Jim Brilliant

Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY.

Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc., an open-ended management investment company.

The Teachers' Retirement System of the State of Kentucky (TRS) is a state-owned pension fund management firm headquartered in Frankfort, Kentucky. Founded in 1940, the firm administers a defined benefit group retirement annuity trust fund and a health insurance trust fund in accordance with state and federal law. KTRS provides service and disability retirement benefits, death and survivor benefits, health insurance benefits, and life insurance benefits for Kentucky public education employees and their beneficiaries.

LaSalle Investment Management Securities LLC (LaSalle Securities) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of LaSalle Investment Management, Inc. and their ultimate parent is Jones Lang LaSalle Inc. (JLL) (NYSE: JLL). LaSalle Securities was founded in 1985 as Alex. Brown Realty Advisors, a subsidiary of the investment bank of Alex. Brown & Sons in Baltimore. LaSalle Partners acquired Alex. Brown Realty Advisors in 1994. In 1999, LaSalle Partners completed a merger with Jones Lang Wootton to form JLL. LaSalle Securities provides portfolio management services with respect to real estate securities to high-net worth and institutional clients.

Martin Capital Management LLC (MCM) is a privately-owned, SEC-registered investment advisor and wealth management firm headquartered in Elkhart, Indiana. The firm was originally founded by Frank Martin in 1987 as McDonald Capital Management. They were a subsidiary of McDonald & Co., a brokerage firm Mr. Martin had been associated with since 1974. In 1991, the firm became independent of McDonald & Co. and was renamed Martin Capital Management. MCM provides investment advisory services to wealthy families and institutions.

Part of Franklin Resources, Inc., Franklin Templeton Distributors, Inc. provides fund management services. The company is based in San Mateo, CA.

Khronos LLC is an independent fund of hedge fund manager headquartered in Bronxville, New York. The firm was co-founded by Rafael Mayer and David Mayer in 2001 and is a subsidiary of Zen Group LLC. Khronos primarily provides investment advice to private investment funds. Investors in these funds are generally institutional investors and high net-worth individuals.

John Hancock Investment Management LLC (JHIM) is a fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2002 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately owned by Manulife Financial Corp. (TSX; NYSE: MFC) in Canada. JHIM provides discretionary investment advisory services as a “manager of managers” to certain open-end and closed-end registered investment companies, such as exchange-traded funds, in the John Hancock family of funds, that are offered to retail investors and, in the case of certain funds, are included as investments in model portfolios created by JHIM or one of its affiliates.

Capital Securities Investment Corp. provides investment advice. The private company is based in Oak Brook, IL.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Chaffe & Associates, Inc. engages in the provision of specialized investment banking services to financial and business interests. Its clients include publicly held companies, family-owned businesses, banks, and other financial institutions. The company was founded by D.B.H. Chaffe III in 1982 and is headquartered in New Orleans, LA.

Roebling Capital Partners (Roebling Capital Partners) is a private equity firm founded in 2020 by Brian Malthouse and Keith Carlson. The firm is headquartered in Cincinnati, Ohio.

Obra Capital, Inc. operates as an asset management company. It specializes in the structuring, servicing, financing and management of life settlements, synthetic products, annuities, notes, and structured settlements. The company was founded by Jeffrey Robert Serra in 2009 and is headquartered in Austin, TX.

North American Properties, Inc. is a real estate development, management, and investment company that focuses on creating thriving communities. The private company is based in Cincinnati, OH and has subsidiaries in the United States. The company has expertise in accessing the right resources at the right time to provide sufficient capital for their projects. The company's portfolio includes multifamily and student properties that power positive transformation.

ORIX Corporate Capital, Inc. is a private equity firm subsidiary of ORIX USA Corp founded in 1983. The firm is headquartered in Dallas, Texas.