Joel Anderson

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, ultimately held by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to affiliated insurance company clients, third-party institutional clients, investment companies, other pooled investment vehicles, and wrap fee programs sponsored by unaffiliated entities.

RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions.

New York Life Insurance & Annuity Corp. provides investment advice for Insurance Company Portfolio. The company is headquartered in New York, NY.

HHR Asset Management LLC (HHR) is an independent hedge fund manager headquartered in Berkeley Heights, New Jersey. The firm was originally founded as Hintz, Holman & Robillard, Inc. in 1975. HHR provides advisory services on a discretionary basis to institutions with separately managed accounts and private pooled investment vehicles intended for sophisticated investors and institutional investors.

Benjamin F. Edwards & Co., Inc. (BFE) is a SEC-registered investment advisor and broker/dealer headquartered in St. Louis, Missouri. The firm was founded in 2008 by Benjamin Edwards IV and Cynthia Böhme. They are a wholly-owned subsidiary of Benjamin Edwards, Inc. BFE provides advice to a wide variety of clients. Their services are provided through various wrap fee programs.

Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY.

Brewer Lane Management LLC (Brewer Lane Ventures) is a venture capital firm founded in 2019 by John Yong Kim. The firm is headquartered in Boston, Massachusetts.

RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.

The Business Roundtable advocates public policies that ensure economic growth. It considers public policy issues which contains groups like the construction users anti-inflation roundtable, a group devoted to containing construction costs; and the labor law study committee, made up of labor relations executives of major companies. The Business Roundtable was founded in 1972 and is headquartered in Washington, DC.

Big Brothers Big Sisters of New York City, Inc. provides children facing adversity in New York City with strong and enduring, professionally supported 1-to-1 mentoring relationships with adults that change its lives for the better, forever. The firm partners with families, volunteers, organizations and the community to inspire positive change in all. The company was founded on December 3, 1904 and is headquartered in New York, NY.

Part of The Hartford Financial Services Group, Inc., Navigators Management Co., Inc. provides insurance services. The company is based in Rye Brook, NY.

Liberty Mutual Group, Inc. provides property and casualty insurance services. It offers car, motorcycle, boat, off-road vehicle, classic cars, recreational vehicles, property, life, family and health insurance services. The company was founded in 1912 and is headquartered in Boston, MA.

The National Federation of Municipal Analysts is an organization that aims to promote professionalism in municipal credit analysis. The non-profit company is based in Pittsburgh, PA.

Glendive Medical Center, Inc. provides medical healthcare services. It offers a comprehensive, integrated system of services including primary, long-term and specialty care as well as prevention and wellness services. The company was founded in 1965 and is headquartered in Glendive, MT.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

New York Life Insurance Co. (Investment Portfolio) (NYLIC-IP) is the investment portfolio division of New York Life Insurance Co., a mutual life insurance company headquartered in New York City. Founded in 1845, the firm provides insurance, investment and retirement solutions. NYLIC-IP manages the insurance investment portfolio.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Ubicquia LLC engages in the provision of broadband solutions. Its offered applications include Advanced Light Control; Public WiFi & Small Cell; Video / Audio Edge Processing; and 3rd Party Sensors. The company was founded by Tre Zimmerman, Lowell D. Kraff, and Marc Byron and is headquartered in Melbourne, FL.

Outreach Corp. designs and develops a sales engagement platform. It specializes in sales acceleration, sales efficiency, and sales management analytics. The company was founded by Gordon Leland Hempton, Andrew Kinzer, Manuel Medina and Wesley R. Hather in 2014 and is headquartered in Seattle, WA.

Forte Ventures LLC (Forte Ventures) is a venture capital firm founded in 2012 by Tom Hawkins. The firm is headquartered in Atlanta, Georgia.

Fidelity Charitable Services provides administrative and other services to charitable organizations such as private foundations and donor-advised funds, including the Fidelity Charitable Gift Fund. Its services include solutions for clients with substantial assets, financial needs and complicated tax issues. The company also provides process for setting up and managing charitable accounts. Fidelity Charitable Services is headquartered in Covington, KY.

Boston Common Asset Management LLC (Boston Common) is an independent, employee-owned, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Francisco, California. The firm was founded by Geeta B. Aiyer in 2002. Boston Common provides discretionary investment management services to charitable organizations, pension and profit sharing plans, state entities, taxable and tax-exempt institutional clients, high net-worth individuals, commingled investment vehicles and mutual funds.

RiverSource Life Insurance Co. offers annuity and insurance solutions. Its principal products are variable deferred annuities and variable and fixed universal life insurance. The firm offers immediate annuities, fixed deferred annuities and traditional life and disability income insurance. The company was founded in 1957 and is headquartered in Minneapolis, MN.

Symetra Life Insurance Co. engages in the provision of products and services that serve the retirement, employment-based benefits and life insurance markets. It operates through the following business segments: Benefits, Retirement, Individual Life, and Other. The Benefits segment is a multi-line carrier offering medical stop-loss; group life and DI insurance; and group fixed-payment medical, accident, and critical illness insurance products ad services to employers. The Retirement segment comprises of deferred annuities and income annuities. The Individual Life segment offers individuals life insurance products, primarily UL, including IUL, and term insurance. The Other segment represents the investment results related to surplus invested assets; unallocated corporate expenses; and inter-segment elimination entries. The company was founded on 1957 and is headquartered in Bellevue, WA.