John Helm

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds.

Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget.

Morgan Dempsey Capital Management LLC (Morgan Dempsey) is a SEC-registered investment advisor headquartered in Menomonee Falls, Wisconsin. The firm was founded by R. Thomas Dempsey in 1994 and is wholly-owned by MDCM Holdings LLC, which is majority owned by MDCM Legacy LLC. Morgan Dempsey manages assets for institutions, individual investors, and Registered Investment Advisors.

BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

The National Multi Housing Council is a national association representing the interests of apartment firms in the United States. Its members are the principal officer of firms engaged in aspects of the apartment industry, including ownership, development, management, and financing. The organization also conducts apartment-related research, produces strategic on formation on business-related issues, and promotes the desirability of apartment living. The National Multi Housing Council was founded in 1978. Its headquarters are located in Washington, DC.

TurboTenant, Inc. provides landlord software for landlords and property managers. It offers tenant screening, tenant online application, free online tenant credit report, and free online rent payments. The company was founded by Sarnen Steinbarth in 2015 and is headquartered in Fort Collins, CO.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Fyxt, Inc. is a commercial real estate management software company that provides expert insights, industry intel, checklists, templates, and more to help CRE tenants manage their business efficiently. Fyxt is based in Venice, CA and was founded in 2017 by Vidya Chokkalingam. The company automates property operations, minimizing downtime and surfacing information to property management. Ryan Botwinick has been the CEO of the company since 2017.

Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI.

RE/MAX LLC provides real estate brokerage services. The firm offers residential services such as finding single family, townhouse, multi-family, timeshare, mobile homes, vacation rentals, and vacant land. The company was founded by David L. Liniger and Gail A. Liniger in 1973 and is headquartered in Denver, CO.

Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

AbleLight provides medical and housing care to individuals with developmental disabilities across the United States. It offers Christ-centered support services to the people and provides resources for their families, friends, congregations and other service providers. The company was founded in 1904 and is headquartered in Watertown, WI.

Part of Corteva, Inc., DuPont Fluoroproducts, Inc. manufactures and wholesales chemical products. The company is based in Louisville, KY.

Incentrum Group is a global merchant bank focused on the healthcare, life/material sciences and technology industries. As a merchant bank, Incentrum serves strategic corporate clients as their financial and investment adviser and pursues industry-focused private equity investments. The company was founded by Lars Andersson and Geoffrey D. Fink in 2017 and is headquartered in New York, NY.

Delaware Art Museum, Inc. is a non-profit company based in Wilmington, DE.

The Urban Land Institute operates as a non-commercial research organization. It provides leadership in the responsible use of land and in creating and sustaining thriving communities worldwide. The company was founded on December 14, 1936 and is headquartered in Washington, DC.

Part of Corteva, Inc., DuPont Displays is a company that uses science and innovation to create products for various industries. The company is based in Wilmington, DE. The company specializes in using their durable material, DuPont™ Tyvek®, to provide solutions for industries such as medical and construction. The company's products range from water solutions to animal nutrition, printing, and packaging.

International Council of Shopping Centers, Inc. serves the global retail real estate industry. Its programs include webinars, global awards program, exhibit, sponsorship and advertising, opportunities. The company was founded in 1957 and is headquartered in New York, NY.