Kathleen Marguerite Lutito

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.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.

Qwest Communications International, Inc. engages in the provision of broadband Internet-based data, voice, and image communications services. The company was founded in 1996 and is headquartered in Denver, CO.

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.

The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

FIJI Water Co. LLC manufactures and supplies bottled water. It provides FIJI brand bottled artesian water throughout Australia, the UK and the US. The firm's water is sourced and bottled in the Fiji Islands and sells international. The company was founded by David Gilmour in 1996 and is headquartered in Los Angeles, CA.

Bank Rhode Island operates as a commercial bank. It offers baking products and services that include: checking accounts, online banking, business lending, cash management, business credit cards, foreign exchange services, and investment services. The company is headquartered in Providence, RI.

Aspen Skiing Co. provides unparalleled mountain sports. It offers accommodation, restaurants, and mountain tours. It also promotes its properties summer activities including gondola rides, skiing, mountain bike riding, and naturalist programs. The company was founded in 1946 and is headquartered in Aspen, CO.

Association for Financial Professionals, Inc. provides treasury management services. It provides training, certification, career counseling and other professional development services and hosts an annual four-day conference. The firm also publishes AFP Exchange, a bimonthly magazine. Its committee on Investment of Employee Benefit Assets represents executives who oversee investment funds of pension and benefit plans. The company was founded in 1980 and is headquartered in Bethesda, MD.

University of California, Irvine Foundation engages in the management of private funds to support teaching, research, and public service. The company was founded in 1965 and is headquartered in Irvine, CA.

Part of Lord, Abbett & Co. LLC, Lord Abbett Family of Funds is a private equity fund. The company is based in London, UK.

The Wakaya Club & Spa is a company that specializes in producing powders, teas, and capsules made from pink Fijian ginger, Fijian turmeric, Nicaraguan turmeric, and Nicaraguan ginger. The private company is based in Suva, Fiji. The company also produces Fijian and Tongan kava powders, teas, and capsules, Fijian kosher sea salt, and 100%% pure arctic omega-3 capsules. The CEO of the company is Doug M. Carlson.

Rancho Valencia Resort operates as hotel. Its facilities include accommodations, dining, fitness & wellness, resort recreation, tennis, golf, pool and babymoon. The company was founded in 1989 and is headquartered in Rancho Santa Fe, CA.

Zinio LLC operates as a digital publishing technology company. Its product ZINIO PRO converts print magazines to digital content through a SaaS platform that converts PDF to XML. The company was founded by Richard A. Maggiotto, Kevin B. McCurdy and John Kelleher in 2000 and is headquartered in New York, NY.

Strategic Investment Group LLC provides integrated portfolio solutions. The company was founded by Mary Claire Choksi, Hilda Margarita Ochoa-Brillembourg, Michael Anthony Duffy and Carol Ann Grefenstette in 1987 and is headquartered in Arlington, VA.

Part of Barnes & Noble Education, Inc., B & N Education LLC is a company that develops digital reading applications. The company is based in New York, NY. B&N Education LLC was acquired by Barnes & Noble, Inc., part of Elliott Capital Advisors LP from August 07, 2019.

Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs.

Prosper Capital LLC /Missouri/ (Prosper Capital) is a venture capital subsidiary of Prosper Women Entrepreneurs founded in 2014 by Jennifer Ehlen. The firm is headquartered in St. Louis, Missouri.