bedford, NY.

Part of Morgan Stanley, the company is a wealth management firm based in New York, NY. The company provides wealth management services.

Asia Society is an educational organization that aims to promote mutual understanding and strengthen partnerships among people, leaders, and institutions. The non-profit company is based in New York, NY and has subsidiaries in Hong Kong. The company was founded by Tom W. Su and Luis Juan L. Virata.