Julia A. Goatley

Jackson National Life Insurance Co. (Investment Portfolio) (Jackson-IP) is the investment portfolio division of Jackson National Life Insurance Co., an insurance company headquartered in Lansing, Michigan. The firm is a subsidiary of Brooke Life Insurance Co., which is owned by Jackson Financial, Inc. (NYSE: JXN). They provide annuities for retail investors and fixed income products for institutional investors. Jackson-IP manages the investment portfolio of insurance clients.

The American Council of Life Insurers (ACLI) is a non-profit organization that has been delivering financial security to families for over 175 years. ACLI is based in Washington, and Susan K. Neely has been the CEO of the private company since 2018. With over 90 million families relying on their life insurance and financial protection products, ACLI's fundamental mission is to safeguard people and the things that matter most to them. The organization advocates for public policies that protect consumers while ensuring families have access to information about different choices for retirement security.

The Employee Benefit Research Institute develops a saving application. The private company is based in Washington.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

Jackson National Life Insurance Co. of New York provides insurance services. It also provides asset management and retail brokerage services. The company is located in Purchase, NY.

Part of Jackson Financial MHC, the company is a bank holding company based in Jackson, MN. The company operates as a bank holding company. The CEO of the company is Michael Irving Falcon.

Eagle Capital Management LLC (Eagle) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1988 by Beth and Ravenel Curry. They provide asset management services to public funds, corporate clients, endowments and foundations, union plans, pension funds, high-net-worth individuals, and pooled investment vehicles. Eagle is a signatory to the UN Principles for Responsible Investment (PRI).

JPMorgan Asset Management (Asia Pacific) Ltd. (JPAM AP) is an investment management firm headquartered in Hong Kong. The firm was founded in 1974 as JF Asset Management Ltd. and is a subsidiary of JPMorgan Chase & Co. (NYSE: JPM) in the US. JPAM AP manages Asian mandates and equity funds for institutional investors including pension funds, charities and private individuals.

Life Fitness Holdings, Inc. engages in the design, manufacture and market of full line of commercial fitness equipment. It offers treadmills, total body cross-trainers, stair climbers, stationary exercise bicycles, and strength-training equipment under the Life Fitness, Hammer Strength, Cybex, ICG, and SCIFIT brands. The company was founded in 1977 and is headquartered in Rosemont, IL.

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.

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.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

LL Global, Inc. is a private company based in Windsor, CT. LL Global is the home of limra.com, which provides information and research to the insurance and financial services industry. The CEO of the company is David N. Levenson.

Jackson National Life Distributors, Inc. distributes life insurance products. It wholesales and distributes retail products including variable, fixed index annuities, and mutual funds to independent and regional broker-dealers, independent agents, and financial institutions. It is a subsidiary of Jackson National Life Insurance Co. The company is headquartered in Denver, CO.

Land 'N' Sea Distributing, Inc. distributes marine parts and accessories. Its products include marine hardware, engine parts, electrical and electronic components, and boating equipment. The company was founded in 1975 and is headquartered in Pompano Beach, FL.

John Hancock Life Insurance Co. (USA) provides investment advice. The firm offers insurance and investment products and services to retail and institutional customers. It is the investment advisor responsible for management of the insurance company and other institutional portfolios. The company is headquartered in Boston, MA.

The Detroit Zoological Society is a private, not-for-profit corporation. It operates the Detroit Zoo and Belle Isle Nature Zoo. The firm offers arctic ring of life and the australian outback adventure, the detroit zoo houses over 1,500 animals of 260 different species. The Belle Isle Nature Zoo encompasses 20 acres of forested wetlands with nature trails, a lodge and live animal exhibits focusing on Michigan wildlife. The company was founded in 1911 and is headquartered in Royal Oak, MI.

International Transmission Co. provides electricity transmission and distribution services. The firm operates contiguous, regulated, high-voltage systems that transmit electricity to local electricity distribution facilities from generating stations throughout Michigan and surrounding areas. The company was founded by Joseph L. Welch on May 16, 2000 and is headquartered in Novi, MI.

National Audubon Society, Inc. conserves and restores natural ecosystems. The firm preserves species of birds, other animals, and their natural habitats. Its projects include saving habitat in the everglades, arctic wildlife refuge, long island sound, and mississippi river basin. The company was founded in 1905 by George Bird Grinnell and is headquartered in New York City, NY.

State Bar of Michigan is a professional organization that provides a wide range of services to its members, including career center, employment, ethics helpline, and resources. State Bar of Michigan is based in Lansing, MI. The organization also offers legal assistance to the public, including lawyer referral service, legal aid programs, and probate information.