Loriann Ostermueller

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.

Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients.

Penn Engineering & Manufacturing Corp. engages in the provision of fastening solutions. It offers fasteners, micro fasteners, installation equipment, engineered plastics, brand rivet nuts, automotive structural solutions, automotive electronic solutions, electric vehicle solutions, bonding fasteners, inserts for plastics, cable tie-mounts, and small screw insertion system. The company was founded by Kenneth A. Swanstrom in 1942 and is headquartered in Donboro, PA.

Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.

Brandywine Global Investment Management LLC (Brandywine Global) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients.

StubHub, Inc. engages in the provision of online ticket exchange services. It operates secure site for the transactions, shipping, and customer service; and offers charity ticket packages for events. The company was founded by Eric H. Baker and Jeffery G. Lawson in 2000 and is headquartered in San Francisco, CA.

Founded in 1982, Harrington Investments, Inc. is a wealth management firm and registered investment advisor located in Napa, California. The firm manages assets for institutional and individual investors.

Christiana Care Health System, Inc. provides health care services. It offers outpatient and home health care services. The firm’s services include bone and joint health, primary care, surgical services, cancer care and women’s health. The company was founded in January 1985 and is headquartered in Newark, DE.

Delaware Business Roundtable provides public education transformation services for entrepreneurs. The private company is based in Wilmington, DE.

The Glenmede Corp. is a leading investment and wealth management firm founded in 1983. The private company is based in Philadelphia, PA and has subsidiaries in the United States. The company, along with its affiliates, manages over $42 billion in assets under management for high-net-worth individuals, families, family offices, endowments, foundations, and institutional clients.

The Nemours Foundation is a pediatric health system is engaged in activities that promote higher standards of children's health. It offers a spectrum of clinical treatment, research, advocacy, and educational health and prevention services extending to families in the communities it serves. Nemours Foundation was founded in Alfred I. duPont in 1936. Its headquarters are located in Jacksonville, FL.

Global Exchange owns and operates human rights organization. The company was founded by Kirsten Moller, Medea Benjamin and Kevin Danaher in 1988 and is headquartered in San Francisco, CA.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Xponance, Inc. is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Tina Byles Williams in 2005 as FIS Group, Inc. They provide portfolio management services to state, municipal and corporate pension plans, profit-sharing plans, Taft-Hartley plans, municipalities, corporations, foundations, endowments, private investment funds, pooled investment vehicles, and high net-worth individuals.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

CIM LLC is an independent registered investment advisor headquartered in Albany, New York. The firm was founded by Thomas J. Curran in 2004 and do-business-as Curran Wealth Management. CIM provides investment supervisory services to individuals, families, qualified investors, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and corporations.

Saatchi & Saatchi North America, Inc. provides advertising services. It offers creative advertising services and plans marketing campaigns for advertisers and global companies. The company was founded in 1970 and is headquartered in New York, NY.

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.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.