Dodie Kent

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.

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

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.

Beacon Trust Co. is a full-service wealth management firm headquartered in Morristown, New Jersey. The firm was founded in 1988 and is a subsidiary of Provident Bank, which is owned by Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides a comprehensive service such as investment advisory, financial planning, tax compliance and planning, trust and estate administration, and banking services through Provident Bank, the parent company of Beacon Trust.

Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Part of Gleacher & Co., Inc., Mendham Capital Group, Inc. is an institutional broker dealer that specializes in sales, research, and trading. The company is based in Roseland, NJ. The company was founded by Joe Frank Mannello.

Peapack-Gladstone Bank (Investment Management), dba Peapack Private Wealth Management (Peapack Private), is the wealth management division of Peapack-Gladstone Bank, a commercial bank headquartered in Bedminster, New Jersey. The firm was founded in 1921 and is a subsidiary of Peapack-Gladstone Financial Corp. (NASDAQ: PGC). Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately held businesses, family offices, and not-for-profit organizations.

Bank Hapoalim BM (Broker) is the brokerage division of Bank Hapoalim BM (TLV: POLI) in Israel which was founded in 1921 by the central institutions of the Jewish Settlement (the Yishuv) at the time, the Zionist Histadrut and the Histadrut General Federation of Hebrew Workers in Eretz Yisrael. Headquartered in Tel Aviv, the firm provides securities trading services for corporate and institutional clients.

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.

NCM Capital Management LLC (NCM) is an independent, SEC-registered investment advisor headquartered in Ramsey, New Jersey. The firm was founded by Nicholas “Nick” LaVerghetta in 2009. NCM provides fee-based financial planning and portfolio management services to individual investors, trusts, estates, charitable organizations, foundations, pension and profit-sharing plans and various businesses.

CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America.

YAM Special Holdings, Inc. provides domain names and web hosting services. The company was founded by Robert R. Parsons in 1997 and is headquartered in Scottsdale, AZ.

Beechwood Data Systems, Inc. provides telecommunication services. The private company is based in Saddle River, NJ. The company was founded by Donald Rankin.

GoDaddy.com LLC provides domain name registration, website development, and hosting solutions. Its products include Domains, Websites, Hosting, Web Security, Email and Office and Online Marketing and services include Domains and Design Services. The firm’s specializes in hosting, email management, online certification, account renewal, and upgrades. The company was founded by Robert Parsons in 1997 and is headquartered in Scottsdale, AZ.

Part of GoDaddy, Inc., GoDaddy Deutschland GmbH is a German company that provides Internet and computer programming services. The company is based in Cologne, Germany. The company was founded in 2013. The CEO is Nima Jacobs Kelly.

Part of GoDaddy, Inc., Go Daddy Europe Ltd. is a British company that provides sales and support services for internet products. The company is based in Hayes, UK. Founded in 2007.

GoDaddy Media Temple, Inc. provides web hosting and application software development services. Its solution areas encompass virtual private server hosting, shared web platforms, clustered architecture systems and software and hardware development. The firm's customers include bloggers, professionals, enterprises, and start-up businesses. The company was founded by Demian Sellfors in 1998 and is headquartered in Culver City, CA.

True Wind Capital Management LP (True Wind Capital Management) is a Private Equity firm founded in 2015 by Adam Clammer and James H. Greene, Jr.. The firm is headquartered in San Francisco, California.

The Maryland Technology Council functions as a technology trade association. The private company is based in Rockville, MD.

Maryland Technology Development Corp (Maryland Technology Development) is a venture capital firm founded in 1998. The firm is headquartered in Columbia, Maryland.

Quantitative Partners, Inc. (QPI) is a research and trading company that represents several independent research firms and works with institutional money managers, financial advisors, and independent traders. QPI is based in Fitchburg, WI, and its goal is to provide its clients with high-quality and proprietary quantitative research with excellent performance results. QPI produces several internal models that are available for clients and constantly tests and monitors its research vendor's models and results. The private company also produces a variety of investment newsletters for individuals and is currently ramping up its efforts with individual investors with the QPI Morning Note. The company was spun off from Independent Research Associates in 2002, which was founded in 1995 by Geoffrey Allan Garbacz, Jim Robinson, and Jack Bahrenburg.