Michael Eng

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Informa Media, Inc. publishes trade magazines. It provides tools and information that help business professionals to do their jobs better. Its products include fleet discovery, aviation week application, delicious living newsletter, and in-article video. The company was founded in 1886 and is headquartered in New York, NY.

Moody, Lynn, Lieberson & Walker LLC (MLLW) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Moody in 1989 as Moody, Lynn & Lieberson LLC and has changed its name to Moody, Lynn, Lieberson & Walker LLC in 2023. MLLW manages the financial affairs of individuals, families, and select institutional accounts.

John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA.

Rocket Software, Inc. engages in the development of software products for corporations, government agencies, and other organizations. It offers Rocket Aldon, Rocket BlueZone ,Rocket LegaSuite, Rocket MultiValue Integration Server, Rocket TRUfusion Enterprise, Rocket UniVErse, Rocket API, Rocket D3, Rocket iCluster, Rocket Servergraph, Rocket UniData, and Rocket z/Trim. The company was founded by Andrew J. Youniss on April 16, 1990 and is headquartered in Waltham, MA.

H.M. Payson & Co. (HM Payson) is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded in 1854 by Henry Martyn Payson. They originally specialize in financing public water companies and became nationally known as an underwriter of America’s growing infrastructure. Today, investment advisory and trust services are their exclusive focus. HM Payson provides investment advisory, trust and wealth management services to a wide variety of individuals, trusts, endowments, foundations and retirement plans.

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.

Meridian Equity Partners, Inc. (MEP) is a registered, agency-only broker/dealer headquartered in New York City. The firm was founded in 2004 by Jon Acquafredda and Columb Lytle. MEP provides best-of-breed strategic solutions to the investment community for Equity, Option and Electronic Execution. The firm is a full-service trading on the NYSE floor and has access to all markets and liquidity pools. Their options desk specializes in accessing liquidity through their counterparty network, and also caters to high frequency and quantitative traders.

Part of Capricor Therapeutics, Inc., Capricor, Inc. is a company that provides cardiac stem cell therapeutics biotechnology services. The company is based in Los Angeles, CA. The company was founded by Linda Marbán. Linda Marbán has been the CEO since incorporation. Capricor was acquired by Capricor Therapeutics, Inc. on November 21, 2013.

Balihoo, Inc. provides marketing automation software technology and services for national brands with local advertising needs. It offers solutions like direct mail to local digital tactics, including local websites, paid search, email, AD builder and co-op campaigns. The company enables enterprise-class marketing at the local level and gives national brands full visibility into all local marketing activities and results. Balihoo was founded by Pete Gombert in 2004 and is headquartered in Chicago, IL.

IndexIQ Advisors LLC (IndexIQ) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 and is wholly owned subsidiary of IndexIQ LLC. They became an indirect wholly owned subsidiary of New York Life Insurance Co. in 2015. IndexIQ provides a broad array of investment advisory services to registered investment advisers, broker-dealers, Registered Funds operating as ETFs and Mutual Funds, and other clients. The firm offers its services to UMA, Wrap, and other advisory programs of third-party sponsors.

Monetate, Inc. provides testing, targeting, and personalization services for websites. It products include TestLab that provides Website A/B testing and multivariate testing; LiveTarget that offers Website targeting; Merchandiser that provides product recommendations, badging, and visual search; and LiveAudience, a segmentation product that enables marketers to integrate customer and visitor profile and audience segment data from BlueKai with Monetate's user and real-time target attributes, such as referral and inbound marketing channel, location, weather, device, and in-session behavioral data. The firm's products enable online businesses to implement marketing strategies to test and target website content and features. The company was founded by David Bookspan and David Brussin in 2008 and is headquartered in New York, NY.

Seven Points Capital LLC is a proprietary trading firm that provides short term trading. It also provides training program about the foundation and structure of the markets. The company was founded in 2007 and is headquartered in New York, NY.

Signpost, Inc. operates an online marketing platform for small businesses. Its cloud-based platform makes digital and mobile marketing simple and effective for small and medium businesses. The company was founded by John Matthew Buchanan and Stuart Wall in 2010 and is headquartered in New York, NY.

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.

Rafferty Asset Management LLC (RAM) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in New York City. Founded in 1997, the firm provides investment advisory services to registered investment companies and subsidiaries of registered investment companies. RAM also serves as the investment advisor and provides advisory services to the Direxion Funds (formerly the Potomac Funds), the Direxion Insurance Trust (formerly the Potomac Insurance Trust) and the Direxion Shares ETF Trust.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY.

Providence Equity Partners LLC (Providence Equity Partners) is a private equity firm founded in 1989 by Glenn Creamer and Jonathan M. Nelson. The firm is headquartered in Providence, Rhode Island.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

PricewaterhouseCoopers International Ltd. operates as an international association of accounting and consultancy firm. The company was founded on June 24, 1998 and is headquartered in London, the United Kingdom.

Haidar Capital Management LLC (Haidar) is a SEC-registered investment advisor and hedge fund manager headquartered in Pearl River, New York. The firm was founded in 1997 and is owned, indirectly, by Said N. Haidar and a related family trust through Cantabrigian Partnership LP, the sole member. Haidar manages and provides discretionary investment advisory services to the Haidar Funds.

ALPS Advisers, Inc. (AAI) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2006 and is a subsidiary of ALPS Holdings, Inc., ultimately held by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). AAI provides discretionary investment management services exclusively to registered investment companies.

Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities.

Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits.

ChromaCode, Inc. develops software and manufactures laboratory instruments. It uses digital signal processing to improve clinical molecular analysis. The company was founded by Aditya Rajagopal, Alexander G. Dickinson, Axel Scherer, and Gregory J. Gosch in 2012 and is headquartered in Carlsbad, CA.

GCM Customized Fund Investment Group LP (GCM Customized Fund Investment Group) is a private equity subsidiary of Grosvenor Capital Management LP founded in 1999. The firm is headquartered in Chicago, Illinois.

Northpond Ventures LLC (Northpond Ventures) is a venture capital firm founded in 2018 by Sharon Kedar and Michael Pinchas Rubin. The firm is headquartered in Maryland.

Bitwise ETF Trust engages in the cryptocurrency business. The company is headquartered in San Francisco, CA.

Bitwise Bitcoin ETP Trust is an exchange traded fund. Its investment objective is to seek to provide exposure to the value of bitcoin held by the Trust, less the expenses of the Trust's operations. The fund is headquartered in San Francisco, CA.

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.

Windham Capital Management LLC (Windham) is an independent registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Mark P. Kritzman in 1988. Windham provides investment management for institutional investors, intermediaries, and private clients.