William E. Heard

Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client.

First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Jackson National Asset Management LLC (JNAM) is a SEC-registered investment advisor and mutual fund manager headquartered in Lansing, Michigan. Founded in 1989, the firm is an indirect, wholly owned subsidiary of Jackson Financial, Inc. (NYSE: JXN). JNAM serves as an investment adviser but limits its investment management services to rendering investment advisory services in connection with mutual funds sponsored by affiliated entities.

KLCM Advisors, Inc. is a registered independent wealth management firm headquartered in Milwaukee, Wisconsin. The firm was founded by James Kitzinger and Peter Lautmann in 1993 as Kitzinger Lautmann Capital Management, Inc. They provide investment advice to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or business entities.

Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds.

StubHub, Inc. engages in the provision of online ticket exchange services. It operates secure site for the transactions, shipping, and customer service; and offers charity ticket packages for events. The company was founded by Eric H. Baker and Jeffery G. Lawson in 2000 and is headquartered in San Francisco, CA.

Lazard Middle Market LLC engages in financial advisory business. It specializes in strategic advice on mergers and acquisitions (M&A), restructuring, and capital raising. The firm’s M&A and Strategic Advisory service focuses on private equity and divestitures, privately-owned companies, corporate acquisitions and divestitures, and sale of public companies. Its Restructuring service consists of situation assessment, alternative assessment, and execution. The company was founded in 1980 and is headquartered in Minneapolis, MN.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Robert W. Baird & Co., Inc. (Fixed Income) (dba Baird Advisors) is the investment management division of Robert W. Baird & Co., Inc., an American multinational independent investment bank and financial services company headquartered in Milwaukee, Wisconsin. Baird Advisors manages taxable and tax-exempt fixed income portfolios for individuals and families as well as corporations and institutions.

Facilitator Capital Funds (FCF) is a private equity firm founded in 1997 by Gustavus F. Taylor and Robert L. Zobel. The firm is headquartered in Milwaukee, Wisconsin.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Federal Home Loan Bank of Chicago provides banking and financial services. Its services include asset liability management, cash management, community investment and housing programs, letter of credit, liquidity and funding, and safekeeping. The firm also provides liquidity for home mortgage loans to members approved as participating financial institutions through the Mortgage Partnership Finance program. The company was founded in 1932 and is headquartered in Chicago, IL.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

Lookiero Style SL is a Spanish company that provides personalized fashion styling services. The company is based in Vizcaya, Spain, and has subsidiaries in France. Customers receive a box with five clothing items selected by a personal shopper. The company was founded by Bilbao Oier Edorta Urrutia.

All Iron Ventures SGEIC SA (All Iron Ventures) is a venture capital firm founded in 2017. The company is headquartered in Bilbao with offices in Madrid, Spain.

Ticketbis SL develops and operates an online ticket exchange platform. The "fan-to-fan" service allows users to buy and sell after-market tickets to sporting events, concerts, and theatrical performances in Europe and Latin America. The company was founded by Jon Uriarte and Ander Michelena on November 24, 2010 and is headquarteed in Bilbao, Spain.

Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process.

National Institutes Of Health conducts & supports peer-reviewed medical research and science. The firm's scientists & researchers investigate on different ways to prevent diseases as well as the causes, treatments and cures for common and rare diseases. The company was founded in 1887 and is headquartered in Bethesda, MD.

The National Bar Association is a non-profit organization that supports the African-American professional development of minority attorneys. The company was founded by George S. Adams, Jesse N. Baker, S. Joe Brown, Charles H. Calloway, Wendell E. Green, William H. Haynes, Charles P. Howard, Sr, L. Amasa Knox, James B. Morris, Gertrude E. Rush, C. Francis Stradford, and George H. Woodson in 1925 is headquartered in Washington, DC.

The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason.