Chris Bentley

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.

Medtronic, Inc. operates as a medical technology company. It offers implantable cardiac pacemakers, eternal defibrillators, inferior turbinate surgery products, and continuous glucose monitoring device. The company was founded by Earl E. Bakken and Palmer J. Hermundslie on April 29, 1949 and is headquartered in Minneapolis, MN.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

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.

Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.

SSgA Funds Management, Inc. (SSgA FM) is a 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.

Companyon Ventures Management LLC (Companyon Ventures) is a venture capital firm founded in 2016 by Thomas John Lazay and Parthib Srivasthsan. The firm is headquartered in Boston, Massachusetts.

K&L Gates LLP engages in the provision of legal services. The firm represents corporations, growth and middle-market companies, capital markets participants and entrepreneurs as well as public sector entities, educational institutions, philanthropic organizations, and individuals. The company was founded by Kirkpatrick Lockhart in 1946 and is headquartered in Pittsburgh, PA.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

RTI Surgical, Inc. is an industry-leading surgical implant supplier that provides design, new product development, processing, and manufacturing services to patients and medical technology companies. The company is based in Alachua, FL. The company specializes in tissue, biologics, and hardware, serving OEM partners across various market segments, including dental, plastic and reconstructive surgery, sports medicine, spine, trauma, and urology/urogynecology. The company was founded in 1998. Olivier M. Visa has been the CEO of the company since 2017.

CMR Surgical Ltd. develops universal robotic system for minimal access surgery. The firm is presently evaluating the ability of the versius system to perform upper GI, gynaecological, colorectal and renal surgery in cadaveric trials. The company was founded by Martin Frost and Mark Slack in January 2014 and is headquartered in Cambridge, the United Kingdom.

Water Street Healthcare Partners LLC (Water Street Healthcare Partners) is a private equity firm founded in 2005. The firm is headquartered in Chicago, Illinois.

Safeguard Medical, Inc. engages in the provision of medical products and training programs. The company is headquartered in Chicago, IL.

Advanced Medical Technology Association is a trade association which provides medical technology solutions. The company was founded in 1974 and is headquartered in Washington, DC.

Northwestern Memorial Hospital provides healthcare services. The firm offers acute and tertiary inpatient care, ambulatory care, wellness and prevention programs. The company was founded in 1972 and is headquartered in Chicago, IL.

Cardiac Science Corp. develops, manufactures, and markets Powerheart automated external defibrillators. Its offers power heart AED G5, G5 trainer, G3 plus, G3 Pro, G3 trainer, and rescue ready services. The company was founded in 1913 and is headquartered in Waukesha, WI.

Surgalign Spine Technologies, Inc. is a global surgical implant company providing surgeons with biologic, metal and synthetic implants. It operates through the following business lines: Spine, Original Equipment Manufacturer (OEM), Sports and International. The Spine business line designs, manufactures, and distributes surgical implants, instruments, and biologics used in the treatment of conditions affecting the spine caused by degenerative conditions, deformities or traumatic injury. The OEM business line market and distributes the implants and instruments. The Sports business line deals with sports-related injuries that can be addressed with allograft implants. The International business line markets and distributes products through a direct distribution organization and a network of independent distributors from foreign affiliates. The company was founded in 1997 and is headquartered in Alachua, FL.

Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010.

Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases.

Intercontinental Real Estate Corp. is an active manager headquartered in Boston, Massachusetts.

NXThera, Inc. provides technology platform to treat endourological conditions. It develops medical devices to treat patients suffering from urologic conditions, such as benign prostatic hyperplasia (BPH), prostate cancer, and kidney cancer. The company was founded by John H. Shadduck and Michael Hoey in 2008 and is headquartered in Maple Grove, MN.