Daniel Northrup

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.

Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

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.

AlphaSimplex Group LLC (AlphaSimplex) is a SEC-registered investment adviser and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 and became an investment affiliate of Virtus Investment Partners, Inc. (Nasdaq: VRTS) in 2023. AlphaSimplex provides discretionary and non-discretionary services to investment companies, private funds, corporations, state or municipal government entities, and other business entities.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

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.

Walton Street Capital LLC is a Private Equity firm, a subsidiary of Walton Capital Advisors LP founded in 1994. Walton Street Capital LLC is headquartered in Chicago.

Mercer Management Consulting, Inc. provides management consulting services. The company offers business design innovation, brand strategy, operational excellence, transformation, and portfolio strategy services. The firm was founded in 1990 and is located in New York, 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.

Formation Capital LLC (Formation Capital) is a private equity firm founded in 1999 by Arnold M. Whitman and Steve Fishman. The firm is headquartered in Atlanta, Georgia.

Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY.

White Star Petroleum LLC operates as an independent oil and natural gas company. It focuses on the acquisition, development, operation and production of unconventional oil and natural gas properties. The company was founded by Aubrey Kerr McClendon in 2013 and is headquartered in Oklahoma City, OK.

Difesa Capital Management LP (Difesa) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Peter Cohen, Andrew Cohen and Greg Davis in 2019. Difesa provides discretionary investment advisory services to pooled investment vehicles and separately managed accounts intended for institutional and other sophisticated investors.

Green Places LLC is an all-in-one sustainability platform that provides businesses with the technology, tools, and team to launch, scale, and share sustainability practices. The company is based in Raleigh, NC and was founded by Alex W. Lassiter, who has been the CEO since incorporation. Green Places supports leading businesses from various industries and has over 2,000 integrations to automate data collection and reduce carbon footprint. The company was founded in 2021 with the goal of democratizing sustainability and making it accessible to all businesses, regardless of their starting point.

Part of Atlantic Business Technologies, Inc., NovelProjects Technologies is a company that provides web development services. The company is based in Raleigh, NC. The company was founded by Brooks Bell, Jesse Daniel Lipson. NovelProjects Technologies was acquired by Atlantic Business Technologies, Inc. on May 19, 2010.

Founded in 1969, the Andrew W. Mellon Foundation is a not-for-profit corporation located in New York City. The foundation was formed through the consolidation of two foundations: the Avalon Foundation and the Old Dominion Foundation. The Avalon Foundation was founded in 1940 by Ailsa Mellon Bruce, daughter of Andrew W. Mellon. The Old Dominion Foundation was founded in 1941 by Paul Mellon, son of Andrew W. Mellon. When the two foundations were consolidated, the foundation was renamed. The Andrew W. Mellon Foundation makes grants in six program areas: higher education and scholarship, scholarly communications, research in information technology, museums and art conservation, performing arts and conservation and the environment.

Part of Royal Bank of Canada, RBC Capital Markets, Inc. provides investment advice. The company is based in Albany, NY.

US Food & Drug Administration operates agencies to protect health and human services. It protects and promotes public health through the control and supervision of food safety, tobacco products, dietary supplements, prescription and over-the-counter pharmaceutical drugs, vaccines, biopharmaceuticals, blood transfusions, medical devices, electromagnetic radiation emitting devices, cosmetics, animal foods and feed and veterinary products. The company was founded by Theodore Roosevelt and Harvey Washington Wiley on 30th June, 1906 and is headquartered in Silver Spring, MD.

Learning Ally, Inc. provides educational support services. It produces & distributes tapes and CD-ROMs of textbooks for students as well as recordings of reference and professional materials to individuals with print disabilities such as blindness, visual impairments and dyslexia. The company was founded by Anne T. MacDonald in 1948 and is headquartered in Princeton, NJ.