Carol Egan

Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts.

MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI).

Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Palisade Capital Management LLC (Palisade) is a SEC-registered investment advisor headquartered in Fort Lee, New Jersey. The firm was founded in 1995 by Martin L. Berman, Steven E. Berman, and Jack Feiler. They are a subsidiary of Palisade Capital Holdings LP. Palisade offers specialized investment solutions that seek to deliver attractive results to corporations, public plans, financial institutions, family offices, and individuals.

PGIM, Inc. is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1984 and is a direct subsidiary of PGIM Holding Co. LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM provides institutional clients with investment solutions worldwide. It is comprised of autonomous asset management businesses each specializing in a particular asset class with a focused investment approach: PGIM Institutional Advisory & Solutions (provides advisory services to institutional clients located in the US and outside of the US), PGIM Fixed Income (an adviser primarily focused on public fixed income investments), PGIM Real Estate (a provider of real estate investment advisory services) and PGIM Capital Group (a private fixed income investment adviser, also known as Prudential Capital Group).

REFAC Optical Group, Inc. provides vision care products and services. It offers designer brands and private label prescription eyewear, contact lenses, sunglasses, readymade readers, and accessories. The company was founded in 1952 and is headquartered in Blackwood, NJ.

Lois/USA, Inc. offers full service advertising and marketing communication services on a national basis through advertising agencies located in Austin, Chicago, Dallas, Detroit, Houston, Los Angeles, New York and Salt Lake City. The company was founded in 1978.

Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds.

Ingalls & Snyder LLC is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1924 by Roscoe C. Ingalls and John T. Snyder. Ingalls & Snyder provides investment management and related services to private clients and institutional investors. The firm also serves as investment advisor to several private investment funds.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

OptiCare Health Systems, Inc. provides integrated eye care services. It also provides systems support and management services to ophthalmology & optometry practices. The company was founded in 1980 and is headquartered in Waterbury, CT.

Penbrook Management LLC (Penbrook) is a registered independent investment advisor headquartered in New York Cit. The firm was founded in 2004 by Robert Anderson, Barbara DiCostanzo and Ralph Kaplan. Penbrook provides investment supervisory services to individuals, high net worth individuals, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, corporations, other business entities, and charitable organizations.

Titanium Asset Management Corp. provides investment advisory services to institutional and retail clients. It offers U.S. equity, fixed income, international equity and alternative strategies through its four wholly owned subsidiaries and business partners. Titanium Asset Management was founded in 2007 and is headquartered in Milwaukee, WI.

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.

Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.

Zephyr Management LP (Zephyr Management) is a private equity firm founded in 1994 by Thomas Barry. The firm is headquartered in New York.

Stockcube Ltd. operates as a holding company. The firm engages in the provision of financial research services. It produces research and analysis of price trends of stocks, indices, currencies, bonds and technical data to assist professional and non-professional investors with the investment transactions. The company was founded on September 9, 1999 and is headquartered in London, the United Kingdom.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Socius Capital LLC (Socius Capital) is an independent private equity firm founded in 2005 by Jeffrey D. Lamb and Dave Woodward. The firm is headquartered in Ketchum, Idaho.

Precision Machine & Manufacturing, Inc. manufactures screw conveyors, precision microvalves, rotary valves and feeders. It offers outboard tapered roller bearings, shaft seal, rotor blades and sealed doors. The company was founded in 1977 and is headquartered in Eugene, OR.

Equitus Corp. operates as a consulting and technology compnay. It offers transformation concept development, cyber and technology integration, complex problem solving, knowledge management and technology assessment services. The firm also provides independent evaluations of contract performance and relevancy assessments and strategies. The company was founded by Robert Edward Guidry in 2008 and is headquartered in Clearwater, FL.

Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.

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

Raymond James & Associates, Inc. (Investment Management) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients.

Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY.

Part of AllianceBernstein Holding LP, W.P. Stewart Asset Management Ltd. provides investment advice. The company is based in Jericho, NY. W.P. Stewart Asset Management was acquired by W. P. Stewart & Co. Ltd. (Bermuda) on December 03, 2001 for $7.90 million.

Palisade Capital Management (Private Equity) (Palisade Capital) is private equity subsidiary of Palisade Capital Management LLC founded in 1997 by Martin Lawrence Berman, Steven Edward Berman and Jack Feiler. The firm is headquartered in Fort Lee, New Jersey.