John E. McCaw

Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries.

Joshua Green Corp. provides investment services for shipping, banking, and insurance sectors. It seeks investment opportunities in both privately owned companies, commercial, and retail real estate markets. The company was founded in 1930 and is headquartered in Seattle, WA.

Washington Roundtable works to affect positive change on public policy issues that are most important to supporting state economic vitality and fostering opportunity. Its work includes sharing news and analysing policy developments. The company was founded in 1983 and is headquartered in Seattle, WA.

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.

Northern Lights Capital Group LLC (Northern Lights Capital) is a private equity subsidiary of Pacific Current Group Ltd founded in 2010. The firm is headquartered in Seattle, Washington.

Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors.

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.

GQG Partners LLC (GQG) is a SEC-registered asset management firm headquartered in Fort Lauderdale, Florida. They are a wholly-owned subsidiary of GQG Partners, Inc. (GQG: AX). The firm was founded by Rajiv Jain in 2016. GQG provides global, international, emerging markets, and US equity investment portfolios, primarily for institutional clients, pension plans, and pooled investment funds.

Aurora Trust (Aurora Trust) is a private equity subsidiary of Pacific Current Group Ltd founded in 1999. The firm is headquartered in Sydney, Australia.

Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles.

ROC Partners, Inc. is a charity organization that invests in people through faith-based initiatives, education, and community development. The private company is based in Oklahoma City, OK.

Goodhart Partners LLP (Goodhart) is an independent, multi-boutique asset manager headquartered in London, UK. The firm was founded in 2009 through the management buyout of WestLB Mellon's multi-manager team. Goodhart primarily offers fundamental, research driven, discretionary investment advisory services to professional and institutional investors through a range of pooled collective investment vehicles and to separately managed accounts.

Joshua Green Foundation, Inc. focuses on major capital campaigns of organizations. Its major areas of funding interest are private secondary and higher education, social services, and the arts. The company was founded in 1963 and is headquartered in Seattle, WA.

Davis Wright Tremaine LLP provides legal services. It is a national business and litigation law firm representing businesses based throughout the United States and around the world. The company was founded in 1908 and it is headquartered in Seattle, WA.

Orca Bay Sports & Entertainment operates a network of web sites that provide information on professional sports and entertainment. It owns and operates the Vancouver Canucks professional hockey franchise and General Motors place. The company was founded in 1995 and is headquartered in Vancouver, Canada.

Orca Bay Capital Corp. operates as a private equity firm. The company is headquartered in Seattle, WA.

Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.