Katie Rodday

Sybase, Inc. engages in the development and provision of mobile and wireless software solutions for data integration. The company was founded in 1984 and is headquartered in San Ramon, CA.

Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

Charlesbank Capital Partners LLC (Charlesbank Capital Partners) is a private equity firm co-founded in 1997 by Michael Eisenson, Kim Davis, Tim Palmer, Michael Thonis, Mark Rosen and Brandon White. The firm is headquartered in Boston, Massachusetts.

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

State Farm Insurance Cos. provides personal property and casualty insurance services. It also offers auto insurance quotes, auto, home, life and health policies. The firm also provides commercial auto insurance coverage for renters, business owners, boats and motorcycles. The company was founded by George Jacob Mecherle in 1922 and is headquartered in Bloomington, IL.

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.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

Independent Advertising, Inc. operates an advertising agency. It offers creative development and campaign management services along with allied services for media planning and brand promotion. The company also provides direct marketing and customer relationship management services, as well as corporate communications services through its public relations practice. The company was founded in 1968 and is headquartered in Boston, MA.

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.

State Farm Florida Insurance Co. provides property and casualty, health, and life Insurance services. The company is headquartered in Bloomington, IL.

State Farm Mutual Automobile Insurance Co. engages in the provision of insurance products. It offers home and property, life, health, disability, and liability insurances. Its banking solutions include home loans, checking, and savings. The company was founded by George Jacob Mecherle in 1922 and is headquartered in Bloomington, IL.

OpenView Investments LLC (OpenView Investments) (OpenView Venture Partners) is a venture capital firm founded in 2006 by Scott Maxwell. The firm is headquartered in Boston, MA.

The Concord Museum operates museum. The company was founded in 1886 and is headquartered in Concord, MA.

The World Economic Forum USA, Inc. operates an organization for economic reforms. The non-profit company is based in New York, NY.

Phillips Exeter Academy provides education services. It is a co-educational independent boarding school for grades 9–12. The organization was founded in 1781 by Dr. John Phillips and is located in Exeter, NH.

Gerald T. Reilly & Company, Certified Public Accountants, Inc. provides financial management and business consulting services. Its services include accounting and auditing, income tax compliance and planning, employee benefit services, litigation support, merger and acquisition expertise, personal financial and estate planning, accounting support to smaller companies, and information technology. The company was founded in 1955 and is headquartered in Milton MA.

Merganser Capital Management LLC (Merganser) is a registered investment advisor headquartered in Boston, Massachusetts. The firm is the successor to the business of Merganser Capital Management, Inc., which was founded in 1985. They are a subsidiary of Providence Equity Capital Markets Merganser LLC, which is owned by Providence Equity Partners LLC. Merganser serves the fixed income investment needs of institutional and high-net worth individual clients. Their advisory clients include institutions and high net worth individuals with separately managed accounts, private funds intended for sophisticated investors and institutional investors and registered investment companies.

Premier Diagnostic Services, Inc. is a leading provider of community, hospital and office based diagnostic ultrasound services in their marketplace, performing over 8,000 ultrasound procedures a month. They offer the best in emerging technology, in both ultrasound and telecommunications, to sole practitioners, small and large office based groups and hospital based physicians in order to deliver a full montage of ultrasound services to their patients. The company was founded in 1997 and is headquartered in Avon, MA.

Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research.

HealthPlanCRM LLC provides platform that builts technology for medicare. The firm also provides transformative solutions for medicare advantage marketing, sales, enrollment and retention. The company was founded by Patrick Phillips in 2006 and is headquartered in Hilton Head Island, SC.

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

Part of The PMI Group, Inc., PMI Mortgage Assurance Co. provides mortgage guaranty insurance. The company is based in Walnut Creek, CA.

CIFC Asset Management LLC (CIFC) is the SEC-registered investment advisor headquartered in New York City. The firm was founded in 2005 and is a subsidiary of CIFC Asset Management Holdings LLC, ultimately held by CIFC LLC. CIFC provides investment management services to pooled investment vehicles that are collateralized loan obligation funds (CLOs) and to private funds and investors that invest in corporate and structured credit.

Part of Celonis SE, Celonis, Inc. is a company that specializes in execution management and process mining. Celonis is based in New York, NY. The company helps to identify and fix inefficiencies in business processes that are not easily visible. The company was founded in 2011 by Martin Klenk, Alexander Rinke, and Bastian Nominacher, with Bastian Nominacher and Alexander Rinke serving as CEOs since 2011.

Three Curve Capital (Three Curve) is a venture capital firm founded in 2014. The firm is headquartered in Boston, Massachusetts.

THREE CURVE ESPORTS INC. offers an all-in-one experience through contests and live in-app streaming. The private company is based in Boston, MA. The company was founded by Tim Mathews.

The Business Roundtable advocates public policies that ensure economic growth. It considers public policy issues which contains groups like the construction users anti-inflation roundtable, a group devoted to containing construction costs; and the labor law study committee, made up of labor relations executives of major companies. The Business Roundtable was founded in 1972 and is headquartered in Washington, DC.

Burns McClellan, Inc. provides public and investor relations services. The private company is based in New York, NY.