Luke Cheever

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Janney Capital Management LLC (Janney Capital) is a SEC-registered investment adviser headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1994 as Parker/Hunter Asset Management LLC and changed its name to Janney Capital Management LLC in 2013. They are a wholly owned subsidiary of Janney Montgomery Scott LLC (Janney), ultimately owned by The Penn Mutual Life Insurance Co. Janney Capital provides discretionary investment management services primarily as a sub-advisor in certain fee-based managed account “wrap” programs offered by Janney.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.

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.

Capital Crossing Servicing Co. LLC operates as an industry leading underwriter and investor in and servicer of commercial real estate and small business loans. It offers loan acquisition, loan portfolio underwriting, asset management, loan servicing, and real estate management. The company was founded in 1987 and is headquartered in Boston, MA.

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.

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Part of JPMorgan Chase & Co., RRZ Public Markets, Inc. is a company that provides securities brokerage services. The company is based in Cranberry Township, PA. RRZ Public Markets was acquired by JPMorgan Chase & Co. on February 19, 2003.

Dell Technologies Capital (Dell Technologies Capital) is venture capital firm founded in 2012. The firm is headquartered in Palo Alto, California.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

Autonomous Research US LP is an investment research firm located in New York City. The firm is a subsidiary of Autonomous Research LLP. The firm provides coverage of all major European banks and insurers and US banks, asset managers and payment processors. The company publishes research for both equity and credit investors. The company also offers execution service across the capital structure.

Founded in 1990, Dowling & Partners is an SEC-registered, institutional broker/dealer headquartered in Farmington, Connecticut. The firm focuses on the U.S. reinsurance industry including property and casualty insurance, life insurance and health insurance. They offer a full array of investment services. Dowling & Partners' research is weighted toward larger, publicly-traded insurers, reinsurers and intermediaries. The firm places emphasis on balance sheet strength and areas of sustained competitive advantage and makes extensive use of the statutory books filed with state insurance departments. Dowling & Partners is a member of FINRA. Their transactions are introduced and cleared through Pershing LLC.

ARK Investment Management LLC, dba ARK Invest (ARK), is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Catherine Wood in 2013 and is primarily owned by ARK Investment Management LP. ARK is the investment manager and provides management and supervisory services to the ARK ETFs.

Pension Reserves Investment Management Board (PRIM) is a State-owned pension fund manager headquartered in Boston, Massachusetts. Founded in 1983, PRIM manages the assets of the Pension Reserves Investment Trust (PRIT) Fund for public employee pension benefits on behalf of Massachusetts State Employees, Massachusetts Teachers’, and Boston Teachers’, as well as local participating retirement systems throughout the Commonwealth that elect to invest with PRIM.

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.

Radian Corp. provides technical services to broadcasters and other communications operators. The private company is based in Austin.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ.

Part of Fiserv, Inc., NF Clearing, Inc. is a company that offers investment advice services. The company is based in Philadelphia, PA.

Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices.

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.

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

Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.

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.

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.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia.

Knights of Columbus Asset Advisors LLC (KoCAA) is a registered investment advisor headquartered in New Haven, Connecticut. The firm was founded in 1882 by Blessed Father Michael J. McGivney on the principles of charity, unity and fraternity. They are a wholly-owned subsidiary of Knights of Columbus Asset Advisors Holdco LLC, which is in turn owned by Knights of Columbus, Inc. KoCAA offers a suite of faith-based investment solutions specifically designed for Catholic institutions, such as dioceses, church organizations, endowments, foundations, universities and hospitals. The firm is responsible for the day-to-day management of a proprietary account, the Knights of Columbus’ General Account investment portfolio.

General Catalyst LLC (General Catalyst) is a venture capital firm founded in 2000 by Joel Cutler, David Fialkow, Bill Fitzgerald, David Orfao and John Simon. The firm is headquartered in Cambridge, Massachusetts.

American Beacon Advisors, Inc. (American Beacon) is a SEC-registered investment advisor headquartered in Irving, Texas. The firm was founded in 1986 and is a wholly owned subsidiary of Resolute Investment Managers, Inc. American Beacon provides investment advisory services to investment companies (the Beacon Funds), corporate employee benefit plans, collective investment trusts, private equity funds-of-funds, corporations and governmental entities.