Maxine A. Cuffe

Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns.

abrdn Investments Ltd. (aIL) is an asset management firm headquartered in Midlothian, UK. The firm was founded in 1987 and formerly known as Aberdeen Asset Managers Ltd. They are a wholly-owned subsidiary of abrdn Holdings Ltd., wholly-owned by abrdn Plc (LON: ABDN). aIL provides their clients with discretionary and non-discretionary asset management and related services across a broad range of investment strategies and asset classes. They also offer an alternative platform which encompasses multi-manager research, selection and portfolio management for hedge funds strategies.

Nikko Asset Management Europe Ltd. (Nikko AME) is a fund management firm headquartered in London, UK. The firm was founded in 1984 and is a subsidiary of Nikko AM Global Holdings Ltd., ultimately held by Sumitomo Mitsui Trust Holdings, Inc. (TSE: 8309) in Japan. Nikko AME manages investment products for institutional investors as well as pooled investment vehicles, which includes Japanese Investment Trusts, US registered investment companies, insurance companies and Nikko AM group affiliates.

Clear Peak Capital LLP is an independent alternative investment management firm headquartered in Edinburgh, UK. The firm was founded in 2013 and is majority-owned by its founding partners. Clear Peak Capital LLP acts as investment manager to VT Clear Peak Capital UK Long/Short Equity Fund, an Open-Ended Investment Company (OEIC) authorized by the FCA.

abrdn Investment Management Ltd. (AIM) is the wholly-owned investment management subsidiary of Standard Life Investments Holdings Ltd., itself a wholly-owned subsidiary of abrdn Plc (LON: ABDN) in Great Britain. Formerly known as Standard Life Investments Ltd., the firm was founded in 1990 as the dedicated investment arm of the Standard Life group. Headquartered in Edinburgh, AIM is a socially responsible investor which offers Standard Life Ethical Funds for investors concerned about environmental and social issues. Their flagship is the UK Select Fund.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

British Columbia Bar Association Operates as a law firm association to provide legal services. The company is headquartered in Vancouver, Canada.

Jupiter Asset Management Ltd. (JAM) is an investment management firm headquartered in London, UK. The firm was founded in 1985 and is a subsidiary of Jupiter Investment Management Group Ltd., ultimately owned by Jupiter Fund Management plc (LON: JUP). They were previously a subsidiary of Commerzbank AG until 2007 when their senior management acquired the firm through a management buyout. The firm offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. JAM is a signatory on a number of key initiatives such as the UN Principles for Responsible Investment.

Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year.

BlackRock Investment Management (UK) Ltd. (BIM-UK) is an investment management firm headquartered in London, UK. The firm is a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. BIM-UK was founded in 2006 following the merger of Merrill Lynch Investment Managers and BlackRock. In 2009, BlackRock merged with Barclays Global Investors, including the iShares exchange traded funds business. The combined firm operates under the BlackRock name and has retained the iShares brand. BIM-UK manages a family of mutual funds and acts as sub-advisor to other mutual and pension funds. They also offer alternative investments and managed accounts for individual and institutional clients.

Amundi Hong Kong Ltd. (Amundi-HK) is the wholly owned asset management subsidiary of Amundi Asset Management SA, ultimately held by Rue de la Boetie SAS's Credit Agricole SA (EPA: ACA, ADR: CRARY) in France. Headquartered in Hong Kong, the firm was founded in 1982 as Crédit Agricole Asset Management (Hong Kong) Ltd. They became Amundi (Hong Kong) Ltd. in 2009 when Crédit Agricole SA and Société Générale combined their asset management expertise. Amundi-HK is the North Asia hub for Amundi Group and collaborates with the Tokyo and Singapore offices to manage Asian equities, fixed-income and balanced products for institutional investors and fund distributors.

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.

Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers.

Credit Suisse Asset Management Ltd. (CSAM) is the wholly-owned, Great Britain-based asset management subsidiary of Credit Suisse Asset Management (UK) Holding Ltd., itself a subsidiary of Credit Suisse Group AG (SWX: CSGN, NYSE: CS) in Switzerland. Founded in 1982, the firm is headquartered in London and offers a wide range of investment products and functions across asset classes and investment styles for various clients including governments, institutions, corporations and private individuals.

JPMorgan Asset Management (Asia Pacific) Ltd. (JPAM AP) is an investment management firm headquartered in Hong Kong. The firm was founded in 1974 as JF Asset Management Ltd. and is a subsidiary of JPMorgan Chase & Co. (NYSE: JPM) in the US. JPAM AP manages Asian mandates and equity funds for institutional investors including pension funds, charities and private individuals.

The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries.

Part of Caitong Securities Co., Ltd., Caitong International Capital Co., Ltd. provides advisory services. The company is based in Jiaxing, China. The CEO of the Chinese company is Kwong Shun Lo.

Blake, Cassels & Graydon LLP provides legal advisory services. Its areas of practice include mergers and acquisitions, alternative dispute resolution, aviation, communications, competition, construction, and e-commerce law. The firm offers legal advisory services in areas such as pension and employee benefits, products liability, restructuring and insolvency, sports, taxation, structured finance, outsourcing, and securities law. The company was founded in 1856 and is headquartered in Toronto, Canada.

Law Society of British Columbia provides legal services. The firm protects the public interest in the administration of justice by setting and enforcing standards of professional conduct for lawyers. The company is headquartered in Vancouver, Canada.

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.

Northwater Capital Management Inc (Northwater capital) is a venture capital subsidiary of Northwater Capital Inc. founded in 1989 by David G. Patterson. The firm is headquartered in Ontario, Canada.

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.

Norges Bank Investment Management (UK) (NBIM UK) is the Great Britain-based sovereign wealth management arm of Norges Bank Investment Management (NBIM), which is owned by Norges Bank, the central bank of Norway. Headquartered in London, NBIM UK was founded in 2000 to invests the international assets of the Norwegian Government Pension Fund Global, often referred to as the Norwegian oil fund.

Oceana, Inc. operates as an organization that focused on ocean conservation. The organization works for preventive measures that protect ecosystems before they are exploited by industrial fishing or ruined by pollution. The organization was founded in 2001 and is headquartered in Washington, DC.

Abax Investments (Pty) Ltd. (Abax) is an independent, owner-operated investment firm headquartered in Cape Town, South Africa. The firm was founded by Marius van Rooyen and Anthony Sedgwick in 2003. They were formerly known as Polaris Capital South Africa and changed their name to Abax Investments (Pty) Ltd. in 2010. The firm is dedicated exclusively to fund management. Abax is a signatory to the PRI, a UN-supported network of investors working to promote sustainable investment.