Paul Bolinowsky

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.

Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients.

UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients.

Société Générale SA (UK) (Société Générale UK) is the Great Britain-based brokerage division of Societe Generale SA (XP: GLE, ADR: SCGLY) in France. Headquartered in London, Société Générale UK was founded in 1993 and provides broking services.

Challenger Ltd. (Investment Management) (Challenger-IM) is the funds management division of Challenger Ltd., an investment company headquartered in Sydney, Australia. Founded in 1987, Challenger-IM originates and manages assets for global and Australian institutions.

QIC Ltd. is a government-owned fund management firm headquartered in Brisbane, Australia. The firm was founded in 1991 by the Queensland Government to serve its long-term investment responsibilities and has grown into a long-term specialist manager in alternatives. QIC offers a range of services which includes traditional, alternative and tailored strategic solutions to institutional investors in Australia and internationally.

Part of Principal Financial Group, Inc., Bankers Trust Australia Group is an Australian company that provides investment services. The company is located in Australia. Bankers Trust Australia Group was acquired by Principal Global Investors LLC from Deutsche Bank AG on August 31, 1999 for $1,361.73 million.

Bell Asset Management Ltd. (Investment Management) (BAM-IM) is the investment management division of Bell Asset Management Ltd. The firm is a subsidiary of Bell Asset Management Holdings Ltd., which is owned by Bell Group Holdings Pty Ltd. in Australia. Headquartered in Melbourne, BAM-IM provides advice to institutional investors and to pooled investment vehicles, including the Bell Trusts. The investors in the Bell Trusts may include corporations, endowments, foundations, trusts, estates, individuals and pension and profit sharing plans.

Citigroup Global Markets Australia Pty Ltd. (Citi Australia) is the brokerage arm of Citigroup Global Markets Australia Holdings Pty Ltd., ultimately held by Citigroup, Inc., (NYSE: C) in the US. Headquartered in Sydney with additional office in Melbourne, Citi Australia provides brokerage services to Australian consumers, corporations, institutions and governments. The firm participate in sales and trading across all asset classes including equities, corporate, government and agency bonds, mortgage-backed securities, syndicated loans, structured products, foreign exchange and futures.

Charter Hall Property Securities Management Ltd. (Charter Hall) is the investment management subsidiary of Charter Hall Group (ASX: CHC) in Australia. Headquartered in Sydney, Charter Hall manages real estate securities.

QBE Insurance (Australia) Ltd. (QBE Australia) is the insurance subsidiary of QBE Insurance Group Ltd. (ASX: QBE), a worldwide insurer and reinsurer. Originally founded in 1886 by James Burns and Robert Philp as The North Queensland Insurance Company Ltd., the QBE name is derived from three originating companies: Queensland Insurance, Bankers' and Traders' Insurance Company Ltd. and The Equitable Probate and General Insurance Co. Ltd. Headquartered in Sydney, QBE Australia provides a broad range of insurance products to personal, business, corporate and institutional customers.

Macquarie Securities (Australia) Ltd. (MSAL) is a brokerage firm headquartered in Sydney, Australia. The firm was founded in 1969 and is a subsidiary of Macquarie Corporate International Holdings Pty Ltd., ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MSAL serves as the brokering entity for the Macquarie Group.

The New Zealand Guardian Trust Co Ltd. provides professional trustee services to corporate, personal and philanthropic clients across New Zealand. It acts as a trustee for debt and note issuance, unit trusts, superannuation schemes, KiwiSaver schemes, and securitization programs. The firm also acts as an escrow agent services for mergers and acquisitions, project financing, private equity, capital market transactions, liquidations and workouts, court case settlements, and intellectual property. The company was founded in 1882 and is headquartered in Auckland, New Zealand.

Macquarie Capital (Europe) Ltd. (MCEL) is the London-based subsidiary of Macquarie Group Ltd. (SY: MQG), a global provider of banking, financial, advisory, investment and fund management services. Operating as part of the Macquarie Capital Advisers division, MCEL provides investment advisory services in the UK and in continental Europe. In relation with Macquarie Securities Group, they provide access to Asia Pacific markets for European clients. In terms of research, MCEL supplies macro-economic, markets and stock level analysis to a diverse range of clients. Their capabilities cover equity, debt, ForEx, futures, metals and mining worldwide, economics and strategy. In 2009 Macquarie Group acquired the international brokerage firm Fox-Pitt Kelton Cochran Caronia Waller LLC. The London branch Fox-Pitt, Kelton Ltd. was absorbed into MCEL.

Advance Asset Management Ltd. (Advance AM) is an investment management firm headquartered in Sydney, Australia. The firm was founded in 1982 and formerly known as NSW Property Managers Pty Ltd. and as NSW Asset Management Ltd. In 2023, they were acquired by Mercer (Australia) Pty Ltd., which is ultimately owned by Marsh & McLennan Cos., Inc. (NYSE: MMC) in the US. Advance AM manages managed funds and multi-manager funds for various investors.

The Financial Services Council provides financial services. The private company is based in Sydney, Australia. and has subsidiaries in New Zealand. Sally Loane has been the CEO of the Australian company since 2014.

Part of Royal Bank of Canada, RBC Securities Australia Pty Ltd. is an Australian company that provides brokerage services. The company is based in Sydney, Australia.

Selector Funds Management Ltd. (Selector) is an independent fund manager headquartered in Sydney, Australia. The firm was founded by Tony Scenna and Corey Vincent in 2002. Selector manages wholesale and retail funds for sophisticated and professional investors.

Equity Trustees Wealth Services Ltd. (Equity Trustees) is the wholly owned wealth management subsidiary of EQT Holdings Ltd. (ASX: EQT) in Australia. Formerly known as ANZ Trustees Ltd., the firm was established in 1878 and is headquartered in Melbourne. Equity Trustees offers a diverse range of financial and fiduciary services for corporate, charitable and private clients.

Part of Pacific Current Group Ltd., Treasury Group Investment Services Ltd. is an Australian company that provides fund management services. The company is based in Sydney, Australia.

Monash Investors Pty Ltd. is an independent investment management firm headquartered in Sydney, Australia. The firm was founded by Shane Fitzgerald and Simon Shields in 2012. They manage investment funds for various types of investors. Monash Investors is a signatory to the United Nation Principles for Responsible Investing (PRI).

Complectus Ltd. provides investment services. The company was Founded by Andrew Barnes and is headquartered in Auckland, New Zealand.

H2 Ventures Pty Ltd (H2 Ventures) is a venture capital and accelerator firm founded in 2013 by Ben Heap and Toby Heap. The firm is headquartered in Sydney, Australia.

H2ocean Ltd. engages in the portfolio management and services. It aims to deliver capital growth to investors over the medium to long term; and provide an investment alternative to traditional equities through a diversified portfolio of typically privately held Fintech Ventures. The company was founded by Ben Heap and Tony Heap and is headquartered in Sydney, Australia.

Yarra Funds Management Ltd. (YFM) is an investment management firm headquartered in Melbourne, Australia. The firm was founded in 2017 after a management buyout of Goldman Sachs Asset Management’s Australian-focused investment capabilities and operating platform, backed by TA Associates. They are a subsidiary of Yarra Capital Management Holdings Pty Ltd. YFM offers a range of actively managed fundamental equities, fixed income and multi-asset capabilities. Their fixed income capabilities provide clients with access to multi-asset and hybrid strategies.

Contact Asset Management Pty Ltd. is an Australian company that offers the Contact ex-50 fund, which provides a balance of growth and income. The private company is based in Sydney, Australia. The fund allows investors to access opportunities outside of the largest 50 stocks on the ASX. The company was founded in 2016 by William Culbert, Thomas Charles Dobson Millner.

Prudential Investment Services Corp. Pty Ltd. provides investment advisory services. The private company is based in Sydney, Australia.

Eiger Capital Pty Ltd. is an independent investment management firm headquartered in Sydney, Australia. The firm was founded in 2019 by Victor Gomes, Stephen Wood and David Haddad. Eiger Capital manages the Eiger Australian Small Companies Fund for various types of investors.

Gymnastics Australia is an Australian nonprofit company located in Melbourne that provides gymnastics coaching services.

Part of Vistra Group Ltd., NZGT Holding Co. Ltd. provides trustee services. The company is based in Auckland, New Zealand. NZGT Holding Co. was founded in 2010. NZGT Holding Co. was acquired by Tricor Holdings Ltd., a SUB of Vistra Group Ltd. from Complectus Ltd. on November 25, 2021.