Lisa Calvert

Barra LLC provides investment analytics, trading solutions and software to investment professions. The company provides risk management technology for investment professionals. Barra was founded by Barr Rosenberg and Andrew Rudd in 1975 and is headquartered in Berkeley, CA.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Renaissance Technologies LLC (Renaissance) is a SEC-registered investment advisor and global hedge fund manager headquartered in New York City. The firm was founded in 1982 and is a wholly owned subsidiary of Renaissance Technologies Holdings Corp. Renaissance acts as general partner, managing member, and/or investment manager to US and non-US private investment funds and an institutional account that invests in a variety of securities, futures, and derivatives contracts.

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.

Azul Systems, Inc. provides Java applications for real time business. Its products include Zing, Zulu and jHiccup. The firm offers solutions for capital markets, telecommunications, retail, online gaming and advertising and finance and insurance industries. The company was founded by Shyam Pillalamarri, Gil Tene, Scott D. Sellers and Stephen W. DeWitt in March 2002 and is headquartered in Sunnyvale, CA.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

Part of Citigroup, Inc., Shearson Lehman Bros Brokerage Unit is a securities brokerage. The company is based in NY. Shearson Lehman Bros Brokerage Unit was acquired by Primerica Corp. from American Express Co. on August 02, 1993 for $975 million.

IntruVert Networks, Inc. provides network-based intrusion protection technology products. The company was founded by Srikant Vissamsetti, Fengmin Gong, Keith Amidon, and Parveen Jain on September 27, 2000 and is headquartered in Santa Clara, CA.

Part of HP, Inc., Persist Technologies, Inc. develops storage appliance software. The company is based in Pleasanton, CA. The company was founded by Philippe Ciampossin. Persist Technologies was acquired by HP, Inc. on November 25, 2003.

Part of Deloitte LLP (New York), Braxton Associates is a management consulting company. The company is based in Boston, MA. Braxton Associates provides management consulting services.

MonoSphere, Inc. designs and develops storage capacity management software that enables companies to forecast, plan and optimize their storage capacity. Its storage horizon solution reduces spending on storage infrastructure. The company was founded by Avi Shillo in March 2001 and is headquartered in Redwood City, CA.

PGIM Private Capital is a private equity firm, a subsidiary of Prudential Capital Group, founded in 1998. The firm is headquartered in Illinois, Chicago.

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

Acadian Asset Management (UK) Ltd. (Acadian UK) is an asset management firm headquartered in London, UK. The firm was founded in 2005 and is a wholly owned subsidiary of Acadian Asset Management LLC, ultimately owned by BrightSphere Investment Group, Inc. (NYSE: BSIG) in the US. Acadian UK provides investment management strategies to individual and institutional clients.

Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs.

PlayStudios, Inc. develops casual games for social platforms. Its applications include play free mobile slots, play free slots on facebook, play free blackjack, play free konami slots and play pop slots. The company was founded by Andrew S. Pascal, Paul D. Mathews, Nicholas Koenig, Monty Kerr, Chad Hansing, Katie Bolich and Michael P. Rolnick in July 2011 and is headquartered in Las Vegas, NV.

Silvercrest Asset Management Group LLC (Silvercrest) is a registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Jaffe in 2001 and is a wholly-owned subsidiary of Silvercrest LP. Silvercrest provides asset management and family office services to families and select institutional investors.

Cadence13 develops on-demand audio entertainment products. It offers services in sports, business, tech, politics, comedy, and news. The company is headquartered in New York, NY.

Blockchain Capital LLC (Blockchain Capital) is a venture capital firm founded in 2013 by Alison Davis, William Bradford Stephens, Paul Bartlett Stephens, and Brock Pierce. The firm is headquartered in San Francisco, California.

Chain Bridge Group is an investment services provider founded in 2021. The private company is based in Burlingame, CA.