David Goldberg

DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs.

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.

Head & Co. LLC operates as an investment firm focused on insurance and insurance service companies. The company was founded by John C Head III on February 6, 1995 and is headquartered in Albany, NY.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Farmers Mutual Insurance Co. of Nebraska provides insurance and claims services. The firm provides multiple peril property and casualty insurance to customers in Nebraska. Its products include auto, homeowners, farm owners, and umbrella insurance coverage. The firm also offers renters, dwelling owner, and personal liability insurance. It operates through two divisions; insurance and claims. The company was founded in 1891 and is headquartered in Lincoln, NE.

Sammons Financial Group, Inc. provides insurance and financial services. It offers life and health insurance; traditional, fixed, and fixed index annuities; solutions for credit unions and insurance companies. The company was founded in 1996 and is headquartered in Chicago, IL.

The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.

The Doctors Co. engages in the provision of liability insurances for medical malpractice. Its insurance solutions include medical malpractice insurance; and medical practice coverage. The company was founded in 1976 and is headquartered in Napa, CA.

Guaranty Income Life Insurance Co. provides life insurance, long-term care and annuity products. Its products include deferred annuities, immediate annuities, long-term care, and state approvals. The company was founded by George Foster Sr. in 1926 and is headquartered in Baton Rouge, LA.

UNIFI Mutual Holding Co. operates as holding company with interest in insurance companies. It owns Ameritas Holding Company. Ameritas Holding Company, in turn, owns Ameritas Life Insurance Corp. (Ameritas Life), Acacia Life Insurance Company (Acacia Life) and The Union Central Life Insurance Company (Union Central Life). UNIFI Mutual Holding is headquartered in Lincoln, NE

Fidelity Life Association provides life insurance services. It offers both individual life insurance products and work site life insurance products. The company was founded in 1896 and is headquartered in Oak Brook, IL.

United Life Insurance Co. provides life insurance products. The firm’s products include annuities, universal life insurance, whole life insurance, term life insurance, and riders. The company was founded in 1962 and is headquartered in Cedar Rapids, IA.

Ameritas Life Insurance Corporation of New York provides life insurance. The company is headquartered in Suffern, NY.

S.USA Life Insurance Co., Inc. is based in Phoenix, AZ. Part of Prosperity Life Insurance Group LLC, S.USA Life Insurance Co., Inc. is a company that provides life insurance services. The company was founded in 1995. Michael Akker has been the CEO of the company since 2013.

Lincoln Benefit Life Co. (Investment Portfolio) (LBL-IP) is the investment portfolio division of Lincoln Benefit Life Co., an insurance company headquartered in Lincoln, Nebraska. The firm was founded in 1938 and is a subsidiary of Guaranty Income Life Insurance Co., which is owned by Kuvare US Holdings, Inc. LBL-IP manages the client’s investment portfolio.

PIMCO Flexible Credit Income Fund is a Closed-End Investment Fund and Investment Trust. It intends to provide attractive risk-adjusted returns and current income by investing under normal circumstances across a wide array of global credit sectors, including corporate, mortgage, consumer, emerging market, and municipal credit markets. The company was founded in 1971 and is headquartered in New York, NY.

Part of Prosperity Life Insurance Group LLC, SBLI USA Life Insurance Co., Inc. is a life insurance company. The company is based in New York, NY. The company has recently partnered with EXL, a technology provider and third-party administrator, to modernize their technology systems, expand their customer service team, and improve the customer experience.

Resolution Life Group Holdings LP operates as a life insurance company. It focuses on the acquisition and management of portfolios of life insurance policies. The company was founded by Clive Cowdery in 2003 and is headquartered in Hamilton, Bermuda.

Part of Resolution Life Group Holdings LP, Resolution Life Us operates as a holding company. The company is based in New York, NY.

Part of Blackstone, Inc., Link Logistics Real Estate LLC is a next-generation logistics real estate owner operator designed to meet the needs of the modern supply chain. The company is based in New York, NY. Established by Blackstone in 2019, Link Logistics owns and operates the largest U.S.-only portfolio of industrial real estate and is specifically designed for today's evolving supply chain. Luke J. Petherbridge has been the CEO of the company since 2020.

PIMCO Flexible Emerging Markets Income Fund is a closed-end management investment company. Its objective is to provide attractive risk-adjusted returns and current income. The company was founded in 2021 and is headquartered in New York, NY.

PIMCO California Flexible Municipal Income Fund is a closed-end investment fund, which engages in investment activity. It seeks to provide current income exempt from federal and California income tax. The company was founded on February 8, 2022 and is headquartered in New York, NY.

Part of Blackstone, Inc., Blackstone Private Equity Strategies Fund LP is a company that provides investment services. The company is based in New York, NY. Viral Patel has been the CEO of the company since 2024.