James B. Chapman

The Duke Endowment is a private foundation serving the people of North Carolina and South Carolina by supporting selected programs of higher education, health care, children's welfare and spiritual life. The endowment was founded in 1924 and is located in Charlotte, North Carolina

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.

Franklin Street Advisors, Inc. (FSA) is a registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was founded by Robert (Bob) Eubanks Jr. in 1991 and is a wholly-owned subsidiary of Fifth Third Acquisition Holdings LLC, ultimately held by Fifth Third Bancorp (NASDAQ: FITB). FSA delivers high touch investment management services to high net worth individuals and institutional investors.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Ladenburg Thalmann & Co., Inc. (Broker) is the broker/dealer division of Ladenburg Thalmann & Co., Inc., ultimately held by Advisor Group Holdings, Inc. Headquartered in New York City, the firm was founded in 1876 and offers a full suite of capital markets products and services, including proprietary equity research and a fixed-income trading desk. For institutional asset management clients, the firm provides liquidity, execution, high-quality idea-generating research, and access to corporate management teams. Their institutional coverage includes relationships with over asset management companies all over the world. To corporate clients, they bring access to investor capital, broad distribution capabilities and financial markets advisory. Ladenburg Thalmann is a leader in financing growing middle-market public companies across various industry verticals, including Healthcare & Life Sciences, Yield-Oriented Securities (BDCs, REITs, MLPs), Energy, Power & Infrastructure, and Telecom, Media & Technology.

Cary Street Partners LLC provides wealth management and investment banking services. It offers research & portfolio advisory, financial planning, insurance & estate planning and investment banking services. The company was founded by Mark M. Gambill and Thomas H. Tullidge Jr. in 2002 and is headquartered in Richmond, VA.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Part of Merck & Co., Inc., Merck Research Laboratories Massachusetts LLC is a pharmaceutical company that provides free medicines and adult vaccines to qualified patients through their Merck Patient Assistance Program. The company is based in Boston, MA and is a part of Merck & Co., Inc. and its affiliates. The company also offers information about insurance coverage and financial assistance options for eligible patients. The company conducts clinical trials and provides medical information covering thousands of topics in all fields of medicine through their Merck Manuals. Additionally, they report on their commitment to operating responsibly to benefit society through their corporate responsibility program, which includes their environmental, social, and governance (ESG) report. Merck for Mothers is an initiative to create a world where no woman has to die giving life.

Cherokee Investment Partners LLC is a Private Equity and Venture Capital firm founded in 1996 by John A. Mazzarino and Thomas F. Darden. The firm is headquartered in Raleigh.

Lower Cape Fear Hospice, Inc. provides hospice, palliative care and childcare wellness services. The firm's services include hospice care, palliative care, hospice care centers, grief support, community education, and veterans services. The company was founded by Daniel Gottovi in 1980 and is headquartered in Wilmington, NC.

Cameron Management, Inc. operates as an investment and real estate management company. It offers brokerage, development service, and property management. The company was founded by William Henderson Cameron and Scott Sullivan and is headquartered in Wilmington, NC.

Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients.

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

PT Indonesia Infrastructure Finance operates as a non-bank financial institution. The firm offers senior notes, subordinated finance, equity investment and advisory services. It serves the transportation, irrigation, waste water, telecommunications, electricity and oil and gas industries. The company was founded on January 15, 2010 and is headquartered in Jakarta, Indonesia.

Crosland LLC designs, develops and manages real estate properties. It provides real estate development and property management across the southeast. The company was founded in 1937 and is headquartered in Charlotte, NC.

MPUSA LLC develops and manufactures sports merchandise. It offers cooling towels, cooling gear, major league baseball, NCAA, grip, accessories, muscle, anti-chafe and sun care products. The company was founded by Sarah Haskins, Kevin Lin, Mariel Margaret Hamm, Alferd Reginald Bush, Sergio Garcia Fernandez, Jameka Serena Williams, Georges St.Pierre, Stephen John Nash, Josh Shaw, David Allen Wright and Amanda Ray Beard in 2008 and is headquartered in New York, NY.