Brad Rosenblatt

DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name to DWS as part of the rebranding of Deutsche Asset Management. They are a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for their municipal bond strategies through wrap fee programs.

Lincoln Benefit Life Co. operates as a financial firm. It provides life insurance, retirement, and investment products. The company was founded in 1938 and is headquartered in Lincoln, NE.

Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs.

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.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Milton's Fine Foods, Inc. operates as a holding company with interests in frozen food manufacturing. The company was founded by David Levy and Barry Robbins in 1996 and is headquartered in Del Mar, CA.

Access Steton LLC engages in technology services. The company was founded in 2014 and is headquartered in Baltimore, MD.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

A.T. Kearney, Inc. engages in the provision of management consulting services. Its services include strategic, operational and technology consulting executive search services. The company was founded by Andrew Thomas Kearney in 1926 and is headquartered in Chicago, IL.

Combined Insurance Co. of America engages in the provision of health and life insurance products. The firm specializes in hospital essentials accident or sickness, cancer disability, critical conditions, short term disability, and supplemental life insurances. The company was founded by Clement W. Stone in 1922 and is headquartered in Chicago, IL.

Part of J&A Alliance Trust, American Family Life Assurance Company of Columbus (Aflac) is a provider of medical and life insurance services. The company is based in Columbus, GA. The company was founded in 1955 by John Amos, Paul Amos, William Amos. Daniel Paul Amos has been the CEO of the company since 1973.

nSpired Natural Foods, Inc. produces organic food products. Its products include nut butters, chips, chocolate bars, mints, candies, and culinary oils. The firm's brands include AH! ALASKA, Cloud Nine, Loriva, MaraNatha, Northwest Delights, O'Coco's, Skinny, and Tropical Source. The company was founded by Eric Zitelli in 1998 and is headquartered in San Leandro, CA.

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

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

American Capital Asset Management LLC (American Capital) is a private equity firm founded in 1986 by Malon Wilkus. The firm is headquartered in Bethesda, Maryland.

Guaranty Income Life Insurance Co. provides life insurance, long-term care and annuity products. Its products include deferred annuities, immediate annuities, long-term care, and state approvals. The company was founded by George Foster Sr. in 1926 and is headquartered in Baton Rouge, LA.

United Life Insurance Co. provides life insurance products. The firm’s products include annuities, universal life insurance, whole life insurance, term life insurance, and riders. The company was founded in 1962 and is headquartered in Cedar Rapids, IA.

Part of Kuvare US Holdings, Inc., Kuvare UK Holdings Ltd. is an investment holding company. Kuvare UK Holdings Ltd. is based in London, UK. Founded in 2015, Kuvare UK Holdings functions as an investment holding company.

Aon Risk Consultants, Inc. provides insurance and brokerages services. The company was founded on December 13,1988 and is headquartered in Chicago, IL.

Kuvare Holdings LP operates as a pooled investment fund. It provides proven capabilities, strategic support, substantial resources and patient capital to help leading insurance companies pursue and achieve sustainable growth opportunities. The company was founded by Dhiren Jhaveri in 2015 is headquartered in Chicago, IL.

Part of Blue Owl Capital, Inc., Kuvare Insurance Services LP is an investment management firm focused on providing asset management services. The company is based in Rosemont, IL. Kuvare Insurance Services was acquired by Blue Owl Capital, Inc. from Kuvare US Holdings, Inc. on July 02, 2024 for $993.88 million. The CEO of the company is Dhiren Pravin Jhaveri.

Sammons Financial Group, Inc. provides insurance and financial services. It offers life and health insurance; traditional, fixed, and fixed index annuities; solutions for credit unions and insurance companies. The company was founded in 1996 and is headquartered in Chicago, IL.

Fidelity Life Association provides life insurance services. It offers both individual life insurance products and work site life insurance products. The company was founded in 1896 and is headquartered in Oak Brook, IL.

Lincoln Benefit Life Co. (Investment Portfolio) (LBL-IP) is the investment portfolio division of Lincoln Benefit Life Co., an insurance company headquartered in Lincoln, Nebraska. The firm was founded in 1938 and is a subsidiary of Guaranty Income Life Insurance Co., which is owned by Kuvare US Holdings, Inc. LBL-IP manages the client’s investment portfolio.

Aflac Asset Management LLC, also known as Aflac Global Investments (Aflac GI), is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2017 and is a direct, wholly-owned subsidiary of Aflac, Inc. (Aflac) (NYSE: AFL). Aflac GI generally provides investment advice to Aflac, insurance companies affiliated with Aflac GI through its parent company and pooled investment vehicles in which insurance company clients invest.

Sterling Fund Management LLC (Sterling Partners) is a Private Equity firm founded in 1983 by Eric Becker, Michael Bronfein, Shoshana M. Vernick, Jeff Elburn. The firm is headquartered in Chicago, Illinois.

Access Holdings Management Co. LLC (Access Holdings Management) is a private equity firm founded in 2013 by Kevin McAllister. The firm is headquartered in Baltimore, Maryland.

Playfly LLC engages in sports marketing business. It provides management of multi-media rights for universities, high school state associations, sports venues, conferences, teams, and other properties. Its solutions include multi-media rights, campus activations, sponsorships and partnerships, digital solutions, experiences and events, and e-sports. The company was founded by Michael Schreiber and is headquartered in Philadelphia, PA.

Cobblestone Auto Spa provides automotive services. It offers car wash, auto detail, oil change, auto glass, and fleet maintenance program. The company was founded in 1997 and is headquartered in Phoenix, AZ.