Peter Joseph Bednarek

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

DuPont Capital Management Corp. (DuPont Capital) is a SEC-registered investment advisor and pension fund manager headquartered in Wilmington, Delaware. The firm was founded in 1975 and is a wholly owned subsidiary of DuPont de Nemours, Inc. (NYSE: DD). DuPont Capital offers investment management services primarily to institutional investors.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

MetLife Investment Management LLC (MIM) is a SEC-registered investment advisor headquartered in Whippany, New Jersey. The firm was founded in 2006 and formerly known as MetLife Investment Advisors Co. LLC. They are a subsidiary of MetLife Investment Management Holdings LLC, which is owned by MetLife, Inc. (NYSE: MET). MIM provides advisory services to institutional clients, pension and profit-sharing plans (which include government plans), sovereign funds, limited partnerships, and MetLife affiliated accounts such as MetLife’s domestic insurance company subsidiaries, registered investment companies, and pooled investment vehicles.

Audio Compass (India) Pvt Ltd. provides travel guides and audio travel applications for mobile phones. Its products help users to explore cultural and historical points of interest like neighborhoods, museums, monuments and palaces. The firm offers telephony based interactive voice response content for feature phone users in partnership with leading telecom operators. The company was founded by Gautam Vishamber Shewakramani, Kranthi Kiran Vistakula and Pariket Doshi in May 2011 and is headquartered in Mumbai, India.

Lincoln Financial Investments Corp. (LFI) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was formerly known as Lincoln Investment Advisors Corp. They are a wholly owned subsidiary of The Lincoln National Life Insurance Co., itself a wholly owned subsidiary of Lincoln National Corp. (NYSE: LNC), a publicly held insurance holding company. LFI provides investment advisory services to mutual funds, which are included in insurance products such as variable annuities offered by affiliated and non-affiliated life insurance companies and retirement plans. The firm also advises private funds and separate accounts, which are offered by affiliated life insurance companies.

Clark Capital Management Group, Inc. (Clark Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded Harry Clark in 1986. Clark Capital provides institutional-quality investment solutions to individual investors, corporations, foundations, and retirement plans.

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.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

StoneRidge Investment Partners LLC (StoneRidge) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1999 by a team of equity investment professionals formerly with Meridien Investment Co., a division of First Union. Beltraith Capital LLC acquired majority ownership of the firm in 2009. StoneRidge manages institutional assets for public and corporate pension plans as well as Taft Hartley plans, unregistered pooled investment vehicles, corporations and other businesses, state and municipal government entities, insurance companies and foundation clients.

Cygnus Education, Inc. provides strategic marketing and communications services. It also offers enrolment management solutions to colleges and universities. The company is headquartered in Bryn Mawr, PA.

GSAM Strategist Portfolios LLC (Inv Mgmt) (GSAMSP) is the investment management division of GSAM Strategist Portfolios LLC, a research company headquartered in New York City. The firm was founded in 1995 as Standard & Poor's Investment Advisory Services LLC. They were acquired by GSAM Holdings LLC in July 2019. GSAMSP offers multi-asset and rules-based equity strategies to a range of individual and institutional investors worldwide.

YHB Investment Advisors, Inc. (YHB) is a SEC-registered investment advisor headquartered in West Hartford, Connecticut. The firm was founded by Paul Martel in 1989. YHB offers client-centric investment management services for individuals, families, institutions, and nonprofit organizations.

CVS Pharmacy, Inc. engages in the operation of a retail pharmacy chain. Its products include medicines and vitamins; personal care, home health care, skin care, and beauty products; and photo books, cards, gifts, and calendars. The company is headquartered in Woonsocket, RI.

Bryn Mawr Capital Management LLC (BMCM) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. Formerly known as WSFS Capital Management LLC, the firm was founded in 1994 as West Capital Management LLC. They are a wholly-owned subsidiary of WSFS Financial Corp. (NASDAQ: WSFS). BMCM provides financial planning, consulting and investment management services to individuals, qualified plans, trusts, estates, charitable organizations, corporations and business entities.

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.

Citigroup Global Markets Europe AG is the German brokerage subsidiary of Citigroup Global Markets Finance Corp. & Co. beschkränkt, ultimately held by Citigroup, Inc. (NYSE: C) in the US. Headquartered in Frankfurt, the firm was founded in 1926 and provides a full spectrum of brokerage services that allows clients to access equity trading, such as shares, ETFs and Fixed Income securities across the world on 37 different stock markets. Equities include common stocks, preferred shares, ETFs and Depositary Receipts. Fixed Incomes include Corporate and Governments bonds trading in a wide range of currencies, coupon types and maturity ranges, both Investment Grade and non-Investment Grades.

MissionSquare Investments is a registered investment advisor headquartered in Washington, DC. Formerly known as Vantagepoint Investment Advisers LLC, the firm is a wholly-owned subsidiary of The International City Management Association Retirement Corp. (dba MissionSquare Retirement), a Delaware non-stock, non-profit corporation established in 1972. MissionSquare Investments provides the investment advisory and management services to Vantage Trust Company LLC (VTC), a New Hampshire non-depository trust company.

National Planning Corp. (Florida), also known as NPC Financial, is a financial services firm with 70 years of experience. The private company is based in Miami, FL. The company specializes in creating personalized financial strategies for individuals, families, and business owners to help them achieve their financial goals. The CEO of the company is Jeffrey E. Newman.