Jim Seymour

BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.

Dodge & Cox is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Van Duyn Dodge and Morrie Cox in 1930. They manage money for individuals and institutions globally with a single investment philosophy.

Westwood Management Corp. (WMC) is a registered independent wealth management firm headquartered in Chicago, Illinois. The firm was founded by Michael Perlow in 1976. WMC provides investment advice to high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations and other businesses.

Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients.

Founded in 1985, NatWest Markets Securities, Inc. is a financial services and brokerage firm headquartered in Stamford, Connecticut. The firm is a subsidiary of RBS Holdings USA, Inc. and their ultimate parent is the Royal Bank of Scotland Plc (LSE: RBS). The firm was formerly known as RBS Securities, Inc., RBS Greenwich Capital, and Greenwich Capital Markets, Inc. NatWest is an institutional fixed-income firm that provides a full range of debt capital markets services to both those seeking to raise capital and those seeking to invest it. The firm is an industry leader in the U.S. Treasury, agency and MBS markets and in providing real estate and asset-backed financing to their clients. NatWest also provides futures brokerage services and trade strategies to select clients.

Commonfund Capital, Inc (Commonfund Capital) is a private equity and venture capital subsidiary of Commonfund Holding Co., Inc founded in 1988. The firm is headquartered in Wilton, Connecticut with additional offices in New York, California, London & China.

Corebridge Institutional Investments (US) LLC (CII) is a SEC-registered investment advisor headquartered in New York City. They are an indirect subsidiary of Corebridge Financial, Inc. (Corebridge) (NYSE: CRBG). The firm was formerly known as AIG Asset Management (US) LLC and changed their name to Corebridge Institutional Investments (US) LLC in 2023 as part of Corebridge’s continued separation from American International Group, Inc. CII provide investment management services to Corebridge, its affiliates, and unaffiliated institutional clients. The firm also manages investment portfolios of private funds and other pooled investment vehicles in which affiliated and unaffiliated parties are investors. CII also serves as a sub-adviser to affiliated investment managers, in the management of their institutional affiliate client accounts.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

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.

Bridgewater Associates LP (Bridgewater) is a SEC-registered investment advisor and fund of hedge funds manager headquartered in Westport, Connecticut. The firm was founded by Ray Dalio in 1975. They are a subsidiary of Bridgewater Associates Intermediate Holdings LP, which is owned by Bridgewater Associates Holdings, Inc. Bridgewater provides discretionary investment management services to pooled investment vehicles and single investor funds, and managed account clients.

Avenue Capital Management II LP (Avenue US) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Marc Lasry and Sonia Gardner in 2000. They are a subsidiary of Avenue Management Holdco LP, ultimately held by GL Management LLC. Avenue US provides investment advisory services to private investment funds.

Duff & Phelps LLC provides financial advising and investment banking services. It's consulting and investment banking services include financial reporting and tax valuation, fixed asset and real estate consulting, M&A advisory, fairness and solvency opinions, ESOP and ERISA advisory services, legal business solutions and dispute consulting. The company was founded in 1932 and is headquartered in Chicago, IL.

Progress Investment Management Co Inc (Progress Investment Management) is a private equity firm founded in 1990 by Ed Callan and Marx L Cazenave. The firm is headquartered in San Francisco, California.

North Point Advisors LLC operates as an independent investment bank focused on providing financial advice on mergers and acquisitions. Its capabilities include mergers and acquisitions, divestitures and sale transactions, financial sponsor advisory and corporate finance advisory. The company was founded by David Jacquin in 2004 and is headquartered in San Francisco, CA.

Horizon Media, Inc. operates media service agency. It offers brand management approach, channel planning architecture, research, print negotiation, direct marketing, horizon interactive, and local market buying. The company was founded by Bill Koenigsberg in 1989 and is headquartered in New York City, NY

Wayzata Investment Partners LLC (Wayzata Investment Partners) is a private equity firm founded in May 2004. The firm is headquartered in Plymouth, Minnesota.

Hayfield Window & Door Co., Inc. manufactures aluminum combination windows and storm doors. It offers northern and vinyl classics windows, installation and replacement instructions, entry, glass and vinyl patio doors. The company was founded in 1951 and is headquartered in Hayfield, MN.

The Chicago Corporation is a financial and corporate advisory services company based in Chicago, IL. The private company is comprised of a team of experienced investment bankers who provide these services. The CEOs of the company are Frederic Floberg and Jeff Schneiders.

Montgomery Asset Management LLC is a private company based in Sarasota, FL that was founded by Josephine Santos Jiménez. DDNS - Discount Domain Name Services is a family owned and operated domain registrar and hosting provider. The company was the first registrar to receive ISS certification.

Oaktree Capital Corp. provides investment advice.

Part of Silvercrest Asset Management Group, Inc., The Longchamp Group, Inc. provides investment advisory services. The company is based in WILMINGTON, DE. The Longchamp Group was acquired by Silvercrest Asset Management Group, Inc. on December 31, 2004.

Heritage Advisors CPA LLC provides legal services. It offers tax planning, wealth management, and insurance services. The company was founded by Ralph Nelson and Michael Frost and is headquartered in Phoenix, AZ.

CF T. Rowe Price European Equity Series, a Series of Commonfund Direct Series LLC functions as hedge fund. The company is headquartered in Wilton, CT.

Avenue Capital Advisors LLC provides investment advisory services. The private company is based in Delray Beach, FL.

Manager Analysis Services LLC is an investment advisory firm that advises institutional clients on all aspects of their investment processes. The private company is based in New York, NY. The company offers two primary services: OCIO search and evaluation, and investment manager due diligence. The company's interests are always 100% aligned with their clients, and they do not receive compensation from the managers they evaluate. The company was founded in 2003 by Christopher Cutler and consists exclusively of senior portfolio management and due diligence analysts.

CF Global Portfolio LLC functions as an investment fund. The private company is based in Wilton, CT.