Timothy B. Walsh

DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs.

UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT.

Eaton Vance Management (EVM) is a 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 provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals.

Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.

Formed in 2004, MIT Investment Management Co. (MITIMCo) oversees the investments of the Massachusetts Institute of Technology's assets, including the endowment, the current funds, the pension assets, and other institutional assets. MITIMCo is located in Cambridge, Massachusetts.

Rothschild & Co. Asset Management US, Inc. (R&Co) is an asset management firm headquartered in Stamford, Connecticut. The firm was founded in 1962 and formerly known as Rothschild Asset Management, Inc. They are a wholly-owned subsidiary of Great Lakes Advisors LLC and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC). R&Co provides investment advisory and sub-advisory services on a discretionary basis to a broad range of clients. They also provide non-discretionary investment advice to various wrap model delivery managed account programs.

Exclusive Resorts LLC owns and operates vacation homes and resorts. It operates a private club for luxury vacations worldwide. The firm provides a collection of privately managed luxury residences in destinations. The company was founded by Thomas W. Filippini in 2002 and is headquartered in Denver, CO.

Dotomi, Inc. is rethinking the way marketers manage online display advertising with an approach it calls 'Personalized Media'. Although originally founded in 2003, its history can be traced back to 1995 and a lone Israeli soldier named Yair Goldfinger. While in the army, Yair became passionate about effective communication. That passion was ignited further as his tenure as a soldier came to an end: Yair found he needed a better way of keeping in touch with ex-army friends and colleagues. His brainstorm ultimately morphed into the phenomenon of ICQ, a product more commonly known today as Instant Messaging, eventually being acquired by AOL. After his initial success, Yair took the next step and tried his hand at applying ICQ's underlying principle of a one-to-one dialogue to marketing challenges and customer relationships. He reasoned that by eliminating the waste of most marketing and ensuring communication was relevant to consumers, clients could better connect with their customer base. With the idea of personalized and pertinent marketing in mind, Dotomi was born. With Yair's help, Dotomi leadership grew in the form of a tremendous board of successful and proven online executives, including Scott Kurnit of About.com and Jonathan Selig of Akamai. Yair continues to be active at Dotomi as its Chief Technology Officer, continuing daily on his passionate push for the power of personalized media.

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.

Founded in 2006 by Stephen Inglis and Robert Mazzeo, Enclave Capital LLC is a registered broker/dealer located in New York City. The firm is a member of FINRA and SIPC. They are a subsidiary of Cairo-based Beltone Financial Holding SAE. Enclave Capital distributes transactions through their equity sales desk and investment bankers located in the firm's offices in New York City, San Francisco and Hong Kong. Enclave Capital provides institutional investors with execution on U.S. markets and research and trading on the emerging markets of the Middle East. The firm's coverage includes the telecommunications/media, biotechnology/life sciences, clean technology/energy and oil & gas sectors. In the U.S., the firm focuses on U.S.-listed, foreign and domestic micro-, small- and mid-cap companies. Enclave Capital is also expanding their coverage to include Asian and other emerging markets.

Bain Capital LP engages in provision of investment consulting services. It specializes in private equity, credit, public equity, venture, real estate, double impact, life sciences, and partnership strategies. The company was founded in 1984 and is headquartered in Boston, MA.

GSAM Stable Value LLC (GSAM SV) is a registered investment advisor headquartered in Burlington, Vermont. The firm was founded in 1983 as Dwight Asset Management Co. LLC. They are a wholly-owned subsidiary of Goldman Sachs Asset Management LP, ultimately held by Goldman Sachs Group, Inc. (NYSE: GS). GSAM SV offers strategies focused on fixed income investment management services for institutional clients.

Sterling Grace Corp. provides investment services. The company provides its services to investors, institutions and investment partnerships. It also operates in hedge funds and real estate investments. The company is headquartered in Glen Head, NY

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

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Briarcliffe Credit Partners (Briarcliffe Credit Partners) is a credit firm founded in 2021 by Jess Larsen. The firm is headquartered in New York.

ARIBIO Co., Ltd. engages in the research and development of medicines and pharmaceuticals. It focuses on developing novel therapeutics for neurodegenerative diseases. The company was founded on October 13, 2010 and is headquartered in Seongnam-si, South Korea.

PineBridge Investments LLC (PBI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2010 and is a wholly-owned subsidiary of Pinebridge Investments Holdings (US) LLC, ultimately held by Chiltonlink Ltd. in British Virgin Islands. PBI provides investment management/advisory services to US registered investment companies, privately offered pooled investment vehicles (which includes CLOs) and separate advisory accounts for sophisticated institutional and individual clients.

Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process.

Abacus Corp. provides staffing, security and facilities management services. It offers asset management, accounting, administration, distribution and engineering services. The company was founded in 1944 and is headquartered in Baltimore, MD

Part of GMO Payment Gateway, Inc., GMO Epsilon, Inc. provides transaction processing and clearing services. The company is based in Tokyo, Japan. GMO Epsilon was acquired by GMO Payment Gateway, Inc. from Skymark Airlines, Inc. on May 20, 2005 for $1.11 million.

Vermont Student Assistance Corp. provides grants, loans, scholarships, career and education planning, and general information on education to students. It offers research services that support access and affordability of postsecondary education. The firm also provides self-assessment tools, activities, and resources to help individuals identify their interests, values, and skills; online tools to prepare for college and graduate school entrance exams, and career related exams; an interactive program for career exploration, college planning, and test preparation; and information for adults interested in making a career change. The company was founded in 1965 and is headquartered in Winooski, VT.

AMP Agency provides integrated advertising agency services. It offers analytics, brand strategy, creative, experiential, media, mobile, public relations, search and social media services. The company was founded by Gary Colen in 1995 and is headquartered in Boston, MA.

iMarc LLC engages in the design and development of websites and web-based business applications. It offers web design, strategy and content development, branding, identity, video production, photography, motion graphics, mobile design, and web application development. The company was founded by Nils C. Menten in 1997 and is headquartered in Amesbury, MA.