J. Michael Sesko

BAMCO, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1987 by Ron Baron and is a wholly-owned subsidiary of Baron Capital Group, Inc. (BCG). BAMCO provides advisory services to investment companies, the Baron Collective Investment Trusts, UCITS funds, and other pooled investment vehicles.

Eagle Capital Management LLC (Eagle) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1988 by Beth and Ravenel Curry. They provide asset management services to public funds, corporate clients, endowments and foundations, union plans, pension funds, high-net-worth individuals, and pooled investment vehicles. Eagle is a signatory to the UN Principles for Responsible Investment (PRI).

Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Vector Capital Management LP (Vector Capital Management) is an Independent Private Equity firm founded in 1997 by Alexander R. Slusky. The firm is headquartered in San Francisco.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Welsh, Carson, Anderson & Stowe (WCAS) is a private equity firm founded in 1979 by Patrick Welsh, Russ Carson and Bruce Anderson. The firm is headquartered in New York.

Geodis Logistics LLC provides integrated global supply chain management solutions. Its solutions include transportation, warehousing, customs brokerage, freight forwarding, and import and export consulting services. The company was founded in 1951 and is headquartered in Brentwood, TN.

Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers.

JPMorgan Chase Bank, NA (UK Investment Management) (JPMorgan Chase-UK) is the Great Britain-based investment management division of JPMorgan Chase Bank, NA, which is owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. Headquartered in London, JPMorgan Chase-UK was founded in 1993 and manages assets of individuals, families, companies, and communities.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Crestview Advisors LLC (Crestview Partners) is a private equity firm founded in 2004 by Tom Sawyer Murphy Jr. and Barry Stuart Volpert. The firm is headquartered in Madison, New York.

Coker & Palmer, Inc. is an independent registered broker/dealer and financial advisor headquartered in Jackson, Mississippi. The firm was founded by James D. Coker and James Y. Palmer in 1991. Coker & Palmer offers professional services in traditional securities brokerage to individuals and institutions as well as fee based asset management services.

OFS Capital Management(OFS Capital) is a private equity firm founded in 2001 by Glenn R. Pittson. The firm is headquartered in Chicago, Illinois.

Mitsubishi UFJ Trust & Banking Corp. (U.S.A.) Operates as a bank holding company. The company was founded in 1986 and is headquartered in New York, NY.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

Baron Capital Management, Inc. (BCM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Ron Baron in 1982 and is a wholly owned subsidiary of Baron Capital Group, Inc. BCM provides advisory services to high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, wrap fee programs, and other entities. The firm also offers several comingled strategies.

WWEX UNI Topco Holdings LLC provides investment services. The company was founded in 2016 and is headquartered in Dallas, TX.

Ridgemont Partners Management LLC (Ridgemont Partners Management) is a private equity firm founded in 1993 by Travis Hain, George E. Morgan, and Walker L. Poole. The firm is headquartered in Charlotte, North Carolina.

Bramshill Investments LLC (Bramshill) is an employee owned alternative asset management firm headquartered in Naples, Florida. The firm was founded by Art DeGaetano in 2012 and is wholly-owned by Ironmen Holdings LLC. Bramshill provides investment advisory services to institutions, family offices, and high-net-worth individuals.

Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities.