Carleton A. Holstrom

Roffman Miller Associates, Inc. (RMA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Peter Miller in 1990. RMA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to global client base. The firm is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

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.

Summerville Senior Living, Inc. operates assisted living facilities. It also provides residential housing, personalized support and health care, assisted living, housekeeping, transportation, medication management, and personal laundry services. The company was founded in February 1996 and is located in San Ramon, CA

Settlement Funding LLC provides factoring services. The firm, through its group of affiliated companies, purchases deferred payment obligations, structured legal settlements, annuity payments, lottery prize payments, sweepstakes awards, life insurance policies, tobacco transition payments, and sports contract payments. The company was founded by Timothy J. Trankina and James D. Terlizzi in 1996 and is headquartered in Radnor, PA.

Columbia Pacific Management, Inc. provides healthcare services. It develops and operates hospitals, clinics and senior housing in Asia. The firm has locations in China, India, Indonesia, Kenya, Malaysia and Vietnam. The company was founded by Daniel Ray Baty, Stanley Logan Baty, and Brandon Daniel Baty in 1989 and is headquartered in Seattle, WA.

Eisenhower Medical Center operates hospitals with health care for residents and visitors and provides a broad range of educational programs for the public and health care professionals. The company was founded in 1970 and is headquartered in Rancho Mirage, CA.

Penn Medicine Princeton Health provides health care services. It serves the lifelong needs of central New Jersey residents, including acute care hospital services through University Medical Center of Princeton, behavioral healthcare through Princeton House Behavioral Health, rehabilitation, home care, hospice care, ambulatory surgery, a medical practice, and fitness and wellness services. The company was founded in 1978 and is headquartered in Plainsboro, NJ.

Part of Catalina Holdings (Bermuda) Ltd., Alea North America Insurance Co. is a company that provides insurance services. The company is based in Rocky Hill, CT. The CEO of the company is Rhonda Ramparas.

Harvest Management Sub LLC operates as a retirement houses for senior citizens. It develops infrastructure for the management of multiple retirement projects. The firm operates homes across the United States and Canada. The company was founded in 1971 by William Edward Colson and is headquartered in Salem, OR.

Alea Group Holdings (Bermuda) Ltd. provides insurance and reinsurance products and services. The firm engages in asset management, run-off, and service claims relating to business. The company is headquartered in Hamilton, Bermuda.

Greenlight Reinsurance Ltd. operates as a property and casualty reinsurance company. It provides a variety of custom-tailored reinsurance solutions to the insurance, risk retention group, captive and financial marketplaces. The company was founded in 2004 and is headquartered in Camana Bay, Cayman Islands.

Part of Greenlight Capital Re Ltd., Greenlight Reinsurance Ireland DAC provides multi line property and casualty reinsurance services. The company is based in Dublin, Ireland. Patrick O'Brien has been the CEO of the Irish company since 2017.

The American Academy of Actuaries provides leadership, objective expertise, and actuarial advice on risk and financial security issues to assist public policymakers on all levels. The private company is based in Washington and has subsidiaries in the United States. The academy also sets qualification, practice, and professionalism standards for actuaries credentialed by one or more of the five U.S.-based actuarial organizations.

Williams Jones Wealth Management LLC (Williams Jones) is a registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 2006 by Williams P. Jones, Jr. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Williams Jones provides portfolio management services on a fee-only basis to high-net-worth individuals, pooled investment vehicles, corporations, charitable organizations and pension and profit-sharing plans.

North American Helium, Inc. engages in the exploration, development, production, refining and marketing of helium in North America. The company was founded by Nicholas Snyder in 2013 and is headquartered in Calgary, Canada.

Sandler Systems, Inc. provides training and consulting services. It offers services and solutions in the areas of leadership, sales, negotiations, consulting, assessments, and coaching. The company was founded by David Sandler in 1967 and is headquartered in Owings Mills, MD.

First Fidelity Bank, financial security means having a relationship with professionals who make customer, and customer's financial goals, their top priority. Customer's banker is not only a trusted colleague, but customer's personal financial consultant. It believes banking means putting customers first. Though it has grown to 28 full-service locations, it is a growing community bank with a small bank attitude. Our growth provides the ability to compete with the largest banks in the country. Its established deposit base allows for flexibility in offering a complete financial option for both families and small-to mid-sized businesses. Its client-focused commitment makes First Fidelity Bank a strong, reliable partner in the communities it serves. As 2010 marks its 90th Anniversary, it proudly 7 continues its commitment to superior customer service, honest lending and community stewardship. Through its strong reputation, it works hard every day to out big the small banks and out small the big banks.

US Claims Litigation Funding LLC provides health insurance services. The private company is based in Atlanta, GA. The CEO of the company is Steve Bashmakov.

Bessemer Investors (Bessemer Investors) is a private equity firm founded in 2018. The firm is headquartered in New York.

Philadelphia Coca-Cola Bottling Co. distributes Coca-Cola products nationwide. It distributes over 30,000,000 cases of soft drinks each year offering 280 brands. Its brands include Coca-Cola classic, diet Coke, Barq's root beer, Dr Pepper, Fruitopia, Minute Maid juices, Sprite, Surge and Evian water. The company was founded in 1902 and is headquartered in Philadelphia, PA.

The Society for Human Resource Management/SHRM-Atlanta, Inc. engages in the provision of professional development services. It offers webinars, workshops, conferences and summits, and community volunteering. The company was founded in 1965 and is headquartered in Atlanta, GA.

New World Aviation, Inc. provides aircraft charter and management solutions. The firm offers air charter, aircraft management, and maintenance and support services. Its clients include bankers, executives, entertainers and entrepreneurs. The company was founded in 1998 and is headquartered in Allentown, PA.

California Assisted Living Association is a non-profit organization. It is the association representing the state’s residential care facilities for the elderly, which encompass assisted living, memory care, and continuing care retirement communities. The company is headquartered in Sacramento, CA.

The National Investment Center For Seniors Housing & Care enables access and choice in seniors housing and care. It provides data and analytics that seniors, investors, and operators need to make informed decisions, and by facilitating the connections between these groups to benefit America’s elders. The company was founded by Bob Kramer in 1993 and is headquartered in Annapolis, MD.