Steve Marcum

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

FMR Investment Management (UK) Ltd. (FMRIM UK) is an investment management firm headquartered in London, UK. The firm was founded in 2006 and is a subsidiary of Fidelity Management & Research Co. LLC (FMR), itself a subsidiary of FMR LLC in the US. FMRIM UK provides investment advisory and portfolio management services as a sub-adviser to certain FMR clients, which includes investment companies in the Fidelity family of mutual funds.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

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.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Since Toledo Museum of Art founding in 1901, the museum has earned a global reputation for the quality of its collection, its innovative and extensive education programs, and its architecturally significant campus. More than 30,000 works of art represent American and European painting, the history of art in glass, ancient Greek, Roman, and Egyptian works, Asian and African art, medieval art, sculpture, decorative arts, graphic arts, and modern and contemporary art. To accommodate the ever growing collection and demand for art education, the Museum campus has grown exponentially since its founding. From its humble first exhibition space in two rented rooms, the Museum has grown to cover approximately 36 acres with seven buildings. The main Museum building interior contains four and a half acres of floor space on two levels. It has 45 galleries, 15 classroom studios, the 1,750-seat Peristyle concert hall, the 176-seat Little Theater lecture hall, the Resource Center for Educators, the Family Center, the Visual Resources Collection, the Museum Café, and the Museum Store featuring Collector's Corner. The Glass Pavilion has five galleries, a glass study room, classrooms, two hotshops, a multipurpose GlasSalon, public and private courtyard space, and a coffee bar.

ProMedica Health Systems, Inc. is a non-profit organization, which engages in the provision of medical services. It offers acute and ambulatory care, an insurance company with a dental plan, and post-acute and academic business lines. The company was founded in 1986 and is headquartered in Toledo, OH.

Davis Capital Management LLC (DCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Jacksonville, Florida. The firm was founded by Troy Davis in 2008. DCM provides discretionary account management, financial advising, and financial planning services to individuals and institutions.

Part of Helloworld Travel Ltd., Council Travel is a travel agency that specializes in serving students. Council Travel was acquired by STA Travel, part of Helloworld Travel Ltd. from November 30, 2021 on May 06, 2002.

Rotary Club of Fernandina Beach Charitable Fund, Inc. operates an international service organization. It states human rights for the purpose to bring together business and professional leaders in to provide humanitarian services, encourage ethical standards in all vocations. The company was founded on May 25, 1926 and is headquartered in Fernandina Beach, FL.

Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Founded in 2009 by Andrew Marcus, Sugarloaf Rock Capital LLC is a hedge fund manager located in Greenwich, Connecticut.

Millennium Management, Inc. provides creative production, technology and software solutions to the photo and video production industry. It offers outsourced creative services, such as photo studios and equipment rental, digital still motion capture services, high-end retouching, ad preparation, ad releases, pre-press, online digital asset management and data center services. The company was founded by Steve Kalalian and Janet Mayfield in 1991 and is headquartered in New York, NY.

Welltower OP LLC engages in the provision of health care infrastructure and investment of seniors housing operators, post-acute providers, and health systems. It operates through the following segments: Seniors Housing Operating, Triple-net, and Outpatient Medical. The Seniors Housing Operating segment includes the seniors housing communities. The Triple-net segment offers long-term/post-acute care facilities, assisted living facilities, independent living/continuing care retirement communities, care homes (United Kingdom), independent support living facilities (Canada), care homes with nursing (United Kingdom), and combinations thereof. The Outpatient Medical segment provides outpatient medical buildings. The company was founded in 1970 and is headquartered in Toledo, OH.

HCR ManorCare, Inc. provides short and long term medical and post-hospital care services. It offers rehabilitation, memory care, assisted and independent living, home health care and hospice services. The company was founded in 1991 and is headquartered in Toledo, OH.

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.

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.

Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs.

SCA Vignerons Reunis de Monsegur is a French company that manufactures and sells wines. The private company is based in Monsegur, France.

The World Economic Forum USA, Inc. operates an organization for economic reforms. The non-profit company is based in New York, NY.

CoreCommodity Management LLC (CoreCommodity) is a registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded by Adam de Chiara and Bradford Klein in 2003 as Jefferies Asset Management LLC and changed their name to CoreCommodity Management LLC in 2012. They are a subsidiary of CoreCommodity Capital LLC, which is owned by CoreManagement LLC. CoreCommodity provides investment management services to sovereign wealth funds, public and corporate pensions, endowments and foundations, and other prominent institutional clients seeking commodities exposure.

Endeavour Capital Advisors, Inc. (Endeavour) is an independent registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded in 1994 by Larry Austin and Mitch Katz. Endeavour provides advisory services on a discretionary basis to pooled investment vehicles intended for sophisticated investors and institutional investors.