Edwina Maloney

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.

BT Financial Group Pty Ltd. provides online investment balance and transaction services. It offers investment, superannuation, retirement income products, financial advice, and insurance options. The company was founded in 1969 and is headquartered in Sydney, Australia.

J.O. Hambro Capital Management Ltd. (JOHCM) is an investment management firm headquartered in London, UK. The firm was founded by James Hambro in 1993 as an independently managed boutique, and was acquired by Pendal Group Ltd., formerly BT Investment Management Ltd., in 2011. In 2023, Perpetual Limited (ASX: PPT) – an ASX-listed, global diversified financial services company in Sydney, Australia – acquired Pendal Group, including JOHCM. The firm provides discretionary investment advisory services across a diverse range of equity strategies through pooled vehicles (or investment funds) and to clients that establish separately managed accounts.

MLC Ltd. provides financial and estate planning, investment management, insurance and other related services. The company was founded in 1886 and is headquartered in North Sydney, Australia.

Grant Thornton LLP provides accounting, tax and business consulting services. It offers advisory, business consulting, business risk, enterprise technology and innovation, transaction services, data analytics, cyber risk, and data integrity services. The firm serves the construction, real estate and hospitality, consumer and industrial products, energy, financial services, health care and life sciences, not for profit organizations, private equity, public sector, and technology industries. The company was founded in 1924 and is headquartered in Chicago, IL.

Nasco, Inc. provides engineering services. The company is based in St. Paul, MN. Nasco was acquired by Unidare Plc on March 01, 1993 for $41.43 million.

JPMorgan Chase Bank, NA (UK Investment Management) (JPMorgan Chase-UK) is the Great Britain-based investment management division of JPMorgan Chase Bank, NA, which is owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. Headquartered in London, JPMorgan Chase-UK was founded in 1993 and manages assets of individuals, families, companies, and communities.

Citigroup Global Markets Australia Pty Ltd. (Citi Australia) is the brokerage arm of Citigroup Global Markets Australia Holdings Pty Ltd., ultimately held by Citigroup, Inc., (NYSE: C) in the US. Headquartered in Sydney with additional office in Melbourne, Citi Australia provides brokerage services to Australian consumers, corporations, institutions and governments. The firm participate in sales and trading across all asset classes including equities, corporate, government and agency bonds, mortgage-backed securities, syndicated loans, structured products, foreign exchange and futures.

Parson Consulting Plc provides accounting services. It also provides strategic finance, governance and risk management, mergers and acquisitions, and other corporate transactions. The Company was founded by Daniel J. Weinfurter is headquartered in Chicago, IL.

Portfolio Financial Services Ltd. is a private company based in Mumbai, India. Portfolio Financial Services Ltd. was founded in 1992.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

BlackRock Investment Management (Australia) Ltd. (BlackRock IM-Australia) is the Australia-based investment management subsidiary of BlackRock Australia Holdco Pty Ltd., which is owned by BlackRock, Inc. (NYSE: BLK) in the US. In 2009, BlackRock merged with Barclays Global Investors and the combined firm operates under the BlackRock name. Headquartered in Melbourne, BlackRock IM-Australia offers a range of investment solutions for institutions, financial professionals and individuals.

Advance Asset Management Ltd. (Advance AM) is an investment management firm headquartered in Sydney, Australia. The firm was founded in 1982 and formerly known as NSW Property Managers Pty Ltd. and as NSW Asset Management Ltd. In 2023, they were acquired by Mercer (Australia) Pty Ltd., which is ultimately owned by Marsh & McLennan Cos., Inc. (NYSE: MMC) in the US. Advance AM manages managed funds and multi-manager funds for various investors.

The Financial Services Council provides financial services. The private company is based in Sydney, Australia. and has subsidiaries in New Zealand. Sally Loane has been the CEO of the Australian company since 2014.

Part of Perpetual Ltd., Pendal Institutional Ltd. is an independent investment management business based in Sydney, Australia. The Australian company's experienced fund managers have the autonomy to make decisions with conviction and offer sustainable investment options, such as the Pendal Sustainable Balanced Fund - Class G through Investment Giving. Recently, the company's Pendal Select Fund (class R) was awarded the highest rating of "highly recommended" by researcher Zenith.

CLSA Australia Pty Ltd. is a securities brokerage firm headquartered in Sydney, Australia. The firm was founded in 2009 and is a subsidiary of CLSA Ltd., which is owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Australia provides equity research and broking, asset management, corporate finance and capital markets and securities services to corporates and investors.

Pendal Group Ltd. (Investment Management) (PG-IM) is the investment management division of Pendal Group Ltd., an investment company headquartered in Sydney, Australia. Formerly known as BT Investment Management Ltd., the firm was founded in 2007 and changed their name to Pendal Group Ltd. in 2018. They became part of Perpetual Ltd. (ASX: PPT) in 2023. PG-IM utilizes a multi boutique business model to manage funds for retail and institutional clients and other intermediaries.

Wisdom Funds Pty Ltd. is an independent fund manager headquartered in Sydney, Australia. The firm was founded by Simon Bridger in 2016. Wisdom Funds manages the Wisdom Australian Equities Fund.

Profeta Investments Pty Ltd. is a global asset manager that focuses on delivering high absolute returns. The private company is based in Sydney, Australia. The Australian company's portfolios are high conviction and they take a long-term view. The company's strategy is investing in quality businesses when their valuations are attractive. The company seek out growing companies with strong balance sheets, where management teams are strongly aligned with shareholders. The company was founded by Garry Laurence.

Atrium Investment Management Pty Ltd. (Atrium) is an independent multi-asset investment manager headquartered in Sydney, Australia. Atrium creates diversified portfolios for financial advisers, high net-worth individuals & not-for-profit organizations.

MLC Wealth Management Ltd. provides financial and estate planning, investment management, insurance and other related services. The company is headquartered in Melbourne, Australia.

Lennox Capital Partners Pty Ltd. provides investment advice. The private company is based in Sydney, Australia. The Australian company was founded in 2017 by Liam Donohue, James Dougherty.

Endeavor Asset Management Pty Ltd. (Endeavor) is an independent investment management firm headquartered in Melbourne, Australia. The firm was founded by Robert Mead in 2010. Endeavor provides tailored solutions to clients through their High Conviction, Growth and Balanced Equities portfolios in an individually managed account structure.

JOHCM Funds (UK) Ltd. is based in London, UK. Part of Perpetual Ltd., JOHCM Funds (UK) Ltd. is a British company that provides financial intermediation services.

Ethical Partners Funds Management Pty Ltd. is an Australian boutique fund manager that focuses on performance and ethical investing. The private company is based in Sydney, Australia. The Australian company's Ethical Partners Tatrai Giving Fund aims to support children, families, and youth in need. The company controls risk through individual company research and its proprietary Ethical Partners Operational Risk Assessment (EPORA). The company actively advocates for change and offers the Ethical Partners Australian Share Fund, a unit trust open to institutional, professional, and sophisticated investors. The company was founded in 2017 by Matthew Nacard and Nathan Parkin, with Matthew Nacard serving as the CEO since then.

Part of Perpetual Ltd., Pendal Fund Services Ltd. is an Australian company that provides investment management services. The company is based in Sydney, Australia.

J O Hambro Capital Management Holdings Ltd. provides financial services. The company was founded on June 13, 2011 and is headquartered in London, the United Kingdom.

The Banking & Finance Oath Ltd. is an initiative that promotes ethical behavior, trust, and integrity in the banking and finance industry. The private company is based in Neutral Bay, Australia. The Australian company provides a practical guide to ethics and encourages young professionals to take the oath. The company offers programs for financial advisers and leaders on how to embed the oath and develop an ethical framework.

JOHCM (USA), Inc. (JOHCM USA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2013 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. JOHCM USA provides investment advisory services on a segregated basis to US institutional investors.