Brett Lewis

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Stadion Money Management LLC (Stadion) is a SEC-registered investment advisor headquartered in Watkinsville, Georgia. The firm was founded by Timothy A. Chapman in 1993 as Personal Mutual Fund Management, Inc. They became a subsidiary of Smart USA Co. in 2022. Stadion provides custom solutions to retirement plan advisors, plan sponsors and participants.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy.

Founded in 1982, Baron Capital, Inc. is an SEC-registered limited purposed broker/dealer and mutual fund distributor located in New York City. The firm is a subsidiary of Baron Capital Group, Inc. They are affiliated with Baron Capital Management, Inc. and BAMCO, Inc., both of which of are SEC-registered investment advisors and wholly-owned subsidiaries of Baron Capital Group, Inc. Baron Capital, Inc. is a member of FINRA. They are the distributor of the Baron Funds

Kentucky Retirement Systems (KRS) is a state-owned pension fund management firm headquartered in Frankfort, Kentucky. Founded in 1956, the firm is responsible for the investment of funds and administration of benefits for state and local government employees in the State of Kentucky. These employees include state employees, state police officers, city and county employees as well as non-teaching staff of local school boards and regional universities. KRS oversees the Kentucky Employees Retirement System (KERS) and the State Police Retirement System (SPRS).

Burns International Security Services Corp. provides physical security and related services. It serves commercial, financial, industrial, residential, and government customers. The firm has offices in Canada, Columbia, Mexico, and the United Kingdom. The company was founded by William J. Burns in 1909 and is headquartered in Parsippany, NJ

CIFC Investment Management LLC (CIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 as Deerfield Capital Management LLC and became CIFC Investment Management in 2018. They are wholly owned directly by CIFC Capital HoldCo LLC, which is an indirect subsidiary of CIFC LLC. CIM primarily provide investment management services to pooled investment vehicles that are CLOs and to private funds and investors that invest in corporate and structured credit.

Marshfield Clinic, Inc. owns and operates hospitals. The company was founded by K.W. Doege, William Hipke, Victor Mason, Walter G. Sexton, H.H. Milbee, and Roy P. Potter in 1916 and is headquartered in Marshfield, WI.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

First Coast Security Solutions, Inc. provides security services. It serves gated communities, government buildings at the local, state and federal level, military installations, commercial buildings and corporate campuses, colleges and universities, hospitals and other health care facilities and residential and commercial patrol services. The firm offers vehicle assistance, house checks, traffic rule enforcement and random patrols. The company was founded by Elmer Bland Cologne in 1998 and is headquartered in Jacksonville, FL.

National Defense Industrial Association engages in the defense and national security education. It offers courses such as configuration and data management certification program, defense systems acquisitions management, mastering business development, and certified modeling and simulation professional certification program. The company was founded in 1919 and is headquartered in Arlington, VI.

Prospanica works to prepare Hispanics for leadership positions throughout the U.S. The company was founded in 1988 and is headquartered in Dallas, TX.

Cloud Security Alliance provides security assurance within cloud computing and education on the uses of cloud computing. Its research program works in collaboration with industry, higher education and government on a global basis. The company was founded by Dave Cullinane and Jim Reavis and is headquartered in Seattle, WA.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Monroe Capital LLC (Monroe Capital) is a private equity firm founded in 2004 by Theodore Koenig. The firm is headquartered in Chicago, Illinois.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

IEEE Computer Society operates a society of institute electrical and electronics engineers. It services include digital library, publication, and conferences and events. The company was founded in 1946 and is headquartered in Washington, DC.

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 Life Insurance Co. (Investment Portfolio) (MetLife-IM) is the insurance management division of Metropolitan Life Insurance Co., which is owned by MetLife, Inc. (NYSE: MET), a global provider of insurance, annuities and employee benefit programs. The firm is headquartered in New York City with additional office in Morristown, New Jersey. MetLife-IM offers group dental benefit plans for individuals, employees, retirees and their families and provides dental plan administration for over 20 million people. The firm provides disability products for individuals, as well as employee and association groups who receive them through their employer.

Polu Kai Services LLC provides engineering and environmental services. Its services include professional, construction, remediation, site preparation and demolition services, and disaster response. The company was founded by Sean Jensen in May 2002 and is headquartered in Falls Church, VA.

Precision Edge Access Control, Inc. provides IP enabled physical access control and asset protection services. Its products include EdgeProtect, EdgeView, EdgeAccess, EdgeManager and product datasheets. The company was founded by Don Williams in 1994 and is headquartered in Lisle, IL.

Iowa Public Employees Retirement System (IPERS) is a state-owned pension fund manager headquartered in Des Moines, Iowa. The firm was founded in 1953 to attract and retain quality public employees. IPERS aims to administer a cost-efficient retirement plan that provides lifetime pension payments to Iowa public employees.

Aon Investments USA, Inc. (AIUSA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1981 and is wholly owned by Aon Consulting, Inc., an indirect subsidiary of its ultimate parent Aon Plc (NYSE: AON) in Ireland. AIUSA provides professional investment advisory and consulting services to institutional clients.