Rory Allan

Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles.

Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates.

Tennenbaum Capital Partners LLC (TCP) is a registered investment advisor and hedge fund manager headquartered in Santa Monica, California. The firm was founded in 1999 and is a subsidiary of BlackRock Capital Investment Advisors LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK), which acquired them in 2018. TCP manages assets for pooled investment vehicles, US-registered investment companies, business development companies and private investment funds.

Sandoz, Inc. develops, manufactures and distributes generic pharmaceutical products. The firm focuses on therapeutic drug categories such as anti-infective, central nervous system disorder treatments, cardiovascular medicines, gastrointestinal agent, oncology therapies, and respiratory therapies. The company was founded in 1946 and is headquartered in Princeton, NJ.

AvidXchange, Inc. engages in the provision of end-to-end automated accounts payable solutions. It offers specialized services and analytics, accounting systems integrations. The firm serves mid-sized companies in the real estate, banking, and healthcare industries. The company was founded by Michael S. Praeger, Chris Tinsley, David Miller, and Chris Coutinho in April 2000 and is headquartered in Charlotte, NC.

Grosvenor Capital Management LP (GCM) is a SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Michael Sacks in 1971 and is a subsidiary of Grosvenor Capital Management Holdings LLLP, itself a subsidiary of GCM Grosvenor, Inc. (NASDAQ: GCMG). GCM provides investment management and advisory services for private pooled investment vehicles, open- and closed-end registered investment companies, and institutional investors such as public or private pension plans or sovereign wealth funds.

Validus Pharmaceuticals LLC develops and markets psychiatry and neurology products. The firm acquires and reformulates prescription products relevant to central nervous system diseases. The company was founded in 2007 and is headquartered in Parsippany, NJ.

Grant Thornton LLP provides accounting, tax and business consulting services. It offers advisory, business consulting, business risk, enterprise technology and innovation, transaction services, data analytics, cyber risk, and data integrity services. The firm serves the construction, real estate and hospitality, consumer and industrial products, energy, financial services, health care and life sciences, not for profit organizations, private equity, public sector, and technology industries. The company was founded in 1924 and is headquartered in Chicago, IL.

Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms.

Investor Group Services LLC provides strategic consulting services. Its services include company diligence studies, market strategy reviews, and strategic planning process. The company was founded by Mindy Berman in 1998 and is headquartered in Boston, MA.

Brooke Private Equity Associates (BPEA) is a private equity firm founded in 2002 by Peter Brooke and John Brooke. The firm is headquartered in Boston, Massachusetts.

Catalent Pharma Solutions, Inc. engages in the development, manufacture, and sale of pharmaceutical products. It operates through the following segments: Development and Clinical Services, Oral Technologies, and Medication Delivery Solutions. The Development and Clinical Services segment manufactures, packs, stores distributes, and manages inventory for global clinical trials of drugs and biologics. The Oral Technologies segment formulates, develops, and manufactures prescription and consumer health products using various technologies. The Medication Delivery Solutions segment develops, formulates, and manufactures prefilled syringes and other injectable formats. The company was founded in 2002 and is headquartered in Somerset, NJ.

Wells Fargo Investment Institute, Inc. (WFII) is a registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1995 and is a wholly-owned subsidiary of Wells Fargo Bank NA (WFB), ultimately owned by Wells Fargo & Co. WFII provides investment advisory services to various Wells Fargo lines of business within the Wealth and Investment Management (WIM) group, such as WFB’s fiduciary divisions and Wells Fargo Advisors Financial Network LLC (WFA).

MassMutual Federal Credit Union is a financial institution that offers a range of banking services, including digital banking, credit cards, checking and savings accounts, loans, and more. The private company is based in Springfield, MA and provides services to its members through its website and physical locations. MassMutual Federal Credit Union also offers educational resources and tools to help its members manage their finances, protect their assets, and improve their credit scores. The company encourages its members to refer their family members and share the benefits of membership.

Infinity SDC Ltd. provides data center and colocation services. Its data centers support the critical operations of investment banks, cloud vendors, systems integrators and telecommunications companies. The firm’s products and services include installation, remote hands, cross-connects, connectivity and Telco services. The company was founded in 2006 and is headquartered in Fox Milne, the United Kingdom.

Aldea Capital Management LLC provides investment advisory services. The private company is based in Austin, TX. The company was founded by Allen Ruiz, Mina Pacheco Nazemi, Patrick J. O'Hara.

Nuveen LLC provides investment services. It provides its services to institutional investors, intermediaries, plan sponsors, investment and pension consultants, financial advisors, and individual investors. The invests in public equity, fixed income, and alternative investment markets across the globe. The company was founded in 1898 and is headquartered in New York, NY.

Tiger Cool Express LLC provides innovative, lower cost, more reliable and environmentally friendly intermodal alternative to long haul trucking transportation services. It offers intermodal solution that overcomes structural obstacles that have heretofore prevented temperature-controlled produce. The company was founded in 2013 and is headquartered in Overland Park, KS.

Part of Massachusetts Mutual Life Insurance Co., Barings Real Estate GmbH provides real estate investment management services. The company is based in Frankfurt, Germany. The CEOs are Christoph Wittkop, Matthias Rudolf Gerloff, Gunther Deutsch. The German company was founded in 2014.

TerraPact Aquisitions LLC provides right of way corridors for critical infrastructure. It enables the construction and operations of networks to securely connect disparate locations for the movement of data, energy, water and feedstocks. The company was founded in 2011 and is headquartered in Boulder, CO.

Part of Meruelo Enterprises, Inc., Meruelo Investment Partners LLC provides investment advice. The company is based in Downey, CA.

Webster Bank, NA provides banking services. It offers investment management, financial planning services, banking and lending solutions, fiduciary services and institutional services. The company is headquartered in Waterbury, CT.

Fortovia Therapeutics, Inc. manufactures pharmaceutical products for oncology supportive care. The company was founded on February 18, 2016 and is headquartered in Raleigh, NC.

TerraPact, Inc. provides infrastructure acquisitions and asset management services. The private company is based in Brentwood, TN. Benjamin S. Myers has been the CEO of the company since 2019.

Massachusetts Mutual Life Insurance Co. (Investment Portfolio) (MassMutual-IP) is the investment portfolio division of Massachusetts Mutual Life Insurance Co., a life insurance company headquartered in Springfield, Massachusetts. Founded in 1851, MassMutual-IP offers a wide range of protection, accumulation, wealth management, and retirement products and services for individuals, business owners and corporate and institutional markets.

GCM Customized Fund Investment Group LP (GCM Customized Fund Investment Group) is a private equity subsidiary of Grosvenor Capital Management LP founded in 1999. The firm is headquartered in Chicago, Illinois.