James White

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Off Wall Street Consulting Group, Inc. provides investment research. The private company is based in Cambridge, MA. The company was founded in 1990 by Mark W. Roberts. Mark W. Roberts has been the CEO since 1990.

Part of FirstRand Ltd., FirstCorp Merchant Bank Ltd. is a security brokers, dealers, and South African flotation company. The company is based in Johannesburg, South Africa.

Washington Analysis LLC is an institutional research firm headquartered in Washington, DC. The firm was founded in 1973 and is a subsidiary of Accounting Research & Analytics LLC, which is owned by MSCI, Inc. (NYSE: MSCI). Washington Analysis focuses on anticipating and analyzing changes in public policy that will impact the financial markets. Their expertise lies in assessing investment risks and opportunities arising from legislative, judicial and regulatory developments across the sectors most impacted by policy developments including financial services and housing, healthcare, energy (including utilities/FERC, oil & gas, pipelines and renewables), defense, tax, trade and TMT (tech, media and telecommunications).

Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others.

Allied Insurance Co. provides insurance brokerage services. It offers auto, home, powersports, personal protection and life insurances. The firm offers services to both individual and businesses. The company is headquartered in Des Moines, IA.

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.

Sirios Capital Management LP (Sirios) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 by John Brennan, Jr. Sirios provides investment advice to private investment funds, UCITS Funds, registered investment companies, wrap program participants, and certain other institutional clients through separate accounts.

AgiiPlus, Inc. is a holding company that engages in the provision of software solutions. Its services include Workspace leasing and operation, Renovation and smart building technology, and Brokerage and enterprise services. The company was founded by Jiang Qing Wu, Ke Ming Chen and Lei Yang in 2015 and is headquartered in Shanghai, China.

Fortysix Venture Capital LLC (Fortysix Venture Capital) is a venture capital firm founded in 2019 by Tracy A . Poole, Lionel Charles Fuller and Jim Barsness. The firm is headquartered in Tulsa, Oklahoma.

Medefy Health LLC is a company that provides centralized benefits navigation technology to TPAs, PEOs, and health plans. The company is based in Tulsa, OK. The company's award-winning member experiences help these companies edge out competitors. The company offers real-time support and believe in proactive benefits guidance. The company was founded by Matt Scovil and Nathan Gilchrist, and Matt Scovil has been the CEO since incorporation.

Rebuilding Together, Inc. operates as a leading national nonprofit in safe and healthy housing. It provides rehabilitation and home repair services. The company was founded in 1973 and is headquartered in Washington, DC.

Part of Polaris Capital Management Holdings LLP, Cheyenne Fund A Massachusetts LP is a company based in Boston, MA.

Securities & Exchange Board of India provides commodity exchange services. The firm inspects the books of accounts of financial intermediaries and asks for regular returns from recognized stock exchanges. The company was founded on April 12, 1992 and is headquartered in Mumbai, India.

Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY.

Financial Insights LLC provides market research and advisory services. The firm serves banks, insurance companies, asset management firms, securities brokerages, and diversified financial institutions globally. The company was founded in November, 2002 and is headquartered in Stoneham, MA.

Instinet LLC is a SEC-registered broker-dealer headquartered in New York City. The firm is the equities execution services arm of the Nomura Group. The firm was founded in 1969 and is a wholly owned subsidiary of Instinet Holdings, Inc., which is ultimately owned by Nomura Holdings, Inc. (TYO: 8604) in Japan. Instinet offers the institutional investment community a suite of tailorable solutions, which includes market insights and commentary, full-service trading desks, advanced algorithmic trading strategies, access to unique and specialized liquidity via their array of crossing pools, and a set of workflow solutions.

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.

Acadian Asset Management LLC (Acadian) is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1986 by Gary Bergstrom and Churchill Franklin. The firm is a subsidiary of BrightSphere Affiliate Holdings LLC, ultimately owned by BrightSphere Investment Group, Inc. (NYSE: BSIG). Acadian provides portfolio management services for institutional clients.

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.

First Capital Partners LLC (First Capital Partners) is a private equity firm is founded in 2006 by David F. McLeese. The firm is headquartered in Omaha, Nebraska.

Pittenger & Anderson, Inc. (P&A) is an independent, SEC-registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded by James "Jim" Pittenger, Jr. and Daniel "Dan" Anderson in 1995. P&A provides advisory services to individual and institutional clients.

Weitz Investment Management, Inc. (Weitz) is an independent, SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded by Wallace R. Weitz in 1983 as Wallace R. Weitz & Co. Weitz provides investment management services on a discretionary basis to registered investment companies and to a number of separate accounts.

Congruent Investment Partners LLC (Congruent Investment Partners) is a private equity firm founded in 2009 by Travis P. Baldwin and Preston L. Massey. The firm is headquartered in Dallas, Texas.