Gary G. Schlarbaum

The Independent Institute is a non-profit public-policy research and educational organization which shapes ideas through publications, conferences, and multi-media programs. It offers course adoption program, working papers, research articles, audio and visual programs, and student internships and seminars. The organization was founded by David J. Theroux in 1986 and is headquartered in Oakland, CA.

Founded in 1997 by Anthony Soslow, Global Capital Management, Inc. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm provides investment management services to institutional and high net-worth investors.

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.

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.