Ella McAlister

Barrenjoey Pty Ltd. is an independent investment research firm headquartered in Sydney, Australia. The firm was founded by Peter Marks and Annie Zhu in 2021. Barrenjoey provides corporate and strategic advisory, equity and debt capital market underwritings, cash equities, research, prime brokerage and traditional fixed income services.

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.

Jarden Australia Pty Ltd. (Jarden) is a broker-dealer firm headquartered in Sydney, Australia. The firm is a subsidiary of Jarden Partners Ltd. in New Zealand. Jarden’s clients are institutional, corporate and private investors that seek a broad range of investment opportunities, backed by world-class service and seamless execution.

Part of Bank of America Corp., Merrill Lynch Equities (Australia) Ltd. is an Australian company that provides brokerage services. The company is based in Sydney, Australia. Joseph Fayyad has been the CEO of the company since 2017.

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.

East Topco Ltd. provides investment, superannuation and retirement products to individuals as well as to corporate and superannuation fund investors. The company is headquartered in Sydney, Australia.

KPMG Australia Pty Ltd. engages in the provision of accounting and auditing services. It offers audit and assurance; risk consulting; tax and legal; and deal advisory services. The company was founded in 1987 and is headquartered in Canberra Airport, Australia.

Wilson Asset Management (Private Equity) (Wilson Asset Management) is a private equity subsidiary of Wilson Asset Management (International) Pty Ltd. founded in 1997 by Geoffrey James Wilson. The firm is headquartered in Sydney.

Schroder Investment Management Australia Ltd. (SIMAL) is the wholly-owned Australian investment management subsidiary of Schroder Australia Holdings Pty Ltd., ultimately held by Schroders Plc (LON: SDR, ADR: SHNWY) in Great Britain. The firm was founded in 1961 and is headquartered in Sydney. SIMAL manages assets for institutional and wholesale clients across Australian equities, fixed income and multi-asset and global equities.

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.

Part of Royal Bank of Canada, RBC Securities Australia Pty Ltd. is an Australian company that provides brokerage services. The company is based in Sydney, Australia.

Part of Morningstar, Inc., Morningstar Holland BV is a Dutch company that provides investment research. The company is based in Amsterdam, Netherlands. The company was founded in 2000. The CEO is Steven Smit.

Melior Investment Management Pty Ltd. is an impact investment manager based in Sydney, Australia. The Australian company is committed to driving positive change and offers the Melior n Impact Fund to help clients use their financial power to build a better future. The CEO of the private company is Lucy Steed.

The University of Melbourne, founded in 1853, is a world-renowned institution located in Parkville, Australia. The university is a leader in education, teaching, and research, offering a wide range of coursework and research programs.

Liverpool Partners Pty Ltd (Liverpool Partners) is a private equity founded in 2012 by Jonathan Lim. The firm is headquartered in Sydney, Australia.

Seisma Pty Ltd. provides business and technology consulting services. The company was founded in 2004 and is headquartered in Melbourne, Australia.

Count Financial Ltd. provides accounting, business and financial services. The firm offers financial advice on various products ranging from personal risk insurance to investments, such as unit trusts, shares, listed property trusts, self-managed super funds and retirement products. The company was founded by Barry Martin Lambert in 1980 and is headquartered in Sydney, Australia.

UBS Securities Australia Ltd. is a brokerage firm headquartered in Melbourne, Australia. The firm is a wholly-owned subsidiary of UBG AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. UBS Securities Australia offers execution and settles trade in ASX quoted financial products for private investors.

Ord Minnett Ltd. is the brokerage and private wealth management subsidiary of IOOF Holdings Ltd. (ASX: IFL) in Australia. Headquartered in Sydney with additional office in Melbourne, the firm offers private wealth clients a full-service stockbroking services that covers Australian and global stock markets.

First Sentier Investments (US) LLC (FSI US) is a SEC-registered investment advisor headquartered in New York City. They were founded in 2014 and formerly a US division of Colonial First State Asset Management (Australia) Ltd. The firm is a wholly-owned subsidiary of MUFG Fund Services (USA), Inc., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306, NYSE: MUFG) in Japan. Formerly known as First State Investments (US) LLC, they changed their name to First Sentier Investments (US) LLC in 2020. FSI US provides ongoing discretionary investment management services to institutional clients through a separate account, with respect to fixed income securities.

Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is majority-owned by Driehaus Capital Holdings LLLP. Driehaus manages long-only equity and multi-asset alternative strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI).

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020.

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.

Diamond Hill Capital Management, Inc. (Diamond Hill) is a SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded in 2000 and is a wholly-owned subsidiary of Diamond Hill Investment Group, Inc. (NASDAQ: DHIL). Diamond Hill provides investment management services to individual and institutional investors through mutual funds and separate accounts. The firm also offers investment advisory services to the clients of wrap sponsors.

Founded by Clint Coghill in 1995, Coghill Capital Management LLC is a hedge fund manager located in Chicago

Firetrail Investments Pty Ltd. (Firetrail) is an independent investment management firm headquartered in Sydney, Australia. Founded in 2018, Firetrail offers a range of investment solutions that covers domestic shares, global shares, small-cap and large-cap equities funds.

Ibbotson Pty Ltd. provides asset management services. The company is headquartered in Sydney, Australia.

Part of Morningstar, Inc., Morningstar Research Ltd. provides investment research. The company is based in Auckland, New Zealand and was founded in 1999.

Macquarie Securities (Australia) Ltd. (MSAL) is a brokerage firm headquartered in Sydney, Australia. The firm was founded in 1969 and is a subsidiary of Macquarie Corporate International Holdings Pty Ltd., ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MSAL serves as the brokering entity for the Macquarie Group.

Westpac Institutional Bank provides banking and financial services. It delivers financial products and services to commercial, corporate, institutional and government customers. The company is headquartered in Sydney, Australia.