Peter V. Shaw

Brandywine Global Investment Management LLC (Brandywine Global) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations.

Part of JPMorgan Chase & Co., Gensar Holdings, Inc. is an American company that provides credit card processing and authorization services.

The Franklin Institute is a non-profit organization that provides science and technology learning services. The company was founded by Samuel Vaughan Merrick and William H. Keating in Feb 5, 1984 and is headquartered in Philadelphia, PA.

MAI Corp. provides financial planning consultancy services. The private company is based in Little Neck, NY.

Visa International, Inc. provides credit card services. The company was founded by Dee Hock and is headquartered in Foster City, CA.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

The New York Botanical Garden engages in the provision of museum of plants. It offers botanical garden, horticulture and garden history, conservation program, and historic landscape. The company was founded in 1891 and is headquartered in Bronx, NY.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

A.T. Kearney, Inc. is a management consulting firm based in Chicago, IL. The private company specializes in providing strategic and operational advice to businesses and organizations across various industries. A.T. Kearney, Inc. is also the acquisition vehicle led by AT Kearney management.

Cancer Care, Inc. provides cancer treatment services. The firm's services include counseling and support groups, education, financial assistance and practical help. The company was founded in 1944 and is headquartered in New York, NY.

AAA Club Alliance Inc. is a non-profit corporation that provides automotive, travel, and insurance services to over seven million members across the United States and Washington D.C. AAA Club Alliance Inc. is based in Philadelphia, and Thomas C. Wiedemannas has been the CEO of the private company since 2018. The American company has been committed to outstanding road service for more than 100 years and advocates for the safety and mobility of its members. With the AAA mobile app, members can map a route, find local gas prices, discover discounts, book a hotel, and track their roadside assistance service.

CSAA Affinity Insurance Co. provides property and casualty insurance services. It mainly focuses on automobile insurance services. The company is headquartered in Plymouth Meeting, PA.

Main Line Health System owns and operates general hospitals. Its health system comprised of the albert einstein healthcare network, frankford health care system, magee rehabilitation, main line health and thomas jefferson university hospital system. The company was founded in 1995 and is headquartered in Wayne, PA.

AAA Mid-Atlantic, Inc. provides consumer services. It offers cars and driving, travel, insurance, and banking and loans needs. The company is headquartered in Wilmington, DE.

Part of The American Automobile Association, Inc., California State Automobile Association Inter-Insur Bureau offers auto, homeowner and personal insurance. The company is based in San Francisco, CA. Paula F. Downey has been the CEO of the company since 2000.

CSAA Insurance Group provides home and auto insurance. The company was founded in 1900 is headquartered in Walnut Creek, CA.

Ventana Canyon Alliance LLC operates clubs and resorts. Its amenities include a pool, lobby area, hearthstone dining room and the Sierra Bar. Ventana Canyon Alliance is headquartered in Tucson, AZ.