Kenan B. Kashlan

Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.

General Motors Investment Management Corp. (GMIM) is a pension fund manager headquartered in New York City. The firm was founded in 1990 and is a wholly-owned subsidiary of General Motors Asset Management Corp., a holding company that is wholly-owned by General Motors Co. (NYSE: GM). Their clients largely consist of GM-affiliated pension plans (defined benefit and defined contribution employee benefit plans, including ERISA plans), for which GMIM serves as named fiduciary for investment purposes. Other clients includes a registered closed-end investment company, a charitable organization, private investment funds, and certain other governmental and financial entities.

John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA.

Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA.

Founded in 1997, Spencer Clarke LLC is a research-based full-service brokerage and investment banking firm headquartered in New York City. The firm offers a full range of services including: equities, fixed-income securities, mutual funds, portfolio and asset allocation, banking and fee-based managed accounts. For clients with a substantial net worth, they also offer a wide range of products and services including access to IPO and secondary stock offerings as well as the ability to participate in private placements. The valuation methods that Spencer Clarke uses are traditional and are based on such commonly utilized metrics as earnings, sales, EBITDA and free cash flow both on an absolute and relative basis. The research team employs a combination of macro-economic, fundamental and technical analysis. They also provide tactical asset allocation and investment diversification services. They perform research on individual equities among multiple, sectors, markets and indexes.

Part of Cohen & Steers, Inc. (New York), Cohen & Steers Securities LLC engages in the purchase, sale, and brokerage of securities. The company is based in New York, NY.

Cohen & Steers MLP Fund, Inc. operates as a close-end investment fund and trust. The company was founded in August 4, 2010 and is headquartered in New York, NY.

Trigger Media Group LLC (Trigger Media Group) is a Venture Capital firm founded by Andrew Russell in July 2011. The firm is headquartered in New York, United States.

Cohen & Steers Global Power & Utility Fund, Inc. is a non-diversified, closed-end management investment company. Its objective is to earn high current income and capital appreciation. The company intends to achieve its objective by investing in a portfolio of income producing securities issued by global power and utility companies. The company was founded on August 10, 2011 and is headquartered in New York, NY.

Tennessee Consolidated Retirement System (TCRS) is a State-owned pension fund manager headquartered in Nashville, Tennessee. Founded in 1972, TCRS is a defined benefit pension plan that provides lifetime retirement, survivor and disability benefits for employees and their beneficiaries. The firm covers state employees, higher education employees, K-12 public school teachers and employees of political subdivisions who have elected to participate in the plan.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Overture Asset Managers LLC acquires boutique money managers and provides investment management services. The private company is based in New York, NY.

Global Gate Capital SA is an international investment firm that invests in various asset classes, including real estate, private equity, credit, and listed securities. The private company is based in Geneva, Switzerland, and has offices in other locations as well. The firm also provides corporate advisory services to its select client base. Altus Power, the leading commercial-scale provider of clean electric power, is also mentioned in the description. Since its founding in 2013, Global Gate Capital has grown its assets under management to over $5 billion.

NRG Ventures LLC (NRG Ventures) is a venture capital firm founded in 2021 by Roman Tyan. The firm is headquartered in New York.

Founded in 2006, Kepler Capital Markets, Inc. is a broker/dealer located in New York City. They are the U.S. division of Kepler Capital Markets SA, the French investment bank specializing in small- and mid-cap companies. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. In May 2013, Kepler Capital Markets SA completed the acquisition of Crédit Agricole Cheuvreux SA from Crédit Agricole Corporate & Investment Bank SA, a unit of Crédit Agricole SA. Kepler Capital Markets intends to combine its business with Crédit Agricole Cheuvreux under a new entity, Kepler Cheuvreux, in 2013, and will be headquartered in Paris. They will have offices in Amsterdam, Boston, Frankfurt, Geneva, London, Madrid, Milan, New York, San Francisco, Stockholm, Vienna and Zurich.

Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students.

Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee.

Tidal Investments LLC is a SEC-registered investment advisor and holding firm headquartered in Milwaukee, Wisconsin. The firm was founded by Daniel Carlson and Michael Venuto in 2012 as Toroso Investments LLC. They are owned by Toroso Investments Topco LLC. Tidal Investments specializes in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family offices and investment managers.

Founded in 1989 by Walter H. Annenberg, the Annenberg Foundation is headquartered in Radnor, Pennsylvania with an additional office in Los Angeles, California. The foundation provides funding and support to nonprofit organizations in the U.S. and globally. Their major program areas are education and youth development; arts and culture; civic, community and the environment; and health and human services. In addition, the Foundation operates a number of initiatives which expand and complement these program areas. The Foundation seeks to advance the public well-being through improved communication

Buck Global LLC engages in the provision of human resource-focused consulting and technology services to mid- to large-sized companies and government agencies. It offers consulting for employee retirement programs, compliance, recruiting, and talent management, and benefits administration. The company was founded by George Buck Sr. in 1916 and is headquartered in New York, NY.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Part of Prudential Financial, Inc., Prudential Securities, Inc. (Michigan) is a company based in West Bloomfield, MI.