Ryan Boudreau

Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to several client types, which includes Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Anchor Capital Advisors LLC (Anchor Capital) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. It was founded in 1983 by William Rice. The firm is owned by employees and by the Lincoln Peak Capital, a private investment firm. Anchor Capital offers investment advisory services to pension and profit-sharing accounts (corporate, joint trusteed and professional corporations), charitable accounts including religious, non-profit foundations and educational institutions, corporations (taxable), banks/thrift institutions, individuals, high net-worth individuals, trusts and estates, and registered investment companies.

Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients.

Diamond Hill Capital Management, Inc. (Diamond Hill) is a SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded in 2000 and is a wholly-owned subsidiary of Diamond Hill Investment Group, Inc. (NASDAQ: DHIL). Diamond Hill provides investment management services to individual and institutional investors through mutual funds and separate accounts. The firm also offers investment advisory services to the clients of wrap sponsors.

Dorfman Value Investments LLC (DVI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by John Dorfman in 1999 as Dorfman Investments LLC and changed their name to Thunderstorm Capital LLC in 2006. They became Dorfman Value Investments LLC in 2014. DVI manages portfolios for individuals and institutions.

Alexander Capital Advisors LLC (ACA) is an independent asset management firm headquartered in New Canaan, Connecticut. The firm was founded in 2006 by Thomas Paolozzi. ACA provides investment and portfolio management services to individuals and institutional clients.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

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.

Alliance Consulting Group, Inc. provides e-business strategy consulting. The firm offers services in the areas of business process redesign, customer needs and segmentation analysis, innovation and new product development, market and competitive analysis. The company was founded by Hans Michael Norkus in 1986 and is headquartered in Boston, MA.

Founded in 1988, Penobscot Investment Management Co., Inc. is a registered investment advisor located in Boston, Massachusetts. The firm provides investment management services to individuals, families, trusts, retirement plans and nonprofit organizations.

Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME.

Greenspring Associates Inc is a venture capital subsidiary of StepStone Group, Inc. founded in 2000 by C. Ashton Newhall. The firm is headquartered in Owings Mills, Maryland.

Webster Equity Partners LLC (Webster Equity Partners) is a private equity firm founded in 2003 by Donald Steiner and Andrew McKee. The firm is headquartered in Waltham, Massachusetts.

OpenView Investments LLC (OpenView Investments) (OpenView Venture Partners) is a venture capital firm founded in 2006 by Scott Maxwell. The firm is headquartered in Boston, MA.

Kirchner Private Capital Group provides merchant banking services. It offers mergers, acquisitions, and divestitures advisory; management assessment; and workouts and turnarounds management services. The firm also provides strengths, weaknesses, opportunities, and threats analysis; negotiation; and strategic planning services. The company was founded by W. B. Kirchner in 1985 and is headquartered in Gadsden, AL.

DoubleRadius, Inc. provides breed networking, consulting, designing, planning and financing solutions to the data communications community. It also offers a range of innovative solutions and services to virtually any industry. The firm specializes in wireless design, wireless equipment supply, wireless equipment installation and video security. The company was founded in 2001 and is headquartered in Indian Trail, NC.

Lowell Blake & Associates, Inc. (LBA) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Jim and Susan Lowell in 1974. LBA provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and limited liability companies.

Maywic Select Investments (Maywic Select Investments) is a venture capital firm founded in 2013 by Frederic H. Mayerson & Chad Wick. The firm is headquartered in Cincinnati, Ohio.

Fenway Summer Investment Management LLC (Fenway Summer) is a venture capital firm founded in 2013 by Raj Date. The firm is headquartered in Washington, District of Columbia.

Fraser McCombs Capital Management LLC (FM Capital) is a venture capital firm founded in 2011 by Chase Fraser. The firm is headquartered in Boulder, Colorado.

HSV Holdings LLC (Indicator Ventures) is a venture capital firm founded in 2013 by Geoffrey T. Bernstein, Ben F. Luntz and Jonathan M. Struhl. The firm is headquartered in Boston, Massachusetts.

Lead Edge Capital Management LLC (Lead Edge Capital) is a private equity and venture capital subsidiary of SV Booth Investments I LLC founded in 2012 by Mitchell Green and Scott Booth. The firm is headquartered in New York.

Measure 8 Ventures Management LLC (Measure 8 Ventures) is a venture capital firm founded in 2017 by Boris Jordan. The firm is headquartered in New York.

Jurassic Capital (Jurassic Capital) is a private equity firm founded in 2019. The firm is headquartered in Durham, North Carolina.

DNS Capital LLC (DNS capital) is a venture capital firm founded in 2014 by Gigi Pritzker Pucker. The firm is headquartered in Chicago, Illinois.

Fox Ventures LLC (Fox Ventures) is a venture capital subsidiary of Fox Development Corp. founded in 2002 by Peter B fox. The firm is headquartered in Champaign, Illinois.

Third Bridge (US), Inc. is a independent financial research company. It provides private equity firms, hedge funds, and strategy consultants. The company is headquartered in New York, NY.