Alexander David C. Walterspiel

Columbus Circle Investors (CCI) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm is directly owned by CCIP LLC and is a partly-owned subsidiary of Principal Global Investors LLC, itself a member of Principal Financial Group, Inc. (NYSE: PFG). Founded in 1975, CCI provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, registered mutual funds, private investment funds, trust programs, sovereign funds, foreign funds, and other US and international institutions. The firm also provides sub-advisory services to certain registered investment companies, including certain affiliated Principal Global Investors’ Funds. They also sub-advise accounts of the Principal Global Investors Trust and provide investment portfolio services to wrap fee programs and other similar mandates.

Brighthouse Investment Advisers LLC (BIA) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1994 as MetLife Advisers LLC and changed their name into Brighthouse Investment Advisers LLC in 2017. They are a subsidiary of Brighthouse Holdings LLC, which is owned by Brighthouse Financial, Inc. (NASDAQ: BHF). BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, their clients are holders of Marquis Portfolios variable annuity contracts. As noted above, the firm also serves as investment adviser to certain investment companies registered under the 1940 Act.

PrintingForLess.com, Inc. provides commercial printing services. Its PFL Pro a reseller program is designed to make it easy for designers, marketing agencies and print brokers. The firm offers a variety of specialty products and services for the needs of businesses, from small to large and custom solutions include API integration, product development, franchise support, and private print shops. The company was founded in 1996 by Andrew S. Field and is headquartered in Livingston, MT.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

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.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

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.

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.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

Cognitive Engineering Research Institute provides socio-technical research and development services. The firm solves problems of socio-technical systems by applying human-centered design, conducting problem-oriented research and facilitating multidisciplinary collaboration among scientists, practitioners and users. The company was founded by Steven M. Shope and Nancy J. Cooke in December 2001 and is headquartered in Mesa, AZ.

J.V.B. Financial Group LLC (JVP) is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 2008 and formerly known as PrinceRidge Group LLC and C&Co/PrinceRidge LLC. They are a subsidiary of J.V.B. Financial Group Holdings LP, owned by Cohen & Co., Inc. (NYSEAMERICAN: COHN) in the US. With trading desks manned by seasoned professionals, JVB distributes a variety of asset classes, such as Certificates of Deposit, Investment-Grade Corporates, High-Yield Corporates, Government Agencies, US Treasuries, Municipal Bonds, Mortgage-Backed Securities, Asset-Backed Securities, Structured Products, Closed-End Funds, Rates, and Structured Credit. The JVB Dealer Desk provides efficient and widespread distribution of fixed income securities.

Basso Capital Management LP (Basso) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2003 by Howard Fischer and Dwight Nelson. Basso provides discretionary and non-discretionary advisory services to family offices on behalf of high-net-worth individuals, families and their associated entities.

Part of Quest Diagnostics, Inc., Dialogos, Inc. provides distribution systems training and technology. The company is based in Cambridge, MA. The company was founded by William Isaacs.

WordStream, Inc. develops online marketing software. Its products include WordStream advisor, a pay-per-click (PPC) software that allows to create, optimize, manage, and measure high-performing PPC and social advertising campaigns. It offers free keyword tool, online marketing tools, and search marketing fundamentals. The company was founded by Larry E. Kim and Gerard Escalante in 2007 and is headquartered in Boston, MA.

The American Society of Civil Engineers, founded in 1852, is the oldest national engineering society in America. The non-profit company is based in Reston, VA and has subsidiaries in the United States. With over 150,000 members worldwide, the organization advocates for sustainable and resilient practices to maintain and modernize the nation's infrastructure. The company also works to increase investment in infrastructure and improve engineering knowledge and competency. The society's Civil Engineering Landmark Program recognizes historically significant civil engineering projects, structures, and sites.

Posillico Environmental, Inc. provides construction services. It offers civil, materials, paving, drilling, consulting and development services. The company was founded by Michael J. Posillico in 1991 and is headquartered in Farmingdale, NY.

Renzulli Learning Systems develops, markets and supports a web-hosted application designed to promote K-12 student-driven learning based on research in instructional strategies. The company was founded by Joseph Renzulli and Sally Reis in 2005 and is headquartered in New Haven, CT.

Webster Bank, NA provides banking services. It offers investment management, financial planning services, banking and lending solutions, fiduciary services and institutional services. The company is headquartered in Waterbury, CT.

Friedenthal Financial LLC is an independent registered investment advisor headquartered in Marlton, New Jersey. The firm was founded by Mark S. Friedenthal in 2009. They provide investment advice and management supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations.

Appeering, Inc. develops a web-based social application. The company was founded by Joshua Fertik and Oren Kagan in 2011 and is headquartered in Boston, MA.

MBIA Insurance Corp. provides insurance services. It works with non-US public financial services. The firm focuses on detecting any deterioration in credit quality or changes in the economic, political or regulatory environment which may adversely affect guaranteed obligations of implementation through the final maturity of transactions. The company is headquartered in Armonk, NY.