Max Warburton

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.

Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients.

AE Continuation LLP is a US equity brokerage firm headquartered in London, UK. Formerly known as Hispaniola LLP and as Atlantic Equities LLP, the firm was founded in 2003 by Christopher Middleton, Hamilton Faber, Keely Oliver, Marlus McNally and Vernon Golding. They were acquired by Redburn (Europe) Ltd. in 2023 and change their name to AE Continuation LLP.

Canada Life Asset Management Ltd. (CLAM) is the Great Britain-based investment management subsidiary of The Canada Life Group (UK) Ltd., ultimately held by Power Corp. of Canada (TSE: POW) in Toronto, Canada. Founded in 1903, the firm was acquired in 2003 by Great-West Lifeco Inc. Headquartered in London, CLAM manages the Canlife fund range, OEIC and Unit Trust funds. Most of their fund range is managed from London, but they also offer a small number of funds which are managed in partnership with companies in the Great-West Lifeco group and associated companies in Canada, the US and Ireland.

AllianceBernstein Ltd. (ABL) is the Great Britain-based, global investment management subsidiary of AllianceBernstein Preferred Ltd., ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Headquartered in London, the firm was founded in 1990 by David Andrew Steyn. ABL provides investment management and research services to public and private sector institutional clients, retirement and pension funds, banks, insurance companies and high-net worth individuals. They offer a family of globally distributed mutual fund portfolios across all major investment disciplines. The firm is a signatory to the UN Principles of Responsible Investment (UNPRI) and integrates ESG issues into their investment processes.

JPMorgan Securities Plc is a brokerage firm headquartered in London, UK. The firm was founded in 1992 and is a wholly-owned subsidiary of JP Morgan Capital Holdings Ltd., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMorgan Securities provides market research, proprietary pricing data and analytics, and trade execution across multiple asset classes such as credit, equities and FX. They help institutional investors, traditional and alternative asset and fund managers, broker dealers and equity issuers meet the demands of changing markets.

J&E Davy (Private Banking) (Davy-PB) is the wealth management division of J & E Davy, a stockbroker headquartered in Dublin, Ireland. The firm is ultimately owned by J & E Davy Holdings Ltd. They trace their history to 1926 when James and Eugene Davy founded the firm. Headquartered in Dublin, Davy-PB provides financial planning, investment management and asset selection services to individuals, charities and companies.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

Lloyds Development Capital (Holdings) Ltd. (LDC) is a private equity firm founded in 1981. The firm is headquartered in London, United Kingdom and is wholly owned by LBG Equity Investments Ltd.

Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors.

Bernstein Autonomous LLP (dba Autonomous Research) is an investment research firm headquartered in London, UK. The firm was founded in 2009 and is a subsidiary of Sanford C. Bernstein (Autonomous UK) 1 Ltd., ultimately owned by Equitable Holdings, Inc. (NYSE: EQH) in the US. Autonomous Research provides fundamental analysis and thematic work on financial companies globally. Their clients are large institutional investors along with private equity firms, regulators, financial advisors and corporations who value the firm's research for its in-depth, intellectual approach and high quality.

Sanford C. Bernstein (Schweiz) GmbH (SCB Broker) is the brokerage subsidiary of Allicanbernstein International LLC, which is ultimately held by Equitable Holdings, Inc. (NYSE: EQH). The firm is headquartered in Zurich, Switzerland and was founded in 2010. SCB Broker provides brokerage services to their clients.

New Street Research LLP provides investment research. The private company is based in London, UK. and has subsidiaries in United States, Singapore and Hong Kong. The British company was founded in 2003 by Russell Waller, James Ratzer, Andrew Entwistle, Iain Johnston. Iain Johnston has been the CEO since 2003.

Joh. Berenberg, Gossler & Co. KG (United Kingdom) (Berenberg-UK) is the Great Britain-based broker/dealer division of Joh. Berenberg, Gossler & Co. KG, a multinational full-service investment bank in Germany. Headquartered in London, Berenberg-UK was founded in 2003 and provides trading and brokerage services to institutional and corporate clients.

HSBC Bank Plc (Broker) (HSBC Bank-Broker) is the broker/dealer division of HSBC Bank Plc, which is owned by HSBC Holdings Plc (LON: HSBA; NYSE: HSBC) in Great Britain. Headquartered in London, HSBC Bank-Broker was founded in 1880 and offers bespoke brokerage services across every major asset class for their corporate and institutional clients.

UBS AG (London Branch) is the Great Britain-based brokerage subsidiary of UBS AG, ultimately held by UBS Group AG (SWX: UBSG) in Switzerland. Headquartered in London, the firm was founded in 1998 and provides nimble, innovative and bespoke access to solutions, from market and insight tools, to trading strategies and execution for private, institutional and corporate clients worldwide, as well as private clients in Switzerland. They distribute, trade, finance and clear cash equity and equity-linked products. The firm also structures, originates and distributes new equity and equity-linked issues.

Jefferies International Ltd. (JIL) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Jefferies Holdings II Ltd., ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF) in the US. JIL provides broking services to various investors.

EFG Asset Management (UK) Ltd. (EFGAM UK) is the asset management subsidiary of EFG International AG (SWX: EFGN) in Switzerland. The firm is headquartered in London and was founded in 1994. EFGAM UK provides actively managed investment products and services to professional advisers and institutional investors.

Part of Deutsche Telekom AG, DFMG Deutsche Funkturm GmbH operates and markets radio stations. The company is based in Muenster, Germany. The German company was founded in 2002. Bruno Jacobfeuerborn has been the CEO of the company since 2017.

Part of New Street Research LLP, New Street Research Singapore Pte Ltd. is a company that provides investment research. The company is based in Singapore, Singapore. The CEO of the Singaporean company is Michael E. Chambers.

Abu Dhabi Investment Council (Investment Management) (Abu Dhabi Investment Council-IM) is the investment management division of the Government of Abu Dhabi's Abu Dhabi Investment Council in UAE. Founded in 2007, Abu Dhabi Investment Council-IM is headquartered in Abu Dhabi and is responsible for investing part of the government's surplus financial resources through a globally diversified investment strategy, targeting positive capital returns through a portfolio of highly diversified asset classes and active investment management strategies.

RBC Europe Ltd. is the Great Britain-based broker/dealer subsidiary of RBC Europe Ltd., itself a subsidiary of Royal Bank of Canada (TSE: RY) in Canada. Headquartered in London, the firm was founded in 1970 and provides a full spectrum of brokerage services specifically tailored for both retail and institutional investors. The firm is active in several markets, exchanges, and electronic trading platforms.

La Pietra Capital is a British company that prioritizes sustainability as its core principle. The private company believes in taking on major risks to drive innovation. The company was founded by Olivier Vincent Sami Khatib.

Kiltearn Partners LLP (Kiltearn) is a hedge fund manager headquartered in Edinburgh, UK. The firm was founded in 2011 by Murdo Murchison and his founding partners, with the support of Silchester International Investors. The firm is a wholly-owned subsidiary of Kiltearn Ltd. Kiltearn offers a single global equity program, managed with a disciplined value investment philosophy.

Gen II Fund Services LLC provides fund administration services to private equity fund sponsors and investors. It offers private equity firms the best-in-class combination of people, process and technology, enabling GPs to most effectively manage their operational infrastructure, financial reporting and investor communications. The company was founded by Norman Leben, Steven Millner and Steven Alecia in 2009 and is headquartered in New York, NY.