Pedro Molina

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.

Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.

TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations.

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.

Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

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.

Rothschild & Co. Asset Management US, Inc. (R&Co) is an asset management firm headquartered in Stamford, Connecticut. The firm was founded in 1962 and formerly known as Rothschild Asset Management, Inc. They are a wholly-owned subsidiary of Great Lakes Advisors LLC and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC). R&Co provides investment advisory and sub-advisory services on a discretionary basis to a broad range of clients. They also provide non-discretionary investment advice to various wrap model delivery managed account programs.

Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC).

Springbok Services, Inc. provides prepaid credit card solutions. The firm's services include program development, card designing and fulfillment, transaction processing, and risk management. The company was founded by Dwayne Jones and Taylor Ohlsen in 1998 and is headquartered in Englewood, CO.

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

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).

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.

Portland Investment Counsel, Inc. is an SEC-registered investment advisor located in Mississauga, Ontario with an additional office in Burlington, Ontario. The firm manages the AIC Advantage Fund, the AIC Diversified Canada Fund, the AIC Canadian Focused Fund, the AIC Diversified Canada Corporate Class, the AIC Canadian Focused Corporate Class, the AIC Global Financial Split Corp., the AIC Preferred Income Fund, the AIC Advantage Fund II, the AIC Advantage II Corporate Class, the AIC Global Advantage Corporate Class, the AIC American Advantage Fund, the AIC Global Advantage Fund and the AIC Global Wealth Management Fund.

National Commercial Bank Jamaica Ltd. engages in the provision of commercial banking and financial services. It operates its business through following segments: Retail and Small and Medium-Sized Enterprises (SMEs); Payment Services; Corporate Banking; Treasury and Correspondent Banking; Wealth, Asset Management, and Investment Banking; Life Insurance and Pension Fund Management; General Insurance; and Other. The Retail and SMEs segment incorporates the provision of banking services to individual and small and medium business clients, and money remittance services. The Payment Services segment focuses on the provision of card related services. The Corporate Banking segment deals with the provision of banking services to large corporate clients. The Treasury and Correspondent Banking segment includes the company's liquidity and investment management function, management of correspondent bank relationships, and relationships with other financial institutions as well as foreign currency dealing activities. The Wealth, Asset Management, and Investment Banking segment engages in the provision of stock brokerage, securities trading, investment management, and other financial services. The Life Insurance and Pension Fund Management segment incorporates life insurance, pension, and investment management services. The General Insurance segment focuses on the provision of property and casualty insurance services. The Other segment deals with the brokerage services, trustee services, and registrar and transfer agent services. The company was founded in 1837 and is headquartered in Kingston, Jamaica.

Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.

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.

Gemini Investors LLC (Gemini Investors) is a private equity firm founded in 1993 by James J. Goodman. The firm is headquartered in Wellesley, Massachusetts.

Angel Street Capital LLC (Angel Street Capital) is a venture capital firm founded in 2010 by Joseph V. Gallagher. The firm is headquartered in Providence, Rhode Island.

C2 Creative LLC provides marketing communication services. It specializes in planning and organizing meetings and events. Its services include strategic brand development, online marketing strategy, print design and production, and mobile marketing. The company's clients include Philips, Wrigley, Chevrolet, Verizon, and Diageo. The company was founded by Rod Morrison and is headquartered in New York City, NY