Daniel Michael Green

Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds.

The Capital Group Cos., Inc. provides investment management services. The firm manages and underwrites mutual funds in the American Funds family group and provides other financial services. It serves the institutions, consultants, financial advisors, intermediaries, and individual investors. The company was founded by Jonathan Bell Lovelace in 1931 and is headquartered in Los Angeles, CA.

Part of The Capital Group Cos., Inc., American Funds Distributors, Inc. provides investment advice. The company is based in Los Angeles, CA.

SC Distributors LLC operates as an investment products distributor. The firm connects investors and financial advisors with a focused group of leading alternative investment managers. Through a demonstrated financial services wholesale distribution model, it delivers these products to financial advisors (and their clients) throughout the United States. The company was founded by Patrick J. Miller and Michael McDaniel and is headquartered in Costa Mesa, CA.

Strategic Capital Fund Management LLC is an investment management organization that is headquartered in Greenwich, CT, with regional offices in CA. The company is dedicated to assembling exceptional management teams and supporting them in their growth journeys. Since its inception in 2009, the company has successfully built 12 companies through this strategy. Strategic Capital is currently focused on cutting-edge digital economy investments with an emphasis on digital infrastructure, sustainability, and technology-centric sectors. The company is privately-held and committed to providing access to dynamic asset classes and highly-experienced investment professionals to provide clients with attractive risk-adjusted returns.

Strategic Capital Management Holdings LLC provides brokerage services for real estate investment trusts. The company is headquartered in Tampa, FL.