Patricia Higase

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. They are wholly-owned by Morgan Stanley Capital Management LLC, a subsidiary of Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was a wholly-owned subsidiary of Eaton Vance Corp. EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

National Financial Services is an operating division and the institutional trading arm of National Financial Services LLC. The firm is a broker/dealer headquartered in Boston. They execute equity and fixed-income securities trades on behalf of institutional clients as well as several Fidelity businesses. Their ultimate parent is FRM LLC. National Financial Services maintains a team of principal traders in New York that make markets in several hundred NASDAQ securities. The firm also has specialists on the Boston Stock Exchange. Their fixed-income operation is a principal dealer in a wide range of taxable and tax-exempt securities. They also underwrite municipal and government agency debt

Credit Suisse (New York Securities Branch) is based in New York, NY. Part of UBS Group AG, Credit Suisse (New York Securities Branch) is a company that provides investment banking and asset management services.

Founded in 2009, del Rey Global Investors LLC is a registered investment advisor located in Los Angeles, California. The firm provides investment advisory services to a wide variety of retail and high net worth individual and institutional clients, including pension funds, trust accounts, corporations or other business entities, banks, insurance companies, governments and municipalities. del Ray provides sub-advisory services to affiliated and unaffiliated open-end investment companies, collective investment trusts, and investment companies established pursuant to the European Communities (Undertaking for Collective Investment in Transferable Securities, i.e. UCITS). The firm also provides investment advice for a number of private investment funds.

Matthews International Capital Management LLC (dba Matthews Asia) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in San Francisco, California. The firm was founded by Paul Matthews in 1991. Matthews Asia manages portfolios for institutional clients, pension and profit-sharing plans, insurance companies, endowments and foundations and other business entities around the world.