Cathy Burdick

Luther King Capital Management Corp. (LKCM) is the investment advisory firm headquartered in Fort Worth, Texas and has additional offices in Austin, San Antonio, and Dallas. The firm was founded in 1979 by J. Luther King, Jr. and is a subsidiary of Southwest JLK Corp. LKCM provides investment management services to high-net-worth individuals, foundations, endowments, investment companies, pension and profit-sharing plans, trusts and estates, among other organizations.

Metropolitan Life Insurance Co. engages in the provision of insurance, annuities, and employee benefits programs. It operates through the US, and MetLife Holdings segments. The company is headquartered in New York, NY.

R.J. Reynolds Tobacco Holdings, Inc. manufactures and markets cigarettes and tobacco products. The company was founded in 1970 and is headquartered in Winston-Salem, NC.

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

Xerox Corp. engages in the integration of paper and digital products. The firm offers home, office, office laser, multifunction and all in one printer, digital sheet-fed printing presses and scanner. The company was founded in 1906 and is headquartered in Norwalk, CT.

Barra LLC provides investment analytics, trading solutions and software to investment professions. The company provides risk management technology for investment professionals. Barra was founded by Barr Rosenberg and Andrew Rudd in 1975 and is headquartered in Berkeley, CA.

Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products.

Founded in 1975, The San Diego Foundation is a public charity that provides a permanent and growing source of funding to hundreds of nonprofit agencies serving the San Diego region. Through an effort called Understanding the San Diego Region, The Foundation joins other nonprofit organizations, community leaders, experts and government officials to address the needs of the community and build consensus for solutions. The San Diego Foundation is headquartered in San Diego, CA and has two other offices in California.

Martingale Asset Management LP (Martingale) is an independent, privately held registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1987 by Arnold Wood, Patricia O’Connor and William (Bill) Jacques. Martingale offers investment advisory and supervisory services to separately managed accounts and to private pooled investment funds open to qualified investors.

TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts.

Rice, Hall, James & Associates LLC (Rice Hall James) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 1974, Rice Hall James manages assets for public and corporate pension funds, Taft-Hartley pension plans, foundations, endowments, financial institutions and high-net-worth individuals, throughout multiple market cycles and in various environments.

Nicholas Investment Partners LP (NIP) is a SEC-registered investment advisor headquartered in Rancho Santa Fe, California. The firm is owned by NIP 3 LP and was co-founded by Catherine and Art Nicholas in 2006 as Wagonhound Investments LP. NIP provides investment advice to individuals, banks or thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or business entities, UMA accounts and private investment vehicles.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Part of Marsh & McLennan Cos., Inc., Mercer William M Ltd. is a consulting services provider. The company is based in Deerfield, IL.

Part of Stifel Financial Corp., Howard Weil Labouisse Friedrichs, Inc. provides securities and commodities services. The company is based in New Orleans, LA.

Procter & Gamble Pharmaceuticals, Inc. develops and markets pharmaceutical products. Its products include Actonel, Asacol, Enablex, Didronel, Macrobid, Macrodantin, Entex, and Ziac. The firm manufactures and markets a variety of over-the-counter and oral care products such as Crest, Oral-B, Prilosec OTC, Vicks, Metamucil, Pepto-Bismol, ThermaCare, and other related products. The company was founded in 1970 and is headquartered in Cincinnati, OH.

Fisher Funds Management Ltd. (Fisher Funds) is an independent specialist investment management firm headquartered in Auckland, New Zealand. The firm was founded by Carmel Fisher in 1998. Fisher Funds manages investment funds and savings accounts for a range of investors that includes community trusts, schools, charities, KiwiSaver schemes, corporate pension schemes and individuals.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

University of Hawai'i at Hilo engages in the provision of services relating to higher education. It offers bachelor’s degrees, minors, master’s degrees, doctoral degrees, certificate programs, graduate certificate programs, and distance learning. The company was founded in 1947 and is headquartered in Hilo, HI.

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.

Legend3D, Inc. provides image processing technology services. The firm specializes in theatrical feature conversion and have also provided stereoscopic consultation for films shot in native 3D that contained some material needing conversion. It also offers conversion of motion pictures, television shows, advertisements and other visual entertainment assets produced in 2D into 3D. The company was founded by Barry B. Sandrew in 2001 and is headquartered in Carlsbad, CA.

EAM Investors LLC (EAM) is a majority employee-owned investment management boutique headquartered in Solana Beach, California. Formerly known as Eudaimonia Asset Management LLC, the firm was founded in 2007 by Travis T. Prentice, Montie L. Weisenberger, and Joshua M. Moss. EAM offers investment management and supervisory services to public and corporate retirement funds, superannuation funds, sub advisory relationships, foundations, endowments and OCIO’s.