Dan Manion

BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds.

Paradigm Capital Management, Inc. (Paradigm) is a SEC-registered investment advisor and wealth management firm headquartered in Albany, New York. The firm was founded by Candace Weir in 1994 and is a wholly owned subsidiary of Paradigm Capital Holdings, Inc. Paradigm offers investment advisory services primarily to corporations, pension and profit-sharing plans, foundations, individuals, investment funds, trusts and individuals (which include high net-worth individuals), other separate accounts, and pooled investment vehicles such as private investment limited partnerships.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

Montrose Securities International is a boutique financial services company that specializes in high-yielding overseas bank deposits, mortgage finance, and foreign currency exchange transactions. The private company is based in San Francisco, CA. Montrose Securities International recently invited investors to participate in a first mortgage syndicate secured over commercial property in Australia, with an investment opportunity available until May 20, 2023.

Wells Capital, Inc. provides real estate services. It performs services for the Wells Real Estate Funds and REITs, including presenting, structuring and acquiring real estate investment opportunities. The firm enters into leases and service contracts on acquired properties, arranging for completing the disposition of properties and providing accounting and administrative functions. The company was founded in 1978 and is headquartered in Norcross, GA.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Allianz Lebensversicherungs AG provides life insurance. It offers life insurance, term life insurance, annuity insurance, unit-linked life insurance, endowment insurance, education insurance, occupational disability insurance, care insurance, and payment protection insurance. The company was founded in 1922 and is headquartered in Stuttgart, Germany.

KDP Investment Advisors, Inc. (KDP) is an investment advisory firm headquartered in Montpelier, Vermont. The firm was founded by Kingman D. Penniman in 1996. In 2023 they became a subsidiary of Obra Institutional Credit LLC, which is owned by Obra Capital, Inc. KDP provides credit research and analysis to institutional client base such as hedge funds, pension plan sponsors, mutual fund companies, sell-side firms, and other financial institutions.

Maple Capital Management, Inc. (Maple Capital) is an independent, SEC-registered investment advisor headquartered in Montpelier, Vermont. The firm was founded by John Boland and Ramsey Luhr in 2004 through a management buyout of the private client group of NL Capital Management, Inc. Maple Capital provides portfolio management services to individuals, families, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and insurance companies.

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

The National Life Assurance Co. of Canada provides individual life and health insurance, retirement, and investment products. Its regional offices are located in Vancouver, Calgary, Winnipeg, Toronto, Montreal, and Halifax. The company was founded in 1899 and is headquartered in Toronto, Canada.

Aetna Life Insurance Co. provides life insurance services. It offers group and individual life insurance policies. The company was founded in 1853 and is headquartered in Hartford, CT.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

The American Academy of Actuaries provides leadership, objective expertise, and actuarial advice on risk and financial security issues to assist public policymakers on all levels. The private company is based in Washington and has subsidiaries in the United States. The academy also sets qualification, practice, and professionalism standards for actuaries credentialed by one or more of the five U.S.-based actuarial organizations.

Greater Indianapolis Chamber of Commerce, Inc. operates as a chamber of commerce. It specializes in talent attraction, economic development, entrepreneur services, business advocacy, events, and membership. The company is headquartered in Indianapolis, IN.

The Society of Actuaries is an organization that provides research and industry news on various topics such as health care, predictive analytics, climate change, risk management, life insurance, modeling, pension and retirement, public policy, law and regulation. The private company is based in Schaumburg, IL. The company aims to help individuals advance their careers.

Bankers Conseco Life Insurance Co. provides insurance services. It offers medicare supplement insurance, life insurance, long term insurance, supplemental health insurance, and secure retirement with annuities. The company is headquartered in Jericho, NY.

MIB Group, Inc. provides data-driven risk management and digital solutions. It offers underwriting services, MIB checking services, and risk analytics. The company was founded in 1902 and is headquartered in Braintree, MA.

Indiana Sports Corp. operates as a sports event hosting non-profit company. The company is based in Indianapolis, IN.

National Life Insurance Co. provides insurance, annuity, and investment services to individuals, families, and businesses. It offers life insurance, living benefits, mutual funds, qualified and non-qualified plans, business continuation and transition, and retirement plans. The company was founded in 1848 and is headquartered in Montpelier, VT.

National Life Group is a diversified family of financial service companies that has unifying identity as a product innovator offering personalized service. Companies in the group offer a comprehensive portfolio of life insurance, annuity and investment products to help individuals, families and businesses pursue their financial goals. The company was founded in 1850 and is headquartered in Montpelier, VT.

Berkshire Hathaway HomeServices Nevada Properties provides real estate services. It engages in the operation of independently-owned group of collective real estate franchises that are part of the Prudential Real Estate Network. The firm also provides pre-licensing training and professional development courses for aspiring realtors. The company was founded by Jack Woodcock, Mark Miscevic and Steve Schneider in 1979 and is headquartered in Las Vegas, NV.

Conseco Life Insurance Co. of Texas provides Insurance services. The company was founded in 2003 and is headquartered in Carmel, IN.