Mark David Santero

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

National Rural Electric Cooperative Association is a non-profit organization that provides retail electric services. It organizes annual meetings of cooperative and rural leaders and consumers and also holds expositions of products and equipment required in operation of electric utilities. The company was founded in 1942 and is headquartered in Arlington, VA.

Sands Capital Management LLC (Sands Capital) is a SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1992 by Frank Sands and is majority owned by Sands Capital Management LP. Sands Capital provides investment management services to both US and non-US clients who have different tax statuses, often depending on the jurisdiction.

Schafer Cullen Capital Management, Inc. (SCCM) is a wealth management and registered investment advisory firm founded by James Cullen and David Schafer in 1983. Headquartered in New York City, SCCM provides portfolio management services to a variety of client types including individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, Registered Investment Companies, private investment funds and trust programs.

AQR Capital Management LLC (AQR) is a SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by Clifford Asness, David Kabiller, and John Liew in 1998. They are a wholly-owned subsidiary of AQR Capital Management Holdings LLC and their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG). AQR provides investment management services to institutional clients through managed accounts. Their investors may include investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, sovereign wealth funds and foreign official institutions, corporations or other businesses entities.

American Century Investments Services, Inc. provides investment and money management services. The company was founded by James E. Stowers in 1958 and is headquartered in Kansas City, MO.

Part of National Rural Electric Cooperative Association, Homestead Financial Services Corp. provides investment and financial services. The company is based in Arlington, VA.

BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals.

Cullen Capital Management LLC, do-business-as Schafer Cullen Capital Management (SCCM), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1983 to advise managed accounts. In 2000, they expanded their offerings to include US mutual funds and, in 2010, UCITS funds. SCCM provides portfolio management services to a variety of client types such as individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, Registered Investment Companies, UCITS, Hedge Funds and trust programs.

Tremont Group Holdings LLC provides investment services. It offers investment for hedge fund products and multi-manager portfolio. The company was founded in 1984 and is headquartered in Rye, NY.

SNW Asset Management Corp. provides investment services. The company was founded on May 22, 2013 and is headquartered in DE.

Philips Electronics North America Corp. manufactures and distributes television, video, audio and set-top boxes. Its divisions include consumer electronics, which includes televisions, CD and DVD players, PC peripherals; the domestic appliances and personal care, which includes Norelco shavers, Sonicare electric toothbrushes; and the lighting products and medical system, which includes X-ray and ultrasound equipment. The company is headquartered in Andover, MA.

Hamilton & Co. Pvt Ltd. is a private company based in Mumbai, India. Hamilton & Co. Pvt Ltd. was founded in 1920.

Part of Light & Wonder, Inc., Sega Gaming Technology, Inc. is a company that manufactures and markets gaming machines. The company is based in Las Vegas, NV. Sega Gaming Technology was acquired by SHFL entertainment, Inc. from Sega KK on April 28, 2003.

Part of Marsh & McLennan Cos., Inc., Evaluation Associates LLC is a company that provides financial consulting services. The company is based in Norwalk, CT. The CEO of the company is Steven C. Case. Evaluation Associates was acquired by Mercer Investment Consulting LLC from Milliman, Inc. on June 30, 2011.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

The Segal Group, Inc. engages in the provision of consulting services. Its services include retirement and financial security; health and welfare benefits; benefits administration; compliance consulting; insurance brokerage; and investment solutions. The company was founded by Martin E. Segal on October 15, 1939 and is headquartered in New York, NY.

Part of Invesco Ltd., HarbourView Asset Management Corp. is an investment advice company. The company is based in New York, NY.

Part of Invesco Ltd., Oppenheimer Real Asset Management, Inc. provides investment advice. The company is based in New York, NY.

Part of Guggenheim Partners LLC, Rydex Advisory Services LLC is a company that provides investment advice. The company is based in Rockville, MD.

OFI Steelpath, Inc. is an investment management firm headquartered in Dallas, Texas. The firm was founded in 1959and formerly known as Shareholder Financial Services, Inc. They are a subsidiary of Oppenheimer Acquisition Corp., ultimately held by Invesco Ltd. (NYSE: IVZ). OFI Steelpath provides investment advisory services on a discretionary and non-discretionary basis to a wide variety of clients.

Part of Invesco Ltd., Trinity Investment Management Corp. is a company that provides investment advice services. The company is based in Bellefonte, PA.

Part of Invesco Ltd., OFI International Ltd. is a British company that provides financial intermediation services. The company is based in London, UK.

Part of Man Group Plc (Jersey), Man Solutions (USA) LLC is a company that provides investment advice. The company is based in New York, NY and was founded in 2018.