John Thompson

John Hancock Life Insurance Co. (USA) provides investment advice. The firm offers insurance and investment products and services to retail and institutional customers. It is the investment advisor responsible for management of the insurance company and other institutional portfolios. The company is headquartered in Boston, MA.

Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations.

Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes manages global equity and fixed-income assets for clients worldwide.

Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.

Hotchkis & Wiley Capital Management LLC (Hotchkis & Wiley) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded in 2001 and is a subsidiary of HWCap Holdings LLC, ultimately held by Warren A. Stephens Trust. They provide investment advisory services to institutional and individual investors. Hotchkis & Wiley is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

Zebra Capital Management LLC (Zebra Capital) is an independent, SEC-registered investment advisory firm headquartered in Stamford, Connecticut. The firm was founded by Roger Ibbotson and Zhi Wu Chen in 2001. Zebra Capital provides discretionary investment management services primarily to pooled investment vehicles and separate accounts.

Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.

Perennial Value Management Ltd. (PVM) is an independent fund management firm headquartered in Sydney, Australia. The firm was founded by John Murray in 2000. PVM provides fund management services through equity ownership and the alignment of interests between key investment management staff and institutional and retail clients.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

Ord Minnett Ltd. provides wealth management and financial services. It offers stockbroking, financial planning, superannuation and SMSF, cash, fixed interest securities, exchange traded funds, alternative investments, and estate planning. The company was founded in 1872 and is headquartered in Sydney, Australia.

Part of Coface SA, CNA Credit is an American company that provides credit management and protection services. CNA Credit was acquired by Compagnie Française d'Assurance pour le Commerce Extérieur SA from Loews Corp. on December 31, 2002.

Ibbotson Pty Ltd. provides asset management services. The company is headquartered in Sydney, Australia.

Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.

Ernst & Young LLP engages in the provision of accounting services. The company was founded on April 6, 2001 and is headquartered in London, the United Kingdom.

Part of Ernst & Young Global Ltd., EY Port Jackson Partners is an Australian company that provides real estate, precinct and project management services. The company is based in Sydney, Australia. David Joseph Larocca has been the CEO of the company since 2006.

Islay Capital Management LLC, dba McDonald Capital Management (MCM), is an independent SEC-registered investment advisor and wealth management firm headquartered in Lubbock, Texas. The firm was founded by Eric C. McDonald in 1990. MCM provides individually tailored investment portfolios and financial planning services for individuals, endowments, foundations, pensions and corporations. The firm also manages a private fund that invests primarily in a private equity fund.

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.

AvSuper Pty Ltd. is a trustee of the AvSuper Fund, which has both accumulation and income stream USIs. The private company is based in Canberra, Australia and has subsidiaries in Australia. The Australian company will be closed on Monday, March 13th, 2023 due to a public holiday in ACT, VIC, and TAS. The CEO of the company is Michelle Wade.

Part of Australian Ethical Investment Ltd., Australian Ethical Superannuation Pty Ltd. is a company that provides pension fund management services. The company is based in Wollongong, Australia. The CEO of the company is John McMurdo.

Ocean Park Asset Management LLC (OPAM) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded in 2007 as Wright Fund Management LLC and changed their name to Ocean Park Asset Management LLC in 2023. OPAM is the investment adviser to the Sierra Mutual Funds and does not provide advisory services to retail investors.

Strategic Global Advisors LLC (SGA) is a SEC-registered investment advisor and holding firm headquartered in Newport Beach, California. The firm was founded in 2005 by Cynthia Tusan. SGA offers discretionary investment advisory services to institutional investors as well as to certain legacy high net worth individuals, trusts and estates.

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