Jonathan David Markham

Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts.

Cadwalader, Wickersham & Taft LLP provides legal services to financial institutions and corporations, government entities, charitable and health care organizations and individual private clients. It was founded in 1792 and is headquartered in New York, NY.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Ingalls & Snyder LLC is a dually-registered broker/dealer and investment advisor headquartered in New York City. The firm was founded in 1924 and serves Portfolio Managers with prompt and efficient execution of orders in the marketplace. Their trading desk also maintains active relationships with broker-dealer firms specializing in securities listed outside the US, enabling Portfolio Managers and clients to invest in any foreign securities market where they find opportunity. Ingalls & Snyder also has significant expertise in fixed income securities. They research and transact in non-investment grade corporate credits for clients and for their own account. The firm also provides Portfolio Managers and clients the ability to trade in US Government securities, municipal bonds, and high grade corporate bonds.

Simpson Thacher & Bartlett LLP provides legal services. Its areas of practices include corporate, litigation, banking and credit, capital markets, mergers and acquisitions, real estate, private funds, intellectual property, restructuring and bankruptcy, and tax. The firm serves the energy, financial services, healthcare, insurance and reinsurance, technology, retail, defense, education and transportation industries. The company operates through its offices located in Beijing, Hong Kong, Houston, London, Los Angeles, New York, Palo Alto, São Paulo, Seoul, Tokyo and Washington, DC. Simpson Thacher & Bartlett was founded in 1884 and is headquartered in New York, NY.

Founded in 1983, Robotti Securities LLC is a registered broker/dealer located in New York City. The firm was formerly known as Robotti & Co. Inc. The firm is a Member of FINRA and the SIPC. Robotti Securities specializes in applying proprietary, bottom-up research methods to identify undervalued securities. They offer personalized investment management designed to meet clients’ long-term equity investment needs.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Clear Harbor Asset Management LLC (Clear Harbor) is an independent, SEC-registered investment advisory firm headquartered in Stamford, Connecticut. The firm was founded by Ian Armstrong and Aaron Kennon in 2009. Clear Harbor provides financial planning, consulting, and investment management services to individuals, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Hollow Brook Wealth Management LLC (Hollow Brook) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Katonah, New York. The firm was founded as Hollow Brook Associates LLC in 2008. Hollow Brook provides comprehensive wealth management services to individuals, families, and institutions such as private foundations and family entities.

The United States Equestrian Federation, Inc. is the national governing body for equestrian sport in the United States. The non-profit company is based in Lexington, KY. Since 1917, the organization has been dedicated to uniting the equestrian community by ensuring fairness, safety, and enjoyment.

The Lake Placid Horse Show Association operates as an association that engages in horse show events. The private company is based in Lake Placid, NY.

Debevoise & Plimpton LLP provides legal services. It serves in the areas of restructurings and bankruptcy litigations, antitrust, corporate governance and environment, taxation, mergers and acquisitions, derivatives, structured finance and capital markets, aviation practice, consumer finance, banking and insurance transactions, data security, investment management, healthcare compliance and employment litigation. The company was founded in 1931 and is headquartered in New York, NY.

Hampton Classic Horse Show, Inc. is a private company that organizes horse shows. The company is based in Bridgehampton, NY.

Pray Family Foundation raises funds to support finding a cure for a certain cause.

The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY.

The Atlantic Salmon Federation is a Canadian company that aims to conserve and restore wild salmon and wild rivers. The non-profit company is based in Chamcook, Canada. The company offers scholarships and awards. The greatest threat to salmon lies somewhere in the ocean, where climate change and shifting ocean conditions mean more wild salmon than ever before are dying at sea.

The Battery Conservancy engages in educational supporting services. The non-profit company is based in New York, NY.

Property & Environment Research Center (PERC) is a national leader in market solutions for conservation. The non-profit company is based in Bozeman, MT. The company explores how aligning incentives for environmental stewardship produces sustainable outcomes for land, water, and wildlife. PERC offers research, law & policy field projects, and programs to explore resource problems and creative solutions.

Glynwood Center provides technical assistance, mentoring and advanced practical skills workshops for new farm businesses, and equipment, infrastructure and housing at its leased property. It serves to the food and farming professionals. The company was founded in 1997 and is headquartered in Cold Spring, NY.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.