Josh Hilbert

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.

Gerber Scientific LLC produces automated manufacturing systems for the sign making, specialty graphics and packaging, apparel and flexible materials and ophthalmic lens processing industries. It also serves fashion and apparel, transportation, aerospace and furniture industries. The company was founded by H. Joseph Gerber in 1968 and is headquartered in Tolland, CT.

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates.

Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles.

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.

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.

Ironwood Capital (Ironwood) is a private equity firm is founded in 1986. The firm has headquartered in Avon, Connecticut.

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.

Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

IHS Herold, Inc. is an investment research firm headquartered in Norwalk, Connecticut. The firm was founded in 1948 and is a subsidiary of IHS Markit, Inc., which is owned by S&P Global, Inc. (NYSE: SPGI). IHS Herold typically offers research, advisory and strategic planning advice on company evaluations, company strategies and associated company and industry transactions for energy-related domestic and foreign equity securities.

Northern Star Holdings, Inc. manufactures equipment enclosures and control and relay panels. It designs and produces turnkey control systems that are involved in the protection and control of transmission and distribution assets uses in transport. The firm also offers Outdoor Enclosures and Engineering Services. The company was founded in 1962 and is headquartered in Iron Mountain, MI.

Qualtech Systems, Inc. provides diagnostics and health management software solutions. The firm's products include Team-Designer, remote diagnostic server, Teamate, Team-RT, PackNGo, Teams-KB, and Cloud. Its software is used by medical, semiconductor, transportation, aerospace, and defense industry. The company was founded by Krishna R. Pattipati and Somnath Deb in 1993 and is headquartered in Rocky Hill, CT.

Beijing Lerong Duoyuan Information Technology Co. Ltd. operates a peer-to-peer (P2P) lending website. The company was founded by Peng Xiaomei, Jun Dong, William Wei and Barry Freeman and is headquartered in Beijing, China.

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.

DOT Therapeutics-2, Inc. develops new therapies that change the outcome for people of all ages living with cancer. The company was founded by Julie Grant and Samuel Blackman and is headquartered in South San Francisco, CA.

Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates.

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.

Titan Advisors LLC (Titan) is a SEC-registered investment advisor and Fund of Hedge Fund Managers headquartered in Stamford, Connecticut. The firm was founded by George Fox and Thomas Holiday in 2001. They are a subsidiary of Titan Advisors Holdings LLC. Titan provides investment management services to privately offered investment pools that are commonly referred to as funds of hedge funds, and certain separately managed accounts. Investors in the Titan Funds and managed accounts include high net-worth individuals, trusts, charitable organizations, pension plans, corporations, unregistered funds, other institutional investors and insurance carriers.

Segal Advisors, Inc. provides investment consulting services. The firm offers asset allocation and investment strategies, assets-liability modeling, performance measurement, retire fund, model portfolios, defined contribution consulting and fiduciary services. It provides consulting advice and outsourcing solutions to plan sponsors. The firm offers investment programs through a broad range of customized solutions designed to assist clients at every stage of the investment process. The company is headquartered in New York, NY.

Aptima, Inc. engages in the development of interactive technology and automated systems. It products include SPOTLITE, PM Engine, and performance dashboard. The company was founded by Daniel Serfaty and Margaret Clancy in 1995 and is headquartered in Woburn, MA.

Symetra Investment Management Co. (SIM) is a SEC-registered investment advisor headquartered in Farmington, Connecticut. The firm was founded in 2019 and is a wholly owned subsidiary of Symetra Financial Corp., which is owned by Sumitomo Life Insurance Co. in Japan. SIM offers advisory services to institutional clients, which include certain of its affiliates and also may include other third-party institutions or entities such as insurance companies and trusts.