Robert Michael DeMichele

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Union Carbide Corp. engages in the production of chemicals and polymers. The firm operates through the following geographical segments: United States, Asia Pacific and Rest of the World. Its products include polyethylene and polypropylene, ethylene glycol, isopropanol, ethyleneamines, biocides, surfactants, deicing and anti-icing fluids, amines, solution vinyl resins and polyethylene glycols. The company was founded on November 1, 1917 and is headquartered in Seadrift, TX.

Bishop Street Capital Management Corp. (BSCM) is a SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm is a subsidiary of First Hawaiian Bank, ultimately held by First Hawaiian, Inc. (NASDAQ: FHB). BSCM serves as an investment advisor for separate accounts and the Bishop Street Funds.

Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations.

Founded in 1985, First Foundation Advisors is a registered investment advisor located in Irvine, California. The firm was formerly known as Keller Group Investment Management, Inc. They are a subsidiary of First Foundation, Inc. (NASDAQ: FFWM). First Foundation Advisors provides discretionary investment advisory services and/or financial planning services on a stand-alone basis or combined discretionary investment advisory services and financial planning services on a fee-only basis. Their domestic and international clients include individuals, families, family businesses, foundations, corporations and non-profit institutions.

Foresters Financial Services, Inc. provides asset management services. Its products and services include mutual funds, college savings plans, insurance, and retirement planning. The company was founded on February 7, 1968 and is headquartered in New York, NY.

TIG Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Carl Tiedemann, III in 2006 and is wholly-owned by TIG Trinity Management LLC. TIG Advisors provides discretionary investment advisory services to clients who consists of pooled investment vehicles intended for institutional investors and other sophisticated investors and separately managed accounts.

Part of Tiedemann Wealth Management Holdings LLC, TTC Municipal Bond Fund LLC is an investment company that invests in municipal bonds. The company is based in Wilmington, DE and was founded in 2007.

Hatteras Investment Partners LP (Hatteras) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Raleigh, North Carolina. The firm was founded by David Perkins in 2003 as Hatteras Funds LP. Hatteras provides investment management services and investment advisory services to registered investment companies and private funds.

Founded in 1982, Baron Capital, Inc. is an SEC-registered limited purposed broker/dealer and mutual fund distributor located in New York City. The firm is a subsidiary of Baron Capital Group, Inc. They are affiliated with Baron Capital Management, Inc. and BAMCO, Inc., both of which of are SEC-registered investment advisors and wholly-owned subsidiaries of Baron Capital Group, Inc. Baron Capital, Inc. is a member of FINRA. They are the distributor of the Baron Funds

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs.

AccuShares Investment Management LLC is an independent registered investment advisory firm headquartered in Stamford, Connecticut. Founded in 2011, the firm develops and sponsors innovative exchange traded funds (ETFs) in key alternative asset classes, including oil and volatility.

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.

REX Shares LLC operates as sponsor of engineered exchange-traded funds (ETFs) designed to help investors navigate turbulent markets and preserve wealth. Its ETFs include strategies that offer exposure to Gold Hedged equities and strategies that provide exposure to the VIX Index. The company was founded by Gregory D. King in 2014 and is headquartered in Westport, CT.

Pomona Management Co., Inc. (Pomona Capital) is a private equity subsidiary of Voya Pomona Holdings LLC founded in 1994 by Michael D. Granoff. The firm is headquartered in New York.

First Hawaiian Bank offers banking services to consumer and commercial customers including deposit products, loans, wealth management, insurance, trust, retirement planning, credit card and merchant processing services. The company was founded in 1858 and is headquartered in Honolulu, HI.

=MSR Advisors Inc (MSR Advisors) is a private equity firm founded in 1998 by Dan Levinson. The firm is headquartered in Westport, Connecticut.