Steven P. Barth

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.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

IEstablished in 1961 as a California Water District, IRWD provides drinking water, sewage collection and treatment, recycled water, and urban runoff treatment to Central Orange County, California. IRWD encompasses nearly 181 square miles extending from the Pacific coast to the foothills. The District serves the City of Irvine and portions of the Cities of Costa Mesa, Lake Forest, Newport Beach, Tustin, Santa Ana, Orange and unincorporated Orange County. As an independent public agency, IRWD is governed by a five-member, publicly elected board of directors. These officials are responsible for the District's policies and decision making while day-to-day operations are supervised by the general manager and his staff.

GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles.

Donaldson & Co., Inc. provides soft dollar and commission recapture programs to the institutional investment community. It offers programs in which a portion of the commissions for trades executed through it can be directed by fund managers back to their fund. Donaldson was founded in 1984 by John Donaldson and is headquartered in Atlanta, GA.

SharedLabs, Inc. engages in the provision of information technology solutions. It focuses in the areas of software and applications, data services, cloud, web and digital, and blockchain solutions. The firm also offers professional services including software development, digital marketing, strategy, consulting, and design and implementation. The company was founded by Jason M. Cory in 2016 and is headquartered in Jacksonville, FL.

RiseIT Solutions, Inc. is a software and technology services company that empowers businesses worldwide. The private company is based in Addison, TX. The company's mission is to elevate businesses by providing dedicated solutions. The company offers a range of services to help businesses achieve their goals. The CEO of the company is Kishore Khandavalli.