Theodore Winston

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.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.

Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds.

Dailybreak CP LLC provides a social engagement platform to drive brand participation and consumer action at scale through digital promotional campaigns. It delivers an innovative way to view content that entertains, educates, and challenges consumers while creating value and driving digital social action for brand advertisers. The company was founded by Boris Revsin, Jared D. Stenquist, and Jeffrey Cassidy on May 28, 2008 and is headquartered in Boston, MA.

FastCAP Systems Corp develops nanotube-enhanced ultra capacitors. The firm offers the technology for battery and ultracapacitor electrodes. The company was founded by John Cooley and Riccardo Signorelli in 2009 and is headquartered in Boston, MA.

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.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

John Hancock Life Insurance Co. (USA) (Investment Portfolio) is the investment portfolio division of John Hancock Life Insurance Co. (USA), an insurance company headquartered in Boston, Massachusetts. The firm is a subsidiary of The Manufacturers Investment Corp., ultimately held by Manulife Financial Corp. (TSX, NYSE: MFC) in Canada.

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

State Street Corp. (Fund Distributor) is a fund distributor located in Boston. The firm is a subsidiary of State Street Corp. ((NYSE: STT)

Baystate Health Systems, Inc. is a non-profit organization, which engages in the operation of hospitals and medical centers. It offers ancillary medical services such as respiratory care, infusion therapy, visiting nurse, hospice, and emergency transportation services. The firm also offers children healthcare, emergency, healthcare programs, and radiology and imaging services. The company was founded in 1886 and is headquartered in Springfield, MA.

Blue Owl Credit Income Corp. operates as a closed-end management investment company. It seeks to generate current income and to a lesser extent, capital appreciation by targeting investment opportunities with favorable risk-adjusted returns. The company was founded on April 22, 2020 and is headquartered in New York, NY.

Blue Owl Capital Corp. II invests in middle market companies located in the US with an EBITDA between USD 10 and 250 million, annual revenues of USD 50 million to 2.5 billion. The fund targets companies operating in a wide range of sectors and industries. It provides equity and debt financing for growth, acquisitions, senior secured or unsecured loans; subordinated loans or mezzanine loans, market or product expansion, refinancing, and recapitalizations with an investment size ranging from USD 20 to 250 million and also ability to lead or anchor debt financings of up to USD 1 billion.

Blue Owl Technology Finance Corp. is a non traded business development company that seeks investment opportunities in middle market companies located in the US. It targets companies operating in the fields of technology and life sciences. The fund provides financing in the form of senior secured or unsecured loans, debt & equity subordinated loans or mezzanine loans and equity-related securities including common equity, warrants, preferred stock and similar forms of senior equity.

Blue Owl Technology Income Corp. is a non traded business development company that seeks investment opportunities in middle market companies located in the US. It targets companies operating in the fields of technology and life sciences. The fund provides financing in the form of senior secured or unsecured loans, debt & equity subordinated loans or mezzanine loans and equity-related securities including common equity, warrants, preferred stock and similar forms of senior equity.

Fallon Community Health Plan provides health care services. It provides insurance and self insurance products. The firm also provides medicaid and medicare advantage plans. The company was founded in 1977 and is headquartered in Worcester, MA.

Massachusetts Mutual Life Insurance Co. (Investment Portfolio) (MassMutual-IP) is the investment portfolio division of Massachusetts Mutual Life Insurance Co., a life insurance company headquartered in Springfield, Massachusetts. Founded in 1851, MassMutual-IP offers a wide range of protection, accumulation, wealth management, and retirement products and services for individuals, business owners and corporate and institutional markets.

Part of Blue Owl Capital, Inc., Blue Owl Technology Finance Corp. II is a company that engages in debt and equity investments in technology-related companies. The company is based in Timonium, MD.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers.

Healthcare Royalty Management LLC (Healthcare Royalty) is a private equity subsidiary of Cowen, Inc. founded in 2007 by Gregory Brown. The firm is headquartered in Stamford, Connecticut.

Bain Capital Private Credit is a closed-end and non-diversified management investment company. It focuses on lending to middle market companies. The company was founded on December 21, 2021 and is headquartered in Boston, MA.

GE Global Research provides research and testing services. It offers services for aircraft engines, gas turbines, medical imaging. The company was founded in 1965 and is headquartered in Niskayuna, NY.

Founded in 2001 by Jonathan Hodson-Walker, Silverwood Partners LLC is a broker/dealer headquartered in Sherborn, Massachusetts. The firm provides fundamental strategic research covering the media communication technology, interactive communication technology, healthcare and healthcare technology, software and information technology, financial services technology and industrial and consumer growth sectors. In addition to information gathered through primary research on public and private companies, Silverwood Partners also uses extensive secondary research sources for each sector under coverage. The firm is a member of FINRA and the SIPC.

Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company.

Healthcare Royalty, Inc operates as a royalty acquisition company. It focuses on growth assets and emerging companies driving innovation in the biopharmaceutical industry. The company is headquartered Stamford, CT.

IHS Herold, Inc. is an investment research firm headquartered in Norwalk, Connecticut. The firm was founded in 1948 and is a subsidiary of IHS Markit, Inc., which is owned by S&P Global, Inc. (NYSE: SPGI). IHS Herold typically offers research, advisory and strategic planning advice on company evaluations, company strategies and associated company and industry transactions for energy-related domestic and foreign equity securities.