Chris Allen

Baillie Gifford & Co. is an independent, global investment management firm headquartered in Edinburgh, UK. The firm was founded in 1908 and is wholly-owned by their partners. Baillie Gifford manages assets for pension funds, institutions, corporates, foundations, charities and retail investors. They are a socially responsible investor which works with their fund managers to assess ESG concerns both before and after investing in companies.

HSBC Bank Plc provides commercial banking and financial services. It operates in four businesses: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Global Private Banking. The Retail Banking and Wealth Management business offers personal banking, mortgages, loans, credit cards, savings and investments and insurance services. The Commercial Banking business offers financial products and services to enable them to operate efficiently and meet their business aspirations. The Global Banking and Markets business offers capital financing, transaction and advisory banking services, trade, research, securities services and global liquidity and cash management. The Global Private Banking business offers investment management, incorporating advisory, discretionary and brokerage, private wealth solutions, comprising trusts and estate planning services. The company was founded in 1865 and is headquartered in London, the United Kingdom.

HSBC Global Asset Management (UK) Ltd. (HSBC GAM-UK) is the wholly owned asset management subsidiary of HSBC Global Asset Management Ltd., ultimately part of HSBC Holdings plc (LON: HSBA, ADR: HSBC) in Great Britain. Headquartered in London, HSBC GAM-UK was founded in 1985 and acts as a discretionary investment manager that offers a wide range of investment solutions across equity, fixed income, liquidity and multi-asset strategies. Their clients include the Group’s retail and private banking customers, financial intermediaries and distributors and institutions.

Nomura Asset Management U.K. Ltd. (NAM-UK) is the Great Britain-based alternative investment management subsidiary of Nomura Asset Management Co., Ltd., which is owned by Nomura Holdings, Inc. (TYO: 8604; NYSE: NMR) in Japan. Headquartered in London, the firm was founded in 1984 as Nomura Investment Management Co., Ltd. NAM-UK manages funds for institutional clients worldwide, which includes government agencies, public and private pension funds, multinational corporations, insurance companies and financial institutions.

Credo Corporate Finance Ltd. is a private equity firm founded in 1999. The firm is headquartered in London, the United Kingdom.

KfW IPEX-Bank GmbH provides project, corporate, trade and export finance services. It offers medium to long-term financing solutions to support the German and European economy. The firm finances economic and social infrastructure in Europe, helps to secure the supply of raw materials and supports the realization of environmental and climate protection projects - all over the world. It finances for ships, aircraft and railroad vehicles as well as for investments in the expansion of airports and seaports. The firm provides tailor-made financing solutions for energy and environmental protection projects. The company was founded in 1948 and is headquartered in Frankfurt, Germany.

JZ International Ltd (JZ International) is a private equity arm of Jordan/Zalaznick Advisers, Inc. founded in 1998 by John Green, David Zalaznick and Jay Jordan. The firm is headquartered in London, England.

Morgan Stanley & Co. International Plc (MSCI) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSCI provides a range of brokerage services to corporations, governments and financial institutions.

USRG Management Co LLC (US Renewables) is a private equity firm founded in 2003 by McDermott James Alastair Campbell. The firm is headquartered in Santa Monica, California.

Amports, Inc. operates port facilities used for vehicle processing. Its solutions include marine survey, vehicle washing services, protective coatings, vehicle storage, reconditioning, and parts handling. The company is headquartered in Jacksonville, FL.

Laurentian Bank Securities is an independent broker/dealer located in Montreal. They are a subsidiary of Laurentian Bank of Canada (TOR:LB). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.

HSBC Private Bank (Guernsey) Ltd. is a Great Britain-based wealth management firm headquartered in St. Peter Port, Guernsey. The firm is a subsidiary of HSBC Private Banking Holdings Suisse SA, ultimately held by HSBC Holdings Plc (LON: HSBA) in Great Britain. The firm offers a full range of wealth management advice and services to entrepreneurs, senior executives, and family offices.

Part of Skyservice Investments, Inc., Skyservice Business Aviation, Inc. provides airline services. The company is based in Toronto, Canada. Benjamin J. Murray has been the CEO of the Canadian company since 2021.

IA Private Wealth, Inc. (Broker) (IA Private Wealth-Broker) is the brokerage division of IA Private Wealth, Inc., wealth management firm headquartered in Montreal, Canada. The firm is a subsidiary of Industrial Alliance Insurance & Financial Services, Inc., which is owned by iA Financial Corp., Inc. (TSE: IAG). IA Private Wealth-Broker offers brokerage services in stocks, bonds and mutual funds to individuals and institutions.

Kepler Partners LLP is an independent advisory and asset raising boutique headquartered in London, UK. The firm was founded by Hugh R. van Cutsem and William H. Amory in 2008. Kepler Partners works with a number of investment trusts to raise assets and increase their profile among UK discretionary fund managers and private investors.

Asia House operates a membership organization that focuses on political, economic, commercial engagement, and advisory activities. The non-profit company is based in London, UK. Michael Lawrence has been the CEO of the British company since 2012.

Instar Asset Management, Inc (Instar Asset Management) is a private equity firm founded in 2014. The firm is headquartered in Toronto, Canada.

Credit Suisse International (Investment Management) (Credit Suisse International-IM) is the investment management division of Credit Suisse International, an investment banking firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Credit Suisse AG, which is ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse International-IM provides investment advisory and management services.

Rusheen Capital Management LLC (Rusheen Capital Management) is a private equity firm founded in 2015 by Jeff Green and Jim McDermott. The firm is headquartered in Santa Monica, California.

Merck Finck Privatbankiers AG is the German private banking subsidiary of KBL European Private Bankers SA, itself a subsidiary of Precision Capital SA in Luxembourg. Established in 2013, the firm is located in Munich and provides a range of private banking services to high-net worth and institutional clients.

Quintet SAS is a French company that leases real estate properties. The private company is based in Boulogne-Billancourt, France.

Scope SE & Co. KGaA is a German European company that provides independent credit ratings, ESG analysis, and fund research. The company is based in Berlin, DE, and has subsidiaries in Germany and the United Kingdom. The company has more than 300 employees across its offices in Germany, France, Italy, the UK, Norway, and Sweden. Scope Ratings offers opinion-driven, forward-looking, and non-mechanistic credit risk analysis, while Scope ESG Analysis provides ESG impact analysis based on a macroeconomic quantitative model. Scope Fund Analysis provides research and ratings on investment funds and asset managers. The company was founded in 2002, and the CEO is Florian Schoeller.

Part of Jefferies Financial Group, Inc., Jefferies & Co. Ltd. is a British company that provides financial management services. The company is based in Winchester, UK.

Leading Edge Jet Center LLC engage sin the provision of fuelling, hangar rental,and de-icing services to both commercial and general aviation clientele. Its services include fuel services, upgrades, and installations. The company was founded by Brad Fraley in 2005 and is headquartered in Redmond, OR.

Blue Noble LLP is a British real estate investment management company that provides full-service solutions. The private company is based in London, UK. The company oversees local asset management partners in familiar real estate markets. Blue Noble was founded in 2017 by Tobias Evans and Paul Forshaw, with Paul Forshaw serving as CEO since then.

Avnos, Inc. provides energy technology services. The American company was founded by William Kain. William Kain has been the CEO since incorporation.

Hermes GPE LLP (Hermes GPE), a subsidiary of Hermes Fund Managers Ltd founded in 1983. The firm is headquartered in London with additional offices in Singapore and New York.