Noemie Cam

Burke & Herbert Bank & Trust Co. (BHT) is the investment management subsidiary of Burke & Herbert Bank & Trust Co. (Virginia) (OTCMKTS: BHRB). The firm is headquartered in Alexandria and has branches throughout the State. Founded in 1852 by the Burke and Herbert families, BHT provides investment advisory services to individuals, families and businesses in the Northern Virginia area.

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.

Sunrise Senior Living, Inc. provides senior and assisted living services. It offers independent and assisted living, care for individuals with Alzheimer's and other forms of memory loss, as well as nursing and rehabilitative care. The company was founded by Paul J. Klaassen and Terry Klaassen in December 1981 and is headquartered in McLean, VA.

BentallGreenOak (U.S.) LP is a real estate investment advisor based in Bethesda, MD. The fund's investment strategy focuses on industrial, multifamily, office, and other assets, including self-storage and life science, located in primary markets and seeks to produce stable income and competitive risk-adjusted total returns. The company manages the MEPT Fund, a core, open-end private equity real estate equity fund that invests in a diversified portfolio of institutional-quality real estate assets across more than 25 major metropolitan markets. The company is committed to industry-leading environmental sustainability standards, socially responsible investing practices, and superior governance principles.

American Forest & Paper Association, Inc. operates as a national trade association for pulp, paper, packaging and wood products. It offers Pulp, Paper-Based Packaging and Tissue Products. The company was founded on January 1, 1993 and is headquartered in West Palm Beach, FL.

Interstate Resources, Inc. engages in the manufacture and supply of corrugated packaging solutions. The firm operates through its container, energy, paper, and timber business divisions. It specializes in the production of retail and shelf-ready packaging and point-of-purchase displays, specialty sheets, and waxed corrugated packaging products. The company was founded in 1939 and is headquartered in Arlington, VA.

WLC Ventures (WLC Ventures) is a private equity subsidiary of White Lotus Centre Pvt Ltd founded in 2013. The firm is headquartered in Lalitpur, Nepal.

BOFAML Investments provides financial intermediary services. The company is headquartered in London, the United Kingdom.

Ace Development Bank Ltd. provides financial banking services. It offers loans, like home loan, education loan, personal loan, loan against fixed deposits and market shares, corporate loans, document required-retail loans, and interest rates loans, and deposit services. The company was founded in August 1995 and is headquartered in Kathmandu, Nepal.

Standard Chartered Bank is a private company based in Makati, the Philippines. and has subsidiaries in the Philippines. Mike Samson has been the CEO of the Filipino company since 2023.

Dolma Fund Management LLC (Dolma Fund Management) is a private equity firm founded in 2014 by Tim Gocher. The firm is headquartered in Ebene, Mauritius.

Heavenrich & Co., Inc. provides financial advisory services. The firm specializes in senior housing transactions, skilled nursing, assisted living, senior housing investment sales, capital solutions, equity placement, acquisition advisory in senior housing, CCRC, memory care and transitional rehab. The company was founded by Adam N. Heavenrich in 1994 and is headquartered in Chicago, IL.

Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients.

TAMRO Management LLC provides investment advice. The company was founded in and is headquartered in Alexandria, VA.

Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions.

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.

Ashmore Equities Investment Management (US) LLC (AEIM) is an investment management firm headquartered in New York City. The firm was founded in 1987 and is a subsidiary of Ashmore Equities Holding Corp., which is ultimately owned by Ashmore Group Plc (LON: ASHM) in Great Britain. AEIM manages pooled funds, segregated accounts and structured products that provide an opportunity for investors to participate in Emerging Markets.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA.