Ken Bradshaw

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Farallon Capital Management LLC (Farallon) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 1986 and is a wholly-owned subsidiary of Farallon Capital Management LP. Farallon provides administrative services and discretionary investment management services to private investment funds, the securities of which are offered to investors on a private placement basis; and to separately managed accounts for institutions such as endowments, foundations, charitable organizations and state and municipal government entities.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients.

BlackRock Funds III is an open-end management investment company, which engages in the provision of investment activities. The company is headquartered in San Francisco, CA.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

BlackRock Preferred Partners LLC is a closed-end management investment company. Its investment objective is to seek total return. The company was founded on September 1, 2011 is headquartered in Wilmington, DE.

MetLife Investment Management LLC (MIM) is a SEC-registered investment advisor headquartered in Whippany, New Jersey. The firm was founded in 2006 and formerly known as MetLife Investment Advisors Co. LLC. They are a subsidiary of MetLife Investment Management Holdings LLC, which is owned by MetLife, Inc. (NYSE: MET). MIM provides advisory services to institutional clients, pension and profit-sharing plans (which include government plans), sovereign funds, limited partnerships, and MetLife affiliated accounts such as MetLife’s domestic insurance company subsidiaries, registered investment companies, and 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.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

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.

Pennsylvania Capital Management, Inc. (PCM) is an independent, SEC-registered investment advisor headquartered in Huntingdon Valley, Pennsylvania. The firm was founded in 1995 by Irvin G. Schorsch III. PCM provides investment advisory services to individuals, high-net worth individuals, pension and profit-sharing plans, corporations or other businesses, trust, estates and charitable organizations.

BlackRock Asset Management Canada Ltd. (BAMC) is a Canadian fund-of-funds manager headquartered in Toronto, Ontario. The firm was founded in 2009 due to a merger of BlackRock and Barclays Global Investors. They are a subsidiary of BlackRock Canada Holdings ULC, a wholly-owned subsidiary of BlackRock, Inc. (NYSE: BLK) in the US. BAMC manages assets for clients in North and South America, Europe, Asia, Australia, the Middle East and Africa. Their client base includes corporate, public, union and industry pension plans, governments, insurance companies, third-party mutual funds, endowments, foundations, charities, corporations, official institutions, sovereign wealth funds, banks, financial professionals, and individuals worldwide.

Blackrock Multi-Sector Opportunities Trust II is a closed-end investment fund. It engages in investment activities. It provides total return, invests its total assets in fixed income securities, and other financial instruments that pay periodic income. The company was founded on May 11, 2018 and is headquartered in Wilmington, DE.

Invesco LLC is an investment and retirement counseling private company founded in 1980. The company is based in Des Plaines, IL. The company works with clients to ensure they are aware of and in control of their financial future, helping them determine how much they should save and invest to retire comfortably. Invesco takes their fiduciary duty to their clients seriously, making decisions to benefit their clients rather than themselves. The company summarizes their clients' income streams in retirement and present options to help alleviate financial worries.