Lucas Huo

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.

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI).

Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

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.

Abbott Capital Management LLC (Abbott Capital Management) is a private equity firm founded in 1986 by Raymond L. Held and Stanley Edward Pratt. The firm is headquartered in New York, New York.

Veritas Capital Fund Management LLC (Veritas Capital) is a private equity firm founded in 1992 by Robert McKeon and Ramzi Musallam. The firm is headquartered in New York.

Norwest Venture Partners is a venture capital division of Norwest Partners founded in 1961. The firm is headquartered in Palo Alto, California with additional offices in Mumbai and Herzliya.

Centerbridge Partners LP(Centerbridge Partners) is a private equity firm founded in 2005 by Jeffrey Harold Aronson and Timothy Gallogly. The firm is headquartered in New York.

Taylor Frigon Capital Management LLC (TFCM) is a registered investment advisor headquartered in Scottsdale, California. The firm was founded by Gerald (Gerry) Frigon and in 2006 and is owned by the Frigon Revocable Trust. The “Taylor” in the firm’s name honors Richard C. Taylor, Gerry Frigon’s father-in-law and mentor. TFCM provides active investment strategies and venture capital opportunities to a select group of individuals, RIAs and institutional investors. The firm also serves as the investment adviser of the Taylor Frigon Core Growth Fund, a registered mutual fund.

Capstone Partners LLC (Private Equity) is a Private Equity firm, a subsidiary of Headwaters MB LLC founded in 2001 by Philip William Seefried and John Ferrara. The firm is headquartered in Denver.

Finaccess Advisors LLC is a registered investment advisor headquartered in Miami, Florida. The firm was founded in 2009 and is primarily owned by Grupo Finaccess SAPI de CV, which is a subsidiary of Grupo Far-Luca SA de CV in Mexico. Finaccess Advisors offers wealth management and investment advisory services to individuals, high net worth individuals, corporations, trusts, investment companies (the Funds) incorporated in Ireland, Luxembourg, Mexico or Switzerland, and the investment managers of the Funds.

Power Clouds Pte Ltd. is a Singaporean company that plans, creates, and manages renewable and sustainable energy photovoltaic plants. The private company is based in Singapore, Singapore.

Kolo Medical, Inc. provides a portfolio of silicon wave transducer technology probes for medical ultrasound imaging. The company is headquartered in Suzhou, China.

Integris Software, Inc. develops data privacy platform. It offers general data protection regulation readiness, breach response and data life cycle management solutions. The company was founded by Uma Raghavan, Raghu Gollamudi and Kristina Bergman in 2016 and is headquartered in Seattle, WA.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Beijing Hongkun Ruibang Property Management Co. Ltd. engages in real estate development. The company was founded on June 18, 2003 and is headquartered in Singapore.

Sora Ventures is an Independent Private Equity/Venture Capital firm founded in 2016 by Jason Fang. The firm is headquartered in Hong Kong.

Hongkong Ideal Investment Ltd. Provides broking, investment banking and other financial services. The company is headquartered in Hong Kong.

Apassionata Park München GmbH & Co. KG is a private company based in Berlin, Germany. The CEOs of the German company are Weihao Zhao, Xiong Xiong Lin, Johannes Mock-O'Hara. The company produces shows and experiences related to horses, including the European-Tour in over 30 cities, SHOWPALAST MÜNCHEN's New Show Experience, and CAVALLUNA PARK, the horse-adventure-park in Munich. The company offers an unforgettable experience for the whole family.

Spartan Capital (HK) Ltd(Spartan Group) is a venture capital firm founded in 2017 by Melody He, Casper B. Johansen, Kelvin Koh. The firm is headquartered in Singapore.

Apassionata World GmbH produces horse-themed productions, including their new show "World of Fantasy" which will tour over 30 European cities starting in October 2018. The private company is based in Berlin, Germany. The company also operates the Cavalluna Park, a horse-adventure-park in Germany. The CEOs of the company are Xiong Xiong Lin, Weihao Zhao, Johannes Mock-O'Hara.

Parnassus Investments LLC is a SEC-registered investment advisor headquartered in San Francisco, California. Parnassus Investments (founded in 1984), the predecessor corporation, transferred all their assets to Parnassus Investments LLC in 2021 in connection with the acquisition of a majority equity interest in the firm by Affiliated Managers Group, Inc. (AMG) (NYSE: AMG) effective October 2021. The firm is directly owned by Gallium Acquisition LLC, ultimately owned by AMG. Parnassus Investments provides investment advisory services to two registered investment companies, the Parnassus Funds trust and the Parnassus Income Funds trust. The firm also provides investment advisory services to a variety of separate accounts and institutional accounts.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).