Jeremy Matthew Rosenberg

The YMCA Retirement Fund (YRF) is the pension fund of YMCA of the USA, which is headquartered in New York City. It was founded in 1921 by a special act of the legislature of the State of New York. YRF’s sole purpose is to provide retirement benefits for YMCA employees throughout the US. The Fund offers two plans to help YMCA employees build their retirement savings: the Retirement Plan and the Savings Plan. The Retirement Plan is a 401(a) defined contribution church pension plan, while the Savings Plan is available to all employees of participating Ys from their first day of employment.

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.