Jim Otterbeck

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.

Travelers Property Casualty Corporation its commercial insurance services include multi-peril, workers' compensation, liability and property and casualty products and Personal insurance services include automotive and homeowners insurance. It is headquartered in Hartford, Connecticut in the US.

eHarmony, Inc. engages in the provision of online relationship matchmaking services. The firm’s compatibility matching system allows members to be matched with compatible persons. The company was founded by Dr. Neil Clark Warren and Greg Forgatch in 2000 and is headquartered in Los Angeles, CA.

Yak Academy, Inc. provides play-based foreign language classes. It offers courses in Spanish, Mandarin, French, German, and Italian languages. The company was founded by Robert Allen Kaye and Marie O’Brien in 2004 and is headquartered in Redondo Beach, CA.

Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis.

Horizon Investment Services LLC (Horizon) is a registered investment advisor headquartered in Hammond, Indiana. The firm was founded in 1997 and is a wholly-owned subsidiary of Horizon Management Services, Inc. Horizon provides investment advice to individuals, high net worth individuals, corporate pension and 401(k)/profit-sharing plans, trusts, estates, foundations, and corporations or business entities.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

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.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

InsureZone.com provides online insurance solutions to facilitate financial institutions, web portals, and other businesses in offering insurance services to their customers in the United States. It offers life, annuity, long-term care, disability insurance, and 401(k) retirement-plan products. The company was founded by John F. Pergande in 1999 and is headquartered in Fort Worth, TX.

Winston & Strawn LLP provides legal services. Its service areas include antitrust & trade regulations, employment & labor relations, intellectual property, taxation & trusts, and estates to automotive, aviation, electric power, financial services, and health care. The company was founded by Frederick H. Winston in 1853 and is headquartered in Chicago, IL.

Buena Venture Associates (BVA) is a venture capital firm founded in 1998 by John F. Pergande and Sid Richardson Bass. The firm is headquartered in Fort Worth, Texas.

Wilson Sonsini Goodrich & Rosati PC provides legal services. Its services include corporate law and governance, public and private offerings of equity and debt securities, mergers and acquisitions, securities class action litigation, intellectual property litigation, antitrust counseling and litigation, joint ventures and strategic alliances, technology licensing and other intellectual property transactions, tax, and employee benefits and employment law. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

AgentSecure Enterprises, Inc. operates as a web-based insurance service provider for small and rural commercial agents. It bridges the gap between brokers and carriers, eliminating both parties of administrative complexities which include proprietary computer systems and costly and burdensome paperwork. The company is headquartered in Fort Worth, TX.

Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY.

The Illinois State Bar Association is a state bar association that serves lawyers. The association is based in Springfield, IL. The association provides various resources for lawyers, including legal forms, expert services, and publications. It also offers continuing legal education programs and hosts events for lawyers.

National Bureau of Economic Research, Inc. was founded in 1920. The non-profit company is based in Cambridge, MA. The company provides investment research.

Panda Energy International, Inc. develops and operates power plants. It offers third party operations and maintenance and outage services, turnkey commissioning, startup, and complete staffing needs for all aspects of project development and execution. The company was founded by Janice Carter in 1982 and is headquartered in Dallas, TX.

Part of Nant Capital LLC, Los Angeles Times Media Group is a company that provides advertising services. The company is based in Los Angeles, CA. Mickie Rosen has been the CEO of the company since 2017.

MH Sub I LLC, headquartered in El Segundo, CA, is a fully integrated online media and software services organization focused on four high-value vertical categories: health, automotive, legal, and home/travel. The company's powerful, proprietary operating platform provides the flexibility and scalability to fuel its continued growth. Internet Brands is a portfolio company of KKR and Temasek. MH Sub I LLC was founded in 1998 by Jerry R. Farrar, Scott Edward Painter, Bill T. Gross, Bill Gross, Steve Glenn, and Robert N. Brisco has been the CEO of the company since 1999. MH Sub I was acquired by Internet Brands, Inc./Private Group/ on December 31, 2014, for $1,100 million.

Part of GCM Grosvenor, Inc., GCM UK Ltd. is an investment holding company. The company is based in London, UK and was founded in 2007.