John Zic

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

MONY Life Insurance Co. is based in New York, NY. Part of Dai-ichi Life Holdings, Inc., MONY Life Insurance Co. is a company that provides insurance services. The company was founded in 1842. MONY Life Insurance was acquired by Protective Life Insurance Co. from AXA SA on October 01, 2013 for $1,060 million.

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.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management 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.

Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

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.

General Catalyst LLC (General Catalyst) is a venture capital firm founded in 2000 by Joel Cutler, David Fialkow, Bill Fitzgerald, David Orfao and John Simon. The firm is headquartered in Cambridge, Massachusetts.

AXA Winterthur provides insurance services. It offers pension products to individual, corporate customers and associations. The firm sells its products and services via its own sales channels, credit suisse group banks and third party distribution partners. The company was founded in 1875 and is headquartered in Winterthur, Switzerland.

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.

Zurich Investment Management Ltd. (Zurich Investments) is an asset management firm headquartered in North Sydney, Australia. The firm is a subsidiary of Zurich Financial Services Australia Ltd., which is owned by Zurich Insurance Group AG (SWX: ZURN) in Switzerland. Zurich Investments provides Australian advisers and investors with wealth-building opportunities.

Henry Street Settlement, Inc. delivers social services and art programs. The company was founded in 1893 and is headquartered in New York, NY.

Scholarship America, Inc. provides scholarships and educational support services. Its solutions include design and managed custom education assistance programs, financial and other supports to students in need, and engagement in stakeholders and influence policies. The organization was founded by Irving Fradkin in 1958 and is headquartered in Minneapolis, MN.

Madison Dearborn Partners LLC (Madison Dearborn Partners) is a private equity firm founded in 1992 by John A. Canning Jr., Paul J. Finnegan, Samuel M. Mencoff, Robin P. Selati, James N. Perry Jr. and Timothy P. Sullivan. The firm is headquartered in Chicago, Illinois.

Catterton Management Co. LLC (L Catterton) is a private equity subsidiary of L Catterton Management Ltd. founded in 1989. The firm is headquartered in Greenwich, Connecticut.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

HCI Equity Partners LLC (HCI Equity Partners) is a private equity firm founded in 1991 by Frederic Malek. The firm is headquartered in Washington, District of Columbia.

Management Leadership for Tomorrow is a national non-profit organization that aims to transform leadership pipelines by equipping black, latinx, and native american talent to secure high-impact jobs. The non-profit company is based in New York, NY. The company's acclaimed programs are designed to accelerate the careers of high-achieving individuals from these communities. The company was founded by John E. Rice, who has been the CEO since incorporation.

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

Pace Global is a leading energy consulting and management company. They combine deep industry knowledge with commercial, technical, financial, and regulatory expertise to help organizations maximize value and manage risk in today’s complex energy and environmental markets. For more than 35 years and in over 60 countries, they have worked closely with their clients to define strategies and implement solutions. They offer a unique, integrated perspective of their clients have come to trust. Some call this synergy. They call it the Power of Integration.

HORAN Capital Advisors LLC (HCA) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. Founded in 1948, HCA provides investment and portfolio management services to ultra-high net worth to mass affluent individuals, as well as corporate and institutional clients.

Sterling Fund Management LLC (Sterling Partners) is a Private Equity firm founded in 1983 by Eric Becker, Michael Bronfein, Shoshana M. Vernick, Jeff Elburn. The firm is headquartered in Chicago, Illinois.

Part of AXA SA, AXA Asia SAS is a French company that provides insurance services. The company is based in Paris, France.

AXA Versicherungen AG engages in providing insurance services. The company is headquartered in Winterthur, Switzerland.

The Geneva Association provides international think tank of the insurance industry. It offers research programs such as financial stability and regulation, extreme events and climate risk, global ageing, cyber and innovation, and the protection gap. The company was founded by Fabio Padoa Schioppa, Raymond Barre, and Orio Giarini in 1973 and is headquartered in Zurich, Switzerland.

Part of AXA SA, AXA Leben AG is a Swiss company that provides life insurance services. The company is based in Winterthur, Switzerland.

PWC Corp. is a private company that wholesales steel water pipes and plumbing and heating equipment. The company is based in Santa Ana, CA.

AXA Life Insurance Co. Ltd. provides life insurance products and services for the chambers of commerce and industry across Japan. Its products are nonparticipating term insurance and medical care insurance. The company has alliances with Aioi Insurance and Mitsui Sumitomo Insurance to sell the nonlife policies and defined contribution pension plans, respectively. AXA Life insurance is headquartered in Tokyo, Japan.

Bertelsmann Management SE is an international media enterprise with corporate divisions including RTL Group, Penguin Random House, and Gruner + Jahr. The private company is based in Gütersloh, DE and has a global presence of subsidiaries in several regions. The German company's Press Center provides detailed information for journalists, and the company is also committed to Corporate Responsibility activities. Thomas Hermann Rabe has been the CEO of the company since 2012.

Middleburg Capital Development Ltd (Middleburg Capital) is a private equity firm founded in 2013 by Timothy F. Sutherland and David Sutherland. The firm is headquartered in Middleburg, Virginia.

Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families.