Evan R. Newman

Lehman Brothers Holdings, Inc. engages in the provision of securities underwriting and investment services. The company is headquartered in New York, NY.

T. Rowe Price Associates, Inc. (Price Associates) is a SEC-registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY.

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

HSBC Bank Bermuda Ltd. provides commercial and institutional banking services. It offers fund administration, trust, custody, asset management, and banking services to institutions and individuals. The Bank of Bermuda operates offshore centers in Bahrain, Cayman Islands, Cook Islands, Dublin, Guernsey, Hong Kong, Isle of Man, Japan, Jersey, London, Luxembourg, New York, New Zealand, Singapore, South Africa, and Switzerland. The company was founded in 1889 and is headquartered in Hamilton, Bermuda.

The State Teachers Retirement System of Ohio (STRS Ohio) is a State-owned pension fund management firm headquartered in Columbus, Ohio. The firm was founded in 1919 and manages pension assets for active, inactive and retired Ohio public educators. STRS Ohio operates under the guidelines of Chapter 3307 of the Ohio Revised Code as enacted by the Ohio General Assembly. They are legally separated from and fiscally independent of state and local governments.

OMERS Administration Corp. (AC) is a Canadian pension fund manager headquartered in Toronto, Ontario. The firm manages the assets of the Ontario Municipal Employee Retirements System (OMERS) which was founded in 1962. Formerly known as the Ontario Municipal Employees Retirement Board, AC is responsible for pension services and administration, investments, and plan valuation on behalf of active, deferred and retired employees of nearly various municipalities, school boards, libraries, police and fire departments, and other local agencies in communities across Ontario.

Edgewood Management LLC (Edgewood) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. They are principally owned by Edgewood Management Co. I, Inc. The firm was founded in 1974 as a family office that provides asset management services to family groups and substantial net worth individuals. Edgewood currently manages assets on behalf of individuals, family groups and institutions including endowments, foundations and pension plans.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Merrill Lynch Ventures LLC is a venture capital firm headquartered in New York City. The firm is a division of the Merrill Lynch Global Markets & Investment Banking Group and their ultimate parent is Bank of America Corp. (NYSE: BAC).

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Redwood Investments LLC (Redwood) is a SEC-registered investment advisor headquartered in Newton, Massachusetts. The firm was founded in 2004 by Jennifer Silver and Michael Mufson. In 2024, they were acquired by Alger Group Holdings LLC, a wholly owned subsidiary of Alger Associates, Inc. Redwood manages taxable and non-taxable equity investment portfolios for institutional clients worldwide.

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.

AllianceBernstein Ltd. (ABL) is the Great Britain-based, global investment management subsidiary of AllianceBernstein Preferred Ltd., ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Headquartered in London, the firm was founded in 1990 by David Andrew Steyn. ABL provides investment management and research services to public and private sector institutional clients, retirement and pension funds, banks, insurance companies and high-net worth individuals. They offer a family of globally distributed mutual fund portfolios across all major investment disciplines. The firm is a signatory to the UN Principles of Responsible Investment (UNPRI) and integrates ESG issues into their investment processes.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world.

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.

Unilever UK Ltd. manufactures, markets and distributes packaged consumer goods. The firm offers products in the areas of foods, home care and personal care. The company is headquartered in Leatherhead, the United Kingdom.

Part of AXIS Capital Holdings Ltd., AXIS Re SE is an Irish reinsurance company. The company is based in Dublin, Ireland. Mark McCormick has been the CEO of the company since 2020.

The Nature Conservancy in Long Island is a non-profit organization that protects and preserves natural resources and environment. The company was founded in 1955 and is headquartered in East Hampton, NY.

Part of AXIS Capital Holdings Ltd., AXIS Specialty Europe SE provides fire, marine, and casualty insurance services. The company is based in Dublin, Ireland. The CEO of the Irish company is Fintan Mullarkey.