Jaymeson Kumm

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.

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

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.

Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation.

Artio Global Investors, Inc. provides investment management services to institutional and mutual fund clients. The company was founded on May 2, 1963 and is headquartered in New York, NY.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

Insight Investment Management (Global) Ltd. (Insight) is the UK-based specialist asset management subsidiary of Insight Investment Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) in the US. Headquartered in London, the firm was founded in 1964 as an in-house asset manager for the insurance assets of HBOS, and was acquired by Bank of New York Mellon Corp. in 2009. The firm provides liability-driven investment solutions, fixed-income and alternative investments for a range of clients which includes pension funds, corporates, local authorities, insurers, sovereign wealth funds, wealth managers, financial institutions and individual investors. Insight is a founding signatory of the UN Principles for Responsible Investment (UNPRI).

Graham Partners, Inc (Graham Partners) is a private equity subsidiary of The Graham Group Inc founded in 1988 by Steve C. Graham. The firm is headquartered in Newtown Square, Pennsylvania.

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.

GLG LLC is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2002 and was formerly known as GLG Ore Hill LLC and as Ore Hill Partners LLC. They are a subsidiary of Man Investments Holdings, Inc., which is ultimately held by Man Group Plc (LSE: EMG) in Great Britain. GLG provides advisory or sub-advisory services to US or non-US managed accounts and pooled investment vehicles on either a discretionary or non-discretionary basis.

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.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers.

University of Massachusetts Foundation, Inc. (UMass Foundation) is the endowment manager of the University of Massachusetts (UMass), a public research university headquartered in Boston, Massachusetts. The Foundation was founded in 1950 and oversees several programs and initiatives to promote the growth and well-being of UMass. The UMass Foundation endowment consists of several individual funds with varying purposes that support the students, faculty, and academic programs at all five campuses of the University.

Founded in 1992 by Joseph G. Nicholas, Hedge Fund Research, Inc. (HFR) is an investment research firm located in Chicago. The firm is a subsidiary of HFR Group LLC and is affiliated with HFR Asset Management LLC. Hedge Fund Research specializes in the areas of indexation and analysis of hedge funds. The HFR Database includes fund-level detail on historical performance and assets, as well as firm characteristics on a broad array of hedge fund managers. HFR's fund classification system enables granular and specific queries for relative performance measurement, peer group analysis and benchmarking. They produce over 100 indices of hedge fund performance ranging from industry-aggregate levels to specific, niche areas of sub-strategy and regional investment focus. The HFRI Fund Weighted Composite Index is comprised of data dating to 1990 and is a widely-used standard benchmark of hedge fund performance around the world. HFR's suite of analysis products provide detailed, current, comprehensive and relevant aggregate reference points on all areas of the hedge fund industry. In addition, the firm offers consulting services for clients seeking customized top-level or more intricate analysis.

Guardian Capital Partners Investment Management LP (Guardian Capital Partners) is a private equity firm founded in 2007 by Scott D. Evans, Peter H. Haabestad and Hugh Kenworthy III. The firm is headquartered in Wayne, Pennsylvania.

Marine Acoustics, Inc. provides engineering and management consulting services. The firm offers scientific, engineering, management, and technical services to government and military, academic, and commercial clients in support of a broad spectrum of environmental and underwater acoustics and warfare technology programs. Its services include environmental, naval technology and training support, and research and development. The company was founded in 1983 by William T. Ellison and is headquartered in Middletown, RI.

Applied Science Associates, Inc. provides science and technology solutions. It offers consulting, environmental modeling, and application development to clients. The company was founded in 1979 and it is headquartered in South Kingstown, RI

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).

Fogel Capital Management, Inc. (Fogel Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Stuart, Florida. The firm was founded by Marvin and Charlene Fogel in 1995. Fogel Capital offers comprehensive wealth management services for private investors or institutions.

Peak Financial Management, Inc. (Peak Financial) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Pran Tiku in 1991. Peak Financial provides wealth management services to individuals and families.