Andrew Sean Cooney

Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, pooled investment vehicles, and sovereign wealth funds.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate.

Gold & Minerals Co., Inc. engages in the mineral exploration services. The company was founded in 1999 and is headquartered in Scottsdale, AZ.

E*TRADE Capital Management LLC (ETCM) is an SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1996 and is a subsidiary of ETCM Holdings LLC, which is ultimately owned by Morgan Stanley (NYSE: MS). ETCM provides investment advisory services through wrap fee programs primarily to individual retail investors.

Morgan Stanley Private Bank NA provides banking products and services. The company was founded in 1996 and is headquartered in Purchase, NY.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

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.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Transamerica Retirement Solutions Corp. provide investment advisory services. It offers fund selection, streamlines diversification, and fund revenue equalization. The company was founded in 1958 and is headquartered in Harrison, NY.

Starbucks Coffee International, Inc. manufactures and sells coffee related products. It purchases, roasts, and sells whole bean coffees, brewed coffees, Italian-style espresso beverages, and cold blended beverages. The company was founded in 1995 and is headquartered in Seattle, WA.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Morgan Stanley Bank, NA provides banking services. The company is headquartered in Salt Lake City, UT.

Sunny River Management LLC (Sunny River Management) is a private equity firm founded in 2013. The firm is headquartered in Atlanta, Georgia.

Renovo Capital LLC (Renovo Capital) is a private equity firm founded in 2009 by Mark Barbeau, Donald W. Jungerman and Scott Lavie. The firm is headquartered in Dallas, Texas.

Komline-Sanderson Corporation, founded in 1946, is a leading manufacturer of equipment for process/production filtration, drying, thermal processing, wastewater treatment, sludge processing, and pollution control. The company's Peapack facility is ISO 9001:2015 certified and produces pressure equipment to ASME and PED requirements. The company, headquartered in Peapack, NJ, provides high-quality equipment for industrial and municipal customers worldwide. Komline-Sanderson solves wastewater, industrial processing, and flue gas cleaning challenges. Komline-Sanderson manufactures equipment in the USA for environmental applications, process solutions, and flue gas cleaning. The CEO of the company is Danai E. Brooks.

Fire Safety & Protection LLC operates as a growth fire and life safety business firm. It provides fire and safety services. The company was founded in 2018 and is headquartered in Atlanta, GA.

Ownby Management LLC, formerly Boxwood Capital Partners, is a private equity arm of Boxwood Partners, LLC founded by Bobby Morris in 2008.. The firm headquartered in Richmond, Virginia.

Allianz Partners SAS provides insurance solutions. It offers coverage for automobile, travel, healthcare, employment, retirement, and housing. The company is headquartered in Saint-Quen, France.

National Mining Association operates as national trade organization of the U.S. mining industry. It represents the interests of mining before Congress, the administration, federal agencies, the judiciary and the media. The company was founded in 1995 and is headquartered in Washington, DC.

Harbert Fund Advisors, Inc. (HFA) is a SEC-registered investment advisor and hedge fund manager headquartered in Birmingham, Alabama. The firm was founded in 1993 and is a subsidiary of Harbinger Corp., which is owned by Harbert Management Corp. HFA provides investment advice to private funds that are organized as limited partnerships, limited liability companies or other business entities, as well as institutional and high net-worth investors.

ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. They are a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). The firm was founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments manages separate accounts for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds.

The Retirement Systems of Alabama (RSA) is the administrator of the pension fund for employees of the State of Alabama. The firm is headquartered in Montgomery, Alabama. RSA administers pension and other benefits to most public employees in Alabama.

Harbinger Capital Partners LLC (Harbinger) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Philip Falcone in 2001 and is a subsidiary of Harbinger Holdings LLC. Harbinger provides advisory services on a discretionary basis to private investment funds (Harbinger Funds).

FC Capital Management LLC (Frontier Growth) is a private equity firm founded in 1999 by Andrew Lindner and Richard Maclean. The firm is headquartered in Charlotte, North Carolina.

AmeriCares is a nonprofit disaster relief and humanitarian aid organization which provides immediate response to emergency medical needs and supports long-term humanitarian assistance programs for all people around the world, irrespective of race, creed or political persuasion. The organization was founded in 1982 and is headquartered in Stamford, CT.