Robert Flamm

BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.

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.

Part of Invesco Ltd., Van Kampen American Capital, Inc. is a closed-end investment company. The company is based in IL. Van Kampen American Capital was acquired by Morgan Stanley Group, Inc. from Clayton Dubilier & Rice LLC on October 31, 1996 for $745 million.

Jennison Associates LLC is a SEC-registered investment advisor and mutual fund manager which was founded in 1969 by Spiros Segalas and six colleagues. The firm was acquired by The Prudential Insurance Company of America (PICA) in 1985. They are a subsidiary of PGIM, Inc., ultimately held by Prudential Financial, Inc. (NYSE: PRU). Headquartered in New York City, Jennison Associates manages equity, fixed income, and custom solutions portfolios in a range of styles, geographies and market capitalizations for various clients.

Tocqueville Asset Management LP (Tocqueville) is a registered investment advisor firm headquartered in New York City. Founded in 1985, the firm’s business and affairs are managed by Tocqueville Management Corp., its General Partner, which owns 80% of the firm. Tocqueville manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs.

Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.

iBasis, Inc. provides international voice carrier and value added services for mobile operators. It offers comprehensive portfolio of voice termination and data services, including messaging, signaling and roaming, and mobile operators, as well as voice-over-broadband service providers. The company was founded in 1996 and is headquartered in Lexington, MA.

Honeywell Capital Management LLC (HCM) is a registered investment advisor headquartered in Morris Plains, New Jersey. The firm was founded in 1997 as Allied Capital Management LLC. They are a wholly-owned subsidiary of Honeywell International, Inc. (NYSE: HON). HCM provides discretionary investment advisory advice to pension plans and other types of employee-benefit plans sponsored by the firm, by providing investment management and supervisory services to separate accounts of the trusts established with respect to such employee-benefit plans.

Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc.

Hill & Knowlton, Inc. engages in the provision of international communications consultancy services. The company was founded in 1927 and is headquartered in New York, NY.

Part of Huntsworth Ltd., Dewe Rogerson Ltd. is a financial communications agency providing advertising, marketing, and public relations services. The company is based in London, UK. Dewe Rogerson was acquired by Incepta Group Plc on September 22, 1998 for $41.05 million.

National Investor Relations Institute operates as an association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. The company was founded by DeWitt C. Morrill in 1969 and is headquartered in Alexandria, VA.

The Edelman Financial Center LLC provides financial planning and investment management services. Its staff include group of financial planners, investment advisors, insurance counselors, mortgage professionals, educators and business consultants to provide advisory services to clients. The company was founded by Fredric Mark Edelman in 1987 and is headquartered in Fairfax, VA.

Part of Danforth Advisors LLC, Argot Partners LLC is a strategic communications consultancy exclusively focused on the life sciences. The company is based in New York, NY, with offices in the Boston area. The company provides a broad suite of services to over 90 clients across all stages of their corporate evolution. The company's services include corporate communications and investor relations, public relations and digital media, IPO, data, partnership, product approval, commercial launch, M&A, and special situations communications, executive visibility and training, ESG communications, event planning, and a full suite of creative services. The company was founded in 2007 by David M.F. Pitts, Andrea F. Rabney. Andrea F. Rabney has been the CEO since 2007. Argot Partners was acquired by Danforth Advisors LLC on January 04, 2023.

OneMain Financial, Inc. provides consumer finance services. It offers unsecured and secured personal loans. The firm offers loans for debt consolidation, unexpected expenses, home improvements, weddings, family events and travel expenses. The company was founded by Alexander Duncan in 1912 and is headquartered in Baltimore, MD.