Michael Austin

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 its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds.

Metropolitan Life Insurance Co. engages in the provision of insurance, annuities, and employee benefits programs. It operates through the US, and MetLife Holdings segments. The company is headquartered in New York, NY.

Capital Z Partners Management LLC (Capital Z Partners) is a private equity firm founded in 1990 by Bradley Cooper and Robert Spass. The firm is headquartered in New York.

Health Care Service Corp. provides health and life insurance services. It operates through its divisions: Blue Cross and Blue Shield of Illinois, Blue Cross and Blue Shield of Montana, Blue Cross and Blue Shield of New Mexico, Blue Cross and Blue Shield of Oklahoma, and Blue Cross and Blue Shield of Texas. The company was founded by Justin Ford Kimball in 1929 and is headquartered in Chicago, IL.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Insurance Capital Group LLC is a private company that provides insurance services. The company is based in New York, NY. The company's website contains information that is protected by copyright laws and may not be reproduced without prior written approval. The information posted on the website is accurate as of the date indicated and the company is under no obligation to update or remove information other than as required by law or regulation. The company was founded by Craig Allen Huff and Matthew Thomson Popoli, with Matthew Thomson Popoli serving as the CEO since incorporation.

National Guardian Life Insurance Co. engages in the provision of insurance services. It offers life insurance and annuities and specialty insurance products. The company was founded in 1909 and is headquartered in Madison, WI.

Reservoir Capital Group LLC (Reservoir Capital Group) is a private equity firm founded in 1998 by Gregg Matthew Zeitlin, Craig Allen Huff, and Daniel Hennelly Stern. The firm is headquartered in New York.

Bain Capital LP engages in provision of investment consulting services. It specializes in private equity, credit, public equity, venture, real estate, double impact, life sciences, and partnership strategies. The company was founded in 1984 and is headquartered in Boston, MA.

Keystone Agency Partners provides financial security, autonomy, and resources. It focuses on partnering with independent insurance agencies. The company is headquartered in Harrisburg, PA.

Prosperity Life Insurance Group LLC engages in the provision of insurance services. It offers protection, asset accumulation, and supplemental insurance services. The company was founded in 2010 and is headquartered in Austin, TX.

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 Ltd. (NYSE: LAZ). LAM provides investment advisory services to a variety of clients.

Part of Sumitomo Life Insurance Co., First Symetra National Life Insurance Co. of New York is a company that provides insurance services. The company is based in New York, NY and was founded in 1990.

MetLife Services & Solutions LLC provides life insurance services. The company is headquartered in New York, NY.

Centerbridge Partners LP(Centerbridge Partners) is a private equity firm founded in 2005 by Jeffrey Harold Aronson and Timothy Gallogly. The firm is headquartered in New York.

National Guardian Life Insurance Co. (Invt Port) (NGL-IP) is the investment portfolio division of National Guardian Life Insurance Co., an insurance company headquartered in Madison, Wisconsin. The firm provides life insurance solutions for individual clients and their families. NGL-IP manages the investment portfolio of insurance clients.

Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA.

CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

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.

Zurich Investment Management Ltd. (Zurich Investments) is an asset management firm headquartered in North Sydney, Australia. The firm is a subsidiary of Zurich Financial Services Australia Ltd., which is owned by Zurich Insurance Group AG (SWX: ZURN) in Switzerland. Zurich Investments provides Australian advisers and investors with wealth-building opportunities.

CIFC Investment Management LLC (CIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 as Deerfield Capital Management LLC and became CIFC Investment Management in 2018. They are wholly owned directly by CIFC Capital HoldCo LLC, which is an indirect subsidiary of CIFC LLC. CIM primarily provide investment management services to pooled investment vehicles that are CLOs and to private funds and investors that invest in corporate and structured credit.

Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors.