Adam Inglis

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Black & Veatch Holding Co. engages in the provision of engineering, consulting, and construction services. It offers asset management, environmental, master planning, performance management, program and risk management, operations and maintenance, and procurement. The company was founded by Ernest Bateman Black and Nathan Thomas Veatch in 1915 and is headquartered in Overland Park, KS.

Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities.

Sirios Capital Management LP (Sirios) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 by John Brennan, Jr. Sirios provides investment advice to private investment funds, UCITS Funds, registered investment companies, wrap program participants, and certain other institutional clients through separate accounts.

H.M. Payson & Co. (HM Payson) is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded in 1854 by Henry Martyn Payson. They originally specialize in financing public water companies and became nationally known as an underwriter of America’s growing infrastructure. Today, investment advisory and trust services are their exclusive focus. HM Payson provides investment advisory, trust and wealth management services to a wide variety of individuals, trusts, endowments, foundations and retirement plans.

White Oak Global Advisors LLC (White Oak Global Advisors) is a private equity firm founded in 2007 by Andre A. Hakkak. The company is headquartered in San Francisco, California.

Linkwell Health, Inc. develops health and wellness engagement platforms. It links together health plans, better-for-you brands, and retailers to encourage positive lifestyle change through different approaches. The firm creates customized, turnkey incentive and guidance programs for health plans to distribute to their members. The company was founded by Benjamin M. Gardner in 2007 and is headquartered in Needham, MA.

Stairway Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Tony Richards in 2004. Stairway Partners provides discretionary portfolio management services primarily to institutional investors, which includes employee benefit plans, charitable organizations, and foundations. They also provide these services to high-net-worth individuals.

BVO Holdings LLC engages in provision of behavioral health services. It offers mental health and addiction services. The company was founded in 2014 and is headquartered in Boston, MA.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to global client base. The firm is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

APG Asset Management US, Inc. (APG US) is a SEC-registered investment advisor and pension fund manager headquartered in New York City. The firm was founded in 1998 and is a subsidiary of APG Asset Management NV (APG NL), ultimately held by Stichting Pensioenfonds ABP, the pension fund for Dutch government employees and other civil service employees. APG US provides investment advisory services to ABP and other Dutch pension funds directly and/or through the Dutch pension funds’ participation in various “fondsen voor gemene rekening” (funds for the joint account of the participants and referred to herein as, “FGRs”) sponsored and controlled by APG NL.

DentaQuest Group, Inc. provides dental benefit administration services. It offers direct research & education and training. The company was founded in 2001 and is headquartered in Boston, MA.

Natura Cosm?ticos SA engages in the development, production, distribution, and trading of cosmetics, fragrances, and toiletries. It offers products under the brands of AMO, Ekos, Tododia, Una, Aguas, Aquarela, Biografia, Chronos, Crer para Ver, Erva Doce, Essencial, Faces, Fotoequilibrio, SOU, Higeia, Homem, Horus, Humor, Kaiak, Kriska, Mamae e Bebe, Nature, Plant, Revelar, Seve, Sintonia, Sol e Lua, Sr N, Vovo, Urbano, Amis, and Luna. The company was founded by Ant?nio Luiz da Cunha Seabra, Guilherme Peir?o Leal, and Pedro Luiz Barreiros Passos on August 28, 1969 and is headquartered in Sao Paulo, Brazil.

Epoch Investment Partners, Inc. (Epoch) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bill Priest and David Pearl in 2004. They are a subsidiary of TD Bank US Holding Co., ultimately owned by The Toronto-Dominion Bank (NYSE: TD) in Canada. Epoch provides investment advisory services to primarily institutional clients.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

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

Capitala Investment Advisors LLC (Capitala Group) is a private equity firm founded by Joe B. Alala in 1998. The firm is headquartered in Charlotte, North Carolina.

Deloitte Consulting LP provides accounting and auditing services. The private company is based in New York, NY.

Syncora Guarantee, Inc. provides guarantee US municipal bonds; asset-backed securities; debt backed by utilities and selected infrastructure projects; specialized risks, including future flow securitizations and bank deposit insurance; and collateralized debt obligations. The company is headquartered in New York, NY.

SKY Harbor Capital Management LLC (SKY Harbor) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. The firm was co-founded by Hannah Strasser and Anne Yobage in 2011. They are a subsidiary of SKY Harbor Capital Holdings LLC, ultimately owned by ECN Kessler Holdco LLC. SKY Harbor exclusively focused on the management of portfolios and funds of high yield bonds and leveraged loans for global institutional investors and private wealth advisors. SKY Harbor is a signatory of the Principles for Responsible Investment (PRI) and a participant in the UN Global Compact.

AXA Investment Managers US, Inc. (AXA IM-US) is a registered investment advisor headquartered in Greenwich, Connecticut. The firm was founded in 2001 and is a subsidiary of AXA Investment Managers US Holdings, Inc., ultimately held by AXA SA (EPA: CS, ADR: AXAHY) in France. AXA IM-US provides investment advisory services to institutions (such as public pension plans, trusts and foreign corporations), CLOs, domestic private investment funds and US investment companies. They also manage portfolios for various types of institutional clients and insurance company affiliates within AXA Group.

Cityblock Health, Inc. engages in building a personalized health system that serves qualifying Medicaid or Medicare members. It offers connected services that provides communication with local service providers, convenient care which health happens at home and in the communities, and localized solutions which is customize approach to specific local needs. The company was founded by Iyah Romm, Mat Balez and Toyin Ajayi in October 2017 and is headquartered in Brooklyn, NY.

UBS Americas Holding LLC operates as a bank holding company. The company is headquartered in New York, NY.

Part of Banco Santander SA, Santander Bank is a commercial bank based in Stamford, CT. The company provides commercial banking services.

Black & Veatch Corp. provides engineering, consulting, and construction services. It offers asset management, operations, physical and cybersecurity, procurement, program and construction management, data analytics, and sustainability solutions. The company was founded by Ernest Bateman Black and Nathan Thomas Veatch in 1915 and is headquartered in Overland Park, KS.

Vicasset Advisors UK Ltd. provides fund management services. The company was founded in 2012 and is headquartered in London, the United Kingdom.

GV Management Co. LLC is a Venture Capital firm, a subsidiary of Google LLC founded in 2009. GV Management Co. LLC is headquartered in Los Angeles with additional offices in Sydney, Seocho-gu and London.

Oaktree Capital Management LP (Oaktree) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Howard Marks, Bruce Karsh, and Sheldon Stone in 1995 as an LLC and was reorganized as an LP in 2007. They are a subsidiary of Oaktree Capital Management GP LLC, ultimately held by Brookfield Corp. (NYSE, TSE: BN) in Canada. Oaktree provides advisory services to clients with separately managed accounts and to private limited partnerships and other pooled investment vehicles for which either Oaktree or an affiliate acts as general partner and/or investment manager. The firm is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (UNPRI).

Founded in 2004, Mesa West Capital LLC is a private equity firm founded headquartered in Los Angeles. headquartered in california.

Evanston Capital Management LLC (ECM) is a SEC-registered investment advisor and hedge fund manager headquartered in Evanston, Illinois. The firm was founded by David L. Wagner, Adam B. Blitz, Kenneth A. Meister, and Ryan D. Cahill in 2002. They are a subsidiary of Evanston Capital Management LP. ECM provides investment supervisory services to US and non-US commingled open-end and closed-end private funds of private funds, and to a customized single investor fund.

Monroe Capital LLC (Monroe Capital) is a private equity firm founded in 2004 by Theodore Koenig. The firm is headquartered in Chicago, Illinois.

Valor Management LLC (Valor Management) is a private equity firm founded in 2001 by Antonio Jose Gracias. The firm is headquartered in Chicago, Illinois.

Part of Stonepoint Capital LLC, My ePHIT is a company that provides online preventive and wellness services. The company is based in Salt Lake City, UT. Hall. The company was founded by Stephen J. My ePHIT was acquired by AXIA Health Management LLC on April 19, 2006.