Ellen Safir

Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940.

Proffitt & Goodson, Inc. (ProffittGoodson) is an independent financial planning and wealth management firm headquartered in Knoxville, Tennessee. The firm was founded by Jim Proffitt and David Goodson in 1986. ProffittGoodson develops customized investment solutions for families, endowments, high-net-worth investors, and foundations.

Founded in 2007, Moelis & Co. LLC is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of Moelis & Company (NYSE: MC), a global investment bank that provides financial advisory, capital raising and asset management services to corporations, institutions and governments. Moelis & Co. LLC provides an array of trading and execution services for their clients. They do not provide any internal research.

Morgan Stanley Investment Management (Japan) Co. Ltd. (MSIM-Japan) is the investment management subsidiary of Morgan Stanley Japan Holdings Co. Ltd., itself a subsidiary of US-based Morgan Stanley (NYSE: MS). Formerly known as Morgan Stanley Asset & Investment Trust Management Co. Ltd., established in 1987, the firm changed their name to Morgan Stanley Investment Management (Japan) Co. Ltd. in 2012. MSIM-Japan is based in Tokyo and provides investment advisory and asset management services to public and private pension funds and financial institutions.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

Leucadia Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 as Jefferies Private Client Advisers LLC. They changed their name to Jefferies Investment Advisers LLC in 2006 and to Leucadia Asset Management LLC in 2021. The firm is a wholly owned subsidiary of Jefferies Financial Group, Inc. (NYSE: JEF). LAM provides advisory services to high net-worth individuals, trusts, estates, foundations, charitable organizations, corporations and other business entities.

Sanford C. Bernstein Ltd. is a securities brokerage firm headquartered in London, UK. They are a subsidiary of Alliancebernstein Corp. of Delaware, ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Founded in 1999, the firm provides fundamental research and full service execution services to institutional clients globally. They offer bottom-up coverage and portfolio strategies supported by sophisticated quantitative tools.

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

New York Philharmonic provides live theatrical presentations. The company was founded in 1842 and is headquartered in New York, NY.

Los Angeles Philharmonic Association engages in the promotion of orchestra, bands, and other entertainers. The company was founded by William Andrews Clark Jr. in 1919 and is headquartered in Los Angeles, CA.

Southwestern Vermont Health Care engages in the provision of health care services. Its services include cardiology, integrative therapies and orthopedic surgery. It also provides radiation therapy and rehabilitation services. The company was founded by Henry W. Putnam in 1910 and is headquartered in Bennington, VT.

Neurosciences Research Foundation, Inc. operates as a non-profit scientific research organization. The company was founded in 1962 and is headquartered in La Jolla, CA.

Doyle & Boissiere LLC (Doyle & Boissiere) is a venture capital firm founded in 1995 by Lionel Boissiere and Dolye B William. The firm is headquartered in Burlingame, California.

Calvert Social Investment Foundation, Inc. provides community investment notes to social development organizations. The firm connects individual investors with organizations working globally, developing affordable housing, creating jobs, protecting the environment, and working in other ways for the social good. The company was founded in 1995 and is headquartered in Bethesda, MD.

Common Cause acts as a vehicle for citizens to make their voices heard in the political process and to hold their elected leaders accountable to the public interest. The company was founded in 1970 and is headquartered in Washington, DC.

Glynwood Center provides technical assistance, mentoring and advanced practical skills workshops for new farm businesses, and equipment, infrastructure and housing at its leased property. It serves to the food and farming professionals. The company was founded in 1997 and is headquartered in Cold Spring, NY.

Boy Scouts of America provides support services to youth and families. The company was founded in 1910 and is headquartered in New York, NY.

Campbell Wealth Management, Inc. (CWM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Alexandria, Virginia. Founded in 2003, CWM provides wealth management services exclusively for individuals 55 and older who are near or in retirement.

Harbour Capital Advisors LLC is a wealth management firm and registered investment advisor headquartered in Tyson's Corner, Virginia. The firm was founded in 2011 and is a subsidiary of Harbour Lights Holding Co., Inc. Harbour Capital Advisors provides holistic, personalized wealth planning and investment management solutions to individuals, families and their charitable organizations.

Part of Community Home Lenders of America, Community Mortgage Lenders of America, Inc. is an American company that provides mortgage loan services. The company is based in Washington. Community Mortgage Lenders of America was acquired by Community Home Lenders Association, Inc. on August 17, 2022.

CFA Society Washington, D.C. is a an association for investment professionals. The company was founded in 1953 and is headquartered Washington, District of Columbia.