Peter Farac

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Platinum Investment Management Ltd., trading as Platinum Asset Management (Platinum), is an alternative investment management firm headquartered in Sydney, Australia. The firm was founded in 1994 and is wholly owned by Platinum Asset Pty Ltd., which is a subsidiary of Platinum Asset Management Ltd. (ASX: PTM). Platinum provides investment management services to corporations/business entities, high-net worth individuals, pooled investment vehicles and other investment advisers.

J.O. Hambro Capital Management Ltd. (JOHCM) is an investment management firm headquartered in London, UK. The firm was founded by James Hambro in 1993 as an independently managed boutique, and was acquired by Pendal Group Ltd., formerly BT Investment Management Ltd., in 2011. In 2023, Perpetual Limited (ASX: PPT) – an ASX-listed, global diversified financial services company in Sydney, Australia – acquired Pendal Group, including JOHCM. The firm provides discretionary investment advisory services across a diverse range of equity strategies through pooled vehicles (or investment funds) and to clients that establish separately managed accounts.

Maple-Brown Abbott Ltd. (MBA) is an investment management firm headquartered in Sydney, Australia. The firm was founded by Robert Maple-Brown and Chris Abbott in 1984. They are a subsidiary of Maple-Brown Family Investments Pty Ltd. The firm offers Australian managed investment schemes, UCITS (Undertaking for Collective Investment in Transferable Securities) funds in a variety of currencies and discrete mandates to clients around the world. Their clients include superannuation funds, financial institutions, endowments, charities, family offices, financial advisers, wholesale investors and retail investors. MBA is a socially responsible investor and a signatory to the UN Principles for Responsible Investment (UNPRI).

Perpetual Investment Management Ltd. (PIML) is the investment management subsidiary of Perpetual Ltd. (ASX: PPT) in Australia. Headquartered in Sydney, PIML provides a broad range of investment strategies and products to Australian and international institutions, not-for-profit organizations, small businesses, financial advisers, high net-worth individuals and families.

Antares Capital Partners Ltd. (Antares Capital) is an investment management firm headquartered in Melbourne, Australia. The firm was founded in 1994 and formerly known as Portfolio Partners and Aviva Investors. They are a subsidiary of National Wealth Management Holdings Ltd., itself a subsidiary of National Australia Bank Ltd. (ASX: NAB) in Australia. Antares Capital manages assets on behalf of Australian investors.

FIL Investment Management (Australia) Ltd. (Fidelity Australia) is a fund management firm headquartered in headquartered in Sydney, Australia. The firm was founded in 2003 and is owned by Fil Ltd. in Bermuda. Fidelity Australia serves as an institutional client service and business development office that covers both Australia and New Zealand. The team is backed by a global research network, providing them with world-class Australian equities capability.

AllianceBernstein (Australia) Ltd. (ABAL) is the Australian subsidiary of AllianceBernstein Holdings (Cayman) Ltd., ultimately owned by AXA Equitable Holdings, Inc. (NYSE: EQH) in the US. The firm is headquartered in Sydney with additional office in Melbourne. They provide diversified investment management services worldwide to institutional, high-net worth individuals and retail investors.

PM Capital Ltd. is a globally focused fund manager headquartered in Sydney, Australia. The firm was founded by Paul Moore in 1998. They were acquired by Regal Partners Ltd. (ASX: RPL) in 2023. PM Capital manages money on behalf of private clients, the clients of financial advisers and institutions.

Monash University operates as a public research university. It specializes in higher education, global engagement, postgraduate courses, undergraduate study, and PhD research. The company was founded on March 1961 and is headquartered in Clayton, Australia.

UBS Securities Australia Ltd. is a brokerage firm headquartered in Melbourne, Australia. The firm is a wholly-owned subsidiary of UBG AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. UBS Securities Australia offers execution and settles trade in ASX quoted financial products for private investors.

Portfolio Financial Services Ltd. is a private company based in Mumbai, India. Portfolio Financial Services Ltd. was founded in 1992.

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.

Advance Asset Management Ltd. (Advance AM) is an investment management firm headquartered in Sydney, Australia. The firm was founded in 1982 and formerly known as NSW Property Managers Pty Ltd. and as NSW Asset Management Ltd. In 2023, they were acquired by Mercer (Australia) Pty Ltd., which is ultimately owned by Marsh & McLennan Cos., Inc. (NYSE: MMC) in the US. Advance AM manages managed funds and multi-manager funds for various investors.

The Financial Services Council provides financial services. The private company is based in Sydney, Australia. and has subsidiaries in New Zealand. Sally Loane has been the CEO of the Australian company since 2014.

Part of Perpetual Ltd., Pendal Institutional Ltd. is an independent investment management business based in Sydney, Australia. The Australian company's experienced fund managers have the autonomy to make decisions with conviction and offer sustainable investment options, such as the Pendal Sustainable Balanced Fund - Class G through Investment Giving. Recently, the company's Pendal Select Fund (class R) was awarded the highest rating of "highly recommended" by researcher Zenith.

The Trustee for Aware Super (Aware Super) is a pension fund management firm headquartered in Wollongong, Australia. They are a subsidiary of Aware Super Pty Ltd. The firm was founded in 1992 to provide for the superannuation and retirement needs of NSW public sector employees and their families. Aware Super provides superannuation, advice and retirement solutions to those who teach, nurse, care, respond and help others in their communities.

Morgan Stanley Wealth Management Australia Pty Ltd. provides investment advisory services. The company is headquartered in Sydney, Australia.

The Banking & Finance Oath Ltd. is an initiative that promotes ethical behavior, trust, and integrity in the banking and finance industry. The private company is based in Neutral Bay, Australia. The Australian company provides a practical guide to ethics and encourages young professionals to take the oath. The company offers programs for financial advisers and leaders on how to embed the oath and develop an ethical framework.

Commonwealth Superannuation Corp. (Investment Management) (CSCIM) is the investment management division of State-owned Commonwealth Superannuation Corp. in Australia. Established as a single trustee body in 2011 following the merger of the Australian Reward and Investment Alliance, the Military Superannuation and Benefits Board and the Defence Force Retirement and Death Benefits Authority, the firm aims to help past, present and future Australian Government employees, members of the Australian Defence Forces and their families to make the most of their financial future via disciplined and active investment of their schemes using a pooled investment trust. CSIM is based in Canberra and is a signatory to the UN Principles for Responsible Investment and the Carbon Disclosure Project, a project undertaken by institutional investors worldwide to collaborate on business implications of climate change. They are also a member of the Investor Group on Climate Change and the International Corporate Governance Network, an investor-led network that actively promotes good corporate governance internationally. They implement ESG practices in their investment process primarily through research and engagement, not exclusion and work collaboratively with a diverse group of investment managers, advisors and shareholder groups to influence companies to adopt good ESG practices.

JOHCM (USA), Inc. (JOHCM USA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2013 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. JOHCM USA provides investment advisory services on a segregated basis to US institutional investors.

J O Hambro Capital Management Holdings Ltd. provides financial services. The company was founded on June 13, 2011 and is headquartered in London, the United Kingdom.

Part of Perpetual Ltd., Pendal Fund Services Ltd. is an Australian company that provides investment management services. The company is based in Sydney, Australia.

Tempo Asset Management Pty Ltd. (Tempo) is an independent asset management firm headquartered in Sydney, Australia. The firm was founded by Joe Bracken and Robert Chapman in 2013. Tempo manages assets of individual and institutional clients.

Ryder Court Emerging Markets Small Cap Fund Dst provides investment services. The company is headquartered in Boston, MA.

JOHCM Funds (UK) Ltd. is based in London, UK. Part of Perpetual Ltd., JOHCM Funds (UK) Ltd. is a British company that provides financial intermediation services.

Sentient Impact Group Pty Ltd. is an Australian company that invests in high-performing portfolios to shape the present and future. The private company is based in St. Kilda, Australia. The company's focus is on making an impact and they invest in people to achieve this goal. The CEO of the company is Oliver Yates.

Moody's Investors Service Pty Ltd. is the Australian investment research subsidiary of Moody's Corp. (NYSE: MCO) in the US. The firm was formerly known as Gavinu Pty Ltd. Headquartered in Sydney, Moody's Investors Service provides credit ratings, research, and risk analysis to Australian corporate, financial institutions, structured, and sovereign issuers. Their regionally based analysts cover a variety of industries namely telecommunications, project finance, airlines, oil & gas, hybrid securities, real estate, power & utilities and structured finance.