Jeffrey Burke

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.

Thomas H. Lee Partners LP (Thomas H Lee Partners) is a private equity subsidiary of Thomas H. Lee Advisors LLC founded in 1974. The firm is headquartered in Boston, Massachusetts.

Informa Media, Inc. publishes trade magazines. It provides tools and information that help business professionals to do their jobs better. Its products include fleet discovery, aviation week application, delicious living newsletter, and in-article video. The company was founded in 1886 and is headquartered in New York, NY.

Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA.

Rocket Software, Inc. engages in the development of software products for corporations, government agencies, and other organizations. It offers Rocket Aldon, Rocket BlueZone ,Rocket LegaSuite, Rocket MultiValue Integration Server, Rocket TRUfusion Enterprise, Rocket UniVErse, Rocket API, Rocket D3, Rocket iCluster, Rocket Servergraph, Rocket UniData, and Rocket z/Trim. The company was founded by Andrew J. Youniss on April 16, 1990 and is headquartered in Waltham, MA.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

CJS Securities, Inc. is an independent, registered broker-dealer headquartered in White Plains, New York. The firm was founded by Arnold Ursaner in 1998. CJS Securities seeks to identify quality Small-cap companies that may be inefficiently priced in the market due to lack of research coverage, or a material change in the business. The firm actively follows several stocks that span a number of sectors/industries. They are generalists, not "industry analysts," and therefore tend to seek companies that do not typically slot into traditionally "ranked" categories. Their in-depth basic reports are designed for long-term oriented institutional investors.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Providence Equity Partners LLC (Providence Equity Partners) is a private equity firm founded in 1989 by Glenn Creamer and Jonathan M. Nelson. The firm is headquartered in Providence, Rhode Island.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Signpost, Inc. operates an online marketing platform for small businesses. Its cloud-based platform makes digital and mobile marketing simple and effective for small and medium businesses. The company was founded by John Matthew Buchanan and Stuart Wall in 2010 and is headquartered in New York, NY.

OpenView Investments LLC (OpenView Investments) (OpenView Venture Partners) is a venture capital firm founded in 2006 by Scott Maxwell. The firm is headquartered in Boston, MA.

Monetate, Inc. provides testing, targeting, and personalization services for websites. It products include TestLab that provides Website A/B testing and multivariate testing; LiveTarget that offers Website targeting; Merchandiser that provides product recommendations, badging, and visual search; and LiveAudience, a segmentation product that enables marketers to integrate customer and visitor profile and audience segment data from BlueKai with Monetate's user and real-time target attributes, such as referral and inbound marketing channel, location, weather, device, and in-session behavioral data. The firm's products enable online businesses to implement marketing strategies to test and target website content and features. The company was founded by David Bookspan and David Brussin in 2008 and is headquartered in New York, NY.

Balihoo, Inc. provides marketing automation software technology and services for national brands with local advertising needs. It offers solutions like direct mail to local digital tactics, including local websites, paid search, email, AD builder and co-op campaigns. The company enables enterprise-class marketing at the local level and gives national brands full visibility into all local marketing activities and results. Balihoo was founded by Pete Gombert in 2004 and is headquartered in Chicago, IL.

Cooley LLP engages in the provision of legal services. It offers strategic litigation and business transaction services and is a representative of private and public companies, financial institutions, venture capital firms and nonprofit organizations. Its practices include commercial litigation; patent counseling and prosecution; employment and labor; asset recovery; and estate planning and personal representation. The company was founded in 1920 and is headquartered in New York, NY.

Longwood Fund Management LLC (Longwood Fund) is a venture capital firm founded in 2010 by Christoph H. Westphal, Michelle Detwiler and Richard H. Aldrich. The firm is headquartered in Boston, Massachusetts.

K&L Gates LLP engages in the provision of legal services. The firm represents corporations, growth and middle-market companies, capital markets participants and entrepreneurs as well as public sector entities, educational institutions, philanthropic organizations, and individuals. The company was founded by Kirkpatrick Lockhart in 1946 and is headquartered in Pittsburgh, PA.

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.

IndexIQ Advisors LLC (IndexIQ) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 and is wholly owned subsidiary of IndexIQ LLC. They became an indirect wholly owned subsidiary of New York Life Insurance Co. in 2015. IndexIQ provides a broad array of investment advisory services to registered investment advisers, broker-dealers, Registered Funds operating as ETFs and Mutual Funds, and other clients. The firm offers its services to UMA, Wrap, and other advisory programs of third-party sponsors.

Rafferty Asset Management LLC (RAM) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in New York City. Founded in 1997, the firm provides investment advisory services to registered investment companies and subsidiaries of registered investment companies. RAM also serves as the investment advisor and provides advisory services to the Direxion Funds (formerly the Potomac Funds), the Direxion Insurance Trust (formerly the Potomac Insurance Trust) and the Direxion Shares ETF Trust.

New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY.

Photys Therapeutics, Inc. is a company based in Cambridge, MA that was founded by Longwood Fund and Dr. Amit Choudhary of Brigham and Women's Hospital and the Broad Institute of MIT and Harvard. The company is advancing phosphorylation inducing chimeric small molecules (PHICs), a proprietary new class of bifunctional medicines that direct and repair protein phosphorylation to treat a range of diseases including cancer, immune, metabolic, and rare diseases. PHICs enhance the pairing of specific kinases with disease target proteins, inducing precise phosphorylation at native and/or non-native sites, modulating key functions including activation, stabilization, trafficking, localization, phospho-antigen presentation, inactivation, degradation, and interactions of proteins. The company's approach unlocks diverse classes of targets, developing a new class of medicines for precise control of protein function. The company was founded by Amit Choudhary, David Steinberg, Edward Holson, Lizzie Ngo. David Steinberg has been the CEO since incorporation.

Cabot-Wellington LLC (CW) is a single-family office headquartered in Boston, Massachusetts. The firm was founded in 1996 and is a dedicated resource for the Cabot family. They are owned by Cabot-Wellington Trust. CW provides investment management, recordkeeping, and other services to family members of Thomas D. Cabot and Virginia Wellington Cabot. The firm also administers or provides support for multiple philanthropic endeavors.