Carl Paul Wilk

Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.

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.

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.

DUSA Pharmaceuticals, Inc. is an integrated dermatology pharmaceutical company, which develops and markets Levulan Photodynamic Therapy technology platform for the prevention and treatment of dermatological skin conditions. Its products include levulan kerastick, BLU-U and clindareach. The company was founded by D. Geoffrey Shulman on February 21, 1991 and is headquartered in Wilmington, MA.

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.

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Hold Brothers On-Line Investment Services LLC provides trading software and support services. Its services include software licensing, offsite trading, branch opportunities, black box hosting, custom black box and software development. The company also provides Internet connections and access to market makers, electronic communication networks, and real time quotes. Hold Brothers On-Line Investment Services was founded by Gregory F. Hold and Steven J. Hold in 1994 and is located in Jersey City, NJ.

The NanoSteel Co., Inc. provides nano-structured steel material designs. Its products include sheet steel, additive manufacturing, BLDRmetal for bed fusion, 3D printing alloy design, welding with NXG 1200, engineered powders, foil and metallic coatings. The firm serves the automotive, ground transportation, tooling, oil and gas, mining, cement, concrete and power industries. The company was founded in 2002 by Daniel James Branagan and Joseph E. Buffa is headquartered in Providence, RI.

Rafferty Asset Management LLC (RAM) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in New York City. Founded in 1997, the firm provides investment advisory services to registered investment companies and subsidiaries of registered investment companies. RAM also serves as the investment advisor and provides advisory services to the Direxion Funds (formerly the Potomac Funds), the Direxion Insurance Trust (formerly the Potomac Insurance Trust) and the Direxion Shares ETF Trust.

Morley Capital Management, Inc. (Morley) is an investment management firm headquartered in Portland, Oregon. Founded in 1982, the firm is a direct, wholly-owned subsidiary of Principal Global Investors Holding Company (US) LLC, an indirect subsidiary of Principal Financial Group, Inc. (NYSE: PFG). Morley provides investment management services to bank sponsored collective investment trusts, corporate pension and profit-sharing plans, Taft-Hartley plans, state or municipal government entities, insurance company separate accounts and/or other institutional clients.

LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally.

Forte Ventures LLC (Forte Ventures) is a venture capital firm founded in 2012 by Tom Hawkins. The firm is headquartered in Atlanta, Georgia.

EnerTech Capital Partners (EnerTech Capital) is a venture capital firm founded in 1996 by Scott Ungerer. The firm is headquartered in Ambler, Pennsylvania.

General Motors Ventures (GM Ventures) is a venture capital firm founded in 2010. The firm is headquartered in Warren, Michigan.

California Mobility Center is a public-private collaborative that aims to accelerate innovation and commercialization of new products, services, and technology in the clean mobility space. The private company is based in Sacramento, CA. The company's focus is on creating an ecosystem of entrepreneurs, large and small businesses, investors, and academia to build world-class companies. The company provides future mobility innovators and industry incumbents with access to programs and resources that accelerate the pace of commercialization in and worldwide. The company's ecosystem is comprised of clients, members, and preferred service providers (psps). Mark R. Rosekind has been the CEO of the company since 2022.

Barings LLC (Barings) is a private equity firm a subsidiary of Barings LLC founded in 1992. The firm is headquartered in Boston, Massachusetts.

Fern Capital, Inc. is an independent fee-based registered investment advisor that provides personalized investment management services. The private company is based in Huntington Woods, MI. The company is woman and employee-owned, and it does not take custody of client assets. Instead, client assets are held separately at an established, well-recognized, and qualified custodian. Fern Capital is a fiduciary, required to put clients' interests ahead of its own. The company primarily grows through referrals from existing clients. Fern Capital's portfolio managers, Ina Fernandez and Anne M. Nichols, create custom portfolios of individual stocks and bonds that are designed to meet each client's desire for growth, income, and social values.

Founded in 2008, AlphaOne Investment Services LLC (AOIS) is a registered investment advisor and hedge fund manager located in Villanova, Pennsylvania. The firm is a wholly-owned subsidiary of AlphaOne Capital Partners LLC (AOCP). AOCP Holdings LLC is a wholly-owned subsidiary of AlphaOne Holdings LLC, a private company owned by Paul J. Hondros. AOCP acquired Redstone Investment Management LP in 2009. AOIS’ clients consist of a registered investment company (AlphaOne Micro Cap Equity Fund), private unregistered funds, individually managed accounts, and UMA clients.