Alex E. Lewis

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals.

GLG Partners LP (GLG) is an independent alternative investment management firm headquartered in London, UK. The firm was founded in 1995 by Noam Gottesman, Pierre Lagrange and Jonathan Green as a hedge fund division within Lehman Brothers Holdings Inc. GLG offers advisory or sub-advisory services to non-US and US institutional managed accounts and pooled investment vehicles on either a discretionary or non-discretionary basis.

Horizon Asset LLP is an independent alternative asset management firm headquartered in London, UK. The firm was founded in 2000 and manages assets on behalf of a wide range of institutional investors.

AllianceBernstein Ltd. (ABL) is the Great Britain-based, global investment management subsidiary of AllianceBernstein Preferred Ltd., ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Headquartered in London, the firm was founded in 1990 by David Andrew Steyn. ABL provides investment management and research services to public and private sector institutional clients, retirement and pension funds, banks, insurance companies and high-net worth individuals. They offer a family of globally distributed mutual fund portfolios across all major investment disciplines. The firm is a signatory to the UN Principles of Responsible Investment (UNPRI) and integrates ESG issues into their investment processes.

JPMorgan Securities Plc is a brokerage firm headquartered in London, UK. The firm was founded in 1992 and is a wholly-owned subsidiary of JP Morgan Capital Holdings Ltd., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMorgan Securities provides market research, proprietary pricing data and analytics, and trade execution across multiple asset classes such as credit, equities and FX. They help institutional investors, traditional and alternative asset and fund managers, broker dealers and equity issuers meet the demands of changing markets.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

California Institute of Technology provides education focusing on science, engineering, academia, business, and public service. The company was founded in 1891 and it is headquartered in Pasadena, CA.

CQS (UK) LLP (CQS) is a Great Britain-based alternative investment management firm headquartered in London. In 2024, the firm was acquired by Manulife Investment Management Ltd., a subsidiary of Manulife Financial Corp., in Canada from CQS Cayman LP. The firm was founded by Michael Hintze in 1999 as a global multi-strategy asset management firm. CQS offers a range of strategies and bespoke solutions in multi-strategy, convertibles, asset-backed securities, credit, loans, and equities.

Part of Daiwa Securities Group, Inc., Daiwa Institute of Research Ltd. conducts economic research and provides financial and investment advisory services. The company is based in Tokyo, Japan. The Japanese company was founded in 2008. Yoriyuki Kusaki has been the CEO of the company since 2016.

BlueBay Asset Management (Services) Ltd. provides investment management services. It manages hedge funds and segregated mandates for institutional clients and high-net worth individuals. The company was founded by Hugh John Ramsay Willis and Mark Nicholas John Poole on October 11, 1996 and is headquartered in London, the United Kingdom.

JPMorgan Securities Japan Co. Ltd. (JPMS-J) is the brokerage subsidiary of JPMorgan International Finance Ltd., itself a subsidiary of JPMorgan Chase & Co. (NYSE: JPM) in the US. Headquartered in Tokyo, Japan, JPMS-J provides investment banking services, intermediary of Global Custody service and other asset servicing business provided by JPMorgan Chase Bank N.A. and its group companies.

Deutsche Securities, Inc. (DSI) is the Japanese brokerage subsidiary of Deutsche Bank Holdings (Luxembourg) SARL, itself a wholly-owned subsidiary of Deutsche Bank AG (NYSE: DB) in Germany. The firm was established in 1986 as Deutsche Bank Capital Markets (Asia) Ltd. and became Deutsche Securities Inc. in 2006. Located in Tokyo, DSI is the investment banking platform for the Deutsche Bank group in Japan. The firm provides services including research, sales and trading of bonds and equities, capital raising and M&A advisory for corporate and institutional clients. They have particular expertise in sectors such as automotive, chemicals, pharmaceuticals, consumer goods, energy, financials, media, telecommunications, technology, transportation and trading companies. The M&A division is in a leadership position in Japan, and structures deals including overseas investments by manufacturers, asset sales for restructuring corporations, and domestic mergers and acquisitions. DSI's activities include products and services related to fixed-income, equities and commodities as well as real estate investments and financing. Activities related to foreign exchange and money market are primarily operated by the Tokyo branch of Deutsche Bank.

BlackRock Investment Management (UK) Ltd. (BIM-UK) is an investment management firm headquartered in London, UK. The firm is a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. BIM-UK was founded in 2006 following the merger of Merrill Lynch Investment Managers and BlackRock. In 2009, BlackRock merged with Barclays Global Investors, including the iShares exchange traded funds business. The combined firm operates under the BlackRock name and has retained the iShares brand. BIM-UK manages a family of mutual funds and acts as sub-advisor to other mutual and pension funds. They also offer alternative investments and managed accounts for individual and institutional clients.

BlackRock Investment Management LLC (BIM) is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program.

Part of Royal Bank of Canada, Royal Bank of Canada Holdings UK Ltd. provides investment services. The company is based in London, UK.

RBC Europe Ltd. is the Great Britain-based broker/dealer subsidiary of RBC Europe Ltd., itself a subsidiary of Royal Bank of Canada (TSE: RY) in Canada. Headquartered in London, the firm was founded in 1970 and provides a full spectrum of brokerage services specifically tailored for both retail and institutional investors. The firm is active in several markets, exchanges, and electronic trading platforms.

Balyasny Europe Asset Management LLP (BEAM) is an alternative investment manager headquartered in London, UK. The firm was founded in 2004 and is a subsidiary of Balyasny Asset Management LP, which is owned by Balyasny Asset Management Holdings LP in the US. BEAM manages assets on behalf of institutional clients and high net worth investors.

Part of FCMB Group Plc, FCMB Bank (UK) Ltd. is a trade finance and banking company based in London, UK. FCMB Bank (UK has a team of experienced trade finance professionals who provide superior customer service to personal and business banking groups. The British company is an independently incorporated, wholly-owned subsidiary of First City Monument Bank Ltd (FCMB), which is a leading financial services institution in Nigeria. The company was founded in 2008 and Frank A. Le Roex has been the CEO of the company since 2009.

BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies.

Legal & General Investment Management (Holdings) Ltd. provides asset management services. The firm offer solutions include defined benefit, liability driven investment, defined contribution, and DC investment proposition. The company was founded on October 11, 2001 and is headquartered in London, the United Kingdom.

Proactive Investors Ltd. is a financial media portal that connects companies and investors. The company is based in London, UK, and has subsidiaries in the United States. The British company provides breaking news, commentary, and analysis on hundreds of listed companies and pre-IPO businesses globally, 24/7. The company offers in-depth comment, analysis, press releases, and share price data on small to large capitalized companies. Proactive is one of the fastest-growing financial media portals in the world, leading in up-to-the-minute, multi-media news provision, events organization, and investor research. The company was founded in 2006 by Craig Ribton, who has been the CEO since 2006.

FM Capital Partners Ltd. (FMCP) is an independent global alternative asset management firm headquartered in London, UK. The firm was founded in 2009 with the backing of a major Sovereign Wealth Fund from the Middle East North Africa region. FMCP provides investment management and advisory services to institutional investors, sovereign wealth funds, Central Banks and other government entities.

DSAM Partners LLP (DSAM) is the alternative investment management subsidiary of DSAM Capital Partners Ltd. in Great Britain. Headquartered in London, the firm was founded by Guy Shahar and James Diner in 2011 and manages the DSAM Cayman Fund Ltd., backed by institutional investors.

Daiwa Securities Co. Ltd. (Broker) (Daiwa Broker) is the brokerage division of Daiwa Securities Co. Ltd., which is ultimately held by Daiwa Securities Group, Inc. (TYO: 8601). The firm is headquartered in Tokyo and was founded in 2012. Daiwa Broker provides brokerage services to their clients.

Maple Bluebell Ltd. provides financial services. The private company is based in London, UK.

Trium Capital LLP (TCL) is an investment management firm headquartered in London, UK. The firm was founded by David Bamber in 2013 and is a subsidiary of Trium Holdings Ltd. They manage specialist liquid alternative and ESG funds for various investors. TCL is a signatory of PRI (Principles for Responsible Investing) and SBAI (Standards Board for Alternative Investments), and members of the industry body, AIMA (Alternative Investment Managers Association).

Part of Auriga Capital Markets SL, Quadriga Asset Managers SGIIC SA is a Spanish financial management company that offers the best solutions for different investment needs. The company, based in Madrid, Spain, was founded in 2015 by José García and María Vázquez Ferrándiz. Quadriga Asset Managers provides a discretionary absolute return strategy with weekly liquidity, focusing on liquid opportunities in all asset classes, with an overlap of Iberian special situations and deep value investment opportunities. The company also offers the Belgravia Lynx investment strategy, which invests solely in pan-European equities and aims to maintain a volatility lower than that of the Stoxx 600. Quadriga Academy, under the umbrella of Quadriga Asset Managers, provides fundamental investment terms, types of funds, and updates on regulations to help clients and the general public better understand investment terms.

Ventura Capital Management Ltd (Ventura Capital) is an venture capital firm founded in 2012 by Mo El Husseiny. The firm is headquartered in London, United Kingdom.

Muza Gestion de Activos SGIIC SA provides investment advice. The private company is based in Madrid, Spain. and has subsidiaries in Spain. The CEOs are Luis Urquijo, Estanislao Urquijo Rubio. The Spanish company was founded in 2018.

BTG Pactual (UK) Ltd. (BTG Pactual UK) is an alternative investment manager headquartered in London, UK. The firm is a subsidiary of BTG Pactual Holding Internacional SA, which is owned by Banco BTG Pactual SA (BVMF: BPAC11) in Brazil. BTG Pactual UK provides sophisticated, structured and customized advice and financial services for pension funds, corporations, insurance companies, financial intermediaries, governments, and high-net-worth individuals and family offices.

Maple Rocket Ltd. provides financial intermediation services. The private company is based in London, UK. The British company was founded in 1997.

Pancreatic Cancer Action is a non-profit organization, which engages in the provision of early diagnosis on pancreatic cancer. It focuses on raising awareness, fundraising, and events. The company was founded by Ali Stunt in 2010 and is headquartered in Oakhanger, the United Kingdom.