Joel Mandelbaum

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California.

TravelClick, Inc. engages in development of cloud-based and data-driven solutions for hotels. Its solutions include suites, business intelligence, reservations and booking engine, media, web and video, and guest management solutions. The company was founded by Raymond Martin Cohen, Richard W. Gray and Ray Cohen in 1999 and is headquartered in New York, NY.

Ethoca, Inc. provides secure network platform. Its platform enables card issuers and merchants to identify fraudulent and suspicious transactions, which are undetected by the other party that results in financial losses and administrative costs. The company was founded by Andre Edelbrock, Trevor Clarke, Keegan Johnson, and Darryl Green in 2005 and is headquartered in Toronto, CA.

Altegris Advisors LLC (Altegris) is a SEC-registered investment advisor and holding firm headquartered in La Jolla, California. The firm was founded in 2010 by Matthew Osborne and James Waldinger. Altegris serves as the investment adviser to the following categories of Fund clients: (i) Mutual and Closed-End Funds, and their respective subsidiaries, as applicable; and (ii) Private Funds.

TransUnion Intermediate Holdings, Inc. engages in the provision of information and risk management solutions. It specializes in solutions in gathering, analyzing, and delivering critical credit reports. The firm's products and services include portfolio management, acquisition and retention, fraud and identity management, income and debt analysis, small business lending, and risk-based pricing solutions. The company was founded in 1968 and is headquartered in Chicago, IL.

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.

Hellman & Friedman LLC (Hellman & Friedman) is a private equity firm founded in 1984 by Warren Hellman and Tully Friedman. The firm is headquartered in San Francisco, California.

Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE.

LexisNexis Group, Inc. provides comprehensive and authoritative legal, business, government and tax information. It unites proprietary brands, advanced Web technologies, and premium information sources for customers in the legal, corporate, government and academic markets. The company was founded in 1818 and is headquartered in New York, NY.

RELX Group Plc engages in the provision of information and analytics for professional and business customers. It operates in four major segments such as scientific, technical and medical, risk and business analytics, legal and exhibitions. The company was founded on September 11, 1992 and is headquartered in London, the United Kingdom.

Matrix-Data Ltd. provides customer and business intelligence solutions to the financial services sector. It has developed customer, channel and market benchmarking solutions that help clients optimize product distribution and improve marketing effectiveness to drive revenue growth. The firm offers intelligence solutions that include finanicial intermediary database, NetFinder ICT database, Matrix Investor database and Property value database. The company was founded in 1985 and is headquartered in London, the United Kingdom.

Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO.

Asset International, Inc. provides data, business intelligence, and information services to the investment management industry. The company was founded by James A. Casella and Charles Ruffel in 2009 and is headquartered in New York, NY.

MidCap Financial Services LLC provides debt solutions to middle-market healthcare companies. It offers asset based lending products, which include revolving lines of credit, asset based term loans, enterprise value term loans, and debtor in possession lines of credit; and real estate lending products, such as first mortgage and mezzanine loans. The firm also provides leveraged lending; and life sciences lending that include life sciences venture loans and revolving lines of credit. It has offices in Bethesda, Los Angeles and Chicago. The company was founded by Howard T. Widra, Steve M. Curwin, David G. Moore, William Gould, Kevin McMeen and Clare Bailhe in 2008 and is headquartered in Bethesda, MD.

Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA.

Part of Deutsche Börse AG, Intelligent Financial Systems Ltd. is a British company that provides real-time and historical market data analysis services. The company is based in Kent, UK. The company was founded in 1995. Intelligent Financial Systems was acquired by Asset International, Inc., part of Deutsche Börse AG from January 31, 2019 on May 05, 2015.

Artivest Holdings, Inc. provides digital platform for private investment managers and investors. The firm offers technology-driven investment platforms for fund managers, wealth managers, and independent advisors. It offers private equity and venture capital funds. The company was founded by James David Waldinger in 2011 and is headquartered in New York, NY.

GC Waves Holdings, Inc. provides investment services. The company was founded in 2015 and is headquartered in Denver, CO.

CircleBlack, Inc. develops a wealth management platform. Its technology helps in financial advisory services. The company was founded by John Michel in 2014 and is headquartered in Jersey City, NJ.

AqGen Island Holdings, Inc. operates as an early stage company. The company is headquartered in New York, NY.

JusBrasil Ltd. engages in technological services. The company was founded in 2013 and is headquartered in Grand Cayman, Cayman Islands.

Neo on Business Ltd. engages in the technology business. The company was founded in 2016 and is headquartered in Grand Cayman, Cayman Islands.

Part of Deutsche Börse AG, AI Financial Information Uk Ltd. is an investment holding company. The company is based in Grinstead, UK and was founded in 2009.

Part of Deutsche Börse AG, Gc Lighthouse Holdings, Inc. functions as an investment holding company. The company is based in San Francisco, CA. The CEO of the company is Gary Retelny.

Pipl Ltd. operates people search engine company. It offers people data API, financial services identity verification, data enrichment and recruiting solutions. The company is headquartered in Petah Tikva, Israel.

GC Two Holdings, Inc. operates as a holding company which interests in firms that invest in middle-market companies. The company was founded in 2018 and is headquartered in San Francisco, CA.

Part of Strategic Insight Holdings, Inc., Asset International Financial Information UK Holdings Ltd. functions as an investment holding company. The company is based in London, UK.

OG Crimson Holdings LP engages in the provision of investing services. The company was founded in 2019 and is headquartered in Stamford, CT.

Mistplay, Inc. operates as a social platform for mobile gamers. The company is headquartered in Montreal, Canada.

GrowthCurve Capital LP (Growthcurve Capital) is a private equity firm founded in 2020 by Sumit Rajpal. The firm is headquartered in New York.

Quality Solicitors Organisation Ltd. engages in the provision of legal services. Its services include consumer rights, criminal defense, immigration, injury claims, medical negligence claims, and mental health and capacity. The company was founded by Craig Holt and Saleem Arif in 2008 and is headquartered in Cambridgeshire, the United Kingdom.