William T. Howard

Brown Capital Management LLC (BCM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded by Eddie C. Brown in 1983 and is solely owned by Brown Capital Management Holdings, Inc., which is owned by Brown Capital Management Esop Trust. BCM provides professional investment management services to institutions and individuals.

Templeton Global Advisors Ltd. (TGA) is a SEC-registered investment advisor and mutual fund manager headquartered in Nassau, Bahamas. The firm was founded in 1992 and is a direct subsidiary of Templeton Global Holdings Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN). TGA provides investment advisory and portfolio management services to US Registered Funds and Non-US Registered Funds, as well as Separate Accounts.

Royal London Asset Management Ltd. (RLAM) is a fund management firm headquartered in London, UK. The firm was founded in 1988 and is a wholly owned subsidiary of Royal London Asset Management Holdings Ltd., itself a subsidiary of Royal London Group. RLAM offers a range of pooled investment products and provides investment management services for both the Royal London Group and a wide range of external institutions. Clients include listed companies, local authorities, universities, charities, wealth managers, financial advisers and multi-managers.

Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Punter Southall Wealth Ltd. (PSW) is a wealth management firm headquartered in London, UK. The firm was founded in 2002 and formerly known as FILMDISK LTD and as PSigma Investment Management Ltd. They were renamed as Punter Southall Wealth Ltd. in 2019. They are owned by Canaccord Genuity Wealth Group Holdings (Jersey) Ltd., a subsidiary of Canaccord Genuity Group, Inc. (TSE: CF) in Canada. PSW provides financial advisory and investment management services to a range of private and institutional clients which includes family trusts, pension schemes and charities.

AXA Investment Managers (Paris) SA (AXA-IM Paris) is the wholly-owned asset management subsidiary of AXA Investment Managers SA, itself a subsidiary of AXA SA (XP: CS, ADR: AXAHY) in France. Headquartered in Puteaux, the firm traces their origins to 1994 when the AXA Group created the AXA Asset Management division. In 1997, the division was renamed AXA Investment Managers. AXA-IM Paris has a network of investment centers worldwide which cater to institutional investors, distributors and AXA Group insurance firms. They are a socially responsible investor which offers SRI funds and integrates ESG criteria into their investment processes.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Aviva Investors Global Services Ltd. (AIGSL) is the wholly-owned asset management subsidiary of Aviva Investors Holdings Ltd., ultimately held by Aviva plc (LSE: AV, ADR: AV) in Great Britain. Previously known as Morley Fund Management Ltd., the firm was founded in 1973, merged with Norwich Union Investment Management Ltd. in 2000 and underwent restructuring in 2008. Headquartered in London, AIGSL provides investment management services and related advisory to various subsidiaries of the Aviva Group and external clients such as retail funds, pension funds, and other institutional investors.

The National Farmers Union Mutual Insurance Society Ltd. engages in the provision of property and casualty insurance coverage to individuals and businesses. The firm offers insurance, life cover, retirement, and investments. The company was founded in 1910 and is headquartered in Stratford-upon-Avon, UK.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

AXA Real Estate Investment Managers France SA operates as a real estate portfolio and asset manager. The company was founded on August 9, 1994 and is headquartered in Paris, France.

Pantheon Ventures (UK) LLP (Pantheon Ventures) is a private equity subsidiary of Affiliated Managers Group, Inc. founded in 1982 by Rhoderick Martin Swirefire and Geoffrey Robert Norman. The firm is headquartered in London.

Mirabaud Asset Management Ltd. (MAM) is the Great Britain-based subsidiary of Mirabaud SCA, itself a wholly-owned subsidiary of Mirabaud Partners & Cie in Switzerland. The firm was founded by Philip Watson in 1982 as TWH Management, later taken over by Mirabaud Pereire Holdings. Headquartered in London, MAM provides a focused and specialized range of investment solutions to institutional and wholesale investors on a global basis.

Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Part of Equitable Holdings, Inc., AllianceBernstein Corp. is a company that provides investment management services. The company is based in Nashville, TN. Seth Perry Bernstein has been the CEO of the company since 2017.

Höegh Capital Partners Ltd. (Investment Management) (HCP-IM) is the alternative investment management division of Höegh Capital Partners Ltd., an investment company headquartered in London, UK. The firm was founded by Guy Lafferty in 1990 as Lafferty & Partners Ltd., and was renamed in 1999. HCP-IM acts as financial advisor to the investment interests associated with the Höegh family and their professional partners.

Osmosis Capital LLP (Osmosis Capital) is a fund of funds founded in 2008. The firm is headquartered in London.

Grosvenor Investment Management Ltd. (GIM) is the real estate management subsidiary of Grosvenor Fund Management UK Ltd., which is ultimately held by GGL Group Number Two Ltd. The firm is headquartered in London and was founded in 1992. GIM provides management services to real estate and property managers.

FifthDelta Ltd. is an independent global alternative investment management firm headquartered in London, UK. The firm manages private investment funds for high net worth clients.

CPP Investment Board Infrastructure is an infrastructure is a private equity firm, a subsidiary of Canada Pension Plan Investment Board founded in 1997. The firm is headquartered in Toronto, Canada.

Tesco Pension Investment Ltd. (TPI) is the pension management subsidiary of Tesco Plc (LON: TSCO) in Great Britain. Headquartered in London, TPI was founded in 2011 to run one of the UK's biggest defined-benefit pension funds and reduce dependence on external providers.

Rokos Capital Management LLP (RCM UK) is an independent alternative investment fund manager headquartered in London, UK. The firm was founded by Christopher Rokos in 2015. RCM UK specializes in investment management for private investment funds.

Part of Capstone Investment Advisors LLC, Capstone Investment Advisors (UK) LLP is an alternative investment management firm with a deep understanding of volatility. The company is based in London, UK with offices in several other locations. Capstone seeks to anticipate and harness the complexities of world markets, creating unique opportunities for their clients, team, and industry through strategic insight, market-leading expertise, and advanced technology. The British company was founded in 2007 by Paul Matthew Britton, who has been the CEO since 2007.

Tower House Partners LLP (Tower House) is an independent alternative investment management firm headquartered in London, UK. The firm was founded by Paolo Mortarotti in 2015. Tower House provides discretionary investment management services to private funds which are intended for financially sophisticated investors.