Josh Dinstein

Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers.

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.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

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).

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.

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. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

National Bureau of Economic Research, Inc. was founded in 1920. The non-profit company is based in Cambridge, MA. The company provides investment research.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

BDO USA LLP operates as an accounting, auditing, and bookkeeping firm. It offers advisory; audit and assurance; digital; and tax services. The company was founded by Maximillian L. Seidman in 1910 and is headquartered in New York, NY.

Mad Rabbit Tattoo, Inc. is a company that offers natural and effective tattoo aftercare products. Mad Rabbit Tattoo is based in Chagrin Falls, OH. Mad Rabbit Tattoo promotes individuality, adventure, and anything badass. The company's mission is to eliminate all unnatural and processed ingredients found in traditional aftercare, and they offer product offerings that embody the basics of holistic healing with ‘Mad Rabbit Enhance – Tattoo Balm’, ‘Mad Rabbit Repair – Soothing Gel’ and ‘Mad Rabbit Defend – Tattoo Sunscreen’. The company was founded in 2019 by Selom Agbitor and Oliver Zak, who were passionate about creating a superior natural solution to help improve the healing process after seeing the lack of effective and all-natural products. Oliver Zak has been the CEO since incorporation.

Nabfly, Inc. provides a subscription service for men. It offers various choice goods, themed boxes, and stories. The firm provides products in the areas of style and grooming, food, drink, and gear and den. It also offers gift subscription service that allows users to redeem, ship or skip, and enjoy stories, tips, and tricks. The company was founded by Steven J Szaronos and Rishi Prabhu in 2011 and is headquartered in New York, NY.

Ramsey Quantitative Systems, Inc. (RQSI) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Louisville, Kentucky. The firm was founded by Neil Ramsey in 1996. RQSI serves as the investment manager and provides discretionary advisory services to several private funds and separately managed accounts.

BRI Partners LLC provides financial advisory services. The private company is based in Chicago, IL and has subsidiaries in Australia. The company was founded by Benjamin Edward McMillan.

Journey Meditation, Inc. offers meditation classes to individuals and organizations. It also offers live-streamed classes in local communities and organizations around the world. The company was founded by Stephen Sokoler in 2015 and is headquartered in New York, NY.

IDX Insights, LLC is a private company based in Clearwater, FL. IDX Insights, LLC is focused on developing innovative index solutions across the alternative landscape.

IDX Advisors LLC provides investment advice. The private company is based in Phoenix, AZ. The company was founded in 2019 by Benjamin Edward McMillan, Andrew Michael Swan. Andrew Michael Swan has been the CEO since 2019.

Penny AI Technologies, Inc. designs and develops a Software-as-a-Service (SaaS) workflow management solution for multi-level marketing consultants. The firm offers Penny application. The company was founded by Chris Noble and David Abbey in 2015 and is headquartered in Vancouver, Canada.

Button Finance, Inc. offers loans. The firm provides paycheck protection loans and home equity loans. The company was founded by Jason Harris and Sharad Dole and is headquartered in Soho, NY.

Part of Citigroup, Inc., Citibank, Inc. is a commercial bank based in New York, NY. Citibank, Inc. provides commercial banking services. Michael Louis Corbat has been the CEO of the company since 2020.

Rubicon Venture Capital LLC (Rubicon Venture Capital) is a venture capital firm founded in 2013. The firm is headquartered in San Francisco, California.

Founders Club manufactures and sells golf products. Its products include wood and iron products, complete sets, putters, wedges, golf bags, push cars and accessories. The firm also provides online application for customers to shop. The company is headquartered in Colorado Springs, CO.

Marqii, Inc. engages in the publishing of menus, location data, and specials to potential customers. Its products offered to restaurants, bars, coffee shops and dispensaries. The company was founded by Avi Goren and Evan Perlmutter in 2016 and is headquartered in New York, NY.

Acronym Venture Capital LLC (Acronym Venture) is a venture capital firm founded in 2019. The firm is headquartered in New York.

iHealth Technologies, Inc. provides payment integrity solutions. It offers a pre-payment application of client specific clinical payment policy to assure the application of clinical coding in claims payment. . The company was founded by Douglas J. Williams and Richard Pozen in 2001 and is headquartered in Atlanta, GA.

Springboard Enterprises, Inc. is a leading network of industry experts, investors, and innovators dedicated to building companies at scale led by women who are transforming industries in technology, life sciences, and healthcare. The non-profit company is based in Washington and has subsidiaries in the United States. Since 2000, over 890+ Springboard portfolio companies seeking investment and human capital for product development and expansion have created over $39.10b in value. With 225 exits to strategic acquirers, 27 IPOs, and 10 unicorns, Springboard entrepreneurs are transforming industries. The American company's mission is to accelerate the growth of women-led entrepreneurial companies through access to essential resources and a community of experts. Springboard is a network of entrepreneurs, investors, and advisors accelerating the success of women entrepreneurs in technology and life sciences. The company was founded by Kay Koplovitz, Amy Millman. Natalie Buford-Young has been the CEO of the company since 2020.

Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices.

Qoros Automotive Co., Ltd. engages in the design and production of vehicles. Its products include sedan, hatch, sport utility, and grand touring vehicles. The company was founded on December 23, 2007, and is headquartered in Changshu, China.

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.