Dan Isenberg

Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients.

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.

Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies.

Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client.

Anthem Insurance Cos., Inc. provides health insurance plans, group life, insurance brokerage and other related services. It offers a range of administrative, managed care services and partially insured products for employer self-funded plans. The firm also provides group life and disability insurance benefits, pharmacy benefit management, dental, vision and behavioral health benefits services. The company is headquartered in Indianapolis, IN.

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.

MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans.

NISA Investment Advisors LLC is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 1994 by Jess Yawitz and Bill Marshall as National Investment Services of America, Inc. They are a wholly-owned subsidiary of NISA LLC. NISA Investment Advisors provides investment advice to institutional clients.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

American Family Insurance Mutual Holding Co. provides property and casualty insurance services. The firm offers insurance for auto, homeowners, life, business, farm and ranch, renters, snowmobile, umbrella, motorcycle, condominium, manufactured home, boat, flood, travel, all-terrain vehicle, health, and recreational vehicle. The company was founded by Herman Wittwer in October 3, 1927 and is headquartered in Madison, WI.

North Star Asset Management, Inc. (NSAM) is an independent, SEC-registered investment advisor headquartered in Neenah, Wisconsin. The firm was founded in 1996 by Kenneth Brusda, Michael Flesch, Geoffry Penn, David Risgaard and Eric Richter. NSAM provides investment advice on a discretionary/non-discretionary basis to individual and institutional clients.

Founded in 1999 by Jerry Castellini and Ed Clark, CastleArk Management LLC is a registered investment adviser located in Chicago, Illinois. The firm provides investment advisory services to a variety of institutional clients, but their clients are predominantly pension plans, including corporate plans and state and local government plans. CastleArk also serves as adviser or sub-adviser to investment companies and collective trusts. Their clients may also include foundations and corporate accounts, plus a few high net-worth individuals. CastleArk's affiliated adviser CastleArk Alternatives, L.L.C. sponsors hedge funds for qualified investors.

Lynch & Associates, Inc. (L&A) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newburgh, Indiana. The firm was founded by Thomas P. Lynch in 1994. L&A manages investment assets of high-net-worth individuals, corporations, IRAs, retirement plans and endowments.

Founded in 2008, Odeon Capital Group LLC is an independent full-service broker/dealer located in New York City. The firm provides advice and execution on fundamental value and catalyst-driven situations through sales and trading, research, investment banking and asset management services. Odeon Capital Group provides services related to fixed-income securities including corporate securities, ABS, RMBS, Auction Rate securities and other structured products. The firm serves institutional clients. Odeon Capital Group is a member of FINRA, the SIPC and the MSRB. Odeon Capital Group has expertise in both traditional and esoteric assets. The firm has placed both large and small volume transactions in every asset class. They seek to maximize value for their clients through in-depth analyses of sectors, asset classes and individual securities that are hard to value or trade. The firm's Structured Products and Corporate Groups focus on institutional sales, trading and analytics of secondary structured products, esoteric assets and special situations.

Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA

Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients.

BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients.

Robert W. Baird & Co., Inc. (Fixed Income) (dba Baird Advisors) is the investment management division of Robert W. Baird & Co., Inc., an American multinational independent investment bank and financial services company headquartered in Milwaukee, Wisconsin. Baird Advisors manages taxable and tax-exempt fixed income portfolios for individuals and families as well as corporations and institutions.

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.

Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process.

Pulse Metric, Inc. provides non-invasive hemodynamic monitoring devices. The firm engages in developing, manufacturing and marketing products and services that transform a simple blood pressure reading into a functional profile of the patient’s cardiovascular system, including cardiac output, vessel compliance, vascular resistance and left ventricular contractility. The company was founded by Shaw Y. Lin and Shiu-Shin Chio in 1990 and is headquartered in Vista, CA.

Autus Asset Management LLC (Autus) is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Mark Fiedler in 2001 and was acquired by Parallel Advisors LLC in 2023. Autus provides customized portfolio management solutions to individuals, pension and profit-sharing plans, other investment advisers, trusts, estates, charitable organizations, corporations and business entities.

United Airlines, Inc. engages in the provision of passenger airline transportation services. It offers business products, United Airlines credit cards, premier access travel services, gift certificates, gift registry, travel products, and trip insurance. The company was founded by Walter T. Varney in 1934 and is headquartered in Chicago, IL.

Uniplan Investment Counsel, Inc. (Uniplan) is an independent, SEC-registered investment advisor headquartered in Union Grove, Wisconsin. UIC was founded by Richard Imperiale in 2010. Uniplan provides sophisticated, specialized investment advisory management, sub-advisory and portfolio modeling services, on both a discretionary and nondiscretionary basis, to private and institutional investor clients.