James H. Duncan

AmeriTrust Capital Management Ltd. (AmeriTrust) is an independent asset management firm headquartered in Santa Ynez, California. The firm was founded by Mark Kavaloski in 1998 and is the successor to the American Telesis Group, which was established in 1994. AmeriTrust provides portfolio management services to individuals, high-net worth individuals, corporate accounts, corporate pensions and profit-sharing plans, IRAs, and trusts.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to several client types, which includes Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles.

Color Optics, Inc. engages in the provision of packaging, commercial printing and prepress services. The firm offers data transmission, scanning, and image processing services to the cosmetics, entertainment, publishing, advertising, and consumer products industries. The company was founded by James Pasciolla and Michael Pasciolla in 1984 and is headquartered in Rockaway, NJ.

Glenmede Investment Management LP (GIM) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2007 and is a successor to Glenmede Advisers. They are a wholly owned subsidiary of The Glenmede Trust Co., NA, a subsidiary of The Glenmede Corp. GIM provides discretionary investment advisory services to institutional investors.

Founded in 1958, the New Mexico State Investment Council in an investment advisor located in Santa Fe, New Mexico. The council is a non-cabinet level agency reporting to the Governor of New Mexico. They manage the assets of the Land Grant Permanent Fund, the Severance Tax Permanent Fund, all political subdivisions of New Mexico, the New Mexico Finance Authority, the Tobacco Settlement Permanent Fund, the Water Trust Permanent Fund and other state agencies.

ZB, NA (do-business-as Zions Bank) is the investment management subsidiary of Zions Bancorporation NA (NASDAQ: ZION), a bank holding company. The firm is headquartered in Salt Lake City, Utah. They were founded in 1957 through the merger of Zion's Savings Bank & Trust Co., Utah Savings & Trust Co. and First National Bank of Salt Lake City. Zions Bank offers customized wealth management strategies to clients such as individuals, families, businesses, nonprofits, and government entities.

Part of Viad Corp., Travelers Express Co., Inc. produces personal care and household products, as well as offering travel and money order services. The company is based in Phoenix, AZ.

New Mexico Educational Retirement Board (NMERB) is a state-owned pension fund management firm headquartered in Santa Fe, New Mexico. Founded in 1937, NMERB provides secure retirement benefits to all employees of state, county and municipal school districts.

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.

First Investors Financial Services Group, Inc. engages in operation of an automobile finance company. The company was founded by Tommy A. Moore, Jr. in 1989 and is headquartered in Houston, TX.

Stewart Title Guaranty Co. provides title insurance and related information services. It offers post-closing lender services, mortgage default management solutions, automated county clerk land records, property ownership mapping, geographic information systems, property information reports, flood certificates, document preparation, background checks and expertise in tax-deferred exchanges. The company was founded by Maco Stewart in 1893 and is headquartered in Houston, TX.

Mutual of Omaha Insurance Co. engages in the provision of insurance and financial products and services. It offers life insurance, disability insurance, long-term care insurance, annuities, critical illness insurance, small business solutions and structured settlements for individuals. The firm?s principal products and services include individual health and accident insurance, individual and group life insurance and annuities, retirement plans, and banking services. The company was founded in 1909 and is headquartered in Omaha, NE.

National Foundation For Credit Counseling, Inc. provides certification for counselors and educational curriculum support services. The non-profit company is based in Silver Spring, MD and has subsidiaries in the United States. The company was founded in 1951. Michael F. Croxson has been the CEO of the company since 2022.

Bracewell & Giuliani LLP operates as a law firm that provides guidance on business law, finance, litigation, government relations, and regulatory policy. It offers legal services in the field of government relations, strategic communications, tax, trial, labor and employment law, intellectual property, real estate, government contracting, and school and public law. The company was founded by J. S. Bracewell, Searcy Bracewell, Fentress Bracewell, and Bert H. Tunks on November 1, 1945 and is headquartered in Houston, TX.

Bracewell LLP is a law and government relations firm that specializes in serving the energy, infrastructure, finance, and technology industries worldwide. The private company is based in Houston, TX. The American company's industry focus allows them to have a comprehensive understanding of the commercial, legal, and governmental challenges faced by their clients, which enables them to provide innovative solutions to facilitate transactions and resolve disputes.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.