David Alexander Livingston

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.

UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients.

GLG Partners LP (GLG) is an independent alternative investment management firm headquartered in London, UK. The firm was founded in 1995 by Noam Gottesman, Pierre Lagrange and Jonathan Green as a hedge fund division within Lehman Brothers Holdings Inc. GLG offers advisory or sub-advisory services to non-US and US institutional managed accounts and pooled investment vehicles on either a discretionary or non-discretionary basis.

Ecclesiastical Insurance Office Plc provides insurance and financial consulting services. The company offers different insurance products, mortgages, investments, claims and risk management services. Ecclesiastical Insurance Office was founded in 1887 and is headquartered in Gloucester, the United Kingdom.

Benefact Group Plc provides insurance, financial services, and risk management solutions. The company offers charity, education, heritage, care, faith, wedding, and Anglican church insurance, as well as home, travel, other faith, parishguard, hallguard, property owners, engineering, commercial, fidelity guarantee, and motor fleet insurance products. It also provides health and safety, and risk management services, including risk assessment, risk advisory, risk analysis, and risk consultancy services. It offers financial advisory services, which comprise mortgage advice, financial planning and investment advice, tax planning, and retirement and pension advice brokerage. Ecclesiastical Insurance Group was founded in 1887 and is headquartered in Gloucester, the United Kingdom.

Pictet Asset Management Ltd. (Pictet AM) is an alternative investment management firm headquartered in London, UK. The firm was founded in 1980 and is wholly owned by Pictet Asset Management Holding SA, which is ultimately owned by Banque Pictet & Cie SA in Switzerland. Pictet AM provides discretionary investment management services on a global scale to a wide range of international institutional clients. Furthermore, the firm also acts as the investment adviser or sub-adviser to US-based investment companies and other regulated and unregulated collective investment schemes in international jurisdictions. Pictet AM adheres to the UN Principles for Responsible Investment (UNPRI).

Morgan Stanley Investment Management Ltd. (MSIM) is an asset management firm headquartered in London, UK. Founded in 1986, the firm is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSIM offers a range of investment and risk management solutions to institutional and professional investors worldwide.

Insight Investment Management (Global) Ltd. (Insight) is the UK-based specialist asset management subsidiary of Insight Investment Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) in the US. Headquartered in London, the firm was founded in 1964 as an in-house asset manager for the insurance assets of HBOS, and was acquired by Bank of New York Mellon Corp. in 2009. The firm provides liability-driven investment solutions, fixed-income and alternative investments for a range of clients which includes pension funds, corporates, local authorities, insurers, sovereign wealth funds, wealth managers, financial institutions and individual investors. Insight is a founding signatory of the UN Principles for Responsible Investment (UNPRI).

ICSG Ltd. provides healthcare staffing services. It offers health and social care managed services, life sciences, health and social care workforce solutions. The firm also offers capacity and recovery, children’s services, community and healthcare, diagnostics, diabetes, health and social care solutions. The company was founded on May 28, 2010 and is headquartered in London, the United Kingdom.

Sanford C. Bernstein Ltd. is a securities brokerage firm headquartered in London, UK. They are a subsidiary of Alliancebernstein Corp. of Delaware, ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Founded in 1999, the firm provides fundamental research and full service execution services to institutional clients globally. They offer bottom-up coverage and portfolio strategies supported by sophisticated quantitative tools.

Eaton Vance Management (International) Ltd. (EVMI) is an asset management firm headquartered in London, UK. The firm was founded in 2001 and is a subsidiary of Eaton Vance Management, ultimately owned by Morgan Stanley (NYSE: MS) in the US. EVMI helps clients and consultants align their investment needs with different investment strategies – including Income, Equity, Systematic Alpha, and Alternatives.

Evelyn Partners Asset Management Ltd. (Evelyn Partners) is the asset management subsidiary of Evelyn Partners Group Ltd., which is ultimately held by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 2003 as Ingenious Asset Management Ltd. and change their name to Tilney Asset Management Ltd. in 2016 and subsequently became Evelyn Partners Asset Management Ltd. in 2022. Headquartered in London, Evelyn Partners provides discretionary investment management services to high-net-worth individuals and families (retail clients), companies, charities, trusts and financial intermediaries on a discretionary basis.

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.

Millennium Capital Partners LLP (MCP) is an alternative investment management firm headquartered in London, UK. The firm was founded in 2005 and is a subsidiary of Millennium Capital Management Ltd., ultimately held by Millennium Management LLC in the US. MCP manages assets for high-net worth individuals, institutions, trusts, foundations, pensions, the General Partner, related Millennium entities and Millennium employees.

Trinity Street Asset Management (Trinity Street) is an investment management firm headquartered in London, UK. The firm was founded in 2002 and is owned by Bruce Nelson Cayman Ltd. in Cayman Islands. Trinity Street provides investment management services on a discretionary basis to private investment funds and separately managed accounts set up for investment by institutional investors, such as employee benefit plans, endowment funds, foundations and religious organizations as well as individual investors.

BlackRock Investment Management (UK) Ltd. (BIM-UK) is an investment management firm headquartered in London, UK. The firm is a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. BIM-UK was founded in 2006 following the merger of Merrill Lynch Investment Managers and BlackRock. In 2009, BlackRock merged with Barclays Global Investors, including the iShares exchange traded funds business. The combined firm operates under the BlackRock name and has retained the iShares brand. BIM-UK manages a family of mutual funds and acts as sub-advisor to other mutual and pension funds. They also offer alternative investments and managed accounts for individual and institutional clients.

Ares Management Ltd. is the Great Britain-based asset management subsidiary of Ares Management LLC, ultimately held by Ares Management Corp. (NYSE: ARES) in the US. The firm is headquartered in London and was founded in 2006. Ares Management provides investment advice to various pooled investment vehicles, separately managed accounts and other institutional clients.

CECP Advisors (CECP-UK) is the Great Britain-based venture capital subsidiary of global private equity investment group Carlyle Group LLC, ultimately held by the Carlyle Group LP (NASDAQ: CG) in the US. The group has additional offices throughout Europe in Barcelona, Frankfurt, Luxembourg, Milan, Munich, Paris, Stockholm and Warsaw. Formerly known as CECP Investment Advisors Ltd., the firm was established in 1997 and is based in London. They cooperate closely with Carlyle offices in Paris, Munich, Milan and Barcelona, sub-advising private equity funds for the parent group. They manage the Carlyle Europe Partners series of buyout funds, as well as venture capital funds, all domiciled in Luxembourg. Their international clientele includes public pension funds and agencies, financial institutions, high-net worth individuals and corporate pension schemes.

TowerBrook Capital Partners LP (TowerBrook Capital Partners) is a private equity firm founded in 1988 by Neal Moszkowski and Anthony O'Carroll. The firm is headquartered in New York.

Momentum Global Investment Management Ltd. (MGIM) is a specialist global investment manager headquartered in London, UK. The firm was founded in 1998 and is a subsidiary of Momentum Asset Management Pty Ltd., ultimately held by Momentum Metropolitan Holdings Ltd. (JSE: MTM) in South Africa. MGIM designs, builds and manages outcome-based investment solutions, delivered through multi-asset portfolios and tailored client solutions.

Business Growth Fund Ltd (BGF) is private equity firm founded in 2011 by Stephen Welton. The firm is headquartered in the UK.

Eaton Vance Advisers International Ltd. (EVAIL) is an investment management firm headquartered in London, UK. The firm was founded in 2015 and in 2021 they became a subsidiary of Morgan Stanley International Holdings, Inc., which is owned by Morgan Stanley (NYSE: MS) in the US. EVAIL provides discretionary investment management services to clients through pooled investment vehicles and separate accounts.

Hampden & Co. Plc is a British private banking company that offers exceptional service, expertise, and advice to personal and professional clients. The company is based in Edinburgh, UK and provides banking expertise to clients across the region. In addition to banking services, Hampden & Co. also offers bespoke insurance solutions through Hiscox Private Client and works with clients' other professional advisers to provide appropriate tax advice for their property investments. Founded by David Nabarro, the company has been led by CEO Graeme Thomas Hartop since 2013.

Curation Investment Partners LLP provides investment services. The private company is based in Rickmansworth, UK.

TCI Fund Management Ltd. (TCI) is the Great Britain-based alternative investment management subsidiary of TCI Fund Management (UK) Ltd., itself a subsidiary of The Children’s Investment Fund Management (Cayman) Ltd. in the Cayman Islands. The firm was founded in 2003 by Christopher Hohn. Headquartered in London, TCI manages their flagship, The Children’s Investment Master Fund and its two feeder funds.

Jefferies International Ltd. (JIL) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Jefferies Holdings II Ltd., ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF) in the US. JIL provides broking services to various investors.

Centricus Partners Holdings Ltd is a Private Equity firm founded by Nizar Al-Bassam, Dalinc Ariburnu and Michele Faissola in 2016. Centricus is headquartered in London.