Michael Andrew Bernstein

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions.

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.

Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates.

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

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.

Hahn Capital Management LLC (HCM) is an independent, SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded in 1988 by Elaine F. Hahn, whose Trust, the Elaine Hahn Administrative Trust, is currently the principal owner of HCM. HCM provides non-custodial full discretionary investment advisory services to individuals, high net-worth individuals, family offices, corporate and public pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, trust programs, and US and non-US registered funds.

Part of Deloitte LLP (New York), Deloitte Touche Tohmatsu (Hong Kong) is a Chinese company that provides accounting services. The company is based in Hong Kong, Hong Kong.

Grimes & Co., Inc. (Grimes) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Westborough, Massachusetts. The firm was founded in 1985 by Timothy Grimes. Grimes provides investment advisory services to individuals, business entities, trusts, pension & profit sharing plans, estates, charitable organizations, and state or municipal government entities.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

Bain Capital LP engages in provision of investment consulting services. It specializes in private equity, credit, public equity, venture, real estate, double impact, life sciences, and partnership strategies. The company was founded in 1984 and is headquartered in Boston, MA.

Bain Capital Ventures LP (Bain Capital Ventures) is a venture capital firm founded in 2001. The firm is headquartered in Boston, Massachusetts with additional offices in New York and California. The firm is wholly owned by Bain Capital LP.

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.

New Heritage Capital LLC (New Heritage Capital) is a private equity firm founded in 1987 by Mark Jrolf, Charlie Gifford and Nickie Norris. The firm is headquartered in Boston, Massachusetts.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Philpott Ball & Werner, Inc. provides investment banking services. It specializes in advising middle market companies. The company services include company sales, subsidiary divestitures, mergers, acquisition advisory, fairness opinions, business valuations and strategic alternative studies. Philpott Ball & Werner was founded by George M. Ball on January 4, 1991 and is headquartered in Charlotte, NC.

Mad*Pow Media Solutions LLC designs and creates intuitive websites, applications, internal systems, and interactive media. The firm offers experience strategy and service design, interaction design and visual design, behavior change strategy, conversion and lead generation, data visualization, content strategy and creation, research and validation, digital marketing strategy, brand development, usability testing and accessibility evaluation, application development, front-end development, project management, and design training and workshops. The company was founded by Will Powley and Amy Heymans in 2000 and is headquartered in Portsmouth, NH.

Rocaton Investment Advisors LLC (Rocaton) is a registered investment advisor headquartered in Norwalk, Connecticut. The firm was founded in 2002 and was acquired in 2019 by GSAM Holdings LLC, which is ultimately owned by Goldman Sachs Group, Inc. (NYSE: GS). Rocaton provides investment advisory and retirement plan consulting services, on a discretionary or nondiscretionary basis to corporate, nonprofit, public, healthcare, insurance and wealth management organizations and high net worth individuals.

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.

Liberty Mutual Insurance Co. (Investment Portfolio) (Liberty Mutual-IP) is the investment portfolio division of Liberty Mutual Insurance Co., an insurance company headquartered in Boston, Massachusetts. The firm is a subsidiary of Liberty Mutual Group, Inc., ultimately held by Liberty Mutual Holding Co., Inc. Liberty Mutual-IP offers a range of insurance products and services to various clients.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

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.

Ethyca, Inc. develops automated data privacy infrastructure and tools for data privacy management. The company was founded by Cillian Kieran and Miguel Burger-Calderon in 2018 and is headquartered in New York, NY.

Vast Ventures Management LLC (Vast Ventures) is a venture capital firm founded in 2003 by Douglas Chertok. The firm is headquartered in New York.

Bff Investment Management LLC (By Founders For Founders) is a venture capital firm founded in 2022 by Miguel Burger Calderon. The firm is headquartered in New York.

T-Bird Capital LLC (T-Bird) is an Independent angel firm founded in 2018 by Miles Bird. The firm is headquartered in San Francisco, California.

Nonantum Capital Partners LLC (Nonantum Capital) is a private equity firm founded in 2018 by Jon Biotti, David Ganitsky, Laki Nomicos, and Neil Defeo. The firm is headquartered in Boston, Massachusetts.

Boston Financial Investment Management LP provides equity financing for the multifamily apartment properties. The firm aggregates, syndicates, and manages portfolios of the Federal and State Low Income Housing Tax Credits. It offers debt and equity financing, investment funding, and finance and investment professional solutions. The company was founded in 1969 and is headquartered in Boston, MA.

Yellow Wood Partners LLC (Yellow Wood Partners) is a private equity firm founded in 2009 by Dana Schmaltz and Peter Mann. The firm is headquartered in Boston, Massachusetts.

Velox Express Ltd. provides logistics services. The private company is based in Hong Kong, Hong Kong.