Jeffrey Hodgman

Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts.

PHL Variable Insurance Co. provides life insurance and annuity products through independent agents and financial advisors. It acts as administrative agent for variable products for Jackson National Life Insurance Company. The company was founded on July 15, 1981 and is headquartered in Hartford, CT.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

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.

Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.

TimesSquare Capital Management LLC (TimesSquare) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 by Grant Babyak, Ian Rosenthal, and Stephen Green. They are a subsidiary of TimesSquare Manager Member LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). TimesSquare provides investment advisory services to various types of institutional investors as well as certain high net-worth individuals and in limited instances to modeled portfolios.

The Bill & Melinda Gates Foundation was formed in 1997 as the William H. Gates Foundation. In 1999, the foundation was renamed the Bill & Melinda Gates Foundation. The Bill & Melinda Gates Foundation Trust was created in January 2000 through the merger of the Gates Learning Foundation, which worked to expand access to technology through public libraries and the William H. Gates Foundation, which focused on improving global health. The foundation participates in preventive approaches and collaborative endeavors with government, philanthropic and not-for-profit partners. Priority is given to grants that leverage additional support and serve as a catalyst for long-term, systemic change. The foundation also provides funds to promote greater equity in global health, education and public libraries. Through their partnerships in communities across the US, the Bill & Melinda Gates Foundation is committed to raising the high school graduation rate and helping all students, regardless of race or family income. The foundation is headquartered in Seattle, Washington.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Founded in 1996, Investrend, Inc. is a research firm headquartered in Forest Hills, New York. The firm specializes in an integrated, interdependent approach, pulling together research, broadcast, forums and information platforms as needed to create a cohesive platform to enhance events, conferences, research, publications and information distributions worldwide with services skewed toward shareholder empowerment.

Hyatt Legal Plans, Inc. provides legal services. It offers employer-sponsored and individual prepaid legal plans in the areas of consultations, wills, deeds, and other routine services, including retirement planning, wills and estate planning, debt matters, consumer matters, juvenile court matters, traffic defense, identity theft defense, family law, general telephone advice and office consultations, retirement planning, and debt collection defense. The company was founded in 1977 and is headquartered in Cleveland, OH.

GSAM Stable Value LLC (GSAM SV) is a registered investment advisor headquartered in Burlington, Vermont. The firm was founded in 1983 as Dwight Asset Management Co. LLC. They are a wholly-owned subsidiary of Goldman Sachs Asset Management LP, ultimately held by Goldman Sachs Group, Inc. (NYSE: GS). GSAM SV offers strategies focused on fixed income investment management services for institutional clients.

KDP Asset Management, Inc. (KDP) is an asset management firm headquartered in Montpelier, Vermont. The firm was founded in 1999. They are a subsidiary of Obra Institutional Credit LLC, ultimately owned by Reverence Capital Partners LLC. They manage the KDP Defensive High Yield LP and provide investment and portfolio management services to individuals and institutional clients.

Property Casualty Insurers Association of America is a property/casualty trade association, representing around 1,000 member companies. It provides a responsible and effective voice on public policy questions affecting insurance products and services, fosters a competitive insurance marketplace for the benefit of insurers and consumers and provides members with quality products, information and services at a reasonable cost. The company provides public policy positions at four levels: federal government, state legislatures, federal and state courthouses and the public arena. Its member companies include large national insurance companies, mid-size regional writers, insurers doing business in a single state and specialty companies that serve specific niche markets. The company was established in January 2004 by the merger of the Alliance of American Insurers (Alliance) and the National Association of Independent Insurers (NAII). It is headquartered in Des Plaines, IL.

Blue Cross & Blue Shield of Florida, Inc. provides health insurance products and services. Its health insurance products include HMO, PPO, and indemnity products. The firm also provides accident and dismemberment, long-term care, dental, disability, and workers compensation insurance services. The company was founded in 1944 and is headquartered in Jacksonville, FL.

HSBC Private Bank (Suisse) SA (HSBC-PBS) is a subsidiary of HSBC Private Banking Holdings (Suisse) SA, which in turn is a subsidiary of London-based HSBC Holdings Plc (LSE: HSBA; NYSE: HBC). HSBC-PBS was incorporated in 2001 as HSBC's private banking operations were undergoing reorganization. The bank was previously known as HSBC Republic Bank (Suisse) and originated in 1999. In 2009 the firm absorbed the activities of HSBC Guyerzeller Bank SA. HSBC-PBS is headquartered in Geneva with domestic branches in Lugano and Zurich as well as a seasonal office in St Moritz. The bank also has offices worldwide in Nassau, Guernsey, Stockholm, Athens, Istanbul, Tel Aviv, Moscow, Singapore, Hong Kong, Santiago, Montevideo and Buenos Aires. HSBC-PBS specializes in cross-border wealth management for an international clientele of high-net worth individuals and institutions. They manage discretionary portfolios and distribute investment products managed within HSBC and by third parties, following an open architecture model. The bank also carries out market transactions, grants Lombard credits and participates in settlement operations for the parent group.

Metropolitan Property & Casualty Insurance Co. provides insurance and other financial services. The company provides individual, property and casualty insurance services for automobiles, boats and homeowners. The company is headquartered in Warwick, RI.

Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY.

Local Initiatives Support Corp. provides community development programs. The firm serves individuals, private enterprise, government agencies, and civic associations. The company was founded in 1979 and is headquartered in New York, NY.

The Insurance Information Institute (Triple-I) was founded in 1960 and provides objective, fact-based information about insurance. The non-profit company is based in New York, NY. The company is a trusted source of unique, data-driven insights that inform and empower consumers. The company has more than 60 insurance company members, including nine of the 10 largest writers of property/casualty insurance. Triple-I's focus is to create and disseminate information, and they neither lobby on behalf of the insurance industry nor sell insurance. As a Triple-I member, individuals have access to their team of economists, actuaries, and researchers, as well as an extensive network of thought leaders from academia, business, and government.

The Greater Providence Chamber of Commerce is an organization focused on supporting small business development. The non-profit company is based in Providence, RI. The company offers a free business directory and various benefits to their members.

Living Cities, Inc. engages in local community development corporations. The firm build homes, stores, schools, and community facilities. The company was founded in 1991 and is headquartered in New York, NY.

MetLife Services & Solutions LLC provides life insurance services. The company is headquartered in New York, NY.

Nassau Reinsurance LLC provides insurance, reinsurance, distribution and asset management services. Its insurance products portfolio includes growth & personal income annuity, personal protection & retirement choice, remembrance life and safe harbor term. The company was founded by Phillip J. Gass and Kostas Cheliotis in 2015 and is headquartered in Hartford, CT.

Fidelity & Guaranty Life Insurance Co. (Invt Port) (dba F&G) is the investment portfolio division of Fidelity & Guaranty Life Insurance Co., an insurance company headquartered in Des Moines, Iowa. The firm was founded in 1959 and is ultimately owned by Fidelity National Financial, Inc. (NYSE: FNF) in the US. F&G manages client’s investment portfolio.

Fidelity & Guaranty Life Holdings, Inc. provides annuities and life insurance. The company was founded in 1959 and is headquartered in Baltimore, MD.

Guidewell Group, Inc. engages in the provision of insurance agency services. The company is headquartered in Jacksonville, FL.

Guidewell Mutual Holding Corp. focuses on transforming health care. The firm provides healthcare and administrative services. The company is headquartered in Jacksonville, FL.

The Board of Trustees of American University provides trust services. The private company is based in Washington and has subsidiaries in the United States. The American company was founded in 1893 by John Fletcher Hurst.

William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers.