Avery Fennoy Byrd

Allied Capital Corp, a business development company, invests in private middle market companies located in the US. The fund target companies across a broad range of sectors with an EBITDA of $5 - $150 million. It provides debt and equity financing for buyout transactions and also makes minority equity co-investments. It also invests in private equity and debt funds.

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

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 Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their 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) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Reebok International Ltd. designs and manufactures apparel, shoes and sports related products. It markets and distributes sportswear and accessories under the Reebok, Rockport, CCM, Jofa, Koho and Greg Norman brands. The company was founded in 1958 and is headquartered in Canton, MA.

Security Capital Group, Inc. provides international real estate research, investment, and operation management services. The company is headquartered in Santa Fe, NM.

T-Mobile USA, Inc. engages in the provision of wireless voice, messaging, and data services. It offers different plans for phones and tablets. The company was founded by John W. Stanton in 1994 and is headquartered in Bellevue, WA.

Orion Labs, Inc. engages in the development of a voice platform. The company was founded by Jesse Robbins, Greg Albrecht, and Roger Wood in 2013 and is headquartered in San Francisco, CA.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Part of Native Nations Securities, Freeman Securities Co., Inc. provides investment banking and broker/dealer services. The company is based in Jersey City, NJ. Freeman Securities Co. was acquired by Native Nations Securities on January 10, 2001.

MJX Asset Management LLC (MJX) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Hans L. Christensen and Martin F. Davey in 2003. MJX provides investment advisory services to, and acts as portfolio manager of, collateralized loan obligation (CLO) funds which are structured investment vehicles that invest in broadly syndicated non-investment grade debt securities, principally leveraged bank loans issued by corporate borrowers.

iCrossing, Inc. offers planning services. The company blends digital marketing services- including paid search, search engine optimization, Web development, social media, mobile, research and analytics - to create integrated digital marketing programs that engage consumers and drive ROI. It was founded in 1998 and is headquartered in New York, NY.

Air Road Logistics provides distribution and logistics services. It offers a variety of premium and time-definite transportation services. It has operations in the Canada and Mexico. The company was founded in 1989 and is headquartered in Indianapolis, IN.

OneFund LLC is a SEC-registered investment advisor and holding firm headquartered in St. Petersburg, Florida. The firm was founded by Mike Willis in 2004 and formerly known as The Index Group, Inc. OneFund serves as the investment adviser to the ONEFUND S&P 500® Equal Weight Index.

Part of Citigroup, Inc., Citicorp Securities, Inc. provides security brokerage services. The company is based in New York, NY.

Boys & Girls Clubs of Metro Atlanta (BGCMA) offers developmental programs, working with young people from disadvantaged economic, social, and family circumstances. Since 1938, they have provided children with a positive place to go, results-oriented programming and a professional staff to guide them. BGCMA enriches the lives of girls and boys. BGCMA is dedicated to ensuring that their community's young people, who are most in need of their help, have greater access to quality programs and services. The organization has several locations in Georgia.

Amobee, Inc. operates as a marketing technology company. It provides data driven cross channel digital advertising solutions for agencies, brands, and publishers. The company was founded in June 2005 and is headquartered in Foster City, CA.

Foster Care To Success Foundation provides education services for the foster youth. The firm offers sponsored scholarship programs, academic success coaching, student care packages, FC2S student emergency fund and book club. The company was founded by Joseph Rivers in 1981 and is headquartered in Cleveland, OH.

Muller & Monroe Asset Management LLC(Muller & Monroe Asset Management) is a private equity firm founded in 1999 by Andre Rice. The firm is headquartered in Chicago, Illinois.

Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK.

The National Mentoring Partnership, Inc. provides public voice, developing and delivering resources to mentoring programs nationwide and promoting mentoring through standards, cutting-edge research and tools. The company was founded in 1990 and is headquartered in Alexandria, VA.

Global Asset Alternatives, LLC provides investment products and advisory services. It is a provider of investment products and advisory services, offers accredited individual and institutional investors an effective way to take advantage of the benefits of the real estate investment universe. The company was founded by Dennis E. Pemberton, Jr. in 2001 and is headquartered in Atlanta, GA.

Liberty Capital Partners, Inc. (Rhode Island) (Liberty Capital Partners) is a private equity and venture capital firm founded in 1994 by James S. Gladney. The firm is headquartered in Naples, Florida.

NCM Capital Management LLC (NCM) is an independent, SEC-registered investment advisor headquartered in Ramsey, New Jersey. The firm was founded by Nicholas “Nick” LaVerghetta in 2009. NCM provides fee-based financial planning and portfolio management services to individual investors, trusts, estates, charitable organizations, foundations, pension and profit-sharing plans and various businesses.

Akoya Capital Partners LLC (Akoya Capital) is an independent private equity subsidiary of Akoya Capital LLC founded in 2005 by Max DeZara. The firm is headquartered in Chicago, Illinois.

The National Association of Investment Cos. is a trade association and the largest network of diverse- and women-owned alternative investment firms. The non-profit company is based in Washington. The American company has been advocating for more than 52 years and has 194 diverse-owned alternative investment firms as members. These firms collectively manage over $389 billion in assets under management and invest with over 3,100 portfolio companies. The company consistently generates superior returns that help fuel the growth of the retirement and asset management industries. Robert L. Greene has been the CEO of the company since 2013.