John Shepard

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

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.

Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds.

LiveIntent, Inc. provides email advertising and trading services. It offers branding, direct response, retargeting, mobile application and attribution, email Ad serving, direct selling email inventory, and real time email offer optimization solutions. The company was founded by Matt Keiser and David H. Hendricks in 2009 and is headquartered in New York, NY.

NBCUniversal Media LLC owns and operates news and entertainment television networks. It includes broadcasting, sports, television series, movies, fashion programs, and theatrical, and non-theatrical filmed entertainment contents. The company was founded in 1950 and is headquartered in New York, NY.

Concise Capital Management LP (Concise) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was co-founded by Thomas Krasner and Glenn Koach in 2004. Concise provides investment advisory services to high-net-worth individuals, families, private investment funds and other institutions.

C2 Ventures LLC (C2 Ventures) is a venture capital firm founded in 2014 by Christian Cunningham. The firm is headquartered in New York.

Boston Asset Management, Inc. engages in the provision of investment advisory services. The firm's services include asset management, retirement plans, and athlete services. It serves private clients, institutions and fiduciaries. The company was founded in 1992 and is headquartered in Clearwater, FL.

Milliman Financial Risk Management LLC (Milliman FRM) is a SEC-registered investment adviser headquartered in Chicago, Illinois. The firm was founded in 1998 and is a wholly owned subsidiary of Milliman, Inc., an independent consulting and actuarial firm. Milliman FRM offers hedging and asset allocation advisory services to institutional clients. These services are provided to life insurers, pensions, endowments, banks, fund managers, reinsurers, and trusts who are interested in using investment allocation models for their portfolios.

Milliman Variable Insurance Trust is an open-end management investment company. The Trust was founded on November 2, 2020 and is headquartered in Chicago, IL.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Auth0, Inc. engages in the provision of universal authentication and authorization platform for web, mobile, and legacy applications. It serves the financial, healthcare, media, retail, and real estate industries. The company was founded by Matias Woloski and Eugenio Pace in 2013 and is headquartered in Bellevue, WA.

Founded in 1962, Raymond James Financial, Inc. (NYSE: RJF) is a diversified holding company headquartered in St. Petersburg, Florida. The firm provides services to individuals, corporations and municipalities through their wholly-owned subsidiaries: Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. Raymond James operates through eight segments: Private Client Group (PCG); Capital Markets; Asset Management; Raymond James Bank (RJ Bank); Emerging Markets; Securities Lending; Proprietary Capital; and Other. The Private Client Group segment provides securities transaction and financial planning services to client accounts through the branch office systems of the company's subsidiaries. The Capital Markets segment's activities consist primarily of equity and fixed income products and services. The Asset Management segment provides asset management services for individual investment portfolios and mutual funds. The RJ Bank segment provides corporate, residential and consumer loans, as well as Federal Deposit Insurance Corp. insured deposit accounts, to clients of the company's broker-dealer subsidiaries and to the general public. The Emerging Markets segment operates securities brokerage, investment banking, asset management and equity research businesses. The Securities Lending segment conducts its business through the borrowing and lending of securities from and to other broker-dealers, financial institutions and other counterparties. The Proprietary Capital segment consists of the company's principal capital and private equity activities, including various direct and third-party private equity and merchant banking investments. Raymond James' capital markets reach within the financial institutions segment focuses on community and regional banks and thrifts including equity research, sales, trading and investment banking resources and services. Raymond James is one of the largest research organizations in the brokerage industry and serves institutional investors domestically and abroad. The firm's capital markets activities are based on insightful, timely and comprehensive equity research. They publish research on over 1,000 companies in their core industries. Raymond James seeks attractive niches within broader industries and then covers these sectors deeply to develop differentiated sector expertise and relationships. Although their focus is mid- and small-cap companies, their coverage includes large, medium and small companies across each sector. Raymond James' Institutional Trading division is organized into 3 specialty departments: Sales Trading, Principal trading and Agency Trading. Their Sales Trading division covers over 800 domestic and 1,300 international financial institutions throughout North America and Europe. The firm's Principal Trading division consists of industry-focused teams and their OTC Principal Trading department makes markets in over 680 domestic stocks, 85% of which are covered by Raymond James Institutional Research department. Their Agency Trading department services the trading needs of over 5,500 financial advisors located in 2,500 retail offices across the US.

Eagle Manufacturing Group is an American parent company of three manufacturing subsidiaries, Foundry, F Fabrication, and Eagle Metal Processing & Recycling. The private company's primary focus is on manufacturing and industrial products, and it services customers across a broad range of industries. Eagle Manufacturing Group is committed to being good stewards of the environment and communities. The company was founded in 1916 by Alex DeBogory and has more than 500 employees across the United States.