James Reynolds

Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts.

Eaton Vance Management (EVM) is a SEC-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 offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI).

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.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

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.

LiquiGlide, Inc. develops permanently wet slippery surfaces. The firm serves to consumer products, manufacturer, medical, energy and agrochemical industries. The company was founded by Jonathan David Smith and Kripa K. Varanasi in August 2012 and is headquartered in Cambridge, MA.

T. Rowe Price International Ltd. (Price International) is an investment management firm headquartered in London, UK. The firm was founded in 1979 and is a subsidiary of T. Rowe Price Associates, Inc., itself a subsidiary of T. Rowe Price Group, Inc. (NYSE: TROW) in the US. They provide investment management services to a global client base. Price International is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

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.

Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Rockpoint Group LLC (Rockpoint Group) is a private equity firm founded in 2003 by Bill Walton and Keith Gelb. The firm is headquartered in Boston, Massachusetts with an additional offices in San Francisco, Dallas, Seoul, and London.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

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).

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.

Capstone Partners LLC (Private Equity) is a Private Equity firm, a subsidiary of Headwaters MB LLC founded in 2001 by Philip William Seefried and John Ferrara. The firm is headquartered in Denver.

Hongkong Ideal Investment Ltd. Provides broking, investment banking and other financial services. The company is headquartered in Hong Kong.

Apassionata Park München GmbH & Co. KG is a private company based in Berlin, Germany. The CEOs of the German company are Weihao Zhao, Xiong Xiong Lin, Johannes Mock-O'Hara. The company produces shows and experiences related to horses, including the European-Tour in over 30 cities, SHOWPALAST MÜNCHEN's New Show Experience, and CAVALLUNA PARK, the horse-adventure-park in Munich. The company offers an unforgettable experience for the whole family.

Beijing Hongkun Ruibang Property Management Co. Ltd. engages in real estate development. The company was founded on June 18, 2003 and is headquartered in Singapore.

Apassionata World GmbH produces horse-themed productions, including their new show "World of Fantasy" which will tour over 30 European cities starting in October 2018. The private company is based in Berlin, Germany. The company also operates the Cavalluna Park, a horse-adventure-park in Germany. The CEOs of the company are Xiong Xiong Lin, Weihao Zhao, Johannes Mock-O'Hara.

Joe & The Juice is a private company that sells freshly prepared juices, shakes, sandwiches, and coffee using natural and organic ingredients sourced directly from growers. Joe & The Juice is an urban juice bar and coffee concept with 160 locations worldwide, including a growing presence in various countries. The company is based in Copenhagen, Denmark. The Icelander company offers a modern, urban, and hip ambiance that caters to customers who prefer a fast yet healthy lifestyle while still enjoying an authentic and unique brand.

Humane LLC provides professional, scientific and technical services. The company was founded by Imran Chaudhri and Bethany Bongiorno and is headquartered in San Francisco, CA.

Ateam Army, Inc. is engaged in fitness services. It offers training sessions and coaching services. The company is headquartered in New York, NY.

Valia Ventures Ltd. (Valia Ventures) is a venture capital firm founded in 2013 by Khaled Jalanbo and Abdullah Altobaishi. The firm is headquartered in New York.

Spartan Capital (HK) Ltd(Spartan Group) is a venture capital firm founded in 2017 by Melody He, Casper B. Johansen, Kelvin Koh. The firm is headquartered in Singapore.

Sora Ventures is an Independent Private Equity/Venture Capital firm founded in 2016 by Jason Fang. The firm is headquartered in Hong Kong.