John Rekenthaler

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

Part of Calamos Family Partners, Inc., Calamos Wealth Management LLC provides advisory and wealth management services. The company is based in Naperville, IL. The company was founded by John Peter Calamos. John Spiro Koudounis has been the CEO of the company since 2016.

Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them.

Part of Calamos Family Partners, Inc., Calamos Financial Services LLC is a company based in Naperville, IL. John Spiro Koudounis has been the CEO of the company since 2016.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations.

Calamos Advisors LLC is a registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles.

Kabouter Holdings, Inc. functions as an investment holding American company.

Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles.

Kabouter Management LLC (Kabouter) is a SEC-registered investment adviser and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Marcel Houtzage and Peter Zaldivar in 2003 and is a wholly owned subsidiary of Kabouter Holdings, Inc. The firm offers investment advisory services to a variety of client types, including private funds, separately managed accounts, and other investment vehicle types. Kabouter is a signatory to the United Nations Principles of Responsible Investing (UNPRI).

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Part of Fidelity National Financial, Inc., Chicago Title & Trust Co. provides title insurance, escrow, and closing services. The company is based in Chicago, IL.

Alera Group, Inc. operates as an independent, national insurance, and financial services company. It offers employee benefits, property and casualty, risk management, and wealth management services. The company was founded in 2017 and is headquartered in Deerfield, IL.

Wanger Asset Management LP manages mutual funds and provides investment advice. The company is headquartered in Chicago, IL.

Distillate Capital Partners LLC (Distillate) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2017 by Thomas Cole, Jay Beidler, and Matt Swanson. Distillate offers investment advisory services to pooled investment vehicles, which includes registered investment companies, as well as high net-worth individuals and institutional investors through separately managed accounts.

Association Member Benefits Advisors LLC operates as a national sales organization focused on the needs of active and retired educator associations, as well as public service employees and other associations. It offers benefit representatives, database support, and design services. The company was founded by David Morgan and Jerry Morgan in 2001 and is headquartered in Austin, TX.

Nuveen Investment Solutions, Inc. provides investment advice. The firm its services to insurance companies, investment companies, pension and profit sharing plans, corporate plan sponsors, public funds, state or municipal government entities, foundations, endowments and investment managers. The company was founded in 1984 and is headquartered in Chicago, IL.

Acrisure LLC engages in the provision of specialty insurance and risk management services. It offers property and casualty, personal lines, group and voluntary benefits, main street business, surety, and captives solutions. The company was founded by Gregory L. Williams and Ricky L. Norris in May 2005 and is headquartered in Caledonia, MI.

Confie Seguros, Inc. engages in the provision of personal and commercial insurance brokerage services. The company was founded by Mordy Rothberg and Joseph Waked in 2008 and is headquartered in Huntington Beach, CA.

The Consumer Analyst Group of New York (CAGNY) is a professional organization for securities analysts. The group sponsors annual events specifically designed to expand members understanding of food, beverage, tobacco, and household/personal products businesses. CAGNY's management is comprised of professionals from various investment companies.

NKCFO LLC is a private, family-run foundation headquartered in Geneva, Illinois. The firm was founded by Nick and Kim Calamos in 2014 with a primary mission of philanthropic support and the development of programs with a proven record as good stewards of capital with a focus on sustaining programs and achieving outcomes. The foundation funds the following programs: Child and Family Welfare: Nutrition, Housing, Mental and Physical Health; Programs designed to lead individuals to self-sufficiency and for the reduction of hunger and poverty; Improve opportunity to Higher Education for the needy via scholarships to University’s and K-12 Private Christian schools; Christian-based Religious and Spiritual Development; Local Animal Welfare and Care Facilities; and Military family support.

iA American Warranty LP provides various products and solutions to finance and insurance (F&I) departments of automotive dealerships. The company offers F&I management teams to build business, solve problems, and provide support for performance achievement; custom aftermarket products in the categories of anti-theft, dent and ding, environmental, GAP, key replacement, multi-shield, prepaid maintenance, tap, tire and wheel, and windshield; vehicle service contracts; and training services. The company was founded in 1984 and is headquartered in Austin, TX.

NextGen Growth Partners LLC (NextGen Growth Partners) is a private equity firm founded in 2016 by Brian O'Connor. The firm is headquartered in Chicago, Illinois.

Gen 1 Capital Management LLC (Gen 1 Capital) is a venture capital firm founded in 2020 by Julian Cheng. The firm is headquartered in Northbrook, Illinois.

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.