Paul Bugala

Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients.

The Ontario Teachers' Pension Plan Board (OTPPB) is the Province of Ontario’s pension fund manager headquartered in Toronto, Canada. Founded in 1990, OTPPB administers a defined benefit pension plan to active and retired teachers in Ontario. The firm manages investment portfolios for the benefit of present and future plan members and their survivors. OTPPB is a signatory to the UN Principles for Responsible Investment (UNPRI).

TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations.

Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US.

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

D.E. Shaw & Co., Inc. engages in the provision of investment advisory services. The firm offers services to pooled investment vehicles. The company was founded by David E. Shaw in 1988 and was headquartered in New York, NY.

Invesco Canada Ltd. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1981 and formerly known as Invesco Trimark Ltd. and as AIM Funds Management, Inc. They are a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. Invesco Canada primarily provides investment advice to the Canadian Funds. In addition, the firm provides investment advice to investment companies, charitable organizations, pension plans, endowments, charities and corporations, banks, pooled investment vehicles, provincial or municipal government entities and insurance companies.

Part of HCL Technologies Ltd., HCL Technologies America, Inc. is a technology company that employs over 225,000 people in 60 countries. HCL Technologies America is based in Sunnyvale, CA. The company's focus is on supercharging progress for top enterprises by combining technology with their skilled workforce.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds.

Tom Johnson Investment Management, Inc. (TJIM) is a registered independent wealth management firm headquartered in Oklahoma City, Oklahoma. The firm was founded by Thomas Johnson in 1983. TJIM offers investment services to a broad range of clients, such as pension, profit-sharing and 401(K) plans, individual taxable, individual retirement accounts (IRA), foundations, banks, insurance companies, public funds, corporations and sovereign funds.

American National Insurance Co. is a financial services company, which engages in the provision of life insurance, annuities, health insurance, credit insurance, pension products and property, and casualty insurance for personal lines, agribusiness, and commercial exposures. It operates through the following business segments: Life, Annuity, Health, Property and Casualty, and Corporate and Other. The Life segment provides individual and group life insurance products, including whole life, term life, and universal life and credit life insurance. The Annuity segment offers fixed, indexed, and variable annuity products. The Health segment includes medicare supplement, supplemental insurance, medical expense, stop-loss and credit disability products. The Property and Casualty segment consists of personal lines, and credit-related property insurance products. The Corporate and Other segment comprirses of invested assets that are not used to support its insurance activities. The company was founded by William L. Moody Jr. in 1905 and is headquartered in Galveston, TX.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs.

Winrock International Institute For Agricultural Development offers programs and services needed to rebuild lives and livelihoods. Its programs focus on community and enterprise development with integrated technical support in agriculture, energy, natural resource management, empowerment and leadership. The company was founded in 1985 and is headquartered in Little Rock, AR.

Smithsonian Institution operates museums and art galleries. It organizes exhibitions on art, music, television and film, science, and history. The firm also preserves and maintains cultural centers, national zoo, and research facilities. The company was founded on August 10, 1846 by James K. Polk and is headquartered in Washington, DC.

Galliard Capital Management LLC (Galliard) is a SEC-registered investment advisor and holding firm headquartered in Minneapolis, Minnesota. The firm was founded in 1995 by Richard Merriman, John Caswell and Karl Tourville. They are a direct, wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately owned by Allspring Group Holdings LLC. Galliard designs fixed income and stable value solutions for institutional investors.

SEI Investments Canada Co. (SEI) is an investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of SEI Investments Co. (NASDAQ: SEIC), a global provider of asset management, investment processing and investment operations solutions in the US that was established in 1968. Founded in 1983, SEI provides discretionary investment management services to banks, trust institutions, wealth management organizations, independent investment advisors, retirement plan sponsors, corporations, not-for-profit organizations, investment managers, hedge fund managers, and high-net-worth families in Canada.

Management CV, Inc. is a research firm located in Bethesda, Maryland, founded in 2007. The firm provides clear, unbiased information about the CEOs and other senior executives that run major public companies. Clients include equity investors and commercial lenders. Their research centers on the executives' prior track records, current performance relative to direct competitors in the industry and diligence on any important issues that might affect executive performance and motivation. They do not select stocks or predict stock market movement. They do analyze relative performance versus industry competitors.