Fidelity Investments, commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world with $4.3 trillion in assets under management, and, as of December 2022, their assets under administration amount to $10.3 trillion. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, securities execution and clearance, asset custody, and life insurance.
Providence Equity Partners L.L.C. is a specialist private equity investment firm focused on media, communications, education, and technology investments across North America and Europe. The firm specializes in growth-oriented private equity investments and has invested in more than 170 companies globally since its inception in 1989.
Margaret Hilary Marshall is an American jurist who served as the 24th chief justice of the Massachusetts Supreme Judicial Court, the first woman to hold the position. She was chief justice from 1999 to 2010. On July 21, 2010, she announced her retirement. She was Senior Fellow of the Yale Corporation until she retired from the board in 2016, Senior Counsel at Choate Hall & Stewart, and a member of the Council of the American Law Institute. Marshall was elected in 2017 to the American Philosophical Society.
Ameriprise Financial, Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minnesota. It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning.
Wilson Sonsini Goodrich & Rosati is an American multinational law firm specializing in business, securities, and intellectual property law. Headquartered in Palo Alto, the firm's clients are primarily technology companies, life science firms, emerging industries, venture capital firms, private equity establishments, and investment banks.
Ropes & Gray LLP is a global law firm with 13 offices located in the United States, Asia and Europe. The firm has more than 1,500 lawyers and professionals worldwide, and its clients include corporations and financial institutions, government agencies, universities, and health care organizations. It was founded in 1865 in Boston, Massachusetts by John Codman Ropes and John Chipman Gray.
State Street Global Advisors (SSGA) is the investment management division of State Street Corporation and the world's fourth largest asset manager, with nearly $4.14 trillion (USD) in assets under management as of 31 December 2021.
Houlihan Lokey, Inc., is an American multinational independent investment bank and financial services company. Houlihan Lokey was founded in 1972 and is headquartered at Constellation Place in Century City, Los Angeles, California. The firm advises large public and closely held companies as well as institutions and governments. Its main service lines include mergers and acquisitions, capital markets, restructuring and distressed M&A, fairness opinions, and financial and valuation advisory. As of December 2023, Houlihan Lokey employs more than 2,600 employees worldwide.
Robertson Stephens is a wealth management firm serving high net worth individuals and family offices. The firm is registered with the United States Securities and Exchange Commission as an investment advisor.
Manatt, Phelps & Phillips, LLP is a Los Angeles-based law firm of more than 450 attorneys and other professionals founded in 1965. The firm earned revenues of $316.9 million in 2017. Donna L. Wilson is the firm's Chief Executive and Managing Partner. On June 11, 2018, Manatt announced that Wilson had been elected to succeed William Quicksilver as the firm's Chief Executive Officer and Managing Partner. Wilson assumed the leadership role on July 1, 2019, at which time Quicksilver became the Managing Partner Emeritus.
Virtus Investment Partners, Inc. operates a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated sub advisers.
Guggenheim Partners is a global investment and advisory financial services firm that engages in investment banking, asset management, capital markets services, and insurance services.
Gary P. Brinson is a former investor and money manager. He is the founder of Brinson Partners a Chicago-based asset management firm acquired in 1994 by Swiss Bank Corporation, the predecessor of UBS, and Adams Street Partners. Prior to retiring in 2000, Brinson would run the asset management division of Swiss Bank Corporation and later UBS Global Asset Management.
Centerview Partners is an American independent investment banking firm. Centerview operates primarily as an investment banking advisory firm. Centerview has 60 partners and 400 professionals with expertise across a wide range of industries, geographies, transaction structures and sizes.
Francis Luke McNamara Jr. is an American attorney who served as the United States Attorney for the District of Massachusetts from 1987 to 1989.
Conning is a global investment management firm serving the insurance industry. Conning supports institutional investors, including pension plans, with investment and asset management products, risk modeling software, and industry research. Founded in 1912, Conning has offices in Boston, Cologne, Hartford, Hong Kong, London, New York and Tokyo.
Hamilton Evans "Tony" James is an American investment banker. He is the former president, chief operating officer, and executive vice chairman of Blackstone, a New York–based global asset management firm. James has been chairman of the multinational retail chain Costco from August 2017. Since 2021, he has been co-chair of the board of trustees of the Metropolitan Museum of Art in New York.
PJT Partners, Inc. is a global advisory-focused investment bank, founded in October 2015 as part of The Blackstone Group's spin-off of its financial and strategic advisory services businesses. The firm was founded by Paul J Taubman after his 30-year tenure at Morgan Stanley, where he served as Global Head of Mergers and Acquisitions, Global Head of Investment Banking and until the end of 2012, Co-President of the Institutional Securities Group, which included Investment Banking as well as Sales and Trading.
William “Bill” G. Spears is an American asset manager, philanthropist and board member. Spears is currently chairman, chief executive officer and co-founder of Spears Abacus Advisors LLC, an investment management firm located in New York City.
