Jake Schultz

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL.

Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals.

Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds.

Destra US Liquidity Alpha & Income Fund operates as a Closed-End Investment Fund/Investment Trust. The Fund seeks to provide total return through long-term capital appreciation and income and gains. It is headquartered in Wheaton, IL.

Altegris Advisors LLC (Altegris) is a SEC-registered investment advisor and holding firm headquartered in La Jolla, California. The firm was founded in 2010 by Matthew Osborne and James Waldinger. Altegris serves as the investment adviser to the following categories of Fund clients: (i) Mutual and Closed-End Funds, and their respective subsidiaries, as applicable; and (ii) Private Funds.

Iroquois Valley Farms LLC operates as a restorative farmland finance company. It provides land access to organic family farmers. The company was founded by Stephen P. Rivard and David E. Miller in 2007 and is headquartered in Evanston, IL.

Chapman & Cutler LLP provides legal services. Its services include, asset securitization, banking and financial services, bankruptcy, restructuring and workouts, chapman practice innovations, commercial litigation and alternative dispute resolution and corporate counseling. The company was founded in 1913 and is headquartered in Chicago, IL.

ARGUS Software, Inc. provides software solutions for the real estate investment industry. It provides services to investment managers, financial institutions, real estate investment trusts, brokerages, and appraisers. The firm's ARGUS Enterprise is a platform for valuation, budgeting, and asset management solutions that is used for creating strategies, asset and portfolio management, budgeting and strategic planning, valuation and cash flow analysis, and investment and risk management. The company is headquartered in Houston, TX.

Comtech AeroAstro, Inc. manufactures micro satellite systems and other related technology products. The company develops and operates Sensor Enabled Notification System, which provides satellite based low data rate communications and asset tracking in the United States, Canada, Mexico, Australia, the Middle East, Asia, and South America. The company was founded by Dr. Rick Fleeter in 1988 and is headquartered in Ashburn, VA.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Decimal, Inc. provides flat fee retirement and savings plans for small businesses and entrepreneurs. It offers Single(k) plans for the business owner with part-time W-2 employees or no employees, and Express(k), a 401(k) plan, and Custom(k), a custom retirement plan. It provides Starter(k), a payroll-deduction IRA solution for small businesses. The company was founded by Isabelle Quesada, Kyle Stephan and Chad W. Parks in 1999 and is headquartered in San Francisco, CA.

ALPS Fund Services, Inc. provides asset servicing and asset management solutions to the investment management industry. The firm’s services include compliance, fund accounting, tax administration, audit process, and portfolio solutions. The company was founded by W. Robert Alexander and Art Lucey in June 1985 and is headquartered in Denver, CO.

TA Associates LP operates as a private equity firm. The company was founded on February 9, 2012 and si headquartered in Boston, MA.

Part of HBR Consulting LLC, Keno Kozie Associates Ltd. is a company that has been providing information technology design, service, and support to leading law firms and legal departments since 1988. The company is based in Chicago, IL. The company offers IT consulting, systems integration, advanced application integration, 24/7 help desk support, training, managed services, and security and risk management services. Keno Kozie Associates has received the National Law Journal's Hall of Fame award for multiple wins within the Best of Midwest surveys and the Best of Legal Times survey. The company maintains partnerships with leading software and hardware vendors to provide clients with optimal value and support. The company was founded in 1988 by Barry Keno, who has been the CEO since then. Keno Kozie Associates was acquired by HBR Consulting LLC on March 01, 2021.

Part of M1 Holdings, Inc., M1 Finance LLC offers digital banking tools for long-term investors. The company is based in Chicago, IL. The company provides M1 Spend, a high-yield checking account, debit card, and credit card for the modern investor. M1 Plus is a membership that gives the best rates and tools that M1 has to offer. The company allows users to transfer their accounts to M1, which is fast, easy, and secure. M1 Plus membership offers a staggering APY1 on savings. M1's all-in-one platform for investing, banking, and more helps users manage their finances and meet their goals.

Continuum Capital Managers LLC (Continuum Capital) is a private equity/venture capital subsidiary of CM Holding LLC founded in 2009 by Doug Grip and Steve Vanourny. The firm is headquartered in the United States.

Osmosis Holdings Ltd. functions as an investment holding company. The company was founded on February 27, 2013 and is headquartered in London, the United Kingdom.

Forum Real Estate Income Fund is a closed-end management investment fund, whose primary goal is to maximize current income, with a focus on capital preservation. The company is headquartered in Denver, CO.

Altmore BDC, Inc. operates as a specialty finance company. It invests in senior secured term loans to cannabis operators in the United States, including cultivators, processors, manufacturers, distributors, and retailers. The company was founded in July 2021 and is headquartered in McLean, VA.

Cantor Fitzgerald Sustainable Infrastructure Fund operates as a closed-end management investment company. It is operated as an interval fund. The company was founded on December 16, 2021 and is headquartered in New York, NY.

Destra Capital Advisors LLC (Destra) is a registered investment advisor headquartered in Bozeman, Montana. The firm was founded in 2008 as Destra Advisors LLC. They are a subsidiary Destra Capital Management LLC and their ultimate parent is ArrowMark Colorado Holdings LLC. Destra manages the Destra Mutual Funds and Un-Listed Closed-End Interval Funds and also acts as the secondary market servicing agent for various Closed-End Funds.