Brian Vogler

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Teachers Insurance & Annuity Association of America-College provides financial products and services. It offers retirement plans, mutual funds, annuities, life insurance, brokerage and trading services, managed accounts and education savings. The company was founded by Andrew Carnegie in 1918 and is headquartered in New York, NY.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

Founded in 2001, Cabrera Capital Markets LLC is a broker/dealer headquartered in Chicago. The firm is a subsidiary of RCF-Cabrera Holdings, Inc. They provide a full array of trading and execution services for their clients. Cabrera Capital Markets does not provide any internal research. They firm executes transactions in both listed and OTC stocks on behalf of their institutional clients. Their global execution team covers a wide range of investment products around the world. Cabrera Capital Markets is a member of the NASD, MSRB, CHX and SIPC.

Part of Credicorp Ltd., Credicorp Capital Sociedad Agente de Bolsa SA is a leading stockbroker in the Peruvian stock market. The company is based in Lima, Peru. Credicorp Capital offers investment opportunities in the Peruvian stock market and has been a leader in the industry since its founding in 1991. Daniel Alberto Guzman Gilardi Magnan has been the CEO of the Peruvian company since 2019.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Fitch Ratings Ltd. (FRL) is an investment research firm headquartered in London, UK. The firm was founded in 1977 and is a subsidiary of Fitch Ratings, Inc., ultimately held by The Hearst Family Trust in the US. FRL provides research and specialized ratings of services to residential and commercial mortgages, asset managers and managed funds. They also publish quantitatively based ratings such as Q-IFS ratings.

New America Alliance, Inc. is a non-profit organization, which engages in the provision of services focusing on education, political empowerment, strategic, philanthropy, and public policy advocacy. The company was founded by Raul Yzaguirre and Henry Cisneros in 1999 and is headquartered in Dallas, TX.

Part of The Hearst Family Trust, Fitch Ratings Colombia SA SCV is a Colombian company that provides investment research. The company is based in Bogota, Colombia. The company was founded in 2009. María Paula Moreno has been the CEO of the company since 2013.

AUA Private Equity Partners LLC (AUA Private Equity) is a private equity founded in 1998 by Andrew Unanue. The firm is headquartered in West Palm Beach, Florida.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Habitat for Humanity New York City is a non profit organization which engages in the building and preserving affordable homes for families in need. Its projects include Dean Street Residences, Single Family Homes, and Critical Home Repair in Staten Island. The organization was founded in 1984 and is headquartered in New York, NY.

Berkshire Hathaway Guard Insurance Co. (Invt Port) (Berkshire Hathaway GUARD-IP) is the investment portfolio division of Berkshire Hathaway Guard Insurance Co., an insurance company headquartered in Wilkes-Barre, Pennsylvania. The firm is a subsidiary of National Indemnity Co., which is owned by Berkshire Hathaway, Inc. (NYSE: BRK). They provide a wide variety of property and casualty insurance solutions. Berkshire Hathaway GUARD-IP manages the insurance portfolio.

Halcrow Group Ltd. provides planning, designing, and management services. It serves the airports, nuclear, geotechnics, renewables, health and safety, and power generation markets. The company was founded in 1868 and is headquartered in London, UK.

Homeownership Preservation Foundation operates as a foundation that provides assistance to homeowners, renters, and buyers. The American company's focus is on preserving homeownership and helping individuals navigate the complexities of the housing market. The CEO of the private company is Gene Spencer.

Carlyle Tactical Private Credit Fund is a diversified and closed-end management investment company. It engages in the business of opportunistically allocating assets across a wide range of credit strategies. The company was founded on December 13, 2017 and is headquartered in New York, NY.

GreenPath, Inc. operates as a non-profit financial wellness and credit counseling organization. It offers debt counseling and management, credit report review, housing services, and student loan and bankruptcy counseling. The company was founded in 1961 and is headquartered in Farmington Hills, MI.

Part of The Hearst Family Trust, Fitch Ratings CIS Ltd. is a credit rating agency based in London, UK. Fitch Ratings is dedicated to providing value beyond the rating. The British company was founded in 2002 and is a leading provider of credit ratings, commentary, and research.

Part of JPMorgan Chase & Co., JPMorgan Futures, Inc. is a company that offers security brokerage services. The company is based in New York, NY.