Patrick Blais Arey

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.

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

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.

The Clark Estates, Inc. is a private foundation headquartered in New York City. The firm was founded in 1946 and manages the assets of members of the Clark family and its associated philanthropic organizations. Clark Estates is a trust derived from the original Singer sewing-machine fortune.

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.

Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients.

Arrowstreet Capital LP is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 and is a subsidiary of Arrowstreet Capital Holding LLC. They provide investment advisory services to a global institutional client base. Arrowstreet Capital is a signatory to the UN Principles for Responsible Investment (UNPRI).

Geode Capital Management LLC (Geode) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2001 as a spin-off of Fidelity Investments. They are now a subsidiary of Geode Capital Holdings LLC, owned by Geode Holdings Trust. Geode acts as adviser and sub-adviser for equity, commodity and options strategies for funds and client accounts.

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.

Mirabilis Medica, Inc. engages in the development of non-invasive ultrasound technology for treatment of uterine fibroids. The company was founded in by Michael P. H. Lau, Alexander Lebedev and Shahram Vaezy August 2004 and is headquartered in Bothell, WA.

Manulife Investment Management (Europe) Ltd. (Manulife Europe) is the Great Britain-based asset management subsidiary of Manufacturers Life Insurance Co., itself a subsidiary of Manulife Financial Corp. (TSE, NYSE: MFC) in Canada. The firm was founded as Trendhandy Trading Ltd. in 1993 and was acquired by Manulife and in 1996. Headquartered in London, Manulife Europe offers clients a variety of funds including international and European equity funds. Their local research capabilities and market presence give them perspective on UK and European markets.

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.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

RCT BioVentures (RCT BioVentures) is a venture capital subsidiary of Research Corporation Technologies Inc founded in 1987. The firm is headquartered in Tucson, Arizona.

International Asset Management Ltd. (IAML) is a fund of hedge funds manager headquartered in London, UK. The firm was founded in 1989 and is a subsidiary of Ayanti Place Ltd. IAML provides tailor-made fund of hedge fund management services to institutions and high-net worth individuals.

PA Capital LLC (PA Capital) is a private equity subsidiary of New York Life Investments Alternatives LLC founded in 1997 by Louis William Moelchert. The firm is headquartered in Richmond, Virginia.

SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.

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.

CVS Health Ventures Management LLC (CVS Health Ventures) is a venture capital subsidiary of CVS Health Corp. founded in 2021 by Jason Hawbecker, Vijay Patel. The firm is headquartered in Woonsocket, Rhode Island.

WordStream, Inc. develops online marketing software. Its products include WordStream advisor, a pay-per-click (PPC) software that allows to create, optimize, manage, and measure high-performing PPC and social advertising campaigns. It offers free keyword tool, online marketing tools, and search marketing fundamentals. The company was founded by Larry E. Kim and Gerard Escalante in 2007 and is headquartered in Boston, MA.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

Founded in 2004 by Barr Dolan, Donald Harrison and Fred Schwarzer, Charter Life Sciences is a venture capital firm headquartered in Santa Clara, California

ClinOne, Inc. develops mobile software application. The firm serves for sites and patients. It offers elaerning, screening, documents, videos, econsent, procedure manager, and adverse events services. The company was founded by Rob Bohacs and Eric Schraufnagel and is headquartered in Denver, CO.

Health Fidelity, Inc. operates as a holding company that provides cloud-based healthcare natural language processing (NLP) and unstructured data management solutions. Its platform features NLP engine, data acquisition, retrospective and prospective risk adjustment, compliance support, comprehensive analytics, and physician integration. The company was founded by Daniel J. Riskin, Anand Shroff, Brian Alex Dummett and Yan Chow in 2011 and is headquartered in San Mateo, CA.

Research Corporation Technologies, Inc. provides investment related services. It operates as technology development company that typically invests in new technology platforms in life sciences, healthcare technology, biomedical, preclinical and clinical-stage therapeutics, devices, drugs, and diagnostics, medical devices, and biotech tools for gene expression and protein production with medical devices. The company was founded in 1987 and is headquartered in Tucson, AZ.

Part of Canaccord Genuity Group, Inc., Adams Harkness & Hill Investment Banking is a company based in Boston, MA.

Charter Venture Capital (Charter Venture) is a venture capital firm founded in 1982. The firm is headquartered in Palo Alto, California.

Meketa Investment Group, Inc. provides investment consulting and advisory services. The company was founded in 1978 and is headquartered in Westwood, MA.

Evergreen Investments Associates, Inc. provides investment services. The private company is based in Tacoma, WA.