Howard J. Morgan

Fortitude Life Insurance & Annuity Co. provides insurance services. It develops long-term savings and retirement products. The company was founded in 1987 and is headquartered in Jersey City, NJ.

Olshan Frome Wolosky LLP is a leading mid-size law firm in the United States. The private company is based in New York, NY. The firm is recognized for its expertise in a variety of focuses.

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.

Roust Corp. produces and distributes vodka and other alcoholic beverages. It markets its products under various brand names, which include Beck's Pilsner, Guinness and Corona beers, and Robert Mondavi wines. The company was founded by William V. Carey and Roustam Vasilyevich Tariko on September 4, 1997 and is headquartered in Mount Laurel, NJ.

Specialty Products & Insulation Co. specializes in the distribution and fabrication of insulation systems. It offers architectural, fabricated and fire protection products. The firm's services include specification review and deficiency identification, cost materials and designs, and project submittal assistance. The company is headquartered in East Petersburg, PA.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Global Virus Network conducts research on essential and critical defense against viral diseases. The non-profit company is based in Baltimore, MD. The company was founded by William Walmsley Hall and Robert C. Gallo.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

LaGrange Capital Management LLC provides investment advice. The company was founded by Frank LaGrange Johnson in May 2000 and is headquartered in New York, NY.

Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts.

QED Investors LLC (QED Investors) is a venture capital firm founded in 2007 by Frank Rotman, Caribou Honig and Nigel William Morris. The firm is headquartered in Virginia, US.

Open Invest Co. engages in the provision of values-based financial solutions. Its platform include dynamic custom indexing, white-labeled separately managed accounts and model delivery, and robust ESG and impact reporting. The company was founded by Conor Murray, Phillip Wei and Joshua Levin on March 15, 2015 and is headquartered in San Francisco, CA.

Blooom, Inc. (blooom) is an independent, SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded in 2013 by Chris Costello, Randy Auf Der Heide and Kevin M. Conard. blooom offers various investment advisory and management services through a web-based application to individual clients who participate in 401(k)s, 403(b)s, 457 Plans and other Employer Sponsored Retirement Accounts, or who own Individual Retirement Accounts (IRA’s).

Part of Fortitude Group Holdings LLC, Fortitude Reinsurance Co. Ltd. is a Bermudian company that provides reinsurance and transactional solutions. The company is based in Pembroke Parish, Bermuda. The company was founded in 2017. Alon Neches has been the CEO of the company since 2022.

Education Development Center, Inc. (EDC) is a research organization that conducts social science research to guide practice and inform policy. EDC designs and conducts various types of research studies both in the US and overseas, partnering with school districts, ministries of education, community health groups, foundations, nongovernmental organizations, and federal agencies to adapt research designs to fit local contexts and priorities. The non-profit company is based in Newton, MA. Since 1958, EDC's research has helped to advance healthcare equity, identify disparities in learning, improve student outcomes, and decipher the market forces that drive modern economies. EDC's research is funded by public and private funders, including the Institute of Education Sciences, the National Science Foundation, the Agency for International Development, the Department of Education, Schmidt Futures, and the MetroWest Health Foundation.

Fortitude Casualty Insurance Co. operates as an insurance company. It is headquartered in Oakbrook Terrace, Illinois.

Cross Match Technologies, Inc. develops biometric identity management solutions. It offers authentication and verification solutions, ten-print and palm print live scan solutions for enrollment, identification, and forensic analysis; portable and handheld identity management solutions designed for a range of users, applications, and environments; and software development kits for end-users, developers, and integrators. The company was founded in 1996 and is headquartered in Palm Beach Gardens, FL.

Davis Petroleum Corp. provides private oil and gas exploration, development and production services. The firm specializes in drilling, completions, production operations, pipelines, and marketing staff. The company was founded in 1986 and is headquartered in Houston, TX.

Founded in 2003, Five Mile Capital Partners LLC is a registered investment advisor and hedge fund manager located in Stamford, Connecticut. The firm focuses mainly on fixed income and credit products for institutional clients and high net-worth individuals.

Stowe One Investment Corp. provides investment solutions. The private company is based in Vancouver, Canada. and has subsidiaries in Canada.

Part of Reliance, Inc., Industrial Metals, Inc. is a flat-rolled processor of specialty metals. The company is based in Pultneyville, NY. Industrial Metals was acquired by Metals USA, Inc., part of Reliance, Inc. from November 30, 2005 on April 02, 1998.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Evercore Capital Partners (Evercore Capital) is a private equity subsidiary of Evercore Group LLC founded in 1996 by Roger C. Altman. The firm is headquartered in New York.

Vertis, Inc. provides print advertising and direct marketing solutions. The company was founded in 1993 and is headquartered New York, NY.

TestEquity LLC provides sale and rental services of new and used test equipment. It offers new test and measurement equipment, new lab and production tools and supplies, refurbished used test equipment and rental or lease services. The firm serves the aerospace and defense, automotive and transportation, components, device, semiconductors, contract manufacturing, education, energy, general electronics, government, optical, photonic, and wireless industries. The company was founded by Richard A. Gertzman in 1971 and is headquartered in Moorpark, CA.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

Van Ness Feldman PC provides legal advisory services. The firm offers services to different industries including, Alaska native affairs, clean tech, colleges and universities, commercial real estate, environmental cleanup, fisheries, housing, ecosystem trading, municipal government and public entities, power generation and transmission, utilities, motor vehicles and off-road products, natural gas and oil, ports, marine terminals, and industrial facilities. Its services include: litigation, permitting, CFTC regulatory compliance and policy. The company was founded by William Van Ness Jr. and Howard J. Feldman in 1977 and is headquartered in Washington, DC.