Win P. Nelson

Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY.

Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY.

Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits.

Boyd Watterson Asset Management LLC (Boyd Watterson) is a registered investment advisor headquartered in Cleveland, Ohio. The firm was founded in 1928 and is a wholly-owned subsidiary of Boyd Watterson Holding Co., ultimately held by Boyd-TAMCO Holdings LLC. Boyd Watterson manages assets for individuals, businesses, pension plans, insurance companies, hedge funds, mutual funds and state and municipal government entities.

Part of BlackRock, Inc., BlackRock Investments LLC is a brokerage services provider. The company is based in New York, NY. The company was founded in 1994. Abigail Tate Reynolds has been the CEO of the company since 2006.

Silverback Asset Management LLC (Silverback) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Chapel Hill, North Carolina. The firm was founded by Elliot Bossen in 2002. Silverback offers investment solutions for qualified institutional investors which includes pension funds, endowments, insurance companies, fund of funds, family offices and others.

Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ.

Titanium Asset Management Corp. provides investment advisory services to institutional and retail clients. It offers U.S. equity, fixed income, international equity and alternative strategies through its four wholly owned subsidiaries and business partners. Titanium Asset Management was founded in 2007 and is headquartered in Milwaukee, WI.

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.

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.

Siesta Key Capital LLC is an investment advisory firm. The private company is based in Sarasota, FL.

Princeton Global Asset Management LLC (Princeton Global) is an independent, SEC-registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Paul J. Gerard in 2008. Princeton Global provides US, International and Global investment strategies that are customized to their clients’ investment objectives and needs through equity, fixed income and balanced separately managed accounts.

Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976.

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.

PGIM Private Capital is a private equity firm, a subsidiary of Prudential Capital Group, founded in 1998. The firm is headquartered in Illinois, Chicago.

Dana Investment Advisors, Inc. (Dana) is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Michael Dana in 1980. Dana provides investment supervisory services to qualified pension and profit-sharing plans, Taft Hartley plans, unions, financial institutions such as banks and credit unions, insurance companies, public sector entities such as cities and counties, health care facilities, corporations, charitable foundations and other charitable organizations, and certain high net -worth individuals. They also act as an investment manager for multiple wrap fee programs that are sponsored by third party institutions. Dana is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Global Value Investors Ltd. (GVI) is the international equity investment subsidiary of Pacific Current Group Ltd. (SY: PAC) in Australia. Established in 2004, GVI is based in Sydney. All non-core functions are outsourced to Treasury Group Investment Services Ltd., a subsidiary of Treasury Group Ltd. and investment management of the GVI funds is outsourced to Aubrey Capital Management Ltd. in Great Britain.