Myles Rosenstein

Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients.

Hermes Investment Management Ltd. (HIML) is an asset management firm headquartered in London, UK. They are a subsidiary of Federated Hermes Ltd., ultimately held by Federated Hermes, Inc. (NYSE: FHI) in the US. In 1990, the firm was founded as PostTel, subsequently changing their name to PosTel Financial Asset Management Ltd. They changed their name to Hermes Investment Management Ltd. in 1995. HIML provides discretionary and non-discretionary investment management services to institutional clients.

Westwood Management Corp. (WMC) is a registered independent wealth management firm headquartered in Chicago, Illinois. The firm was founded by Michael Perlow in 1976. WMC provides investment advice to high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations and other businesses.

Commonfund Capital, Inc (Commonfund Capital) is a private equity and venture capital subsidiary of Commonfund Holding Co., Inc founded in 1988. The firm is headquartered in Wilton, Connecticut with additional offices in New York, California, London & China.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

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.

Main Street Research LLC (MSR) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded by James E. Demmert in 1993. MSR provides wealth management services to individuals, families and foundations.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

HNA Group Co., Ltd. engages in the provision of aviation transportation services. It also provides airport investment & management; hotel & golf course investment and management; tourism, industrial financial investment, and logistics services. The company was founded by Feng Chen, Jian Wang, Xiang Dong Tan, Xian Hua Li and Wen Li Chen on May 2, 1993 and is headquartered in Haikou, China.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Founded in 2002, Maxim Group LLC is a registered broker/dealer located in New York City. The firm provides an array of financial services including: investment banking, equity research, private wealth management, structured products and global institutional equity, fixed-income and derivative sales and trading to a diverse range of corporate clients, institutional investors and high net-worth individuals. Maxim Group's niche is emerging-growth companies in a variety of sectors including healthcare, technology, retail and others. They utilize a fundamental, bottom-up approach to investment recommendations. The firm combines rigorous financial analysis of specific companies and industries with due diligence that includes frequent consults with suppliers, customers, competitors and senior management. The firm focuses on under-covered, small- to-mid-cap companies where valuation levels may be out of sync with fundamental trends. Maxim's coverage universe often represents attractive niche industries where stocks tend to be inefficient. This research coverage fills a void created by the downsized research ranks and shrinking coverage of small- to mid-cap stocks by large investment banks. Maxim Group is a member of FINRA, the MSRB, the SIPC, the ISE, NASDAQ and NYSE Arca.

Odyssey House, Inc. provides healthcare services. It offers services to individuals, families, disorder, mental illness, homelessness, and medical problem suffering individuals. The firm’s services include medical and dental, mental health, fitness and wellness, education and job training, expressive arts studio and recovery network services. The company was founded by Judianne Densen Gerber in 1967 and is headquartered in New York, NY.

CONSOR Intellectual Asset Management provides consulting services. The firm’s practice areas include IP valuation, licensing, litigation and transactions. The company is headquartered in La Jolla, CA.

CF T. Rowe Price European Equity Series, a Series of Commonfund Direct Series LLC functions as hedge fund. The company is headquartered in Wilton, CT.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Part of HNA Group Co., Ltd., HNA Technology Group Co., Ltd. is a company based in Shanghai, China. The Chinese company was founded in 2012 and is led by CEO Jiang Jun Ye.

Plum Alley Management LLC (Plum Alley) is a venture capital subsidiary of Plum Alley, Inc founded in 2015 by Deborah Buresh Jackson and Andrea Turner Moffitt. The firm is headquartered in New York, United States.

Coqual, formerly known as the Center for Talent Innovation, is a nonprofit think tank that helps leaders create diverse, equitable, and inclusive workplaces. The non-profit company is based in New York, NY, and was founded by Sylvia Ann Hewlett. The company focuses on conducting cutting-edge research and providing advisory services on various identities, including gender, race, ethnicity, disability, veteran status, and LGBTQ. Coqual was founded in 2004 and offers in-depth research, thought leadership, and data-driven solutions to address bias and barriers to inclusion for underrepresented populations in the workplace. Lanaya Irvin has been the CEO of the company since 2020.

HNA Infrastructure Industry Co., Ltd. engages in the provision of building design and infrastructure construction advisory services. Its business activities include investment and management of hotels, airports, and real estate properties; investment and development of energy, new technologies, and new materials; equity investment; and tourism and agricultural project development. The company was founded on November 24, 2011 and is headquartered in Haikou, China.

The Common Fund For Nonprofit Organizations is an investment firm that focuses on equity bias, diversification, and prudent use of illiquid investments. The non-profit company is based in Wilton, CT. The company provides educational information about institutional investing through their research materials. The company hosts an investment conference called Commonfund Forum, which is designed for institutional investors representing nonprofit institutions, public pensions, and family offices. The company was founded in 1971. The CEO is Mark Jonathon Anson.

Hainan Haidao Business Management Co., Ltd. engages in the provision of business management service. Its business scope includes shop leasing; own property leasing; shopping mall management; catering services; property management; parking management; design, production, distribution, agency of domestic advertising; warehousing services; logistics services; decoration and decoration projects; and electronic information technology consulting services. The company was founded on December 2, 2010 and is headquartered in Haikou, China.

CF Global Portfolio LLC functions as an investment fund. The private company is based in Wilton, CT.

Capstone LLC is a policy analysis and regulatory due diligence research firm headquartered in Washington, DC. The firm was founded by David Barrosse in 2010 and is wholly owned by the Orion Group LLC. Capstone helps corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. The firm explores how policy affects companies, industries, and investments in the financial services, health care, TMT, and energy sectors. They work with a diverse group of corporate and investor clients that produce actionable investment research based on their deep-dive analysis of public policy.

First Financial Bank is a subsidiary of First Financial Bankshares, Inc., a financial holding American company that operates multiple banking regions with 78 locations in Texas. The private company also operates First Financial Trust & Asset Management Company and First Technology Services, Inc. First Financial Bank has 81 branches throughout Texas, New Mexico, Colorado, and Oklahoma, with a commercial focus and $3.90 billion in assets. The company's mission is to make every customer happy by being "simple, fast, and secure." Forbes named First Financial Bank one of America's best banks.

Bloomberg LP (Research) is the investment research division of Bloomberg LP, which is owned by Bloomberg, Inc. in the US. Headquartered in New York City, the firm was founded in 2007 and provides research, long-term forecasts, analytical tools and global in-depth analysis covering a wide range of industries.

Covius Services LLC engages in the provision of technology-enabled solutions to the financial services industry. It offers technology solutions, document services, compliance solutions, due diligence, and settlement services. The company was founded in 1996 and is headquartered in Glendale, CO.