Joseph G. Schultz

American Century Investment Management (UK) Ltd. (American Century UK) is the Great Britain-based investment management subsidiary of American Century Investment Management International Ltd., which is owned by American Century Cos., Inc. Headquartered in London, the firm was founded by Michael S. Green in 2008. American Century UK manages a comprehensive range of investment strategies for financial intermediaries, institutions and individual investors. They are a socially responsible investor which seeks to help others and build a strong community.

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.

Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY.