Jamie Allen Upson

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.

John Hancock Life Insurance Co. (USA) provides investment advice. The firm offers insurance and investment products and services to retail and institutional customers. It is the investment advisor responsible for management of the insurance company and other institutional portfolios. The company is headquartered in Boston, MA.

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

Formed in 2004, MIT Investment Management Co. (MITIMCo) oversees the investments of the Massachusetts Institute of Technology's assets, including the endowment, the current funds, the pension assets, and other institutional assets. MITIMCo is located in Cambridge, Massachusetts.

Heritage Property Investment Trust, Inc. operates as a real estate investment trust. It is engaged in the acquisition, ownership, management, lease and redevelopment of grocer and community shopping centers in the Eastern, Midwestern and Southwestern United States. Heritage Property Investment Trust is a subsidiary of Centro Properties Group. The company was founded on July 9, 1999 and is headquartered in Boston, MA.

Founded in 1986 by John Ciarleglio and David Seeley, Longfellow Investment Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm offers discretionary investment management services primarily to US-based institutions, including banks, corporations, foundations, family offices, insurance companies, mutual funds, pension plans, Taft-Hartley plans, and not-for-profit organizations.

Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC).

Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Banyan Capital Partners (Banyan) is a private equity firm founded in 1999. The firm is headquartered in Toronto, Canada.

Berkshire Partners LLC (Berkshire Partners) is a private equity subsidiary of Berkshire Partners Holdings LLC founded in 1986 by Christopher Clifford, Carl Ferenbach, Russel L. Epker, Brad Bloom and Richard Lubin. The firm is headquartered in Boston, Massachusetts.

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.

Union Square Ventures LLC (USV) is a venture capital firm founded by Brad R. Burnham and Frederick R. Wilson in 2003. The firm is headquartered in New York.

Spark Capital Partners LLC (Spark Capital) is a venture capital firm founded in 2005 by Todd Dagres, Santo Politi, Alex Finkelstein and Paul Conway. The firm is headquartered in Boston, Massachusetts.

Perspecta Trust LLC provides bespoke trust, investment and business services for wealthy families. It offers investment management, wealth transfer planning, trustee services, family trust company services and custody and safekeeping. The company was founded by Paul M. Montrone and Paul M. Meister in 2007 and is headquartered in Hampton, NH.

Serent Capital Management Co. LLC (Serent Capital Management) is a private equity firm founded in 2008 by David Kennedy and Kevin Frick. The firm is headquartered in San Francisco, California.

Faithful+Gould, Inc. provides project and program management consultancy services. The company is headquartered in New York, NY.

Obra Capital, Inc. operates as an asset management company. It specializes in the structuring, servicing, financing and management of life settlements, synthetic products, annuities, notes, and structured settlements. The company was founded by Jeffrey Robert Serra in 2009 and is headquartered in Austin, TX.

Natixis Investment Managers International LLC provides fund management services. The company was founded on October 23, 2007 and is headquartered in Boston, MA.

Founded in 1992, Wooster Corthell Wealth Management, Inc. is a registered investment advisor located in Hebron, Connecticut. The firm was formerly known as Apex Investment Services, Inc. Wooster Corthell provides personalized investment management services to individuals, families, retirement plans, trusts, charitable organizations and small businesses.

Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.

New England Guild Wealth Advisors, Inc. (Guild) is an independent registered investment advisor and wealth management firm headquartered in Avon, Connecticut. Founded in 1991, Guild provides investment advisory services to individuals, families, retirement plans, trusts and endowments, on both a discretionary and a nondiscretionary basis.

Data Point Management Company LLC (Data Point Capital) is a venture capital firm founded in 2012by Scott L. Savitz. The firm is headquartered in Boston, Massachusetts.

Part of SS & C Technologies Holdings, Inc., SS & C GlobeOp is a company that provides alternative fund management services. The company is based in New York, NY.

Crosby Advisors LLC is a single-family office headquartered in Salem, New Hampshire. The firm manages the family assets of Edward Crosby 'Ned' Johnson III, which owns the Fidelity Investments.

Keane, Inc. provides information technology services. The private company is based in Boston.

Cove Hill Partners LP (Cove Hill Partners) is a private equity firm, a subsidiary of Cove Hill Partners Management LLC founded in 2017. The firm is headquartered in Boston, Massachusetts.

Trahan Macro Research LLC (TMR) is an independent macro research boutique headquartered in New York City. The firm was founded in 2020 by Francois Trahan along with five colleagues. TMR publishes timely research reports that cover thematic macro topics. Their clients are the most sophisticated institutional investors on Wall Street and beyond. TMR aims to help them make top-down macro analysis a key component of their successful investment processes.