Peter Ehret

The State of Wisconsin Investment Board (SWIB) is a state-owned pension fund management firm headquartered in Madison, Wisconsin. SWIB was founded in 1951 and is responsible for managing the assets of the Wisconsin Retirement System (WRS), the State Investment Fund (SIF) and other state trust funds. The WRS includes the Core Retirement Investment Trust Fund (Core Fund) and the Variable Retirement Investment Trust Fund (Variable Fund).

USAA Real Estate Co. provides insurance, financial, and real estate services. It also offers acquisition and development services to corporate, institutional, and individual investors. The company's clients include Kraft, Federal Express, and IBM. USAA Real Estate is headquartered in San Antonio, TX.

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.

Lockheed Martin Investment Management Co. (LMIMCo) is a pension fund management firm headquartered in Bethesda, Maryland. The firm is wholly owned by Lockheed Martin Corp. (NYSE: LMT). LMIMCo has the fiduciary responsibility for making investment decisions related to the assets of their parent company’s post-retirement benefit plans.

Delphi Management, Inc. (Delphi) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Brookline, Massachusetts. The firm was founded by Scott M. Black in 1980. Delphi provides investment management services to institutions (such as pension and retirement plans, endowments an investment companies) and high net-worth individuals and trusts on a discretionary basis.

Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Tennessee Consolidated Retirement System (TCRS) is a State-owned pension fund manager headquartered in Nashville, Tennessee. Founded in 1972, TCRS is a defined benefit pension plan that provides lifetime retirement, survivor and disability benefits for employees and their beneficiaries. The firm covers state employees, higher education employees, K-12 public school teachers and employees of political subdivisions who have elected to participate in the plan.

Part of AMP Ltd., ipac Securities Ltd. is an Australian company that provides financial and investment advice. The company is based in Sydney, Australia. The company was founded by Suvan de Soysa, Peeyush K. Gupta, Paul Clitheroe. ipac Securities was acquired by Resolution Life AAPH Ltd., part of AMP Ltd. from March 30, 2011 on July 19, 2002 for $113.04 million.

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.

New Zealand Funds Management Ltd. (NZ Funds) is a privately-owned wealth management firm headquartered in Auckland, New Zealand. Originally founded in 1988 as a joint venture between Lion Nathan and ipac Securities, the firm has progressively evolved to being wholly owned by past and present employees. NZ Funds provides integrated advice and portfolio management services for New Zealand individuals, families, trusts and charitable entities.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Santander Investment Securities, Inc. is an SEC-registered broker/dealer located in New York City. The firm was formerly known as Santander Central Hispano Investment Securities. They are a subsidiary of Santander Investment I SA and their ultimate parent is Banco Santander (NYSE: SAN). Santander Investment Securities offers a full array of investment services with a particular focus on Latin American companies in various sectors.

Eldred Rock Partners LLC provides investment advice. The private company is based in San Antonio, TX. The company was founded in 2021 by Jonathan Heaston Lewis and Stefan Friederich Gräter. Stefan Friederich Gräter has been the CEO of the company since 2021.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Bank of America, NA engages in the provision of commercial banking services. It offers financing, checking and savings accounts, and investment banking for individual clients. The company was founded on March 1, 1927 and is headquartered in Charlotte, NC.

Wilson Sonsini Goodrich & Rosati PC provides legal services. Its services include corporate law and governance, public and private offerings of equity and debt securities, mergers and acquisitions, securities class action litigation, intellectual property litigation, antitrust counseling and litigation, joint ventures and strategic alliances, technology licensing and other intellectual property transactions, tax, and employee benefits and employment law. The company was founded in 1961 and is headquartered in Palo Alto, CA.

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

Star Mountain Fund Management LLC (Star Mountain) is a private equity firm founded in 2010 by Brett A. Hickey. The firm is headquartered in New York.

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.

The Schonbraun McCann Group LLP provides real estate and finance consultancy services. It provides services to investment vehicles, pension funds, and investment banks. It offers tax structuring, due diligence, accounts auditing, and litigation support services. The company was founded in 1973 and is headquartered in New York City, NY.

Part of Southern National Banks, Inc. (Florida), FNBT Bank is a state commercial bank. The company is based in Fort Walton Beach, FL. David N. McCoy has been the CEO of the company since 2018. FNBT Bank was acquired by Wells Fargo & Co. from Marquette Bancshares, Inc. on November 30, 2001.

Drum Capital Management LLC (Drum Capital) is a private equity firm founded in 2004 by Scott E. Vollmer. The firm is headquartered in Stamford, Connecticut.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.