Keith Malcher

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.

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.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

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.

SPDR Loomis Sayles Opportunistic Bond ETF functions as an exchange traded fund. It is an actively managed multi-asset credit strategy that seeks to capture risk premiums in markets that it believes offer strong risk-adjusted returns potential over a full market cycle due to Loomis Sayles’ credit selection and risk management process. The company was founded on September 28, 2021 and is headquartered in the United States.

The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.

Part of State Street Corp., State Street Global Markets LLC is a company that provides brokerage services. The company is based in Boston, MA.

Part of State Street Corp., State Street Global Advisors Funds Management Ltd is an Irish company that provides fund and investment management services. The company is based in Dublin, Ireland.

Part of The Hartford Financial Services Group, Inc., Property & Casualty Insurance Company of Hartford provides property and casualty insurance. The company is based in Hartford, CT.

State Street Global Advisors Trust Co. (SSGA Trust) is an investment advisory firm headquartered in Boston, Massachusetts. The firm is owned by State Street Bank & Trust Co., which is a subsidiary of State Street Corp. (NYSE: STT). SSGA Trust was founded in 2016 for State Street Global Advisors’ US institutional investment management business.

Greater Boston Chamber of Commerce is a non profit organization. It offers business community services and programs such as government affairs forums, executive forums, women’s network, city awake, chamber networking group, city to city, and webinars. The company was founded in 1909 and is headquartered in Boston, MA.

Part of State Street Corp., State Street Global Advisors Funds Distributors LLC is a company that provides security brokerage services. The company is based in Boston, MA.

Incapture Technologies LLC develops dynamic software infrastructure for optimizing and creating enterprise applications. The firm’s products include pipeline, catalog, database adapters, workflow manager, operations console and transformation engine. . The company was founded by Peter James Knez and Alan Moore in 2012 and is headquartered in San Francisco, CA.

Abl Space Systems Co. builds rockets to launch small satellites. The company was founded in 2017 and is headquartered in El Segundo, CA.

Goldman Sachs Asset Management LP (Private Equity) (Goldman Sachs Asset Management) is a private equity firm founded in 1990. The firm is headquartered in New York.

The Ireland Funds is an Irish nonprofit company located in Dublin that operates as a global philanthropic network supporting peace, culture, education and community development.

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.

The EastWest Institute operates as a network of influential stakeholders that engages in building trust and preventing conflict worldwide. The non-profit company is based in New York, NY.

The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the investment management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded in 2007 due to the merger of The Bank of New York Company, Inc. and Mellon Financial Corporation. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals.

Massachusetts Audubon Society, Inc. works to protect the nature of Massachusetts for people and wildlife. It cares for acres of conservation land, provides educational programs for children and adults, and advocates for sound environmental policies at the local, state, and federal levels. The company was founded in 1896 and is headquartered in Lincoln, MA.

The Marine Biological Laboratory provides research and educational services. It offers a range of courses, workshops, conferences, and internships, discovery-based education programs and courses. The firm s a private marine laboratory, supporting scientists and staff working in such fields as cell and developmental biology, ecology, microbiology, molecular evolution, global infectious disease, neurobiology, and sensory physiology. The company was founded in 1888 and is headquartered in Woods Hole, MA.

Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates.

The Conference Board, Inc. is a membership organization working for the public interests. It creates and disseminates knowledge about management and the marketplace to help businesses in their performance and to better serve the society. The firm publishes information and analysis, makes economics-based forecasts and assesses trends, and facilitates learning by creating communities of interest that bring together senior executives from around the world. The company was founded in 1916 and is headquartered in New York, NY.

Part of The Conference Board, Inc., Committee for Economic Development is a nonprofit, nonpartisan, business-led organization that delivers well-researched analysis and reasoned solutions in the nation's interest. The company is based in New York, NY. The company's trustees, who are chief executive officers and key executives of leading US companies, bring their unique experience to address pressing policy issues. The company collectively represents 30+ industries, over a trillion dollars in revenue, and over 4 million employees. Founded in 1942, the organization uses cookies to improve their website and offers products and services to enhance user experience. Committee for Economic Development was acquired by The Conference Board, Inc. on January 14, 2015.