Douglas Fillin

Founded in 1951, 300 North Capital LLC is a registered investment advisor located in Pasadena, California. The firm is a subsidiary of Carriage House Capital LLC. 300 North Capital provides portfolio management services to high net-worth individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, municipalities, private funds, and other U.S. institutions. 300 North Capital evolved from a predecessor firm, Provident Investment Counsel, founded in 1951. Effective January 1, 2013, 300 North Capital's management team acquired its existing business from Old Mutual in a transaction providing the 300 North Capital management team with ownership of all 300 North Capital's shares and providing Old Mutual with economic interest in 300 North Capital that will will terminate over time.

MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations.

Founded in 2006, Tradewinds Global Investors LLC is a registered investment advisor headquartered in Los Angeles. The firm was created through a reorganization of their affiliate, NWQ Investment Management Co. They are a subsidiary of Nuveen Investments, Inc. Tradewinds provides investment advisory services to a wide variety of clients, including corporate and multi-employer plans, charitable organizations, educational institutions, individuals, high net-worth individuals, trust accounts, estates, corporations and/or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. They provide investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs and other non-US pooled investment vehicles, including UCITS funds. Tradewinds also provides investment advisory services to a number of private investment funds which are generally organized as Delaware statutory trusts.