Jonathon David Schroeder

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

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.

Martin Capital Management LLC (MCM) is a privately-owned, SEC-registered investment advisor and wealth management firm headquartered in Elkhart, Indiana. The firm was originally founded by Frank Martin in 1987 as McDonald Capital Management. They were a subsidiary of McDonald & Co., a brokerage firm Mr. Martin had been associated with since 1974. In 1991, the firm became independent of McDonald & Co. and was renamed Martin Capital Management. MCM provides investment advisory services to wealthy families and institutions.

University of Notre Dame (Investment Management) (ND-IM) is the endowment management arm of the University of Notre Dame, a private Catholic research university headquartered in South Bend, Indiana. Founded in 1927, ND-IM manages the University's financial assets according to policies established by the Investment Committee of the Board of Trustees. These assets include pension and working capital assets, charitable trusts, and the largest component, the Notre Dame Endowment. The endowment supports many aspects of academic life at the University including financial aid, professorships, academic programs and libraries.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Leslie Hindman Auctioneers operates as an auction house. It specializes in asian works of art, furniture and decorative arts, 20th century decorative arts, fine silver and objects of vertu, fine art, fine books and manuscripts, fine jewelry and timepieces. The company was founded by Leslie Hindman in 1982 and is headquartered in Chicago, IL.

Foundry Group LLC is a venture capital firm, founded in 2007 by Bradley Feld. The firm headquartered in Boulder, Colorado.

GI Manager LP (GI Manager) is a private equity firm founded by Richard Allen Magnuson and Michael F. Foust in 2001. The firm is headquartered in San Francisco, California.

Morningstar Investment Services, Inc. (MIS) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a wholly owned subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients.

Conrad N. Hilton Foundation is a non-profit organization which provides grantmaking programs. Its programs include avoidable blindness, Catholic education, disaster relief and recovery, hospitality, and Multiple Sclerosis. The company was founded by Conrad N. Hilton in 1944 and is headquartered in Agoura Hills, CA.

Nexgen Capital Partners LLC provides investment advisory services. The private company is based in Chicago, IL and has subsidiaries in the United States.

JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

Truvvo Partners LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in New York City. The firm was founded in 2007 as Carleon Capital Partners LLC. They are owned by Truvvo Investment Partners LLC, which is ultimately owned by Lazard Ltd. (NYSE: LAZ). Truvvo Partners offers wealth and investment advisory services primarily to sophisticated families, foundations, endowments and other select institutions, as well as private pooled investment vehicles.

The Gordon and Betty Moore Foundation operate as a grantmaking organization works locally through its San Francisco Bay Area Program. It seeks to make a contribution to the quality of life in the bay area through targeted support in three areas: land protection, science and technology museums and the Betty Irene Moore Nursing Initiative. The company was founded by Gordon and Betty Moore in 2000 and is headquartered in San Francisco, CA.

Sound Point Luna LLC (SPL) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Andrew Feldstein and Stephen Siderow in 2003 and formerly known as BlueMountain Capital Management LLC and as Assured Investment Management LLC. In 2023, Sound Point Capital Management LP acquired the firm from Assured Guaranty Ltd. (NYSE: AGO). SPL provides investment advisory services to pooled investment vehicles that operate as private investment funds and collateralized loan obligations (CLOs).

Susquehanna International Group LLP engages in the provision of investment and other financial services. It offers institutional brokerage, trading, research, and market making services for equities. The company was founded by Lon Taylor and Gordon Apple in 1987 and is headquartered in Bala Cynwyd, PA.

Leonard Green & Partners LP (Leonard Green & Partners) is a private equity firm founded in 1989 by Leonard I. Green. The firm is headquartered in Los Angeles, California.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.