Bobby Story

GAMCO Asset Management, Inc. (GAMCO) is a SEC-registered investment advisor headquartered in Rye, New York. The firm was founded by Mario Gabelli in 1977 and is a wholly-owned subsidiary of GAMCO Investors, Inc. (NYSE: GBL). GAMCO offers investment management services to employee benefit plans, endowments, foundations, corporations, limited partnerships, trusts, estates, domestic and offshore investment companies (generally as sub-advisor) and private investors. They also act as manager for third-party wrap programs.

Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions.

Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds.

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

Mutual of America Life Insurance Co. provides pension and retirement related products, programs and services. The firm offers variable universal life, group life and disability insurance products. The company was founded on January 3, 1945 and is headquartered in New York, NY.

Broadmark Asset Management LLC (Broadmark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Christopher J. Guptill in 1999 and became a majority owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG) in 2023. Broadmark manages and/or sub-advises mutual funds, retail and institutional separately managed accounts. Tactical Growth is their flagship strategy.

Ares Management LLC is a SEC-registered investment advisor and global alternative investment manager headquartered in Los Angeles, California. The firm was founded in 1997 by Merritt Hooper, John Kissick and Antony Ressler. They are a subsidiary of Ares Management Holdings LP and their ultimate parent is Ares Management Corp. (NYSE: ARES). Ares Management provides investment advice to various pooled investment vehicles, other separately managed accounts and other institutional clients.

Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments.

City Ventures LLC engages in homebuilding activities. The company focuses on the growth, acquisition, and management of real estate opportunities, including urban development and management of homes. City Ventures was founded by Mark Buckland and Craig Atkins on January 15, 2009 and is headquartered in Irvine, CA.

Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts.

Cedars-Sinai Medical Center operates a hospital that provides healthcare services. It specializes in cancer, endocrinology, gynecology, neurology, orthopedics, and respiratory disorders. The company was founded in 1902 and is headquartered in Los Angeles, CA.

Ares EIF Management LLC (Ares EIF) is a private equity subsidiary of Ares Management Corp. founded in 1987 by Herbert Magid and John Harold Kissick. The firm is headquartered in Needham, Massachusetts.

Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY.

Hudson Capital Advisors BD LLC (Hudson Capital Advisors) is a private equity firm founded in 2003 by Paul F Lipari. The firm is headquartered in Scottsdale, Arizona.

Apollo Global Management, Inc /Private Equity/ (Apollo Global Private Equity) is a private equity firm founded in 1990. The firm is headquartered in New York City.

Part of UBS Group AG, SG Warburg Securities Ltd. provides investment banking services.

City Ventures, Inc. is an investment holding company, which engages in the real estate development. It focuses on the construction of town homes, condominiums, lofts, mixed use, live-work, and single family detached homes. The company was founded by Craig Atkins and R. Mark Buckland in 2009 and is headquartered in Omaha, NE.

Part of Ares Management Corp., Ares Management GP LLC is a company that provides management consulting services. The company is based in Los Angeles, CA. The CEO of the company is Michael J. Arougheti.