Joseph D. Duffey

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

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).

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds.

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.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.

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.

SEMCORP Shanghai engages in the research and production of high-performance lithium ion battery isolation membrane. It products include base separator and coated separator. The base separator is used in Lithium-Ion Battery application, it has been utilized by large vehicles that require high energy concentrations such as hybrid and electric vehicles. The coated separator such as ceramic coating, PVDF coating, AFL coating, and high-temperature polymer coatings, enables engineers to design safer batteries with long cycling performance. The company was founded on April 27, 2010 and is headquartered in Shanghai, China.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Alkeon Capital Management LLC (Alkeon) is a SEC-registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded in 2002 and is owned by Panayotis 'Takis' Sparaggis. Alkeon provides portfolio management and sub-advisory services to private domestic and offshore investment funds, registered investment funds and other products.

Founded in 1984, Aegis Capital Corp. is a broker-dealer located in New York City. They provide a full array of trading and execution services for their clients. They do not provide any internal research

Future Media India Ltd. engages in the creation of media properties in stores, malls, and multiplexes. It offers engagement to brands and consumers through its media properties. The company was founded on March 8, 2006 and is headquartered in Mumbai, India.

VLCC Health Care Ltd. is a beauty and weight management services center. It operates through the following business segments: VLCC branded wellness & beauty clinics, VLCC branded personal care products, and VLCC branded institutes for skill development in beauty and nutrition. The VLCC branded wellness & beauty clinics segment provides wellness therapies, including immunity boosting packages and post-COVID-19 recovery programs, weight management packages delivered through nutrition management, physical activity regimen and behavioral counseling, and regular beauty parlor services, including hair styling, hair coloring, and grooming. The VLCC branded personal care products segment evolves beauty and wellness needs to build and grow a diversified product portfolio in-house, and market over skin-care, hair-care and body-care products as well as nutraceuticals. The VLCC branded institutes for skill development in beauty and nutrition segment operates professional training academy chains in beauty and nutrition segment. Institute train students annually and offer entry-level as well as skill enhancement courses in multiple disciplines in the beauty and nutrition domain. The company was founded by Vandana Luthra in 1989 and is headquartered in Gurgaon, India.

Everstone Capital Asia Pte Ltd (Everstone Capital Asia) is a private equity firm, a subsidiary of Everstone Capital Ltd founded in 2006 by Sameer Sushil Sain and Atul Kapur. The firm is headquartered in Singapore with additional office offices in Mumbai, New Delhi, Gurgaon, New York, Dubai and Mauritius.

Ripple Labs, Inc. engages in the development of virtual currency and open source payments systems. The firm offers blockchain technology for payments. The company was founded by Christopher A. Larsen, Arthur Britto, and Jed Mccaleb on December 21, 2012 and is headquartered in San Francisco, CA.

Future E-commerce Infrastructure Ltd. provides ecommerce infrastructure and development, and marketing services Its ecommerce services include infrastructure and development, marketing, technical, and other related services. The company was founded in 2007 and is headquartered in Mumbai, India.

IDG Capital Investment Consultant (Beijing) Co., Ltd. was founded in 2006 and provides investment and information consulting services. The private company is based in Beijing, China.

Goldman Sachs International, Inc. provides investment and financial services. It offers investing, advisory and financing services to client base that includes corporations, financial institutions, governments and high-net-worth individuals. The company was founded in 1988 and is headquartered in New York, NY.

Ravindranath GE Medical Associates Pvt Ltd. engages in providing healthcare services. It operates specialty hospital chain. The company was founded on September 24, 1998 by Kancheria Ravindranath and is headquartered in Chennai, India.

Wellmark, Inc. provides health insurance products and related services. It pays health benefit claims. It also operates through it subsidiaries such as Wellmark Blue Cross and Blue Shield of Iowa. The company was founded in 1948 and is located in Des Moines, IA.

Everstone Capital Ltd. operates as an alternative investment manager; provides real estate investment advisory services. The company is headquartered in Ebene, Mauritius.

Part of Organic Sales & Marketing, Inc., Garden Connections LLC is a company that makes odor eliminator products. The company is based in Franklin, MA. Garden Connections was acquired by Organic Sales & Marketing, Inc. on 2005-04-20.

Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions.