Richard Philip Benonis

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies.

Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

R.R. Donnelley Financial produces, creates, and manages transaction and compliance documents. It provides printing and customized communications solutions for the capital market, investment management and healthcare communities. The company is headquartered in New York, NY.

G.research (formerly known as Gabelli & Co., Inc.) is a registered institutional research and brokerage firm headquartered in Rye, New York and was founded in 1976. The firm is a subsidiary of Gabelli Securities, Inc. and their ultimate parent is GAMCO Investors, Inc. (NYSE: GBL). G.research has an emphasis on small and mid-cap ideas. Their core competencies include aerospace and defense, automotive aftermarket, food and beverage, gaming and lodging, industrials, media, specialty chemicals, telecom and utilities. They publish daily research notes and full reports utilizing their proprietary Private Market Value (PMV) with a Catalyst methodology.

Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul.

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.

Founded in 1979, Northern Trust Securities, Inc. is an SEC-registered broker/dealer and government securities broker/dealer headquartered in Chicago. The firm is a wholly-owned subsidiary of the Northern Trust Corp. (NASDAQ: NTRS). They offer research, account information, market data and online trading services. In addition, Northern Trust offers a variety of banking services including retail banking, trust services, securities brokerage services and investment management services. They operate primarily in the US, continental Europe and Canada. Northern Trust Securities is a member of the NASD and the SIPC.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Founders Federal Credit Union engages in the provision of financial products and services. It also offers auto loans, recreational vehicle loans, credit cards, personal loans, mortgage loans, home equity line of credit, education loans, personal line of credit, and e-payments. The company was founded in 1950 and is headquartered in Lancaster, SC.

Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY.

JMC Capital Partners LLC (JMC Capital Partners) is a private equity firm founded in 1999 by Michael A. D’Amelio and G. Lawrence Bero. The firm is headquartered in Boston, Massachusetts.

Part of KPMG International Cooperative, KPMG Peat Marwick, Inc. provides accounting services.

CapAcuity LLC provides investment advisory and asset management services. It designs and implements enhancements in investments optimize funding and negotiate vendor and product pricing. The company was founded by Peter S. Cahall in 2017 and is headquartered in Lake Mary, FL.

Part of Macquarie Group Ltd., Macquarie Bank Ltd. (South Korea) is a South Korean banking company that provides banking services. The company is based in Seoul, South Korea.

W.G. Shaheen & Associates Ltd. (do business as Whitney & Co.) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Rochester, New York. The firm was founded in 1975, and offers discretionary portfolio management services to individuals, high net-worth individuals, pension plans/profit sharing plans, and foundations/charities.

Ferguson Shapiro LLC is an independent, SEC-registered investment advisor headquartered in Decatur, Georgia. The firm was founded in 2018 as Shiloh Advisors LLC. Ferguson Shapiro provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates, trusts, and other US and international institutions.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

AdvicePeriod LLC is a wealth management firm headquartered in Los Angeles, California. The firm was founded by Steven Lockshin in 2013 and is majority owned by Mariner Wealth Advisors LLC. AdvicePeriod provides advisory services to individuals, trusts, estates, family entities, charitable organizations, corporations, and other business entities.

Argosy Real Estate is a private equity firm subsidiary of Argosy Capital founded in 2007. The firm is headquartered in Wayne, Pennsylvania.