Terry Wubbena

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.

Wisconsin Public Service Corp. provides electricity and natural gas utility services. The company operates through the following segments: Utility and Other. The Utility segment includes electric and natural gas utility operations. The electric utility operations engages in the generation, distribution, and sale of electricity in north-eastern Wisconsin. The natural gas utility operations engages in the purchase, distribution, and sale of natural gas to retail customers and the transportation of customer-owned natural gas in north-eastern Wisconsin. The Other segment includes non-utility activities, as well as equity earnings from its investment in WRPC. The company was founded in 1883 and is headquartered in Green Bay, WI.

Serena Software, Inc. provides application lifecycle management software for enterprises. The company designs, develops, and sells application lifecycle management, application release management, and information technology management software and solutions. Its products include Serena Requirements Manager, Serena Development Manager, Serena Release Manager, Dimensions, PVCS, ChangeMan, StarTool and Comparex, Serena Business Manager, Serena Service Manager, Serena Demand Manager, Serena Request Center and Serena Dashboard. The company was founded by Douglas D. Troxel in 1980 and is headquartered in San Mateo, CA.

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

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.

Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities.

Dow AgroSciences LLC engages in the provision of agrochemical and biotechnology solutions. It offers pest management and biotechnology products to improve the quality of the food supply and contribute to health. The company was founded in 1989 and is headquartered in Indianapolis, IN.

Dorinco Reinsurance Co. operates as an insurance firm. It underwrites liability, multi-line, and property reinsurance services for insurance companies. The company was headquartered in Midland, MI.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Intel Capital Corp (Intel Capital) is a venture capital subsidiary of Intel Corp founded in 1991 by Les Vadasz, and Avram Miller. The firm is headquartered in Wilmington, Delaware.

Part of DNB Bank ASA, Den Norske Bank (Custody) is a Norwegian company that provides banking services. The company is based in Oslo, Norway.

Arcataur Capital Management LLC (Arcataur) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2003 and is wholly-owned by Ignatius L. Smetek. Arcataur provides portfolio management services to individuals, trusts, corporations and other commercial entities, pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, religious organizations, foundations, endowments, and municipalities.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

Aequitas Capital Management, Inc. (Aequitas Capital Management) is a private equity firm founded in 1993 by Robert Joseph Jesenik. The firm is headquartered in Lake Oswego, Oregon.

State Bar of Wisconsin operates as a bar association. The private company is based in Madison, WI and has subsidiaries in United States.

Liana Ltd. engages in the construction business. The company is headquartered in in Midland, MI.

SB China Capital (SBCVC) is a Private Equity/Venture Capital firm, a subsidiary of SoftBank Group Corp. founded in 2000 by Chauncey Shey. The firm is headquartered in Shanghai, China with additional offices in Beijing, Shenzhen, Chengdu, Hangzhou and Taiwan.

Mesta AS provides engineering and heavy construction services. It offers road operations and maintenance services. The firm's business areas include construction work, electro technical installation, and a range of specialized services such as rockslide prevention, concrete constructions, and guard rails. The company was founded on May 21, 2008 and is headquartered in Lysaker, Norway.

Chemclin Diagnostics Corp. provides chemilumiscent assay and instruments. Its products include chemiluminescence, clinical chemistry and commercial services. The company was founded in 1999, and is headquartered in Beijing, China.

Equinor US Holdings, Inc. is an international energy company that focuses on electrification and reducing emissions from offshore oil and gas production. Equinor US Holdings, Inc. is headquartered in Stamford, CT and has 22,000 employees in around 30 countries worldwide. Equinor US Holdings is ultimately controlled by the Government of Norway. The company aims to replace fossil-based power supply with renewable energy and utilize hydrogen made from natural gas as a clean energy source. Equinor's energy transition plan outlines their commitment to achieving net-zero emissions. The company also prioritizes sustainability and publish Energy Perspectives reports annually.

Norsk Industri provides educational and training services. It provides member companies legal advice related to being an employer and assistance in many issues, within the HSE, expertise and industry relationships. The company was founded in 1889 and is headquartered in Oslo, Norway.

Phillips Edison Grocery Center Operating Partnership I LP provides real estate services. The company is headquartered in Cincinnati, OH.

Vista Ridge Capital Partners LLC (Vista Ridge Capital) is a private equity firm founded by Dilip Ratnam and Don Vollum in 2009.The firm is headquartered in OR.