Todd Evans

Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles.

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds.

Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions.

Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients.

Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles.

TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts.

Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients.

New England Life Insurance Co. provides insurance and financial products and services. Its services include life insurance, long term care, and disability income insurance. The company is headquartered in Boston, MA.

Brighthouse Life Insurance Company of NY is a life insurance company. It provides fixed and variable annuity products in New York and administers an in-force block of life insurance policies. The company operates its business through three segments: Annuities, Life and Corporate & Other. The Annuities segment offers variable, fixed and index-linked annuity products in New York that are sold to individuals through multiple third-party distribution channels. The Life segment currently administers in-force blocks of life insurance policies, primarily term life. This segment plans to offer new term life and universal life insurance products in New York. Its term life products are designed to provide a fixed death benefit for a guaranteed level premium to be paid over a specified period of time; and universal life products provide a death benefit in return for payment of specified annual policy charges. The Corporate & Other segment contains the excess capital, as well as certain charges and activities, not allocated to the segments. The company was founded on December 31, 1992 and is headquartered in New York, NY.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

Connecticut Bar Association, Inc. provides legal services. The private company is based in Connecticut.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Founded in 1990, Dowling & Partners is an SEC-registered, institutional broker/dealer headquartered in Farmington, Connecticut. The firm focuses on the U.S. reinsurance industry including property and casualty insurance, life insurance and health insurance. They offer a full array of investment services. Dowling & Partners' research is weighted toward larger, publicly-traded insurers, reinsurers and intermediaries. The firm places emphasis on balance sheet strength and areas of sustained competitive advantage and makes extensive use of the statutory books filed with state insurance departments. Dowling & Partners is a member of FINRA. Their transactions are introduced and cleared through Pershing LLC.

Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

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.

Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Currenex, Inc. provides on-line foreign exchange and money market trading services. It offers corporate and institutional buyers and sellers in the foreign exchange and money markets electronic access to the global foreign exchange market. The company was founded in 1999 and is headquartered in New York, NY.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Part of The Cigna Group, CIGNA Investment Management Corp. is a company that provides investment services. The company is based in Bloomfield, CT.

Save The Children Federation, Inc. operates as a nonprofit children's relief and development organization. The company was founded in 1932 and is headquartered in Fairfield, CT.