Nicole Zais

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.

Principal Life Insurance Co. provides insurance brokerage services. It offers term life, major medical, annuities, disability, long term care, health, and consultancy services to trades unions, individuals, and business marketplace. The company was founded on June 24, 1879 and is headquartered in Des Moines, IA.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

Principal Financial Services, Inc. provides brokerage, insurance and mortgage services. It offers retirement, group insurance benefits, business planning and protection solutions, and employees benefits, estate planning and personal trusts, life insurance and income protection. The company is headquartered in Des Moines, IA.

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.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

Spinnaker LLC provides management services. Its services include mergers & acquisitions, carve out/spin out, performance improvement, predictive analytics, expense management and sourcing strategy. The company is headquartered in Boston, MA.

The Appalachian Mountain Club is an organization that is dedicated to the protection, enjoyment, and understanding of the outdoors across the Northeast and Mid-Atlantic regions. The non-profit company is based in Boston, MA. Since 1876, the AMC has made it their mission to protect the mountains, forests, waters, and trails in these regions. The company offers a variety of resources such as guidebooks, maps, and online articles to help people learn how to recreate safely and responsibly outdoors. The AMC Library and Archives collect, preserve, and provide access to sources that document the history of the AMC and the outdoors. Visitors can book a stay at AMC's lodges and high-mountain huts or at AMC's Noble View Outdoor Center. The CEO of the company is Nicole Zussman.

Windrose Advisors LLC (Windrose) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by William Heitin and David Lowe in 2009 as Fireman Capital Advisors LLC. Windrose delivers sophisticated, highly customized, financial advice to a select group of high net-worth individuals, families, charitable foundations, and pooled investment vehicles.

Antares Capital LP is a private debt financing solutions provider for middle-market, private equity-backed transactions. Antares has subsidiaries in the United States and the Cayman Islands. The company's responsible investment strategy incorporates material environmental, social, and governance (ESG) factors to enhance returns. With over $55 billion of capital under management and administration, Antares has one of the largest and longest-tenured portfolios in the market, spanning a diverse range of industries. The company was founded in 1996 and is headquartered in Chicago, IL. The CEO of Antares is Timothy G. Lyne.

Antares Unitholder Investment LLC provides middle market capital loan services. The company is headquartered in Chicago, IL.