Zak Volnyansky

Part of Legal & General Group Plc, Legal & General Retirement America is a company that specializes in customized pension risk solutions for institutional clients. The company is based in Stamford, CT and was established in 2015. Legal & General Retirement America is a business unit of Legal & General America, which underwrites and issues life insurance and retirement products through Banner Life Insurance Company and William Penn Life Insurance Company. Banner products are distributed in 49 states and the District of Columbia, while William Penn products are distributed exclusively in New York. Legal & General Retirement America, also known as LGRA, is the pension risk transfer division of Legal & General America.

Stone Harbor Investment Partners LLC (Stone Harbor) is a registered investment advisor headquartered in New York City. The firm was founded by Peter Wilby in 2006 and was acquired in 2022 by Virtus Partners, Inc., a subsidiary of Virtus Investment Partner, Inc. (NASDAQ: VRTS), from SHIP Capital Partners LP. Stone Harbor provides portfolio management services to a wide variety of US and non-US institutional accounts. In addition, the firm is the investment adviser or sub-adviser to various pooled investment vehicles including US registered investment companies (open-end and closed-end funds), collective investment trusts, private funds and registered offshore funds such as Irish UCITS and Irish qualifying investor funds.

Citigroup Asset Management is a registered investment advisor located in New York City with an additional office in Washington, DC. The firm is a subsidiary of Citigroup Financial Products, Inc. and their ultimate parent is Citigroup, Inc. (NYSE: C)

Safian Investment Research, Inc., a division of Burnham Securities Inc., is a registered investment advisor located in White Plains, New York.

KPMG Advisory NV is an investment research firm headquartered in Amstelveen, Netherlands. The firm is a subsidiary of KPMG Europe LLP, ultimately owned by KPMG International Cooperative in Switzerland. KPMG Advisory offers high-quality services in the areas of Audit and Advisory.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.