Samir Shah

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.

HSBC Bank Bermuda Ltd. provides commercial and institutional banking services. It offers fund administration, trust, custody, asset management, and banking services to institutions and individuals. The Bank of Bermuda operates offshore centers in Bahrain, Cayman Islands, Cook Islands, Dublin, Guernsey, Hong Kong, Isle of Man, Japan, Jersey, London, Luxembourg, New York, New Zealand, Singapore, South Africa, and Switzerland. The company was founded in 1889 and is headquartered in Hamilton, Bermuda.

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

City of London Investment Management Co. Ltd. (CLIM) is an investment advisor firm headquartered in London, UK. The firm was founded by Barry Olliff in 1991 as Streetmatch Ltd. They are a wholly-owned subsidiary of City of London Investment Group Plc (LON: CLIG). CLIM provides investment advisory services to pooled investment vehicles and foreign registered mutual funds.

Arbiter Partners Capital Management LLC (Arbiter Partners) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Paul J. Isaac in 2007 as Fort Hoosac Management LLC. Arbiter Partners acts as an investment manager to multiple investment partnerships operated under the Arbiter name and to a separately managed account. Investors are primarily high net-worth individuals, family offices, and charitable trusts.

Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela.

Miller Investment Management LP (Miller) is an independent, SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded by H. Scott Miller in 1998. Miller provides investment advisory and supervisory services to institutional clients (such as pension and profit-sharing plans, business entities, charitable organizations, foundations, endowments, trusts and public funds), privately placed pooled investment vehicles or Private Funds organized as limited partnerships, and individuals.

AIP LLC (American Industrial Partners) is a private equity firm founded in 1989. The firm is headquartered in New York City, New York.

BDO USA LLP operates as an accounting, auditing, and bookkeeping firm. It offers advisory; audit and assurance; digital; and tax services. The company was founded by Maximillian L. Seidman in 1910 and is headquartered in New York, NY.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Part of SBI Holdings, Inc., Peers & Co. is a company that manufactures textile products. The company is based in New York, NY. The company was founded in 1990 by Ralph S. Saul, Paul K. Kelly, Joel B. Gardner.

Boston Partners Global Investors, Inc. (Boston Partners) is a SEC-registered investment advisor headquartered in Boston, Massachusetts with offices in New York, London, Los Angeles and Greenbrae, California. Formerly known as Robeco Investment Management, Inc., the firm was founded by Mark Donovan, Robert Jones, Harry Rosenbluth, and Paul Heathwood in 1995 as Robeco USA, Inc. They are a wholly-owned subsidiary of OCE US Holding, Inc., ultimately held by ORIX Corp. (TYO: 8591, NYSE: IX), a Tokyo-based international financial services company established in 1964. Boston Partners provides value equity investment products to individual and institutional clients.

Marathon Private Equity Group,a subsidiary of Marathon Asset Management LLC is a private equity firm headquartered in New York. The firm was founded in 1998.

Anchin, Block & Anchin LLP provides accounting and advisory services. Its services include audits, reviews and compilations of financial statements, tax preparation and strategies, detailed analysis of acquisitions and financial restructuring, expert financial advice, tax incentives and strategies, management and succession advisory services, litigation support and forensic accounting & business profitability consulting. The company was founded in 1923 and is headquartered in New York, NY.

Part of Woolworths Holdings Ltd., Woolworths (Pty) Ltd. provides financial services. The company is based in Cape Town, South Africa. Zyda Rylands has been the CEO of the South African company since 2005.

Moon Capital Management LP (Moon Capital) is an independent, SEC-registered investment advisor and global alternative investment management firm headquartered in New York City. The firm was founded by John W. Moon in 2005. Moon Capital provides investment advisory services solely to privately offered pooled alternative investment vehicles (Moon Capital Funds).

JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Williams Whittle Associates, Inc. is a full-service independent advertising agency that has been thriving for 55 years. The private company is based in Alexandria, VA, and has subsidiaries in the United States. The company works with nonprofit and forward-thinking organizations to create ideas that generate change. The company specializes in providing a full range of advertising and marketing services unique to nonprofits, including research, strategy, branding, storytelling, PSA campaigns, and activation. Williams Whittle Associates uses compelling, targeted, and creative marketing strategies along with storytelling that resonates emotionally to hook, connect, and engage audiences.