Matthew Allen

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

Axiom Investors LLC (Axiom) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. The firm was founded by Andrew Jacobson in 1998 as Axiom International Investors LLC. They are a subsidiary of Axiom Investors LP. Axiom manages international, global, small-cap, and emerging market equities on behalf of their global institutional clients.

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.

Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.

Clough Capital (Hong Kong) Ltd. (Clough HK) is the Hong Kong-based fund management subsidiary of Clough Capital Partners LP, which is owned by Clough CGI LLC, a private company headquartered in the US. Clough HK provides investment strategies through various investment vehicles which includes institutional separate accounts, pooled funds and mutual funds (both open and closed end).

Union Investment Privatfonds GmbH (Union Investment) is the asset management subsidiary of Union Asset Management Holding AG in Germany. Founded in 1956, the firm was formerly known as Union-Investment-Gesellschaft mbH and changed their name to Union Investment Privatfonds GmbH in 2002. Headquartered in Frankfurt, Union Investment is a socially responsible investor which offers a product range that covers all asset classes worldwide including equity, fixed-income, balanced, index and real estate funds.

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.

ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. They are a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). The firm was founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments manages separate accounts for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds.

MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI).

Foresight Global Investors, Inc. (Foresight Global) is an independent registered investment advisor headquartered in Purchase, New York. The firm was founded by Ajay Mehra in 2015. Foresight Global provides fee-based investment advisory services to individuals, banks or thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

Puma Capital LLC provides stock brokerage and dealership services focusing on mid, small, and micro-capitalization over-the-counter securities. It offers distressed and special situation, foreign, and domestic over the counter equities brokerage services. The company was founded by Steven David Kosson in 2008 and is headquartered in Purchase, NY.

G.research (formerly known as Gabelli & Co., Inc.) is a registered institutional research and brokerage firm headquartered in Rye, New York and was founded in 1976. The firm is a subsidiary of Gabelli Securities, Inc. and their ultimate parent is GAMCO Investors, Inc. (NYSE: GBL). G.research has an emphasis on small and mid-cap ideas. Their core competencies include aerospace and defense, automotive aftermarket, food and beverage, gaming and lodging, industrials, media, specialty chemicals, telecom and utilities. They publish daily research notes and full reports utilizing their proprietary Private Market Value (PMV) with a Catalyst methodology.

BrightSphere, Inc. provides asset management services. The company was founded in 1845 and is headquartered in Boston, MA.

The EastWest Institute operates as a network of influential stakeholders that engages in building trust and preventing conflict worldwide. The non-profit company is based in New York, NY.

The British Museum owns and operates a museum. It was created by an Act of Parliament and receives funding from the government's department of culture, media and sport. It was founded by Sir Hans Sloane in 1753 and is located in London, UK

Americans for Oxford, Inc. is a charitable organization based in New York, NY.

Dubai Investment Group LLC provides investment services. It manages a group of investment companies that focus on identifying, acquiring and building long-term businesses. It has offices in Dubai, London, New York, Hong Kong and Kuala Lumpur. The company was founded in 2000 and is located in Dubai, United Arab Emirates.

Select Equity Group LP (SEG) is a registered investment advisor headquartered in New York City. The firm was originally founded in 1990 as Select Equity Group, Inc. (SEGI). In 2013, SEG was formed in connection with the merger of SEGI and its affiliate, Select Offshore Advisors LLC, into a single employee-owned investment advisory entity. The firm is a subsidiary of Select Equity Partners LP. SEG provides investment management services to individual and private fund clients, and sub-advisory services to certain UCITS sub-funds, Collective Investment Trusts (COLs) and registered investment companies (1940 Act Funds).

Gilman Hill Asset Management LLC (GHAM) is an independent, SEC-registered investment advisor headquartered in New Canaan, Connecticut. The firm was founded by Whitney Merrill in 1999. GHAM provides investment advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, pensions, profit sharing plans, corporations, investment companies, other business entities, and governments and their agencies. They also provide portfolio management services to wrap fee programs on a dual contract basis.

MUFG Securities Americas, Inc. is the US-based broker/dealer subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. The firm is headquartered in New York City with offices in San Francisco, Los Angeles, Houston, and Chicago. MUFG Securities Americas was founded in 2003 and were formerly known as Mitsubishi UFJ Securities (USA), Inc. They offer an expansive product suite through capital markets, credit, rates, equities and structured products.

GAMCO Asset Management, Inc. (GAMCO) is a SEC-registered investment advisor headquartered in Rye, New York. The firm was founded by Mario Gabelli in 1977 and is a wholly-owned subsidiary of GAMCO Investors, Inc. (NYSE: GBL). GAMCO offers investment management services to employee benefit plans, endowments, foundations, corporations, limited partnerships, trusts, estates, domestic and offshore investment companies (generally as sub-advisor) and private investors. The firm also acts as a manager for third-party wrap programs.