Brian McGann

Lehman Brothers Holdings, Inc. engages in the provision of securities underwriting and investment services. The company is headquartered in New York, NY.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

Amalgamated Bank (Investment Management) (Amalgamated Bank-IM) is the investment management division of Amalgamated Bank (NASDAQ: AMAL), an FDIC-insured commercial bank headquartered in New York City. The firm was founded as Amalgamated Bank of New York in 1923 by the Amalgamated Clothing Workers of America. They have retail branches in New York as well as branches in Las Vegas, Nevada, Lyndhurst, New Jersey, Pasadena, California and Washington, DC. Amalgamated Bank’s corporate divisions also include commercial banking and real estate finance. Through their institutional asset management and custody division, Amalgamated Bank-IM provides investment and trust services to US Taft-Hartley and public sector employee benefit plans, as well as endowments and foundations, non-profits, unions, political organizations and social impact enterprises.

Australia & New Zealand Banking Group Ltd. provides banking, financial products and services to retail, small business, corporate and institutional clients. It operates its business through the following segments: Australia Retail and Commercial; Institutional; New Zealand; Pacific; and Technology, Services and Operations and Group Centre. The Australia segment comprises the retail and corporate and commercial business units which provides products and services to consumer and private banking customers in Australia via the branch network, mortgage specialists, the contact centres, a variety of self-service channels and and third party brokers; and banking services including traditional relationship banking and financial solutions through managers focusing on privately owned small, medium, and large enterprises as well as the agricultural businesses. The Institutional segment refers to the transaction banking, loans and specialised finance and markets solutions. The New Zealand segment refers to the retail and commercial business units. The Pacific segment offers products and services to retail customers, small to medium-sized enterprises, institutional customers and governments located in the Pacific Islands. The Technology, Services and Operations, and Group Centre segment provides support to the operating divisions including technology, operations, shared services, property, risk management, financial management, strategy, marketing, human resources and corporate affairs; as well as group treasury, shareholder functions, enablement functions and minority investments in Asia. The company was founded in 1835 and is headquartered in Docklands, Australia.

ConvergEx, Inc. provides mission-critical proprietary software products. It provides products and services through two business segments: Investment Technologies and Investment Services. The Investment Technologies segment develops, markets and sells the company's proprietary software products, including workflow automation solutions, and technology-enabled services. The Investment Services segment utilizes many of the same proprietary software products and technology-enabled services. The company was founded on March 17, 2011 and is headquartered in New York, NY.

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.

Dah Sing Bank Ltd. provides commercial banking and credit card related services. The company offers savings accounts, I-accounts, and fixed deposit accounts, as well as ATM card and phone banking services. It also provides personal loans, personal overdraft facilities and mortgage loans. The company was founded in 1947 and is headquartered in Hong Kong.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH.

Dah Sing Life Assurance Co., Ltd. provides insurance and wealth management services. Its services include savings, protection and investment-linked planning services. The company was founded in 1990 and is headquartered in Hong Kong.

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.

The Mortgage Bankers Association of New York, Inc. is a business association based in Hicksville, NY.

Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.

Part of Digital Insurance LLC, OneDigital Asset Management LLC is a company that provides investment advice. The company is based in Overland Park, KS. The company was founded in 2021 by Adam Bruckman. Adam Bruckman has been the CEO since 2021.

Volunteer Memphis develops, promotes and supports volunteerism. The company was founded in 1975 and is headquartered in Memphis, TN.

AMTD Strategic Capital Group provides insurance brokerage, investment and risk management services. The company was founded in 2004 and is headquartered in Hong Kong.

Alzheimer Scotland-Action on Dementia is an organization that provides support to families of individuals living in care homes. The non-profit company is based in Edinburgh, UK. The British company works to help people with dementia and have a new Action on Rights team. The CEO of the company is Henry Simmons.