Anne Larocca

Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.

eFunds Corp. delivers risk management, payment, and outsourcing solutions. The firm also provides services to financial institutions, financial services companies, electronic funds networks, retailers, government agencies and telecommunications companies. The company was founded in 1984 and is headquartered in Scottsdale, AZ.

THL/Cannae Investors LLC provides technology enabled human resources and payroll processing services. The firm’s products include Human Capital Management, Dayforce HCM, Dayforce global Solutions, small business payroll & HR and Ceridian services. It specializes in tax services, employee benefits administration, corporate wellness and employee assistance, employee retention and recruitment services. The company was founded in 1992 and is headquartered in Minneapolis, MN.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, 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.

Lincolnland Agri-Energy LLC provides bio-fuel production to the agriculture and energy industries sector. It offers renewable energy such as ethanol’s octane enhancer in gasoline and distillers oil for animal feed or as a feedstock to the biodiesel industry. The company was founded in 2004 and is headquartered in Palestine, IL.

Symbiosis Capital Management LLC (SymBiosis) is a venture capital firm founded in 2019. The firm is headquartered in Bentonville, Arkansas.

Slate Asset Management LP /Private Equity/ (Slate Asset Management /Private Equity/) is a real estate investment firm, which was founded in 2005 by Blair Welch and Brady Welch. The firm is headquartered in Toronto, Canada.

TCS Group, Inc. provides consulting services. The firm offers a wide spectrum of support services involving data, voice, video, network consulting, design, and installations. The company was founded in 1995 and is headquartered in Coral Springs, FL.

Old Republic Insurance Co. provides casualty insurance services. The firm offers insurance services to blue-collar businesses that operate in metals, stone, clay, glass, and wood products. The company was founded in 1935 and is headquartered in Greensburg, PA.

World Data Products, Inc. provides information technology hardware solutions. It offers parts and repair services, which includes server, networking, laptop, work station, desktop, printer and peripheral repair services, replacement parts, sourcing parts and parts services. The firm provides its services for information technology, healthcare, education, retail and manufacturing industries. The company was founded in 1987 and is headquartered in Plymouth, MN.

Carlson, Inc. operates hotels and restaurants. It offers hospitality and travel management services to organizations operating in oil and gas, diversified resources and mining, offshore, marine services, and alternative energies sectors; and government institutions and non-governmental organizations. The firm's Its brands include Radisson Hotels & Resorts, Radisson Seven Seas Cruises, and Carlson Wagonlit Travel, among others. The company was founded by Curtis L. Carlson in 1938 and is headquartered in Minnetonka, MN.

Ceridian Canada Ltd. is a management consulting service provider. It develops software applications for human resource management by which they develop, manage and pay their people and provides dayforce global solutions, small business payrolls, employee assistance management and wellness, lifeworks, and Ceridian services. The company was founded in 1968 and is headquartered in Markham, Canada.

Delta Dental of Minnesota provides dental benefits plans. The company was founded in 1969 and is headquartered in Minneapolis, MN.

M.A. Mortenson Co. provides construction and management services. It specializes in consulting, project delivery, and facility management. The firm also offers its services to corporate, healthcare, heavy civil, hospitality, real estate, solar, sports and event centers, transportation, and water/waste water industries. The company was founded by M. A. Mortenson Sr. on April 1, 1954 and is headquartered in Minneapolis, MN.

Legal & General Investment Management America, Inc. (LGIM America) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2006 and is a wholly-owned subsidiary of Legal & General Investment Management US (Holdings), Inc., ultimately held by Legal & General Group PLC (LON: LGEN) in Great Britain. LGIM America provides investment management services on a fully discretionary basis to institutional clients (corporations, healthcare agencies, non-profit, educational institutions, public plans and Taft-Hartley multi-employer plans).

CIFC Investment Management LLC (CIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 as Deerfield Capital Management LLC and became CIFC Investment Management in 2018. They are wholly owned directly by CIFC Capital HoldCo LLC, which is an indirect subsidiary of CIFC LLC. CIM primarily provide investment management services to pooled investment vehicles that are CLOs and to private funds and investors that invest in corporate and structured credit.

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.

Part of Osaic, Inc., Lincoln Financial Securities Corp. is a company that provides brokerage dealing and investment advisory services. The company is based in Fort Wayne, IN.