David Alexander Poole

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

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.

BlackRock Investment Management LLC (BIM) is a SEC-registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program.

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.

Part of SNBNY Holdings Ltd., Safra Securities LLC is a leading private bank that offers a comprehensive range of services to meet the needs of a select group of high-net worth individuals, their families, and their respective businesses. Safra Securities is headquartered in New York, NY, with a branch in Aventura, FL, and representative offices in Palm Beach, FL, and other locations. The bank is a member of the Federal Deposit Insurance Corporation (FDIC) and is supervised by the Office of the Comptroller of the Currency. Safra Securities has a strong balance sheet and consistent core earnings throughout its history. The bank's digital experience is enhanced by its online services through the Safralink app and website.

Brill Securities, Inc. is a full-service brokerage firm headquartered in New York City. Founded in 1987, the firm's accounts are cleared through New York City-based investment bank, JP Morgan Clearing Corp. Brill Securities is a member of the SIPC.

Cowen Investment Management LLC (Cowen Investment Management) is a venture capital subsidiary of Cowen, Inc. founded in 1997. The firm is headquartered in New York.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

IBM Japan Ltd. engages in the provision of products and services related to information systems. The company was founded on June 17, 1937 and is headquartered in Tokyo, Japan.

Strategy& engages in the provision of global management consulting services. It serves industries including aerospace and defense; health; oil and gas; technology; automotive; entertainment and media; power and utilities; telecommunications; and transportation. The company was founded in 1914 and is headquartered in New York, NY.

Capital Research & Management Co. (CR&M) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1931 and is a wholly-owned subsidiary of The Capital Group Cos., Inc. CR&M is the investment adviser to the Capital Group exchange-traded funds (ETFs) and to the American Funds family of mutual funds.

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.

Water Island Capital LLC is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by John Orrico in 2000 and is owned by Water Island Capital Partners LP. They provide investment advisory services for both institutional and retail clients through registered investment companies (including mutual funds and an ETF), other pooled investment vehicles (hedge funds or private funds), and separately managed accounts.