Donald R. Howard

S&P Global Ratings provides independent credit risk research. It offers issuer credit ratings that provide an opinion on the overall capacity of an entity to meet its financial commitments, issue credit ratings that provide an opinion of the creditworthiness of an obligor with respect to a specific financial obligation(s) or specific financial program and loan ratings. The company is headquartered in New York, NY.

Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc.

Founded in 2000, CRISIL Risk & Infrastructure Solutions Ltd. is a subsidiary of S&P Global, Inc. that provides risk management and advisory services. The company is based in Mumbai, India.

S&P Dow Jones Indices provides index-based concepts, data, and research to the financial market. Its stock market indices are used as benchmarks and as the basis of investable products, such as exchange-traded funds, mutual funds, and structured products. The company was founded in July 2012 and is headquartered in New York, NY.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

The World Economic Forum USA, Inc. operates an organization for economic reforms. The non-profit company is based in New York, NY.

International Bank for Reconstruction & Development provides loans and other financial services. It raises funds through issuing debt securities in various currencies to both institutional and retail investors, as well as through associated financial derivatives. The bank offers loans and related derivative products to developing countries for education, health, infrastructure, communication, and other purposes, as well as provides guarantees on loans from private investors for projects in countries eligible to borrow from IBRD. It also provides loans to the International Finance Corporation without guarantee. In addition, IBRD offers technical assistance and advisory services to its member countries that comprises assigning qualified professionals to survey developmental opportunities in member countries; analyzing their fiscal, economic, and developmental environment; assisting member countries in devising coordinated development programs; appraising projects suitable for investment; and assisting member countries in improving their asset and liability management techniques, as well as provides investment management services to various types of external institutions, including central banks of member countries. The company was founded in 1944 and is headquartered in Washington, DC.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Paul, Weiss, Rifkind, Wharton & Garrison LLP operates a law firm. Its practices include mergers and acquisitions, securities, public and private financing, investment funds, private equity, real estate, intellectual property, communications and technology, new media and the Internet, entertainment, employee benefits and executive compensation, personal representation, antitrust, environmental regulation, tax and bankruptcy, and corporate reorganization law. The company was founded in April 1875 is headquartered in New York, NY.

Part of Calder Holdco I LP, CashCalc Ltd is a British company that develops online financial planning tools. The company is based in London, UK. Founded in 2014. CashCalc was acquired by FE fundinfo Ltd. on May 13, 2021.

Sustainability Accounting Standards Board is a non-profit organization, which engages in the development and maintaining of robust reporting standards that enable businesses around the world to identify, manage, and communicate financially material sustainability information to their investors. Its market use include supporters, perspectives and case studies, SASB resources, SASB reporters, firm licensing SASB. The company was founded by Jean Rogers in 2011 and is headquartered in San Francisco, CA.

Girl Scout Council of Greater New York, Inc. provides programs for women. It offers business entrepreneurship, outdoor adventure and education, stem, leadership development, leadership institute, scholarships, and external program resources. The company was founded in 1913 and is headquartered in New York, NY.

FE fundinfo Ltd. operates as a global fund operator. It facilitates investing by connecting fund managers and fund distributors and enabling them to share and act on trusted, insightful information The company was founded in 2019 and is headquartered in London, the United Kingdom.

Promotes private investments in developing countries

FE Fundinfo (UK) Ltd. provides investment data, software, and performance analysis. The company was founded on July 17, 1989 and is headquartered in Woking, the United Kingdom.

Part of HGCapital Mercury Nominees Ltd., FE Topco Ltd. is a holding British company that provides retail fund information services to asset management industries. The company is based in London, UK and was founded in 2016.

Founded in 2016, Tulip Midco Ltd. (Greater London) is a British company that functions as an investment holding company. Part of HGCapital Mercury Nominees Ltd., the company is based in London, UK.

Financial Express Investments Ltd. provides online information services. It offers investments, fund managers, passive funds and portfolio services. The company was founded in 1995 and is headquartered in Woking, the United Kingdom.

Quotevision Ltd. provides in-bound quotes and aggregation services. It offers data that covers derivatives, loans, and bonds. The company was founded on June 19, 2003 and is headquartered in London, the United Kingdom.

Credit Market Analysis Ltd. provides real-time market data and intra-day information for financial markets. The company was founded by Robert Swerling on December 11, 2001 and is headquartered in London, the United Kingdom.

CMS SRL is engaged in the distribution of machines and solutions for the screen printing field. Its products include dryers, screen printing machines, and accessories. The company was founded in 1981 and is headquartered in Zibido San Giacomo, Italy.

Standard & Poor's Investment Advisory Services (UK) Ltd. is the Great Britain-based financial research subsidiary of S&P Global, Inc. (NYSE: SPGI) in the US. Formerly known as McGraw-Hill Financial Research Europe Ltd., established in 1994 as Standard & Poor's LLC, the firm is located in London.

Young & Rubicam Brands, Inc. provides advertising services. It primarily operates through its flagship creative ad agency Y&R Advertising. The firm offer consulting and marketing services through Wunderman, and public relations services through Burson-Marsteller and Cohn & Wolfe. The company was founded by Raymond Rubicam and John Orr Young in 1923 and is headquartered in New York, NY.

Perry Ellis Menswear LLC designs, manufactures, and markets menswear. It offers shirts, pants, leather accessories, and sportswear. It provides products to Federated, Dillard's, Marmaxx, and May Department stores. The company is headquartered in Miami, FL.

Inked Brands provides an e-commerce platform that enables social media influencers to monetize client followers. The company was founded in 2007 and is headquartered in Bowling Green, NY.

National Association of Real Estate Investment Trusts, Inc. is an American company that provides an array of industry data prepared by NAREIT staff and other outside sources. The non-profit company is based in Washington. The company specializes in REITs, or real estate investment trusts, which are companies that own or finance income-producing real estate across a range of property sectors. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors. Steven A. Wechsler has been the CEO of the company since 1997.

Founded in 1995, Trustnet Ltd. is a financial information publisher that operates online. Part of Sculptor Capital Management, Inc., the company is based in Woking, UK.

Global A, Inc. operates a chain of drug stores and pharmacies. The private company is based in Norcross, GA.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance).

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Marsh LLC provides insurance brokerage and risk management services. It offers risk management, risk consulting, insurance broking, alternative risk financing, and insurance program management services to businesses, government entities, organizations, and individuals. The company was founded by Henry W. Marsh and Donald R. McLennan in 1871 and is headquartered in New York, NY.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.