Paul M. DeLuca

Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.

Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients.

Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans.

North Star Asset Management, Inc. (NSAM) is an independent, SEC-registered investment advisor headquartered in Neenah, Wisconsin. The firm was founded in 1996 by Kenneth Brusda, Michael Flesch, Geoffry Penn, David Risgaard and Eric Richter. NSAM provides investment advice on a discretionary/non-discretionary basis to individual and institutional clients.

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.

Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios.

Isomark Health Inc is a company that manufactures infectious disease detection devices. The company is based in Fitchburg, WI. The company was founded by Warren Porter, Fariba Assadi-Porter, Daniel Butz, Marco Tonelli, Ellen Cook, Michael Shortreed, Mark E. Cook, Hamid Eghbalnia. Fariba Assadi-Porter has been the CEO since incorporation.

OnRamp Technologies LLC provides online retail intelligence, channel management and brand protection solutions. It offers real-time, online promotion, pricing information, empowering customers to handle channel issues and competitive situations. The company was founded by Wesley K. Shepherd in 2009 and is headquartered in Chicago, IL.

Imbed Biosciences, Inc. provides medical services. The firm develops next-generation surgical devices that can reduce patient pain and overall treatment costs, including antimicrobial dressings for dermal wounds, hernia surgical meshes, barrier films for gastro-intestinal defects, and dural membranes. The company was founded by Ankit Agarwal, Michael J. Schurr, Charles J. Czuprynski, Jonathan F. McAnulty, Christopher J. Murphy and Nicholas L. Abbott in 2010 and is headquartered in Fitchburg, WI.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Founded in 1992 by Brian Stark and Michael Roth, Stark & Roth LLC is a registered investment advisor and hedge fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Stark & Roth Holding, Inc.. Stark & Roth also does business as Stark Investments.

BOCI Asia Ltd. provides brokerage services and is ultimately controlled by the Government of China. The company is based in Hong Kong, Hong Kong. The CEO of the Chinese company is Yan Cheng.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Golden Angels Investors LLC (Golden Angels Investors) is a venture capital firm founded in 2002 by Timothy J Keane. The firm is headquartered in Brookfield, Wisconsin.

DataChat, Inc. engages in the provision of technology platform that helps anyone to easily view data analytics and carry out data science functions without learning to code. The company was founded by Jignesh Patel and Rogers Jeffrey Leo John and is headquartered in Madison, WI.

Redox, Inc. provides software services. It offers health care applications, organizations, medical devices, payers and tele health solutions. The company was founded by Niko Skievaski, Luke Bonney, and James Lloyd in 2014 and is headquartered in Madison, WI.

Locomatix, Inc. provides technology and analytic data processing solutions. The company was founded by Jignesh Patel and is headquartered in Sunnyvale, CA.

Part of Kantar Group Holdings Ltd., Market Track LLC is a data and tech company that provides 360-degree consumer understanding for the market research industry. The company blends first-party data from over 1 million US households with advanced technology to offer unparalleled insights into modern consumer shifting behaviors. Headquartered in Chicago, IL, Market Track has 2,000 employees worldwide, and 80 of the top 100 CPG brands’ manufacturers are its clients. The company's brand insights platform provides on-demand, omnichannel consumer insights and data, enabling businesses to answer their questions at any hour of the day. Market Track's measurement consumer panel provides purchasing data from over a million contributors, enabling new use cases like omnichannel share measurement, demographic share measurement, opportunity sizing, and more. The company was founded in 2004 by Dan Fitzpatrick, and Eric D. Belcher has been the CEO of the company since 2019. Market Track was acquired by The Kantar Group Ltd. on July 06, 2021 for $1,500 million.

Robert W. Baird & Co., Inc. (Fixed Income) (dba Baird Advisors) is the investment management division of Robert W. Baird & Co., Inc., an American multinational independent investment bank and financial services company headquartered in Milwaukee, Wisconsin. Baird Advisors manages taxable and tax-exempt fixed income portfolios for individuals and families as well as corporations and institutions.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

J.P. Morgan Chase Bank, NA provides commercial and investment banking services for the public and private sectors. Its clients include blue-chip Indonesian corporate and financial institutions, many with multinational operations. It offers mergers and acquisitions, financial advisory, capital rising, risk-management solutions including interest rate swaps, interest rate options, FX forwards and FX options, cross-currency swaps and government bonds and treasury services. The company is headquartered in Jakarta, Indonesia.