James D. MacDonald

Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles.

Protective Life Insurance Co. operates as a stock life insurance company. It engages in the provision of financial services. It operates under the following segments: Real Life and Annuity, Acquisitions, Stable Value Products, Asset Protection, and Corporate and Other. The Retail Life and Annuity segment markets fixed universal life, indexed universal life, variable universal life, traditional, fixed annuity, and variable annuity. The Acquisitions segment focuses on acquiring, converting, and/or servicing contracts from other companies. The Stable Value Products segment sells fixed and floating rate funding agreements. The Asset Protection segment deals with the marketing of extended service contracts. The Corporate and Other segment is consisted of net investment income on assets. The company was founded in 1907 and is headquartered in Birmingham, AL.

Folger Nolan Fleming Douglas Capital Management, Inc. (CMI) is a registered wealth management firm headquartered in Washington, DC. The firm was founded in 1978 as a division of Folger Nolan Fleming Douglas, Inc. (FNFD). In 2006, the firm became a wholly-owned, indirect subsidiary of FNFD, ultimately held by Folger Associates LP. CMI provides investment advice to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations and other non-profit, corporate, and business entities.

Sands Capital Management LLC (Sands Capital) is a SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1992 by Frank Sands and is majority owned by Sands Capital Management LP. Sands Capital provides investment management services to both US and non-US clients who have different tax statuses, often depending on the jurisdiction.

Wall Street Management Corp. (WSMC) is a registered investment advisor headquartered in Darien, Connecticut. The firm is a wholly-owned subsidiary of Morse Williams Holding Co., Inc. WSMC provides discretionary investment advisory services to various types of clients.

Part of Bank of America Corp., BankAmerica Investment Corp. is a finance company. The company is based in Chicago, IL.

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.

Founded in 1983 by William Novelline, Abbot Financial Management, Inc. is a registered investment advisor located in North Andover, Massachusetts. The firm provides investment management services to individuals, families, corporations, retirement plans and foundations.

Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students.

Kimber Petroleum Corp. operates gasoline distributor and services stations. It was founded in 1937 and is headquartered in Liberty Corner, NJ.

The National Collegiate Athletic Association administers intercollegiate sports activities. The company was founded in 1905 and is headquartered in Indianapolis, IN.

Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients.

Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families.

Rocket Ventures (Rocket Ventures) is a venture capital firm founded in 1999 by Jeff Allen,David Adams and Larry Roberts. The firm is headquartered in Menlo Park, California.

Eppler Guerin & Turner, Inc. provides security brokerage services. The private company is based in Dallas, TX.

The Boston Economic Club, Inc. is a non-profit organization. It focuses on the economic development of Boston. The company is headquartered in Boston, MA.

The Langley School is a non-profit organization that provides educational services. It also engages in athletics, performing arts, visual arts, and service learning programs. The company was founded in 1942 and is headquartered in McLean, VA.

Sands Capital Ventures LLC (Sands Capital Ventures) is a venture capital subsidiary founded in 2010 by Frank Sands. The firm is headquartered in Arlington, Virginia.

CrossAmerica GP LLC provides petroleum products. The company is headquartered in Dover, DE.

Ducommun LaBarge Technologies, Inc. provides electronics manufacturing services. It offers cable assemblies and interconnect systems, printed circuit board assemblies, high-level electronic and electromechanical assemblies, system integration, engineering and design support, and program management. The company was incorporated in 1968 and is headquartered in Carson, CA.