Henry D. Morneault

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.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors.

JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.

Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Clifford Chance U.S. LLP provides legal services. It offers services in the fields of commercial, capital markets, merger, finance and banking, real estate, tax, pensions and employment, litigation, and dispute resolution. The company was founded in 1987 and is headquartered in New York, NY.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Cresset Asset Management LLC (Cresset) is s a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded in 2017 by Douglas Regan and Jack Ablin. They are a subsidiary of Cresset Capital Management LLC, owned by Cresset Manager LLC. Cresset offers investment advisory and family office services to individuals, high-net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, other business entities and pooled investment vehicles.

SM Berger & Co., Inc. provides public relation services. The private company is based in Cleveland, OH.

Standard Chartered Bank is a private company based in Makati, the Philippines. and has subsidiaries in the Philippines. Mike Samson has been the CEO of the Filipino company since 2023.

Dolma Fund Management LLC (Dolma Fund Management) is a private equity firm founded in 2014 by Tim Gocher. The firm is headquartered in Ebene, Mauritius.

Ace Development Bank Ltd. provides financial banking services. It offers loans, like home loan, education loan, personal loan, loan against fixed deposits and market shares, corporate loans, document required-retail loans, and interest rates loans, and deposit services. The company was founded in August 1995 and is headquartered in Kathmandu, Nepal.

BOFAML Investments provides financial intermediary services. The company is headquartered in London, the United Kingdom.

Part of Lepercq, de Neuflize & Co., Inc., Lepercq Lynx Investment Advisory LLC is an American company that produces customized quarterly investment reports for clients. The company is based in Washington. The reports include market outlook, broad index returns, and measurement of individual managers' net of fee returns against appropriate benchmarks. The company works with a diverse group of separate account managers, mutual funds, ETFs, and pooled-funds to recommend within various asset classes. The company continuously monitors existing investments and allocate significant resources to new investment ideas and money managers. The company was founded by Peter J. Tanous, and the CEO is Vipin Sahijwani.

Goodwin Living, Inc. provides community services. It also provides a continuum of care to maximize quality of life through every stage of aging. The company was founded in 1967 and is headquartered in Alexandria, VA.

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

Ares Management Corp (Ares Management) is a private equity firm, a subsidiary of Ares Capital Management LLC founded in 1997 by Michael J Arougheti. The firm is headquartered in Los Angeles, California.