John Eliot F. Lloyd

abrdn Investment Management Ltd. (AIM) is the wholly-owned investment management subsidiary of Standard Life Investments Holdings Ltd., itself a wholly-owned subsidiary of abrdn Plc (LON: ABDN) in Great Britain. Formerly known as Standard Life Investments Ltd., the firm was founded in 1990 as the dedicated investment arm of the Standard Life group. Headquartered in Edinburgh, AIM is a socially responsible investor which offers Standard Life Ethical Funds for investors concerned about environmental and social issues. Their flagship is the UK Select Fund.

Fund Administrative Services LLC provides investment advisory services. The company is headquartered in Boulder, CO.

Located in Boulder, Colorado, Stewart Investment Advisors Ltd. is a registered investment advisor and manager of the Boulder Total Return and Growth & Income closed-end funds.

BSW Wealth Partners LLC (BSW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded by Debi Baydush in 1992. BSW provides investment management services primarily to high net-worth individuals and families.

SVM Asset Management Ltd. (SVM) is a privately-owned investment management firm based in Edinburgh, Scotland. Founded in 1990, SVM specializes in UK, European and global equities investments. The firm offers mutual funds (including an SRI fund), hedge funds and investment trusts to institutional and private investors.

The Phoenix Life SCP Institution is a Mutual life assurance company offering a range of protection, saving, mortgage and investment products.

Kirkland & Ellis LLP provides legal services. It counsels clients in litigation, corporate and tax, intellectual property and restructuring matters. The firm offers intellectual property, antitrust and competition, international trade and national security, real estate and tax, benefits and estate planning services. The company was founded in 1909 and is headquartered in Chicago, IL.

Part of Rathbones Group Plc, Rathbone Stockbrokers Ltd. is a British company that provides a full range of fund management and agency broking services as a member of the stock exchange. The company is based in London, UK. Rathbone Stockbrokers was acquired by Rathbones Group Plc on April 01, 1995 for $40.02 million.

Rathbone Investment Management Ltd. (RIM) is the wholly-owned investment management subsidiary of Rathbone Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in Liverpool and was founded in 1979. RIM manages portfolios for US resident individuals, trusts, charities and pensions. They also provide individual investment and wealth management services for private clients, charities, trustees and professional partners, primarily in Great Britain.

Cornelian Asset Managers Ltd. (Cornelian) is a Scottish specialist investment firm headquartered in Edinburgh. Founded in 1992, the firm was formerly known as Noble Asset Managers Ltd. and changed their name to Cornelian Asset Managers in 2005. They are a subsidiary of Cornelian Asset Managers Group Ltd., ultimately held by Brooks MacDonald Group plc (LON: BRK). Cornelian creates and actively manages high quality, diversified, multi-asset portfolios and risk-managed funds to clients ranging from individuals and their families to large pension funds and charities.

Leonard Cheshire Disability provides disability support services. Its services include disability care and support, supported living, domiciliary support, day services, resource centres, rehabilitation, respite care, personal support and training and assistance for those looking for work. The company was founded by Leonard Cheshire on May 22, 1948 and is headquartered in London, the United Kingdom.

Brooks Macdonald Asset Management Ltd. (BMAM) is the specialist investment subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. The firm was founded by Jonathan Gumpel and Richard Spencer in 1997 as Brooks Macdonald Gayer Asset Management Ltd. and changed their name to Brooks Macdonald Asset Management Ltd. in 2002. BMAM is headquartered in London with offices throughout Great Britain. They offer a range of investment management services and advice to individuals, pension funds, institutions, charities and trusts in the UK and internationally.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year.

IFCI Foundation-International Financial Risk Institute provides education and information services. The company was founded in 1984 and is headquartered in Geneva, Switzerland.

Peak Trust Co. provides trust administration and services. It offers investment management, overlay portfolio, mutual funds, and wealth advisory. The company was founded by Doug Blattmachr in 1997 and is headquartered in Anchorage, AK.

R3 Returns LLC provides investment advice.

Cornelian Asset Managers Group Ltd. engages in the provision of retail asset management services. The company was founded on May 4, 2000 and is headquartered in Edinburgh, the United Kingdom.