Kristen Yerardi

Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates.

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 provides investment management services to a wide range of clients and investment vehicles.

Founded in 1851, Glens Falls National Bank & Trust Co. is a subsidiary of Arrow Financial Corp. (NASDAQ: AROW), a New York corporation and bank holding company. Glens Falls National Bank & Trust offers access to a full range of investments including stocks, bonds, mutual funds and annuities through their partnership with LPL Financial, a registered broker/dealer. The firm manages a wide range of individual, institutional and charitable accounts, including: Personal and Charitable Trusts; Investment Management Accounts and IRAs; Pension, Profit-Sharing and 401(k) Plans; and Other Types of Retirement Plans.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Part of Dentsu Group, Inc., Roundarch Isobar, Inc. is a company that designs and implements portal, content management, integration solutions and digital marketing services. The company is based in Chicago, IL. Roundarch Isobar is the result of an M & A transaction between Aegis Group Plc and Roundarch, Inc. as of February 22, 2012.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

Isobar Communications Plc provides digital marketing services. It offers Digital Ecosystems, Innovation accelerator, Product prototyping & development, Product launch & marketing, Data strategy & implementation, Cloud & devops, Analytics & attribution analysis, Optimization , Business consulting, Strategy development, Consumer insight & segmentation and Experience strategy & service design services. The company is headquartered in London, the United Kingdom.

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.

Connecticut Bar Association, Inc. provides legal services. The private company is based in Connecticut.

The Massachusetts Innovation & Technology Exchange, Inc. operates internet business and marketing association. The company was founded in 1996 and is headquartered in Boston, MA.

Chengdu Rural Commercial Bank Co., Ltd. engages in taking deposits from the public, extending short-term, mid-term and long-term loans, effecting domestic payment settlements, and accepting and discounting instruments. It offers personal financing, agricultural financing, small and micro financing, investment financing, interbank financing, and corporate financing. The company was founded on December 31, 2009 and is headquartered in Chengdu, China.

Siguler Guff Advisers LLC (Siguler Guff) is a registered investment advisor headquartered in New York City. The firm was founded in 1995 and is a wholly owned subsidiary of Siguler Guff & Co. LP. Siguler Guff provides discretionary and non-discretionary investment management services to institutional clients, which includes corporate and public employee benefit plans, endowments, foundations, government agencies and financial institutions, and family office and high net worth investors.

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.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Siguler Guff & Co. LP (Siguler Guff) is a private equity firm founded in 1995 by George William Siguler, Andrew Joseph Guff and Donald Paul Spencer. The firm is headquartered in New York.with additional offices Boston, Houstan, London.

Part of The RepTrak Co., ESG Analytics is a Canadian company that provides ESG data analytic and research solutions. The company is based in Toronto, Canada. The company was founded by Qayyum Rajan. Qayyum Rajan has been the CEO since incorporation. ESG Analytics was acquired by The RepTrak Co. on March 08, 2022.

Part of Arrow Financial Corp., Saratoga National Bank & Trust Co. is a financial institution that offers personal and business banking services, including checking and savings accounts, loans, credit cards, and wealth management services. The company is based in Saratoga Springs, NY. The bank is committed to giving back to its communities through volunteering, sponsorships, and donations. It is also licensed to sell insurance in the state through its non-bank subsidiary, Upstate Agency, LLC. David S. DeMarco has been the CEO of the company since 2012.

Lu Daopei Medical Group Holding Ltd. provides hematology treatment services. It built full-cycle hematology specialty service capabilities by integrating various treatments such as HSCTs, chemotherapy, targeted therapy, immunotherapy, and a combination of these, and offering hematology esoteric testing services throughout the whole diagnosis and treatment course. The company was founded on October 05, 2021 and is headquartered in Beijing, China.

Brighthouse Life Insurance Company of NY is a life insurance company. It provides fixed and variable annuity products in New York and administers an in-force block of life insurance policies. The company operates its business through three segments: Annuities, Life and Corporate & Other. The Annuities segment offers variable, fixed and index-linked annuity products in New York that are sold to individuals through multiple third-party distribution channels. The Life segment currently administers in-force blocks of life insurance policies, primarily term life. This segment plans to offer new term life and universal life insurance products in New York. Its term life products are designed to provide a fixed death benefit for a guaranteed level premium to be paid over a specified period of time; and universal life products provide a death benefit in return for payment of specified annual policy charges. The Corporate & Other segment contains the excess capital, as well as certain charges and activities, not allocated to the segments. The company was founded on December 31, 1992 and is headquartered in New York, NY.

Obra Capital Management LLC (Obra) is a SEC-registered alternative asset manager headquartered in Austin, Texas. The firm was founded in 2010 as Vida Capital Management LLC. They are wholly-owned by Obra Capital, Inc. Obra provides investment products and solutions for a diverse group of investors.

PA Capital LLC (PA Capital) is a private equity subsidiary of New York Life Investments Alternatives LLC founded in 1997 by Louis William Moelchert. The firm is headquartered in Richmond, Virginia.