Bob G. Hiebert

Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles.

Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to a number of client types, including: Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles.

MakeMusic, Inc. provides music education technology services. The firm operates through two segments: Notation and SmartMusic. The Notation segment includes the design, development, sales, and marketing for the Finale family of music notation software products, MusicXML and Dolet software and Garritan sound libraries. The SmartMusic segment includes the design, development, amortization of capitalized song title development, sales, and marketing of the subscription-based SmartMusic product line, and related accessories. The company was founded by John W. Paulson in 1990 and is headquartered in Boulder, CO.

Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Thomas White International Ltd. (TWI) is an investment management firm headquartered in Chicago, Illinois. In 2023, they were acquired by Ramirez Asset Management, Inc., ultimately owned by SAR Holdings, Inc. The firm was founded by Thomas S. White in 1992. TWI provides advisory services to pension and profit-sharing plans, investment companies, which include mutual funds, other pooled investment vehicles, state or municipal government entities, foundations, endowments, and charitable organizations, corporations, individuals, and high-net worth individuals, such as their trusts and estates.

Westmount Asset Management LLC (Westmount) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Berliner and James E. Berliner in 1990. Westmount provides various investment advisory services to pension and profit-sharing plans, non-profits, estates and trusts, corporations, partnerships and individuals.

LaunchEquity Partners LLC (LaunchEquity Partners) is a venture capital firm founded in 2006 by Andy Stephens. The firm is headquartered in Milwaukee, Wisconsin.

LGIMA Long Duration US Credit Fund LLC engages in pooled investment fund industry. The company is headquartered in Chicago, IL.

LGIMA Long Duration US Government Credit Fund LLC operates as a pooled investment fund. The company is headquartered in Chicago, IL.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

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.

Aegon Asset Management UK PLC (Aegon AM UK) is the asset management subsidiary of Aegon Asset Management UK Holdings Ltd., ultimately owned by AEGON NV (AMS: AGN) in The Netherlands. The firm's roots date to 1831 when the Scottish Equitable Life Assurance Society was established. In 1994, Scottish Equitable sold a significant minority stake to Aegon NV, becoming a wholly-owned subsidiary in 1998. In 2001, the firm was re-branded as AEGON Asset Management and changed their name to Kames Capital in 2011. They became Aegon Asset Management UK PLC in 2020. Headquartered in Edinburgh, Aegon AM UK manages assets on behalf of clients internationally, which includes public funds, pension plans, financial institutions, endowments, foundations, wealth managers, family offices and individuals. The firm is a signatory to the United Nations Principles for Responsible Investment (UNPRI).

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Legal & General Investment Management Ltd. (LGIM) is a fund management firm headquartered in London. The firm was founded in 1970 and is a wholly-owned subsidiary of Legal & General Investment Management (Holdings) Ltd., which is owned by Legal & General Group plc (LSE: LGEN, ADR: LGGNY). LGIM provides investment management services to pension funds, institutional and private clients. Their clients are primarily in Great Britain, and marginally in the US though their Chicago-based subsidiary LGIM America, which established in 2006.

40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies.

Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Metropolitan West Asset Management LLC (MWAM) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1996 by Tad Rivelle, Laird Landmann and Stephen Kane. They are wholly-owned by TCW Asset Management Co. LLC, which in turn is a wholly-owned subsidiary of The TCW Group, Inc. MWAM offers fixed income portfolio management services to institutional investors, as well as individual investors through the Metropolitan West Funds.

LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally.

Vanderbilt Avenue Asset Management LLC (VAAM) is an independent registered investment advisor headquartered in New York City. The firm was founded by Emad A. Zikry in 2008. VAAM provides discretionary investment management services and investment advisory services to various categories of institutional and high net worth individual clients.

The Investment Association provides investment services. It also offers trainings and seminars. The company was founded on October 13, 1959 and is headquartered in London, the United Kingdom.

Smart Pension Ltd. operates as an auto enrolment workplace pensions platform. It uses Apex Fund Services, a global independent fund administration company, to manage all transactions with investment management strategy handled by Lewis Capital Management. The company was founded by Andrew Evans and William Wynne in 2014 and is headquartered in London, the United Kingdom.

Legal & General MSCI World Fund LLC operates as a pooled investment fund. The company was founded in 2016 and is headquartered in Chicago, IL.

Legal & General MSCI EAFE SL Fund LLC operates as a investment holding company. The company is headquartered in Chicago, IL.

Legal & General S&P 500 SL Fund LLC provides pooled investment fund services. The company was founded in 2016 and is headquartered in Chicago, IL.

Legal & General MSCI USA Fund LLC provides pooled investment fund services. The company was founded in 2016 and is headquartered in Chicago, IL.

Legal & General MSCI ACWI EX USA Fund LLC operates as an investment fund. The company was founded in 2016 and is headquartered in Chicago, IL.

Legal & General MSCI ACWI Fund LLC provides investment services. The company was founded in 2016 and is headquartered in Chicago, IL.

Founded in 2017, LGIM Real Assets Ltd. is a subsidiary of Legal & General Group Plc and functions as an investment holding British company. The company is based in London, UK.