James R. Rutherford

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Hotelworks.com, Inc. is a hospitality procurement company. The Company through its subsidiaries namely Leonard Parker Company, Parker Reorder Online and Bekins Distribution Services performs purchasing, reorder & logistics services. Hotelworks.com is headquartered in Coral Gables, FL.

Columbus Circle Investors (CCI) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm is directly owned by CCIP LLC and is a partly-owned subsidiary of Principal Global Investors LLC, itself a member of Principal Financial Group, Inc. (NYSE: PFG). Founded in 1975, CCI provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, registered mutual funds, private investment funds, trust programs, sovereign funds, foreign funds, and other US and international institutions. The firm also provides sub-advisory services to certain registered investment companies, including certain affiliated Principal Global Investors’ Funds. They also sub-advise accounts of the Principal Global Investors Trust and provide investment portfolio services to wrap fee programs and other similar mandates.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Clark Dodge & Co., Inc. provides investment advisory services. The company is headquartered in New York, NY.

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.

Promotes private investments in developing countries

DFW Capital Partners (DFW Capital Partners) is a private equity firm founded in 1983 by Donald F. DeMuth. The firm is headquartered in Teaneck, New Jersey.

Investment Partners Asset Management, Inc. (IPAM) is a SEC-registered investment advisor headquartered in Metuchen, New Jersey. The firm was founded by Frank J. Abella, Jr. in 1995 and is owned by Investment Partners Group. IPAM provides discretionary or non-discretionary investment advisory services on a fee basis to individuals, business entities, trusts, estates and charitable organizations, and pension and profit-sharing plans.

Children's Specialized Hospital provides healthcare services. It offers specialized care for children with chronic illnesses as well as evaluation and treatment for common childhood developmental concerns. The company is headquartered in Mountainside, NJ.

The National Trust For Historic Preservation provides leadership, education, advocacy and resources to save America's historic places. The firm helps revitalize neighborhoods, communities, and spark economic development and promote environmental sustainability. The company was founded in 1949 and is headquartered in Washington, DC.

Montefiore Medical Center engages in the provision of healthcare, clinical and surgical services. It offers treatments including cardiology and cardiac surgery, cancer care, tissue and organ transplantation, children’s health, women’s health, surgery and the surgical subspecialties. The company was founded in 1884 and is headquartered in Bronx, NY.

Wildlife Conservation Society operates as a non-governmental organization aiming to save wildlife. The firm saves wildlife and wild places worldwide through science, global conservation, education, and the management of the urban wildlife parks, led by the flagship Bronx Zoo. It protects animals like gorillas in Congo, tigers in India, wolverines in the Yellowstone Rockies, and ocean giants. The company was founded on April 26, 1895 and is headquartered in Bronx, NY.

The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.

The Wilderness Society operates as a land conservation organization that is dedicated to protecting natural areas and federal public lands. The company was founded by Robert Sterling Yard, Robert Marshall, Harvey Broome, Harold C. Anderson, Ernest Carl Oberholtzer, Bernard Frank, Benton MacKaye and Aldo Leopold in 1935 and is headquartered in Washington, DC.

The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY.

The mission of F·E·G·S Health and Human Services System has remained constant for almost three-quarters of a century: To meet the needs of the Jewish and broader community through a diverse network of high quality, cost-efficient health and human services that help each person achieve greater independence at work, at home, at school and in the community, and meet the ever-changing needs of business and society. F·E·G·S has assisted more than three million people since its founding in 1934 by the Federation of Jewish Philanthropies, now UJA-Federation of New York, of which F·E·G·S is a beneficiary agency. Today, F·E·G·S is one of the largest and most diversified not-for-profit health and human services organizations in the United States.

Washington National Opera operates as an opera company. The company was founded in 1956 and is headquartered in Washington, DC.

Open Space Institute, Inc. engages in protecting land. It protects scenic, natural and historic landscapes to provide public enjoyment, conserve habitat and working lands and sustain communities. The company was founded in 1974 and is headquartered in New York, NY.

Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander.

Milbank Memorial Fund provides healthcare services and solutions. The company was founded by Elizabeth Milbank Anderson and Albert G. Milbank in 1905 and is headquartered in New York, NY.

Barrett Asset Management LLC (Barrett) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of CI Financial Corp. (TSE: CIX) in Canada. Barrett provides portfolio management advisory services to individuals, corporations, trusts, estates, charitable organizations, foundations and educational institutions, pension and profit-sharing plans, as well as other types of businesses and institutional clients.

Kilowatt Labs, Inc. designs, manufactures and sells energy storage and power management solutions. The firm’s products include Sirius energy storage and Centauri energy server. It offers energy servers for residential, commercial and industrial communities, university campuses, critical services, military bases, and agricultural farms. The company was founded by Omer Ghani, Waseem Ashraf Qureshi and Larry W. Seibert in 2015 and is headquartered in New York, NY.

Tradition Asset Management LLC (Tradition AM) is an investment advisory firm headquartered in Richmond, Virginia. The firm was founded by Michael Provine and Christopher Trompeter in 2018 and is owned by Cary Street Partners Financial LLC. Tradition AM provides investment advice to individual and institutional clients.

T. Rowe Price Investment Management, Inc. (Price IM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned subsidiary of T. Rowe Price Associates, Inc., which itself is a wholly owned subsidiary of T. Rowe Price Group, Inc. (NASDAQ: TROW). Price IM provides discretionary investment advisory services to institutional and individual investors worldwide. The firm also serves as investment subadvisor to mutual funds sponsored by insurance companies, banks, and other third-party financial institutions.