Hilary F. Bramwell

BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

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.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

National Life Insurance Co. provides insurance, annuity, and investment services to individuals, families, and businesses. It offers life insurance, living benefits, mutual funds, qualified and non-qualified plans, business continuation and transition, and retirement plans. The company was founded in 1848 and is headquartered in Montpelier, VT.

Western Golf Association promotes golf in the western region. The company was founded in 1899 and is headquartered in Golf, IL.

Allianz Lebensversicherungs AG provides life insurance. It offers life insurance, term life insurance, annuity insurance, unit-linked life insurance, endowment insurance, education insurance, occupational disability insurance, care insurance, and payment protection insurance. The company was founded in 1922 and is headquartered in Stuttgart, Germany.

The American Academy of Actuaries provides leadership, objective expertise, and actuarial advice on risk and financial security issues to assist public policymakers on all levels. The private company is based in Washington and has subsidiaries in the United States. The academy also sets qualification, practice, and professionalism standards for actuaries credentialed by one or more of the five U.S.-based actuarial organizations.

Bankers Conseco Life Insurance Co. provides insurance services. It offers medicare supplement insurance, life insurance, long term insurance, supplemental health insurance, and secure retirement with annuities. The company is headquartered in Jericho, NY.

MIB Group, Inc. provides data-driven risk management and digital solutions. It offers underwriting services, MIB checking services, and risk analytics. The company was founded in 1902 and is headquartered in Braintree, MA.

Greater Indianapolis Chamber of Commerce, Inc. operates as a chamber of commerce. It specializes in talent attraction, economic development, entrepreneur services, business advocacy, events, and membership. The company is headquartered in Indianapolis, IN.

Indiana Sports Corp. operates as a sports event hosting non-profit company. The company is based in Indianapolis, IN.

The Society of Actuaries is an organization that provides research and industry news on various topics such as health care, predictive analytics, climate change, risk management, life insurance, modeling, pension and retirement, public policy, law and regulation. The private company is based in Schaumburg, IL. The company aims to help individuals advance their careers.

Crossroads of America Council Boy Scouts of America, Inc. is an organization that promotes the benefits of Scouting to motivate others to join Scouts. The organization is based in Indianapolis, IN and serves nearly 28,000 Scouts and families across central Indiana. The non-profit company offers summer camps that provide opportunities for Scouts to build skills and find new interests. The company also has a program called Reaching for Tomorrow that helps at-risk and special needs youth acquire the life skills they need to succeed.

40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies.

CNO Services LLC provides life insurance services. The company was founded in 1995 and is headquartered in Carmel, IN.

Mutual of Omaha Insurance Co. engages in the provision of insurance and financial products and services. It offers life insurance, disability insurance, long-term care insurance, annuities, critical illness insurance, small business solutions and structured settlements for individuals. The firm?s principal products and services include individual health and accident insurance, individual and group life insurance and annuities, retirement plans, and banking services. The company was founded in 1909 and is headquartered in Omaha, NE.

Tudor, Pickering, Holt & Co. Securities LLC (TPH) is a broker/dealer headquartered in Houston, Texas. The firm was founded in 2007 by Robert Tudor III. They are a subsidiary of Perella Weinberg Partners Group LP, which is ultimately owned by Perella Weinberg Partners (NASDAQ: PWP). TPH provides a full array of trading and execution services for their institutional and corporate clients in the energy sector. They focus on the upstream, midstream and oilfield service sectors.

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

ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. They are a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). The firm was founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments manages separate accounts for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds.

Cahill Gordon & Reindel LLP provides legal services. Its practice areas include antitrust, bankruptcy and restructuring, corporate governance and investigations, crisis advisory and management, employee benefits, insurance, intellectual property, litigation, media, real estate, tax, and trusts. The company was founded by Joseph P. Cotton, George S. Franklin, William G. McAdoo and Francis McAdoo in 1919 and is headquartered in New York, NY.

KDP Asset Management, Inc. (KDP) is an asset management firm headquartered in Montpelier, Vermont. The firm was founded in 1999. They are a subsidiary of Obra Institutional Credit LLC, ultimately owned by Reverence Capital Partners LLC. They manage the KDP Defensive High Yield LP and provide investment and portfolio management services to individuals and institutional clients.

KDP Investment Advisors, Inc. (KDP) is an investment advisory firm headquartered in Montpelier, Vermont. The firm was founded by Kingman D. Penniman in 1996. In 2023 they became a subsidiary of Obra Institutional Credit LLC, which is owned by Obra Capital, Inc. KDP provides credit research and analysis to institutional client base such as hedge funds, pension plan sponsors, mutual fund companies, sell-side firms, and other financial institutions.

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.

Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students.

Newport Asia LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2002 by John Mussey, Michael Ellis and Thomas Tuttle. Newport Asia provides investment services to private investment vehicles – the Newport Funds. Investors in the Newport Funds can include public pension plans, corporate pension plans, endowments and foundations, and other institutional Investors and high-net-worth individuals.

Jackson Square Partners LLC (Jackson Square) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2014 through the joint venture between Delaware Investments and its San Francisco–based Focus Growth team. Jackson Square provides investment advisory services to separately managed accounts and pooled investment vehicles. Their institutional client base includes, but is not limited to, high net worth individuals, corporate and public pension plans, endowments, and foundations.