John Seitz

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

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.

OOracle Investment Management, Inc. (OIM) is an independent registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded by Larry N. Feinberg in 1993. OIM provides discretionary investment advisory services to private investment funds. Investors in the Funds consist primarily of institutional investors, high net worth individuals, and family offices.

IndexIQ Advisors LLC (IndexIQ) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 and is wholly owned subsidiary of IndexIQ LLC. They became an indirect wholly owned subsidiary of New York Life Insurance Co. in 2015. IndexIQ provides a broad array of investment advisory services to registered investment advisers, broker-dealers, Registered Funds operating as ETFs and Mutual Funds, and other clients. The firm offers its services to UMA, Wrap, and other advisory programs of third-party sponsors.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

Lucerne Capital Management LP (Lucerne Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by Pieter Taselaar in 2000. They provide investment advisory services to privately offered investment funds and separately managed accounts. Lucerne Capital is a signatory of the United Nations supported Principles for Responsible Investment (UNPRI).

American Century Investment Management (UK) Ltd. (American Century UK) is the Great Britain-based investment management subsidiary of American Century Investment Management International Ltd., which is owned by American Century Cos., Inc. Headquartered in London, the firm was founded by Michael S. Green in 2008. American Century UK manages a comprehensive range of investment strategies for financial intermediaries, institutions and individual investors. They are a socially responsible investor which seeks to help others and build a strong community.

Tradeweb LLC operates as an international financial services company. It builds and operates electronic over-the-counter marketplaces for trading fixed income products, ETFs (exchange traded fund) and derivatives. The company was founded by James W. Toffey in 1997 and is headquartered in New York, NY.

Advenio Capital Management LLC (Advenio) is an independent hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by Nigel P. Hart and Jeremy G. Brook in 2015. Advenio serves as the investment manager of a global public equity long/short fund.