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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.

United Services Automobile Association provides insurance, banking and investment services. Its products include renters insurance, flood and life insurance, checking savings accounts, certificate of deposits, stocks and options, USAA mutual funds, USAA 529 savings plan, mortgages, and individual retirement account. The company was founded in 1922 and is headquartered in San Antonio, TX.

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.

Founded in 1994, Eaton Vance Distributors, Inc. is a broker/dealer located in Boston. The firm is a subsidiary of Eaton Vance Corp. (NYSE: EV).

John Hancock Investment Management LLC (JHIM) is a fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2002 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately owned by Manulife Financial Corp. (TSX; NYSE: MFC) in Canada. JHIM provides discretionary investment advisory services as a “manager of managers” to certain open-end and closed-end registered investment companies, such as exchange-traded funds, in the John Hancock family of funds, that are offered to retail investors and, in the case of certain funds, are included as investments in model portfolios created by JHIM or one of its affiliates.

Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee.

National Institutes Of Health conducts & supports peer-reviewed medical research and science. The firm's scientists & researchers investigate on different ways to prevent diseases as well as the causes, treatments and cures for common and rare diseases. The company was founded in 1887 and is headquartered in Bethesda, MD.

Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM manages assets for institutions, financial intermediaries and individual investors. The firm serves as adviser or sub-adviser to many investment vehicles.

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

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled 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.

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.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

Berkshire Partners LLC (Berkshire Partners) is a private equity subsidiary of Berkshire Partners Holdings LLC founded in 1986 by Christopher Clifford, Carl Ferenbach, Russel L. Epker, Brad Bloom and Richard Lubin. The firm is headquartered in Boston, Massachusetts.

Vantage Consulting Group, Inc. (Vantage) is an independent, SEC-registered investment advisor headquartered in Virginia Beach, Virginia. Founded in 1985, Vantage provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, other pooled investment vehicles, charitable organizations, trust and estates, corporations, state or municipal government entities, private investment funds, investment companies, and ETFs.