George E. Calvert

Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients.

Ceredex Value Advisors LLC (Ceredex) is a SEC-registered investment adviser headquartered in Orlando, Florida. The firm was founded in 2008 and is a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (Virtus) (NASDAQ: VRTS). Ceredex manages assets for institutional and individual clients through separately managed accounts and sub advisory relationships that include mutual funds, collective investment trusts, and offshore funds (UCITS).

Virtus Fund Advisers LLC (VFA) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. Founded in 1985, the firm was originally named Trusco Capital Management, Inc. and later became RidgeWorth Capital Management, Inc. and RidgeWorth Capital Management LLC. They were formerly a majority-owned subsidiary of SunTrust Banks, Inc. (NYSE: STI). They became a wholly-owned subsidiary of Virtus Partners, Inc., which is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS), when the latter acquired the firm in June 2017 and subsequently changed their name into Virtus Fund Advisers LLC. VFA provides discretionary and non-discretionary advisory services to institutional clients including pension and profit-sharing plans, endowments and foundations, governmental entities, and other corporate entities as well as high net-worth clients.

Silvant Capital Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a 100% owned subsidiary of Virtus Fund Advisers LLC, which was formerly known as RidgeWorth Capital Management LLC prior to the acquisition of RidgeWorth by Virtus Investment Partners, Inc. on June 1, 2017. Virtus Fund Advisers is an investment adviser registered with the SEC and is also a money management holding company. Virtus Fund Advisers is a wholly-owned subsidiary of Virtus Intermediate Holdings LLC, which is wholly owned by Virtus Partners, Inc., whose parent company is Virtus Investment Partners, Inc. Prior to 2008, Silvant was known as the Growth Equity division of Trusco Capital Management, Inc., which became RidgeWorth in 2008.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Empower Annuity Insurance Company of America engages in the provision of life insurance services. The firm offers annuities, life insurance, investment, and executive benefits. The company was founded in 1891 and is headquartered in Greenwood Village, CO.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Buckhead Capital Management LLC (Buckhead Capital) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1994 by Eugene Pearce and Matthew Reams. Buckhead Capital offers investment supervisory services and manage investment advisory accounts for individuals, trusts, estates, charitable organizations and endowments, professional and religious organizations, corporations and other commercial entities, pension and profit-sharing plans, and registered investment advisors. In addition, the firm provides investment advisory services to participants of wrap fee programs sponsored by other firms.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

The London Company of Virginia LLC (The London Company) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was originally founded in 1994 by Stephen Goddard. In their present state, the firm was formed in 2012 through a corporate reorganization in connection with a minority equity investment made in the firm by LPC London LP, an affiliate of Lincoln Peak Capital. They are a subsidiary of TLC Holdings LLC. The London Company provides discretionary portfolio management services to individuals and institutional investors through separately managed accounts, mutual funds and select channels.

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.

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

CNL Lifestyle Co. LLC provides management, acquisition, disposition, advisory and administrative services for the real estate investment trusts. It also manages resorts and hotels. The company was founded in July 2003 and is headquartered in Orlando, FL.

Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments.

The Palm Beach Civic Association is an organization that advocates for the town of Palm Beach. The non-profit company is based in Palm Beach, FL. The company produces news and events for all residents on the island and aim to protect and improve the quality of life in the town by taking proactive stands on civic affairs. The company was founded in 1944. Robert C. Wright has been the CEO of the company since 2010.

Atlanta Community Food Bank, Inc. distributes food and other donated grocery items each month to nonprofit partner agencies in the Metro Atlanta and North Georgia. Food pantries, community kitchens, childcare centers, night shelters and senior centers are among the agencies that receive product from the Food Bank and provide food and other critical resources for low-income Georgians who suffer from hunger and food insecurity. The company was founded by Bill Bolling in 1979 and is headquartered in Atlanta, GA.

Coxe Curry & Associates provides professional counsel to non-profit organizations. The private company is based in Atlanta, GA. David Harry Eidson has been the CEO of the company since 2012.

Atlantic Capital Bank, NA operates as a nationally chartered commercial bank. The firm provides financial and banking services. It offers corporate and business banking solutions, private banking solutions, commercial real estate financing, payments industry banking services, medical and legal banking, franchise lending, and non-profit banking services. The company is headquartered in Atlanta, GA.

Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI).

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.