Robert L. Athas

Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles.

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.

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

RFE Management Corp (RFE Management) is a private equity firm founded in 1979. The firm is headquartered in Westport, Connecticut.

F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations.

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.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Income Research & Management, Inc., dba Income Research + Management (IR+M), is a privately-owned, independent, fixed income investment management firm headquartered in Boston, Massachusetts. The firm was co-founded by John A. Sommers and Jack A. Sommers in 1987. IR+M manages US fixed income portfolios for institutional and private clients, several US fixed income private investment funds, and collective investment trusts for qualified investors.

Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans.

Founded in 2004, Kamunting Street Capital Management LP is a hedge fund firm headquartered in Greenwich, Connecticut.

MML Investors Services, Inc. (MMLIS) is a SEC-registered broker-dealer and investment advisor headquartered in Springfield, Massachusetts. The firm was founded in 1981 and is principally owned by MassMutual Holding LLC, itself a subsidiary of Massachusetts Mutual Life Insurance Co. MMLIS generally provides advice to individuals, high net worth individuals, trusts, estates, endowments and foundations, Fidelity Charitable donor-advised accounts, business entities and/or qualified plans.

Liberty Partners (Liberty Partners) is a private equity firm founded in 1992 by Peter E Bennett. The firm headquartered in the New York.

Audax Private Equity (Audax Private Equity) is a private equity subsidiary of 101 Huntington Holdings LLC founded in 1999 by Geoff S. Rehnert and Marc B. Wolpow. The firm is headquartered in Boston, Massachusetts and additional office in San Francisco, California.

Nautic Partners LLC (Nautic Partners) is a private equity firm founded in 2000 by Gorgi Habib Y. The firm is headquartered in Providence, Rhode Island.

Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

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.

Rockbridge Growth Equity Management LP (Rockbridge Growth Equity) is a private equity firm founded in 2007 by Dan Gilbert, Brian Hermelin, and Kevin Prokop. The firm is headquartered in Detroit, Michigan.

KWS BioTest Ltd. provides preclinical pharmacology and drug development for human diseases. Its capabilities include clinical biomarkers, cell biology, bioanalytical services, in vivo pharmacology, vaccine development. The company was founded by Williams A. Neil and Trevor Langley in 2004 and is headquartered in Bristol, the United Kingdom.

American Signcrafters LLC engages in planning, designing, managing, fabricating and installing sign programs. It specializes in national bank conversions and re-branding, restaurants, retail stores and other global businesses who share its creative passion and commitment to excellence. The company was founded in 1979 by Jeffrey Petersen and is headquartered in Islip, NY.

Capital Advisors Group, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Benjamin Campbell in 1991 and is principally owned by Benjamin K. Campbell Trust of 2011, the Campbell Family 1998 Irrevocable Trust, and the Campbell Family 2019 Irrevocable Trust. Capital Advisors Group provides portfolio management services to institutional investors, such as corporations, charitable institutions, and foundations.

Laguna Tools, Inc. manufactures and sells CNC machineries and woodworking equipment. It offers swift series, fiber lasers, plasmas, industrial jointers, industrial shapers, industrial planers, wood widebelt sanders, dust collectors, and industrial specialty machines. The company was founded by Torben Helshoj in 1983 and is headquartered in Irvine, CA.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

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

MeTEOR Education LLC provides classroom, technology and administrative furniture for educational and institutional markets. It provides design, consulting, project management, and installation services to public and private schools, colleges and universities. The firm specializes in larger projects where a school district is undergoing a major expansion or renovation. The company was founded in 1967 and is headquartered in Gainesville, FL.

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).

Soft-Tex International, Inc. manufactures and distributes pillows. Its products include Pillows, Toppers, Mattresses and Accessories. The firm manufactures, imports, and distributes numerous bedding products including bed pillows, bed toppers, mattress pads, mattresses, and pillow and mattress protectors under a number of proprietary and licensed brands. The company was founded by Arthur Perry and Harold Perry in 1986 is headquartered in Waterford, NY.

Ground/Water Treatment & Technology LLC provides services for general industrial and oil and gas sectors. Its specialties involve manufacturing of new integrated turn-key treatment systems, remediation and construction of remediation systems inclusive of compressed air, high/low vacuum, carbon and water treatment systems, subsurface piping systems, equipment rentals and operations and maintenance for groundwater, process water, wastewater or soil remediation systems. The company was founded in 1996 and is headquartered in Wharton, NJ.

Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.

Part of Rothschild Concordia SAS, Rothschild & Cie SCS is an investment holding French company. The company is based in Paris, France. The company was founded in 1988. Alexandre de Rothschild has been the CEO of the company since 2013.