J. Christopher Cooke

Australia & New Zealand Banking Group Ltd. provides banking, financial products and services to retail, small business, corporate and institutional clients. It operates its business through the following segments: Australia Retail and Commercial; Institutional; New Zealand; Pacific; and Technology, Services and Operations and Group Centre. The Australia segment comprises the retail and corporate and commercial business units which provides products and services to consumer and private banking customers in Australia via the branch network, mortgage specialists, the contact centres, a variety of self-service channels and and third party brokers; and banking services including traditional relationship banking and financial solutions through managers focusing on privately owned small, medium, and large enterprises as well as the agricultural businesses. The Institutional segment refers to the transaction banking, loans and specialised finance and markets solutions. The New Zealand segment refers to the retail and commercial business units. The Pacific segment offers products and services to retail customers, small to medium-sized enterprises, institutional customers and governments located in the Pacific Islands. The Technology, Services and Operations, and Group Centre segment provides support to the operating divisions including technology, operations, shared services, property, risk management, financial management, strategy, marketing, human resources and corporate affairs; as well as group treasury, shareholder functions, enablement functions and minority investments in Asia. The company was founded in 1835 and is headquartered in Docklands, Australia.

SWBC Investment Services LLC operates as security brokers, dealers, and flotation companies. The company is headquartered in San Antonio, TX.

Ladenburg Thalmann & Co., Inc. provides investment baking and brokerage services. The firm also provides asset and wealth management, underwriting, alternative investments and advisory services. It serves emerging growth companies and high net worth individuals. The company was founded in 1876 and is headquartered in New York, NY.

AB CarVal Investors LP (AB CarVal) is a SEC-registered investment advisor and alternative investment fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 2006 as a continuation of Cargill Value Investment (CVI), which was an internal business unit of Cargill, Inc. (Cargill). In 2022, they were acquired by AllianceBernstein LP, which is ultimately owned by Equitable Holdings, Inc. (NYSE: EQH). The firm immediately changed its legal name from CarVal Investors LP to AB CarVal Investors LP. AB CarVal offers investment advisory services to private funds, single-investor vehicles, CLO vehicles, separately managed accounts, and non-discretionary accounts.

Miami Country Day School, Inc. is a non-profit organization, which engages in the provision of education services. It offers services relating to academics, lower school, middle school, upper school, learning resources, and college counseling. The company was founded in 1938 and is headquartered in Miami, FL.

AZ International Holdings SA provides financial services. The company was founded on December 15, 2010 and is headquartered in Luxembourg.

SWBC Investment Co. (SWBC) is a SEC-registered investment advisor headquartered in San Antonio, Texas. They are primarily owned by Southwest Business Corp. The firm provides investment advisory services to individuals, high net worth individuals, banking or thrift institutions, charitable organizations and corporations or other businesses. SWBC also provides discretionary investment management services to registered mutual funds and private pooled investment vehicles.

AZ Next Generation Advisory Pty Ltd. engages in the provision of asset allocation and advisory services. The firm serves local retail, high-net-worth individuals, and institutional clients. It offers financial planning, superannuation, and risk and insurance planning services. The company was founded by Paul Barrett in 2014 and is headquartered in Sydney, Australia.

Azimut Enterprises Holding SRL engages in the management of its investments in other firms. The company is headquartered in Milan, Italy.

Kennedy Lewis Investment Management LLC (Kennedy Lewis) is a private equity firm founded in 2017 by David K. Chene and Darren L. Richman. The firm is headquartered in New York.

The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms.

Sanctuary Wealth Partners LLC provides financial services. The company was founded by Jim Dickson and is headquartered in Indianapolis, IN.

Azimut Alternative Capital Partners LLC is a private equity firm headquartered in New York. The firm is the private equity investment arm of AZ US Holding, Inc. and their ultimate parent is Azimut Holding (AZM.MI), a Europe-based independent asset manager that was founded in 1989.