Daniel Geraci

Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds.

Virtus Total Return Fund, Inc. operates as closed-end investment trust. Its investment objective is capital appreciation, with income as a secondary objective. The company invests its assets primarily in equity securities, consistent with the preservation of capital and reduction of risk. Virtus Total Return Fund, Inc. was founded on June 18, 1986 and is headquartered in Greenfield, MA.

Virtus Total Return Fund, Inc. is a closed-end diversified investment fund, which invests in equity securities and fixed income. Its seeks to generate total return, consisting of capital appreciation and income. The company was founded on July 21, 1988 and is headquartered in Greenfield, MA.

Phoenix Capital, Inc. is a mortgage banking advisor, which provides mortgage servicing rights analytics, transactions, and advisory services. The company was founded by Brett Schaffer and Tim Horacek in 1996 and is headquartered in Denver, CO.

DNP Select Income Fund, Inc. is a closed-end investment fund. Its investment objectives are current income, long-term growth of income and capital appreciation by investing primarily in a portfolio of equity and fixed income securities of companies in the public utilities industry. the company was founded on January 21, 1986 and is headquartered in Chicago, IL.

The Nassau Cos. of New York, Inc. is a holding company, offers annuities and life insurance services. Its products include life insurance, annuities, product prospectuses and application and forms. The company was founded in 1851 and is headquartered in Hartford, CT.

Phoenix Investment Partners Ltd. provides investment management services. The firm provides institutional investment management services to corporations, public and pension funds, endowments, foundations and insurance companies. The company was founded in 1969 and is headquartered in Hartford, CT.

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.