Chung Ho Lam

Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.

Tishman Speyer Properties LP (Tishman Speyer) is a private equity and venture capital real estate firm founded in 1978 by Robert Valentine Tishman and Jerry Irving Speyer. The firm is headquartered in New York.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong.

Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios.

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.

Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.

Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds.

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

Thompson Investment Management, Inc. (TIM) is an independent, SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by John Thompson in 2004. TIM offers Investment Portfolio Management, Retirement Plan Services and Mutual Funds to individuals, businesses and foundations.

AL Design & Associates Ltd. provides interior design services. The private company is based in Hong Kong, Hong Kong. The Chinese company was founded by Ping Yau Chung, Kit Sz.

State Bar of Wisconsin operates as a bar association. The private company is based in Madison, WI and has subsidiaries in United States.

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.

Harrison Street Real Estate Capital LLC is a Private Equity/Venture Capital firm, a subsidiary of Colliers International Group, Inc. founded in 2005 by Christopher Nelson Merrill, Chris B. Galvin and Mike P. Galvin. Harrison Street Real Estate Capital LLC is headquartered in Chicago.

Management Consulting, Inc. provides staffing solutions for the federal and state governments, and business and industrial products to companies. Its services include federal services, supply chain management, business and industrial supplies and small business opportunities. The company was founded by Dick Clarke in 1983 and is headquartered in Virginia Beach, VA.

Founded in 2002 by Randall K. Rowe, Green Courte Partners LLC is a private equity real estate investment firm located in Chicago, Illinois.

Eagle Hospitality Reit Management Pte Ltd. is a Singaporean company that acts as a Real Estate Investment Trust/REIT. The private company is based in Singapore, Singapore.

Eagle Hospitality Business Trust Management Pte Ltd. engages in the provision of real estate investment services. The company is headquartered in Singapore.

ISHPI Information Technologies, Inc. provides cyber services supporting the U.S. Armed Forces personnel and other direct defenders of the homeland. The firm focuses on emerging asymmetric information operations. It offers system engineering and integration, software engineering, modeling and simulation, rapid application development, cyber warfare, host-based security system development, information assurance, acquisition support, network engineering, training and consulting, and other related services. The company was founded by Noah T. Leask and Lisa Leask in 2006 and is headquartered in Mount Pleasant, SC.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

The Tokarz Group Advisers LLC (Tokarz Group Advisers) is a private equity firm founded in 2006 by Michael Theodore Tokarz. The firm is headquartered in Purchase, New York.

St. Jude Medical Australia Pty Ltd. manufactures medical technology equipment. It offers Quadra Allure, Precision Xtra System, Urovysion, Polycose, and Pulmocare products. The company is headquartered in Sydney, Australia.

TransMedics, Inc. manufactures and develops medical devices. It offers a portable warm blood perfusion system designed to maintain organs in a functioning state outside the human body during transport from organ donor to recipient. The firm’s products are used in heart, lung, liver, and kidney transplants. The company was founded by Waleed H. Hassanein in August 1998 and is headquartered in Andover, MA.

Fifth Street Capital LLC (Fifth Street Capital) is private equity firm founded by Leonard Tannenbaum in 1998. The firm is headquartered in West Palm Beach, Florida.

Fifth Street Management LLC is a registered investment advisor located in Greenwich, Connecticut. In 2014, Fifth Street Asset Management Inc. ("FSAM") completed its initial public offering of common stock (NASDAQ:FSAM). As part of the restructuring in connection with the IPO, FSAM became the general partner of Fifth Street Holdings LP ("Holdings”) and the proceeds of the IPO were used to repurchase interests in Holdings from certain minority holders. Fifth Street is wholly-owned by Holdings, and FSAM holds a minority interest in Holdings. The majority of interests in Holdings is held by employees of affiliates of Fifth Street, including Leonard M. Tannenbaum.