Susan Steiner

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.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Tortoise Capital Advisors LLC (Tortoise) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. Tortoise provides investment management services to individual and institutional investors and pooled investment vehicles.

Lightfoot Capital Partners LP seeks investment opportunities in middle market companies located in the United States. The fund targets companies operating in a broad range of sectors and industries. It provides financing for buyout transactions.

Tortoise Total Return Fund LLC operates as a investment holding company. It invests in master limited partnerships and their affiliates through direct placements and open market purchases. The firm assists institutions that seeks to gain exposure to the energy infrastructure sector and publicly traded limited partnerships. Tortoise Total Return Fund was founded in May 2007 and is headquartered in Leawood, KS.

Tortoise Gas & Oil Corp. provides investment and other financial related services. It provides services to private & public companies. The company is located in Leawood, KS.

Zenith Energy LP develops and operates terminals that store and distribute petroleum. The company is headquartered in Metuchen, NJ.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia.

Based in West Hartford, Connecticut, Aetna Capital Management LLC manages alternative assets for Aetna Insurance Co., a subsidiary of Aetna, Inc. (NYSE: AET).

Fair Trade USA provides farmers and workers producing fair trade certified goods services. It educates consumers, brings new manufacturers and retailers into the fair trade system, and provides farmers with tools, training and resources to thrive as international businesspeople. The company was founded in 1940 and headquartered in Oakland, CA.

Part of James River Coal Co., International Resource Partners LP produces and sells metallurgical and steam coal. The company is based in South Charleston, WV. International Resource Partners was acquired by James River Coal Co. from Lightfoot Capital Partners Fund on April 18, 2011 for $475 million.

MicroVest Capital Management LLC (MicroVest Capital) is a private equity subsidiary of DAI Global LLC founded in 2003 by Gill Crawford and W. Bowman Cutter. The firm is headquartered in Bethesda, Maryland.

Founded in 1978, State Street Global Advisors' Advanced Research Center is the research arm of State Street Global Advisors. The firm is a subsidiary of State Street Corp. (NYSE: STT), a leading provider of financial services to institutional investors including corporations, retirement plans, public funds, endowments, foundations and third-party distributors. They provide quantitative research and develop quantitative models for active strategies in equities, fixed-income, asset allocation and currencies

ImpactAssets provides insurance and financial services. The company was founded by Tim Freundlich in 2010 and is headquartered in Bethesda, MD.

Lightfoot Capital Partners LP (Lightfoot Capital Partners) is a private equity firm founded in 2006 by Vince Cubbage and Michael Hart. The firm is headquartered in New York, New York.

Part of Lightfoot Capital Partners LP, Lightfoot Capital Partners GP LLC is an American investment company that focuses on energy-related businesses. The company is based in DE and was founded by Vincent T. Cubbage.

Part of Zenith Energy LP, Zenith Energy Logistics GP LLC operates as a holding American company. Jeffrey R. Armstrong has been the CEO of the company since 2014.

World Tree COP USA LLC engages in the provision of economic and environmental investment. The company was founded by Wendy Burton in 2015 and is headquartered in Mesa, AZ.

Clearstream Capital LLC (Clearstream Capital) is a private equity firm founded in 2017 by Andrew W. Ward. The firm is headquartered in New York.

Part of TortoiseEcofin Investments LLC, Ecofin Advisors LLC is a company that provides investment advice. The company is based in Leawood, KS. The company was founded in 2020. The CEO is Harold Kevin Birzer.