John E. Norrgard

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

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.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Credit Suisse (USA), Inc. provides investment services. It offers securities underwriting and trading, mergers & acquisitions advice, research, private equity investment & derivative, and risk management services. The company was founded in 1959 and is headquartered in New York, NY.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

Ymax Corp. manufactures telecommunications equipment. The company provides magicJack USB device and YMax Voice network that puts an end to monthly phone bills. It also owns SJ Labs which provides VoIP software, and offers its customized softphone solution with all magicJacks. The company was founded by Daniel Borislow and is headquartered in West Palm Beach, FL.

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.

Part of Halliburton Co., GeoGraphix, Inc. is a geoscience and engineering software company. The company is based in Denver, CO. GeoGraphix was acquired by Landmark Graphics Corp., part of Halliburton Co. from October 04, 1996 on June 08, 1995 for $15.40 million.

GE Healthcare Financial Services, Inc. provides financing to a number of different sectors, including healthcare providers, senior housing, medical offices, drug companies and medical-device makers. The company is headquartered in Chicago, IL.

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

Reckitt Benckiser Inc. manufactures and markets cleaning products. It offers disinfectant spray, disinfectant foam cleaner, disinfectant basin tub and tile cleaner, antimicrobial soap, disinfectant toilet bowl cleaner, glass cleaner, liquid dish detergent, no rinse sanitizer and oven and grill cleaner products. The company is headquartered in Parsippany, NJ

Carter & Associates LLC provides commercial real estate services. It offers real estate services including advisory services, asset management, brokerage services, Carter real estate funds, equity development, interiors project management, investment sales, program development services, property and facility management. The company was founded in 1958 and is headquartered in Atlanta, GA.

Newport Partners LLC provides consulting services in housing and energy to builders, product suppliers, and the government. It focuses on tax credits, development, financial structuring, and administration of tax motivated investments. The company was founded by Jong Limb and Monique Hastings in 1998 and is headquartered in Irvine, CA.

Carter/Validus Advisors LLC is a real estate investment trust. The private company is based in New York, NY. The company was founded by John E. Carter.

Carter Validus Advisors II LLC provides investment advisory services. Michael A. Seton has been the CEO of the American company since 2013.

Carter/Validus REIT Investment Management Co. LLC is a Real Estate Investment Trust/REIT. The private company is based in Tampa, FL. The company was founded by Michael A. Seton, John E. Carter.

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

Carter Multifamily Growth & Income Fund LLC provides real estate services. The company is headquartered in Tampa, FL.

RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.

Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts.

Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI.

Sandhill Capital Partners LLC, do-business-as Sandhill Investment Management (Sandhill), is an independent, SEC-registered investment advisor headquartered in Buffalo, New York. The firm was founded by Edwin (Tim) Johnston III in 2002. Sandhill creates customized solutions for individuals, families, corporations, and foundations.

Part of First Citizens BancShares, Inc. (North Carolina), CIT Healthcare LLC is a company that provides financial advisory and financing services. The company is based in New York, NY.

Varagon Capital Partners LP (Varagon Capital Partners) is a private equity subsidiary of Man Group Plc (Jersey) firm founded in 2014 by Doug Kaden and Brett Shapiro. The firm is headquartered in New York.

Part of Royal Bank of Canada, RBC Capital Markets, Inc. provides investment advice. The company is based in Albany, NY.

Carter Multifamily Growth & Income Fund II LLC engages in REITS and finance industry. The company is headquartered in Tampa, FL.