J. Matthew Amerson

Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.

Dreman Value Management LLC (DVM) is a wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by David Dreman in 1997 and is owned by Holly & Meredith Dreman 2013 Trust. DVM offers value-based equity investment services to a variety of clients, including sub-advisory services to Institutional, High Net Worth Individuals, Taft-Hartley and SMA/UMA clients. They also offer a domestically focused mutual fund strategy for individual investors.

Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions.

Cadaret Grant & Co., Inc. (Cadaret Grant) is a registered broker/dealer headquartered in Syracuse, New York. The firm was founded by Mac Cadaret and Art Grant in 1985. They are a subsidiary of AWS 4, Inc., which is owned by Atria Wealth Solutions, Inc. Cadaret Grant provides a full array of trading and execution services for their clients.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

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.

40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies.

The North Carolina Retirement Systems (NCRS) is a State-owned pension fund manager headquartered in Raleigh, North Carolina. NCRS is a division of the Department of State Treasurer, and they administer the pension benefits for state and local government employees. NCRS also administers the Supplemental Retirement Plans (NC 401(k) and NC 457 Plans), retirement savings accounts designed to help public employees in North Carolina achieve their retirement goals.

Part of Karvy Group, Karvy Consultants Ltd. is a financial services company based in Hyderabad, India. The Indian company offers customised financial solutions to its investors, including online stock broking, wealth management, mutual funds, and in-depth research on various investment products such as equity, commodities, debt, and mutual funds. Additionally, Karvy provides forex and currency services, corporate advisory services, and GST suvidha provider (GSP) services to help taxpayers understand the GSP concept. The CEO of the company is Yugandhar Meka.

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.

Mass General Brigham, Inc. engages in the provision of patient care, research, teaching, and community services. It offers community and specialty hospitals, physician network, community health centers, and home care. The firm also sponsors research programs and community health outreach programs. The company was founded in 1994 and is headquartered in Boston, MA.

The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.

Eze Castle Integration, Inc. engages in the provision of managed services and technology solutions to the investment management industry. It offers end user IT (information technology) support, infrastructure support, patch management, IT project management, digital transformation, and workforce transformation services. The company was founded by John Ralph Cahaly in 1995 and is headquartered in Boston, MA.

First Citizens Asset Management, Inc. (FCAM) is a SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2006 and is a wholly-owned subsidiary of First-Citizens Bank & Trust Co., which is owned by First Citizens Bancshares, Inc. (NASDAQ: FCNC, OTCMKTS: FIZN). FCAM provides sub-advisory services to First Citizens Investor Services, Inc. (FCIS) and SVB Wealth LLC (SVBW) and indirectly provides investment advice to individual persons, trusts and other clients of FCIS.

Feinstein Kean Healthcare is a private company that provides strategic communications consulting services. The company is based in Cambridge, MA.

Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles.

Colonial Management LLC operates a full service commercial property management. The company was founded January 19, 2007 and is headquartered in Madison, WI.

Founded in 1898, First Citizens Bank & Trust Co. is a North Carolina state-chartered commercial bank headquartered in Raleigh, North Carolina. The bank is a wholly-owned subsidiary of First Citizens BancShares, Inc. (NASDAQ: FCNCA/ FCNCB), a Delaware financial holding company also headquartered in Raleigh, North Carolina.