Cassio Calil

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

DFO Management /Private Equity/ (DFO) is a private equity subsidiary of MSD Capital Management LLC founded in 1998 by Glenn Robert Fuhrman and John Cartwright Phelan. The firm is headquartered in New York.

Vector Capital Management LP (Vector Capital Management) is an Independent Private Equity firm founded in 1997 by Alexander R. Slusky. The firm is headquartered in San Francisco.

Diamond Hill Capital Management, Inc. (Diamond Hill) is a SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded in 2000 and is a wholly-owned subsidiary of Diamond Hill Investment Group, Inc. (NASDAQ: DHIL). Diamond Hill provides investment management services to individual and institutional investors through mutual funds and separate accounts. The firm also offers investment advisory services to the clients of wrap sponsors.

Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA.

K2 Advisors LLC provides investment advice. The company was founded in 1994 by William Angus Douglass III and David Charles Saunders and is headquartered in Stamford, CT.

Itaú Unibanco SA is the asset management subsidiary of Itaú Unibanco Holding SA (BVMF: ITUB4; NYSE: ITUB) in Brazil. The firm was created as Banco Itaú SA when Unibanco and Itaú merged. Headquartered in Sao Paulo, Itaú Unibanco provides a full line of banking services to individual, institutional and corporate clients.

Part of B3 SA-Brasil, Bolsa de Valores do Rio de Janeiro is a securities exchange. The company is based in Rio de Janeiro, Brazil. Bolsa de Valores do Rio de Janeiro was acquired by Bolsa de Mercadorias & Futuros on May 27, 2002 for $15.89 million.

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

Part of JPMorgan Chase & Co., JPMorgan CCVM SA is a Brazilian company that provides brokerage services. The company is based in São Paulo, Brazil. The company was founded in 1991. Daniel Darahem has been the CEO of the company since 2020.

Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases.

ING Bank NV provides banking services. The company is headquartered in New York, NY.

BV Distribuidora de Títulos e Valores Mobiliários Ltda. (BV DTVM) is an asset management firm headquartered in headquartered in Sao Paulo, Brazil. The firm was founded in 1999 as Votorantim Capital DTVM Ltda., subsequently became Votorantim Asset Management DTVM Ltda. in 2000 and changed their name to BV Distribuidora de Títulos e Valores Mobiliários Ltda. in 2021. They are a subsidiary of Kartra Participaçoes Ltda., which is owned by Banco Bradesco SA (BVMF: BBDC4). BV DTVM manages the assets of third parties and creates customized financial solutions for a range of clients which includes institutional and corporate investors, private banking clients, distributors, and international funds and investors.

The Federação Brasileira de Bancos (FEBRABAN) is a Brazilian banking federation based in São Paulo, Brazil. The federation also promotes sustainability and diversity in the banking sector. FEBRABAN offers educational solutions and courses through its institute of education, INFI. The organization collects personal data through its website and related pages, and has a privacy policy in place to protect user data. FEBRABAN shares information with associated institutions, service providers, and sponsors, and uses cookies to improve user experience and measure audience engagement. Founded in 1972, FEBRABAN provides financial education and consumer self-regulation guidelines, mobile banking services, and fraud prevention measures.

Part of Citigroup, Inc., Citibank DTVM SA is a bank with over 100 years of experience in Brazil. The company is based in São Paulo, Brazil. The Brazilian company provides responsible financial services that enable economic growth and progress. The company was founded in 1971. The CEO is Roberto Paolino.

Blackstone Credit Systematic Strategies LLC (Blackstone Credit) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2004 as DCI LLC. In 2020, they became a subsidiary of Blackstone Intermediary Holdco LLC, ultimately held by The Blackstone, Inc. (NYSE: BX). The firm subsequently changed their name to Blackstone Credit Systematic Strategies LLC in 2021. Blackstone Credit serves as investment manager for pooled investment vehicles operating as private investment funds, and registered investment companies. The firm also provides investment advisory services to individually managed accounts.

Part of Banco Santander SA, Aymoré Crédito, Financiamento e Investimento SA is a financial company based in São Paulo, Brazil. Aymoré Crédito, Financiamento e Investimento SA provides credit and financing solutions. The CEO of the Brazilian company is Angel Santodomingo Martell.

Part of Banco Santander (Brasil) SA, Banco Bandepe SA is a provider of banking services. The company is located in Brazil.

Gavea Investimentos Ltda. (GIL) is an independent investment management firm headquartered in Rio de Janeiro and was founded in 2003. Formerly known as 3F Administracao De Recursos Ltda., the firm was founded in 2003 by Arminio Fraga and Luiz Henrique Fraga. In 2010, Gavea became a subsidiary of JPMorgan Asset Management, the asset management arm of J.P Morgan Chase & Co. and created a strategic alliance with Highbridge Capital Management, the global alternative asset manager owned by JPMorgan Asset Management. GIL’s activities are focused on hedge funds, private equity funds, equity funds and real estate funds.

Part of Banco Santander SA, Santander Securities Services Brasil DTVM SA is a Brazilian company that provides investment services. The company is based in São Paulo, Brazil.

JPMorgan Administradora de Carteiras Brasil Ltda. (JPMorgan Brazil) is the asset management subsidiary of JPMorgan Asset Management Holdings, Inc., which is ultimately held by JPMorgan Chase & Co. (NYSE: JPM. Headquartered in Sao Paulo, JPMorgan Brazil was founded in 2010 and provides asset management services to institutions, intermediaries and individuals.

Sul América Investimentos Gestora de Recursos SA (SulAmérica Investimentos) is the asset management subsidiary of Sul América Investimentos DTVM SA, ultimately held by Rede D'Or São Luiz SA (BVMF: RDOR3) in Brazil. Founded in 2015, the firm is headquartered in Sao Paulo and manages assets for a range of clients such as pension funds, insurers, companies, financial institutions, family offices, brokers, distributors and high-net worth individuals. SulAmérica Investimentos is a signatory to the UN Principles for Responsible Investment (UNPRI) and seeks to incorporate environmental, social and corporate governance matters into their business practices.

Frame Health, Inc. provides cloud-based software solutions. It platform enables healthcare and solution providers to deliver long term, intimate, engagement that enhances patient care and significantly healthcare costs. The company was founded by Bruce Ettinger and is headquartered in Pacific Palisades, CA.

Akatu Institute functions as a foundation or endowment. The non-profit company is based in São Paulo, Brazil.

Bitmo, Inc. The company is headquartered in Carlsbad, CA.

Aspiriant Risk-Managed Real Asset Fund operates as a closed-end investment fund. The investment objective of the Fund is to seek long term capital appreciation. The Fund intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles (collectively, “Investment Funds”) that invest substantially all their assets in real estate, infrastructure, commodities and other real asset securities and funds. The company is headquartered in Milwaukee, WI.

Aspiriant Risk-Managed Capital Appreciation Fund operates as a non-diversified closed-end management investment firm. It intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities. The company was founded on November 10, 2020 and is headquartered in Milwaukee, WI.

Falcon Peak Acquisition Corp. is a blank check company, which was formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded on September 3, 2020 and is headquartered in New York, NY.

Part of Itaú Unibanco Holding SA, Itaú Unibanco Asset Management Ltda. is a financial services company based in São Paulo, Brazil. Itaú Unibanco Asset Management Ltda. provides various financial services, as described in their website. The Brazilian company was founded in 2021 and Carlos Augusto Salamonde has been the CEO of the company since 2021.

Part of B3 SA-Brasil, Bolsa, Balcão, Central de Exposição de Derivativos - CED is a Brazilian company that provides capital markets transparency solutions. The company is based in São Paulo, Brazil. The company was founded in 2010. Central de Exposição de Derivativos - CED was acquired by B3 SA-Brasil, Bolsa, Balcão from Federação Brasileira de Bancos on June 01, 2020 for $0.98 million.