Derek M. Chipman

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Royce & Associates LP, dba Royce Investment Partners (Royce), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Charles Royce in 1972 and is a subsidiary of Legg Mason Royce Holdings LLC, which is ultimately owned by Franklin Resources, Inc. (NYSE: BEN). Royce offers investment advisory services to US registered investment companies, non-US investment companies, collective investment trusts, two separate series of a privately offered limited liability company, and institutional separate accounts managed for a pension plan and a charitable organization.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Wilmington Trust Investment Management LLC (WTIM) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 2001 and is a wholly-owned subsidiary of M&T Bank Corp. (NYSE: MTB). WTIM provides investment advice to clients that are private investment funds.

Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds.

Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments.

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.

Cresset Capital Management LLC provides reinvent wealth management services. It offers suite of family office services, investment advisory, planning, and other services. The company was founded by Eric Becker and Avy Stein and is headquartered in Chicago, IL.

HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals.

Manchester Capital Management LLC (MCM) is an independent, SEC-registered investment advisor headquartered in Manchester Center, Vermont. The firm was founded in 1993 by Edward Cronin Jr. MCM provides advisory services to individuals, family office entities, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, and the Equinox Funds.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies.

First Long Island Investors LLC (FLII) is a SEC-registered investment advisor headquartered in Jericho, New York. The firm was founded in 1983 by Ralph Palleschi and Robert Rosenthal. They are a subsidiary of First Long Island Investor Holdings, Inc. FLII provides a broad range of investment and financial services to individuals, corporations, pension and profit-sharing plans, pooled investment vehicles, and charitable organizations.

WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations.

Andersen Tax LLC (Andersen) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Mark Vorsatz in 2002 as WTAS LLC. They are a wholly owned subsidiary of Andersen Tax Holdings LLC, which is principally owned by MD Investment LLC. Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individuals and entities.

GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles.

Part of Marsh & McLennan Cos., Inc., Pavilion Alternatives Group LLC is an alternative investment manager. The company is based in El Dorado Hills, CA. Pavilion Alternatives Group was founded in 2001.

Pricewaterhousecoopers LLP is a private company that provides legal services. The company is based in Boston, MA.

Oaktree Capital Management LP (Oaktree) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Howard Marks, Bruce Karsh, and Sheldon Stone in 1995 as an LLC and was reorganized as an LP in 2007. They are a subsidiary of Oaktree Capital Management GP LLC, ultimately held by Brookfield Corp. (NYSE, TSX: BN) in Canada. Oaktree provides advisory services to clients with separately managed accounts and to private limited partnerships and other pooled investment vehicles for which either Oaktree or an affiliate acts as general partner and/or investment manager. The firm is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (UNPRI).

Xponance, Inc. is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Tina Byles Williams in 2005 as FIS Group, Inc. They provide portfolio management services to state, municipal and corporate pension plans, profit-sharing plans, Taft-Hartley plans, municipalities, corporations, foundations, endowments, private investment funds, pooled investment vehicles, and high net-worth individuals.

Part of The Goldman Sachs Group, Inc., Goldman Sachs Bank AG (Geneva) operates national commercial banks. The company is based in Geneva, Switzerland.

Seaport Global Securities LLC is a full service investment bank, capital markets advisory and research platform headquartered in New York City with offices across the US and in Europe. They are a subsidiary of Seaport Global Holdings LLC. The firm offers access to a broad selection of fixed income and equity products, as well as the market intelligence to provide insight to dynamic opportunities for its clients. Seaport Global Securities provides clients access to innovative trading solutions, competitive rates, quality execution, and superior service. Their equity trading team focuses on identifying liquidity in US, Canadian and European markets. The fixed income distribution platform covers all areas of the credit spectrum.

Kimmeridge Energy Management Co., LLC (Kimmeridge Energy Management) is a Private Equity firm founded in 2012 by Benjamin P. Dell, Henry Makansi and Neil McMahon. The firm is headquartered in New York.

Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients.

Envel, Inc. develops financial software. The company was founded by Steve Le Roux and Diederik Meeuwis in 2018 and is headquartered in Boston, MA.

Openwater engages in medical industry. It focuses on devising a new generation of imaging technologies for brain computer interfaces. The company was founded by Mary Lou Jepsen and is headquartered in San Francisco, CA.

Lafayette Investments, Inc. (Lafayette) is an independent, SEC-registered investment advisor headquartered in Ashton, Maryland with additional office in Bethesda. The firm was founded by Thomas Roddy in 1988. Lafayette offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

Cherry Bekaert LLP engages in the provision of financial and management services. It offers services such as assurance, tax, advisory, cybersecurity, wealth management, consulting, and corporate tax planning strategies. The company was founded in 1947 and is headquartered in Richmond, VA.

Social Starts LLC (Social Starts) is a Venture Capital firm is founded in 2012. The firm is headquartered in San Francisco, New York.

Joyance Partners is a venture capital firm founded in 2017. The firm is headquartered in San Francisco, California.

Latham & Watkins LLP operates as a full-service law firm or legal matters. It offers services in the areas of finance, litigation, accounting, banking, life sciences, private equity, real estate, government relations, employment law, and outsourcing. The company was founded in 1934 and is headquartered in New York, NY.

CIFC Asset Management LLC (CIFC) is the SEC-registered investment advisor headquartered in New York City. The firm was founded in 2005 and is a subsidiary of CIFC Asset Management Holdings LLC, ultimately held by CIFC LLC. CIFC provides investment management services to pooled investment vehicles that are collateralized loan obligation funds (CLOs) and to private funds and investors that invest in corporate and structured credit.

Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul.