Woody Bradford

Conning Research & Consulting, Inc. is a broker-dealer headquartered in Hartford, Connecticut. The firm is a subsidiary of Conning & Co. and their ultimate parent is Cathay Financial Holdings Co. Ltd. (TPE: 2882). They offer an array of specialty information products and services, providing analysis of both performance and key issues confronting the insurance industry. Their coverage areas include the property-casualty, life-annuity, and health insurance industries.

Conning & Co. engages in the provision of investment management services. It offers investment expertise, software and services, and insurance research services. The company was founded in 1912 and is headquartered in Hartford, CT.

Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients.

Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients.

Advent International LP (Advent) is an independent private equity firm founded in 1984 by Henry H. Haight. The firm is headquartered in Boston, Massachusetts.

Quoniam Asset Management GmbH (Quoniam) is the majority-owned asset management subsidiary of Union Asset Management Holding AG in Germany. The firm's management holds a significant minority interest. Formerly known as DG PanAgora Asset Management and then Union PanAgora Asset Management, the firm was established in 1999 as a joint venture between DZ Bank AG, PanAgora Asset Management Inc. and the managing partners. In 2009, UMH and the Quoniam management team acquired PanAgora’s shareholding and the firm changed their name to Quoniam Asset Management GmbH. Based in Frankfurt, Quoniam focuses on quantitative investment strategies for institutional investors.

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.