John Joseph Kane

Harding Loevner LP is a SEC-registered investment advisor headquartered in Bridgewater, New Jersey. The firm was founded in 1989 by former managers for the Rockefeller family. They are a direct subsidiary of Titan NJ LP Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Harding Loevner provides investment management services to a variety of types of clients in the US such as retirement plans, foundations and endowments, sovereign wealth funds, religious institutions, individuals, trusts, broker-dealers, banks, investment advisers, insurance companies, mutual funds, collective investment trust funds, and offshore funds.

Metro Phoenix Bank, Inc. provides banking services to commercial and real estate customers. It offers commercial loan products that include asset-based lines of credit, working capital loans/working capital lines of credit, equipment loans, loans to professionals (medical, legal, or CPAs), loans to non-profit and faith-based organizations, and other loans; real estate lending products, such as residential and commercial construction loans, and commercial term real estate loans; and SBA lending products. The company also provides personal banking services, such as personal checking accounts, now accounts, money market accounts, savings accounts, certificate of deposit, CDARS, individual retirement arrangements, Visa debit cards, credit cards, and NetTeller personal online banking services; business banking services, including business deposits, business credit and debit cards, merchant services, treasury management, NetTeller business online banking, remote deposit capture, courier services, night drop and bank by mail, online payment solutions, positive pay, and lockbox services. Its business deposit accounts include business checking accounts, business analysis checking accounts, business NOW accounts, IOLTA accounts, business savings accounts, business money market accounts, certificates of deposits, and sweep accounts. In addition, it offers wires, merchant services, and cash management services. The company was founded in 2007 and is headquartered in Phoenix, AZ.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

White Mountain Capital is a full-service, independent investment firm and broker/dealer located in New York City. The firm provides services to individual and institutional clients. They are a member of FINRA and the SIPC. White Mountain Capital provides a full array of trading and execution services for their clients. They do not provide any internal research

Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LSE: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds.

Founded in 1994, MFR Securities, Inc. is a broker/dealer located in New York City. The firm is a wholly-owned subsidiary of Maria Fiorini Ramirez, Inc. (also known as MFR, Inc.), a macroeconomic research firm. MFR Securities provides a variety of capital markets, sales, trading and investment banking services to institutional clients including corporate treasurers, financial institutions, GSEs, state treasurers, county treasurers, municipalities, pension managers, fund managers and insurance companies. Their sales and trading services focus on governments, agencies, municipalities, corporations, banks, insurance companies, ABS, MBS, CMBS, CPs, Yankee, Euro, domestic CDs, emerging markets and equities. MFR Securities' research focuses on providing an appraisal of U.S. and international economic conditions, central bank policy and political trends. The firm seeks to provide timely and accurate forecasts of economic activity, interest rate trends and monetary and fiscal policy developments. MFR Securities also provides technical analysis of U.S. Treasury and equity markets.

Part of F. Marc de Lacharrière (Fimalac) SE, Thomson Bankwatch, Inc. provides international banking ratings services.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

The State of Wisconsin Investment Board (SWIB) is a state-owned pension fund management firm headquartered in Madison, Wisconsin. SWIB was founded in 1951 and manages the assets of the Wisconsin Retirement System (WRS), the State Investment Fund (SIF) and other state trust funds. The WRS has two funds: the Core Fund, a fully diversified fund; and the Variable Fund, an all-stock fund.