Brad Fraser

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Franklin Templeton Private Portfolio Group LLC (FTPPG) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2007 as Legg Mason Private Portfolio Group LLC and changed their name to Franklin Templeton Private Portfolio Group LLC in 2022. They are a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). FTPPG, together with their subadvisors, provides investment advisory services for a wide range of clients in sponsor firm investment programs such as individuals, pension and profit-sharing plans, endowments, foundations, unions and state and local governmental entities. The firm also manages wrap fee programs.

ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Tribeca Investment Partners Pty Ltd. (Tribeca) is a specialist investment and advisory firm headquartered in Sydney, Australia. Formerly known as Jenkins Investment Management Pty Ltd., the firm was founded by David Aylward in 1998 and is owned by Alcyon Investments Pty Ltd. Tribeca offers sophisticated investors with unique and bespoke access to investment strategies and opportunities not available to all market participants.

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.

CP2 Group Ltd. (CP2) is an independent specialist infrastructure investment management firm headquartered in Sydney, Australia. The firm was founded by Sally Holloway, Peter Doherty and Greg Hosking in 1997 as Capital Partners Pty Ltd. Until 2008. CP2 provides investment advice to a client base of sovereign, pension and other long-term focused funds.

Macquarie Securities (Australia) Ltd. (MSAL) is a brokerage firm headquartered in Sydney, Australia. The firm was founded in 1969 and is a subsidiary of Macquarie Corporate International Holdings Pty Ltd., ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MSAL serves as the brokering entity for the Macquarie Group.

Credit Suisse (Australia) Ltd. (Credit Suisse Australia) is a broker/dealer firm headquartered in Sydney, Australia. The firm was founded in 1999 and is a subsidiary of Credit Suisse AG, which is owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Australia offers global securities sales, trading and execution, prime brokerage, underwriting, and comprehensive investment research for corporate and institutional investors.

Milford Asset Management Ltd. (Milford) is an independent specialist investment firm headquartered in Auckland, New Zealand. Founded in 2003, Milford offers clients an extensive range of investment services and products from KiwiSaver, investment funds and private equity to wealth management and advice.

Clearbridge Investments Ltd. operates as an investment management company. It focuses exclusively on global listed infrastructure, which provides its services to trustees of Australian superannuation funds, mutual funds, and investment companies registered outside U.S. The company was founded by Richard Elmslie and Nick Langley on August 20, 2006 and is headquartered in Sydney, Australia.

Arjun Infrastructure Partners Ltd (Arjun Infrastructure Partners ) is an independent private equity firm founded in 2015 by Surinder Toor. The firm is headquartered in London, United Kingdom.

Part of Atlas Infrastructure Holdings Pty Ltd., Atlas Infrastructure Partners (UK) Ltd. is a British company that focuses on including an allocation to listed infrastructure within a broader infrastructure allocation. The company is based in London, UK. This provides investors with a range of advantages, including access to a range of high-quality assets with strong infrastructure characteristics, the opportunity to broaden the sector and geographic exposure of an existing infrastructure portfolio, and returns which have historically been more resilient than the broader market. The company was founded in 2016 by Roderick Gregory Chisholm. David Francis Bentley has been the CEO of the company since 2017.

H.R.L. Morrison & Co. (Australia) Pty Ltd. (Inv Mgmt) (Morrison & Co.-IM) is the investment management division of H.R.L. Morrison & Co. (Australia) Pty Ltd., a specialist alternative asset manager headquartered in Sydney, Australia. The firm was founded by Lloyd Morrison in 1988. Morrison & Co.-IM manages multiple mandates on behalf of sovereign wealth funds, pension funds, family offices, endowments and other public and private pools of capital.