Francis Xavier Tracy

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.

DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Delta Partners LP is a hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 and is a subsidiary of Delta Partners GP LLC. They provids investment advice to high net worth clients.

Lombard Odier Asset Management (USA) Corp. (LOAM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2000 and do-business-as Lombard Odier Investment Managers. The firm is a subsidiary of LO Holding SA and their ultimate parent is Switzerland-based Compagnie Lombard Odier SCmA. LOAM provides investment advisory services on a discretionary basis to private pooled investment vehicles (Funds) and investment advisory accounts. The investors in the Funds consist of endowments, foundations, insurance companies, high net-worth individuals, funds of funds, public and corporate pensions, and other sophisticated investors.

ElderScan LLC develops an online personal detection and alert system. The firm protects seniors and their families and advocates against financial exploitation by scanning financial accounts daily and issuing timely alerts to the suspicious activity. It helps protect seniors by detecting abnormal spending patterns, unusual credit card charges, missing deposits, unauthorized cash withdrawals, unscrupulous telemarketers, changes in spending patterns, credit bureau activity, and identity theft and fraud. The company was founded by Howard Lee Tischler and Elizabeth Loewy and is headquartered in Columbia, MD.

Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts.

Lombard Odier (Europe) SA (Nederland) (Lombard Odier-Nederland) is the Netherlands-based asset management division of Lombard Odier (Europe) SA, ultimately held by Compagnie Lombard Odier SCmA in Switzerland. Headquartered in Amsterdam, the firm was founded in 1985 and manages Dutch private and institutional assets. Lombard Odier-Nederland also provides services to international clients including wealth management, institutional asset management, traditional and alternative mutual funds, global custody, investment advice, estate and succession planning and services for family offices and financial intermediaries.

OpenService, Inc. designs, develops, and markets business operations management software applications. The firm offers application monitoring, network and services monitoring, automation and event correlation, and visualization, cloud, and Software-as-a-Service (SaaS) monitoring. The company was founded in 1992 and is headquartered in Ponce Vedra Deach, FL.

Part of Adecco Group AG, Software Design Associates Ltd. is a software services provider. The company is based in London, UK. Software Design Associates was acquired by Spring Group Ltd., part of Adecco Group AG from October 20, 2009 on June 01, 1997 for $27.75 million.

Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY.

OpCenter, Inc. provides information technology services. Its services include OpenCenter share, build and plot works. The company is headquartered in Washington, DC.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

California Institute of Technology provides education focusing on science, engineering, academia, business, and public service. The company was founded in 1891 and it is headquartered in Pasadena, CA.

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.

Upland Software I, Inc. provides project and portfolio management software solutions. The firm combines the robust project and portfolio management (PPM) functionality demanded by global organizations with the cost and speed-to-value benefits of cloud delivery and an unmatched level of flexibility. It offers a web-based tool for project and program management, tracking, reporting, collaboration and quality. The company was founded in 1998 by David Boghoss and is headquartered in Cambridge, MA.

Hudson Venture Partners (Hudson Venture Partners) is a venture capital firm founded in 1996 by Jay N. Goldberg and Marilyn S. Adler. The firm is headquartered in New York.

Ramius Archview Credit & Distressed Fund operates as a closed-end investment fund. Its investment objective is to generate total returns while minimizing the risk of loss. The fund was founded on May 12, 2015 is headquartered in New York, NY.

Fresh Source Capital LLC (Fresh Source Capital) is a private equity firm founded in 2013 by Daniel N. Pullman and Lisa A. Sebesta. The firm is headquartered in Cambridge, Massachusetts.

Fair Food Fund provides investment services. It invests in entrepreneurs who are growing community health and wealth through food. The company was founded in 2013 and is headquartered in Ann Arbor, MI.

Mirova US LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 2018 and is wholly-owned by Mirova US Holdings LLC, ultimately held by BPCE SA in France. In 2019, the Mirova Division of Ostrum Asset Management US LLC, including the people and clients, spun-out to Mirova US. The firm provides investment advisory services to registered US and non-US funds, separate accounts for US and non-US clients, pooled investment vehicles and provides Model Delivery to account advisers of unified managed accounts.