Steve Ford

Rainier Investment Management LLC (Rainier) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1989 and in December 2017, they became a wholly-owned subsidiary of Manning & Napier Group LLC, which is owned by Manning & Napier, Inc. (NYSE: MN). Rainier provides portfolio management services to corporations, foreign corporations, registered investment companies, collective investment trusts, foreign funds such as UCITs, and other US and international institutions.

Vontobel Asset Management, Inc. (Vontobel AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1984 and is a wholly-owned subsidiary of Vontobel Holding AG (SWX: VONN), a Swiss holding company based in Switzerland. Vontobel AM offers fundamental analysis-based investment advisory and sub-advisory services to a broad array of institutional and intermediary clients, respectively. Their client base includes a list of corporations, public and private pension plans, and foundations and endowments.

Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries.

UBS O'Connor LLC is a registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of UBS Asset Management (Americas) Inc., ultimately owned by UBS Group AG (SIX, NYSE: UBS) in Switzerland. UBS O'Connor primarily provides discretionary and non-discretionary investment advisory services to various types of pooled investment vehicles, (which may or may not be exempt from registration), pension or profit-sharing plans, and institutional separately managed accounts.

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.

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.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

QIC Ltd. is a government-owned fund management firm headquartered in Brisbane, Australia. The firm was founded in 1991 by the Queensland Government to serve its long-term investment responsibilities and has grown into a long-term specialist manager in alternatives. QIC offers a range of services which includes traditional, alternative and tailored strategic solutions to institutional investors in Australia and internationally.

The University of Melbourne, founded in 1853, is a world-renowned institution located in Parkville, Australia. The university is a leader in education, teaching, and research, offering a wide range of coursework and research programs.

UniSuper Ltd. is the pension fund management subsidiary of UniSuper Superannuation Fund in Australia. The firm was founded in 2000 when the Superannuation Scheme for Australian Universities and the Tertiary Education Superannuation Scheme merged. Headquartered in Melbourne, the industry superannuation fund is dedicated to higher education and research sector professionals in Australia. UniSuper is a member-focused, not-for profit fund which exists exclusively for their members' benefit. They are a socially responsible investor which aims to reduce the social, environmental and financial risks related to their operations.

Seward & Kissel LLP is a leading law firm founded in 1890, with an international reputation for excellence. The private company is based in New York, NY. The firm is particularly well-known for its private fund and investment management work, having established the first private fund firm, A.W. Jones, in 1949. In addition, the firm has earned numerous best-in-class awards over the years and was recently identified by Preqin as the top law firm based on the number of hedge funds serviced. Seward & Kissel has offices in and with particular expertise in the financial services, investment management, banking, and shipping industries. The firm's practices primarily focus on corporate, M&A, securities, litigation (including white collar), restructuring/bankruptcy, real estate, regulatory, tax, employment, and ERISA for clients seeking legal expertise in these areas.

Montlake Capital LLC (Montlake Capital) is a private equity firm founded in 1999.. The firm is headquartered in Seattle, Washington.

Plum Financial Services Ltd. engages in the provision of superannuation solutions for medium and large Australian organizations. The company was founded on February 27, 1998 and is headquartered in Melbourne, Australia.

Victorian Funds Management Corp. (VFMC) is a state-owned sovereign wealth fund management firm headquartered in Melbourne, Australia. The firm was founded under the Victorian Funds Management Corporation Act 1994. VFMC manages the long-term investments of Victorian State Government entities.

Dechert LLP provides legal services. It serves the chemical, construction, finance and real estate, energy, insurance, and health sectors. The firm's practice areas include business restructuring and reorganization, commercial litigation, corporate and securities, energy, finance and real estate, financial services, mergers and acquisitions, and private equity. The company was founded in 1875 and is headquartered in Philadelphia, PA.

Cuscal Ltd. provides transactional banking services to specialist retail financial institutions. It offers payments, cards, capital and technology infrastructure, tailored solutions. The firm has offices in Perth, Melbourne and Canberra. The company is headquartered in Sydney, Australia.

Part of ANZ Group Holdings Ltd., ANZ Funds Management is an Australian company. Fiona Mackenzie has been the CEO of the company since 2022.

Bay Hills Capital Management LLC (Bay Hills Capital) is a private equity firm founded in 2006 by Lance Mansbridge. The firm is headquartered in San Francisco, California.

Energy Outreach Colorado provides energy assistance programs. It also provides grants to housing organizations, multi-family residences, and non-profit facilities to pay for energy efficiency upgrades such as insulation, efficient lighting and energy star appliances. The company founded in 1989 and is headquartered in Denver, CO.

Equity Trustees Wealth Services Ltd. (Equity Trustees) is the wholly owned wealth management subsidiary of EQT Holdings Ltd. (ASX: EQT) in Australia. Formerly known as ANZ Trustees Ltd., the firm was established in 1878 and is headquartered in Melbourne. Equity Trustees offers a diverse range of financial and fiduciary services for corporate, charitable and private clients.

Centre for Investor Education Pty Ltd. specialize in the design and delivery of investment forums and training modules for Boards and executives of Australian and overseas superannuation/pension funds, institutional investment bodies and entities operating in the financial services market. Centre for Investor Education Pty Ltd.'s 2013 program combines rich learning opportunities with focused networking, in a collegiate environment where delegates interactively explore investment issues and developments. Their events are tailored and focused on the specific needs of the discreet groups of attendees, providing access to the latest information about market trends, institutional mind sets, product needs, design and pricing. Participants at Centre for Investor Education Pty Ltd.'s major events typically represent up to 60% of Australian wholesale funds under management.

PIMCO Investments LLC is a registered broker-dealer headquartered in New York City. The firm is a subsidiary of Pacific Investment Management Co. LLC (PIMCO), ultimately owned by Allianz SE (ETR: ALV) in Germany. PIMCO Investments offers trading services in stocks, bonds, options, mutual funds and private placements for qualified investors.

Lendlease SRL provides project management, design and construction services. The company is headquartered in Milan, Italy.

GQG Partners LLC (GQG) is a SEC-registered asset management firm headquartered in Fort Lauderdale, Florida. They are a wholly-owned subsidiary of GQG Partners, Inc. (GQG: AX). The firm was founded by Rajiv Jain in 2016. GQG provides global, international, emerging markets, and US equity investment portfolios, primarily for institutional clients, pension plans, and pooled investment funds.

Bow River Capital Evergreen Private Markets Fund is a closed-end management investment company, which engages in the business of generating long-term capital appreciation by investing in a portfolio of private equity investments. The firm is also involved in investing in the lower and middle market in four asset classes such as private credit, private equity, real estate, and software growth equity. The company was founded on April 21, 2020 and is headquartered in Denver, CO.