Lyle LaMothe

American Beacon Advisors, Inc. (American Beacon) is a SEC-registered investment advisor headquartered in Irving, Texas. The firm was founded in 1986 and is a wholly owned subsidiary of Resolute Investment Managers, Inc. American Beacon provides investment advisory services to investment companies (the Beacon Funds), corporate employee benefit plans, collective investment trusts, private equity funds-of-funds, corporations and governmental entities.

Arrowstreet Capital LP is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 and is a subsidiary of Arrowstreet Capital Holding LLC. They provide investment advisory services to a global institutional client base. Arrowstreet Capital is a signatory to the UN Principles for Responsible Investment (UNPRI).

Abel/Noser Corp. provides trading and trade cost analysis for institutional investors. It products include equity and fixed income transaction cost analysis trade zoom, agency brokerage, commission recapture, transition management and pre-trade analysis trade compass. The company was founded by Stanley S. Abel and Eugene A. Noser, Jr. in 1975 and is headquartered in New York, NY.

Clearbrook Financial LLC provides financial Services. The company was founded in 2004 and is headquartered in Princeton, NJ.

CCP Equity Partners (CCP Equity Partners) is an independent private equity firm founded in 1985. The firm is headquartered in Harford, Connecticut.

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.

Smith, Graham & Co. Investment Advisors LP (Smith Graham) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1990 by Gerald Smith and is a subsidiary of SGC Ventures, Inc. Smith Graham manages portfolios for a broadly diversified, institutional client base which includes public funds, corporations, endowments and foundations, sovereign wealth and Taft-Hartley funds.

Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms.

Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia.

Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO

ClariVest Asset Management LLC (ClariVest) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 2006 and is a wholly owned subsidiary of Eagle Asset Management, Inc., which is ultimately held by Raymond James Financial, Inc. (NYSE: RJF). ClariVest provides advisory services to a variety of clients such as institutional investors, pension and profit-sharing plans, investment companies and other pooled vehicles (such as limited partnerships and funds registered outside the US), corporations, state and municipal government entities, trusts, seed accounts and charitable organizations.

NSI Holdings, Inc. operates as an investment holding company. The company was founded on May 6, 1997 and is headquartered in Chambersburg, PA.

InvestorCom, Inc. provides solutions and services for communication and disclosure needs of financial service industry. It offers suite of solutions for investor communications, regulatory and compliance, workflow solution and customer communication management solutions. The firm?s services include technology, production, data and analytics. The company was founded by David Reevs and Anthony A. Boright in 1992 and is headquartered in Toronto, Canada.

American Red Cross of Central New Jersey is a non-profit organisation. It focuses on disaster relief, supporting America’s military families, lifesaving blood, health and safety services and international in New Jersey region. The company is headquartered in Princeton, NJ.

Grail Partners (Grail) is a private equity division of Grail partners LLC founded in 2005 by Don Putnam and Darlene Deremer. The firm is headquartered in San Francisco, California.

United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA.

Equinoxe Alternative Investment Services (Bermuda) Ltd. operates as a alternative investment advisor. It provides fund administration and back office services to single manager hedge fund of hedge funds and individual managed accounts. The firm services includes start-up and transition of funds, NAV calculation, shareholder, audit coordination, liaison, management company, tax preparation, regulatory reporting and AIFMD. The company was founded in 2007 and is headquartered in Hamilton, Bermuda.

Clearbrook LLC provides investment advice and solutions to institutional investors. The company was founded by Elliott W. Wisla in 2005 and is headquartered in New York, NY.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

Estancia Capital Management LLC (Estancia Capital Management) is a private equity firm founded in 2009 by Michael Mendez and Takashi Moriuchi. The firm is headquartered in Scottsdale, Arizona.

Dominari Securities LLC (Investment Management) (DS-IM) is the investment management division of Dominari Securities LLC, a FINRA-registered broker-dealer headquartered in New York City. The firm was founded in 1986 and formerly known as Fieldpoint Private Securities LLC. They were acquired by Dominari Holdings, Inc. (NASDAQ: DOMH) in 2023. As a result of the ownership change the new name of the firm has been changed to Dominari Securities LLC, a subsidiary of Dominari Financial, Inc. DS-IM provides discretionary and non-discretionary investment management and advice to individuals and entities controlled by individuals, such as pension plans, IRAs and trusts.

North Square Investments LLC engages in the provision of investment services. It offers multi-boutique asset management platform. The company was founded by Mark Goodwin in July 2018 and is headquartered in Chicago, IL.

PMA Financial Network LLC engages in the provision of public funds management services. It offers self-directed investments, public finance, investment advisory services and pool services, and funding solutions. The company was founded in 1984 and is headquartered in Naperville, IL.

Resolute Investment Managers, Inc. engages in the provision of investment management services. It offers a suite of operational and administrative services including distribution and marketing, finance and accounting, general corporate, disaster recovery and desktop support, and human resources and benefits administration. The company was founded in November 1986 and is headquartered in Irving, TX.

Reich & Tang Deposit Networks LLC offers deposit and liquidity solutions to financial intermediaries. The company is based in New York, NY and has subsidiaries in the United States. The company was founded in 1974. The CEO is Joseph J. Jerkovich.