Daniel Watkins

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.

Robert Fleming Holdings Ltd. provides investment banking services. It also provides asset management services to corporates, pension funds, government institutions, charities, private clients and retail customers throughout the world. The company was founded in 1973 and is headquartered in London, UK.

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

BIDS Trading LP is a registered broker-dealer and holding firm headquartered in New York City. The firm was founded by Jim Lee and Jim Bird in 2006. BIDS Trading is the operator of the BIDS Alternative Trading System (ATS), an independently managed and operated trading venue, separate from and not integrated with the Cboe US securities exchanges. It brings counterparties together to anonymously trade large blocks of shares. The BIDS ATS is open to all qualifying broker-dealers and their institutional clients, subject to basic credit and regulatory requirements.

JPMorgan Asset Management (UK) Ltd. (JPMAM-UK) is the wholly owned, Great Britain-based investment arm of JPMorgan Asset Management International Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1974 and formerly known as JPMorgan Fleming Asset Management. They changed their name to JPMorgan Asset Management UK Ltd. in 2005. Headquartered in London, JPAM-UK provides investment advisory services to institutional clients, both US and non-US.

J.O. Hambro Capital Management Ltd. (JOHCM) is an investment management firm headquartered in London, UK. The firm was founded by James Hambro in 1993 as an independently managed boutique, and was acquired by Pendal Group Ltd., formerly BT Investment Management Ltd., in 2011. In 2023, Perpetual Limited (ASX: PPT) – an ASX-listed, global diversified financial services company in Sydney, Australia – acquired Pendal Group, including JOHCM. The firm provides discretionary investment advisory services across a diverse range of equity strategies through pooled vehicles (or investment funds) and to clients that establish separately managed accounts.

Artemis Fund Managers Ltd. provides fund management services. The company was founded by Richard John Turpin and Mark Robert John Tyndall on 11 February, 1986 and is headquartered in London, the United Kingdom.

Kohlberg Kravis Roberts & Co. LP (KKR) is a private equity subsidiary of KKR & Co. Inc founded in 1976 by Henry Kravis, George Roberts and Jerome Kohlberg. The firm is headquartered in New York.

Part of Zurich Insurance Group AG, Centre Reinsurance Holdings provides reinsurance services. Centre Reinsurance Holdings was acquired by Zurich Insurance Co. Ltd. from Kemper Corp. /Old/ on February 03, 1994.

Bear Stearns FOF Asset Management (Bear Stearns FoF Asset Management) is a private equity subsidiary of Bear Stearns Asset Management Inc. founded in 1998. The firm is headquartered in New York.

Part of Nedbank Group Ltd., Fleming Asset Management is a British financial investment services company. The company is based in Glasgow, UK. Fleming Asset Management was acquired by BoE Asset Management Ltd on August 01, 2000.

Angelo, Gordon & Co LP (Private Equity Group) (Angelo, Gordon & Co LP) is a private equity subsidiary of Angelo Gordon & Co. LP founded in 1988 by John Michael Angelo and Michael Laurence Gordon. The firm is headquartered in New York.

Alvarez & Marsal, Inc. engages in the provision of consulting services. It offers business advisory, performance improvement, turnaround management, and interim management services. The company was founded by Antonio Clemente Alvarez II and is headquartered in New York, NY.

Datamars SA manufactures of radio frequency identification systems. It serves the companion animal, livestock, and textile identification markets. The company was founded by Parvis Hassan-Zade in 1988 and is headquartered in Lamone, Switzerland.

Part of JPMorgan Chase & Co., Jardine Fleming Securities (Asia) Ltd. is a company based in Tokyo, Japan.

Part of Bank of Montreal, Lloyd George Management is a private equity fund. The company is based in London, UK.

Part of AXA SA, AXA Investment Managers GS Ltd. is a British company that provides lending and trading services. The company is based in London, UK and was founded in 1998.

17 Capital LLP (17 Capital) is a private equity firm founded in 2008 by Pierre–Antoine. The firm is headquartered in London.

Founded in 2006, JPMorgan Asset Management Services Ltd. is a British business support services company that is part of JPMorgan Chase & Co. The company is based in London, UK.

The Pensions Management Institute provides employee retirement benefits and services. It promotes standards of excellence and lifelong learning for employee benefits and retirement savings professionals and trustees through qualifications, membership and ongoing support services. The company was founded in 1976 and is headquartered in London, the United Kingdom.

T. Rowe Price Australia Ltd. (Price Australia) is the wholly owned, Australian investment management subsidiary of Great Britain-based T. Rowe Price International Ltd., ultimately held by T. Rowe Price Group, Inc. (NASDAQ: TROW) in the US. The firm was founded in 2004 as T. Rowe Price International Ltd. (Australia). Headquartered in Sydney, Price Australia primarily provides discretionary investment advisory services and has the authority to select securities or other investment vehicles consistent with clients’ investment guidelines. The firm also provides non-discretionary investment advice to platforms sponsored by unaffiliated investment advisers, broker-dealers and other financial service firms.

Pemberton Capital Advisors LLP (Pemberton Capital Advisors) is a private equity firm founded in 2011 by Symon Drake-Brockman. The firm is headquartered in London with additional offices across the globe.

Credit Suisse International (Investment Management) (Credit Suisse International-IM) is the investment management division of Credit Suisse International, an investment banking firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Credit Suisse AG, which is ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse International-IM provides investment advisory and management services.

JPMorgan Asset Management (Real Estate) is a Private Equity firm, a subsidiary of JPMorgan Funds Ltd. founded in 1936. JPMorgan Asset Management (Real Estate) is headquartered in New York.

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.

Part of JPMorgan Chase & Co., JPMorgan Europe Ltd. (Stockholm Branch) provides investment advice. The company is based in Stockholm, Sweden. Patrick MacDonald Thomson has been the CEO of the Swedish company since 2017.

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.

KBC Financial Products Ltd. is a British company that specializes in sales, structuring, underwriting, and risk management of equity linked and derivative instruments. The private company is based in London, UK.

Innovex Downhole Solutions, Inc. designs, manufactures and installs downhole products for oil and gas industries. Its products include wellhead systems, well construction, well completion, drilling and deployment, product solutions, fishing and interventions. The firm also supports upstream onshore and offshore activities. The company was founded in 2016 and is headquartered in Humble, TX.

Gulf Healthcare International LLC provides healthcare services. It operates diagnostic laboratories, polyclinics, and medical centers. The firm’s chain of diagnostic pathology laboratories and radiology facilities provide diagnostic testing and health screening services for doctors, hospitals, and private healthcare providers; and primary care clinics and polyclinics offer preventative and curative medicine, sub-specialty, and various healthcare services to the working population. The company was founded in 2006 is headquartered in Dubai, the United Arab Emirates.