Philip Anthony Dawes

Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients.

M&G Investment Management Ltd. (MAGIM) is the asset management subsidiary of MG FA Ltd., ultimately owned by M&G Plc (LON: MNG) in Great Britain. Formerly known as Prudential Investment Management Ltd., the firm was founded in 1968 and is headquartered in London. MAGIM provides investment management for a broad range of clients, with a product range that includes segregated mandates for institutions as well as retail mutual funds for individuals.

Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies.

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.

BNP Paribas (London Branch) is the Great Britain-based brokerage division of BNP Paribas SA (EPA: BNP) in France. The firm is headquartered in London and was founded in 1986. BNP Paribas (London Branch) offers a wide range of products and services to corporate, institutional, commodities, market making and broking clients.

Merrill Lynch Ventures LLC is a venture capital firm headquartered in New York City. The firm is a division of the Merrill Lynch Global Markets & Investment Banking Group and their ultimate parent is Bank of America Corp. (NYSE: BAC).

Ionic Capital Management LLC (Ionic) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2006 by Adam Radosti, Bart Baum and Daniel Stone. They are a subsidiary of Ionic Capital Management Holdings LP. Ionic provides advice on a discretionary basis to private investment funds (both commingled funds and funds-of-one) offered exclusively to sophisticated investors as well as sub-advisory services to undertakings for collective investments in transferable securities (UCITs Funds) and a registered investment company.

Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis.

Premier Fund Managers Ltd. (PFM) is the wholly-owned fund management subsidiary of Premier Investment Group Ltd., ultimately held by Premier Miton Group Plc (LON: PMI) in Great Britain. The firm was founded in 1988 and is headquartered in Guildford. PFM manages a range of authorized UK and offshore funds and provides tailor made discretionary management services for private and corporate clients including professional advisers, retail investors, institutions and charities.

NatWest Markets Plc (Investment Management) (NWM-IM) is the investment management division of NatWest Markets Plc, a wholly-owned subsidiary of NatWest Group Plc (LON: NWG) in Great Britain. The firm was founded in 1984 and formerly known as The Royal Bank of Scotland Plc. Headquartered in London, NWM-IM offers debt financing, risk management and trading solutions to UK-connected high-net-worth individuals.

Amundi Ireland Ltd. is an asset management firm headquartered in Dublin, Ireland. The firm was founded in 1994 and formerly known as Pioneer Investment Management Ltd. They are a subsidiary of Amundi Asset Management SA, ultimately held by SAS Rue la Boétie’s Credit Agricole SA (EPA: ACA, ADR: CRARY) in France. Amundi Ireland develops financial solutions and services for its corporate and institutional clients worldwide.

HSBC Global Asset Management (UK) Ltd. (HSBC GAM-UK) is the wholly owned asset management subsidiary of HSBC Global Asset Management Ltd., ultimately part of HSBC Holdings plc (LON: HSBA, ADR: HSBC) in Great Britain. Headquartered in London, HSBC GAM-UK was founded in 1985 and acts as a discretionary investment manager that offers a wide range of investment solutions across equity, fixed income, liquidity and multi-asset strategies. Their clients include the Group’s retail and private banking customers, financial intermediaries and distributors and institutions.

AllianceBernstein Ltd. (ABL) is the Great Britain-based, global investment management subsidiary of AllianceBernstein Preferred Ltd., ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Headquartered in London, the firm was founded in 1990 by David Andrew Steyn. ABL provides investment management and research services to public and private sector institutional clients, retirement and pension funds, banks, insurance companies and high-net worth individuals. They offer a family of globally distributed mutual fund portfolios across all major investment disciplines. The firm is a signatory to the UN Principles of Responsible Investment (UNPRI) and integrates ESG issues into their investment processes.

Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients.

JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals.

Renaissance Capital CJSC is a company based in Moscow, Russian Federation. and has subsidiaries in Kazakhstan and Kenya. The Russian company was founded by Stephen Jennings, Boris Alexis Jordan, Peter Kadas.

Morgan Stanley & Co. International Plc (MSCI) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSCI provides a range of brokerage services to corporations, governments and financial institutions.

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.

BlackRock Investment Management (UK) Ltd. (BIM-UK) is an investment management firm headquartered in London, UK. The firm is a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. BIM-UK was founded in 2006 following the merger of Merrill Lynch Investment Managers and BlackRock. In 2009, BlackRock merged with Barclays Global Investors, including the iShares exchange traded funds business. The combined firm operates under the BlackRock name and has retained the iShares brand. BIM-UK manages a family of mutual funds and acts as sub-advisor to other mutual and pension funds. They also offer alternative investments and managed accounts for individual and institutional clients.

Allianz Global Investors GmbH (AGI) is an investment management firm headquartered in Frankfurt, Germany. The was founded in 1956 and is a subsidiary of Allianz Asset Management GmbH, which is owned by Allianz SE (ETR: ALV). AGI manages the group's assets and client-focused equity, fixed-income, and balanced portfolios. They also launch and manage equity and fixed-income mutual funds for individual and institutional clients.

Miami-based Banco Santander International (BSI), with approximately $10 billion under management, is the flagship bank for the Private Banking Division of Spain Banco Santander, the world's 12th largest financial institution. BSI caters to clients in the highly competitive Latin American private banking market.

Lombard Odier Asset Management (Switzerland) SA (LOAM Switzerland) is an investment advisory subsidiary of Lombard Odier Investment Managers Holding SA, ultimately held by Compagnie Lombard Odier SCmA in Switzerland. Formerly known as 1798 Global Partners (Switzerland) SA, the firm was founded in 1972 by Aziz Nahas and Hubert Keller and changed their name to Lombard Odier Asset Management (Switzerland) in 2010. LOAM Switzerland is headquartered in Petit-Lancy, Geneva.

BNP Paribas Asset Management UK Ltd. (BNPP AM UK) is an asset management firm headquartered in London, UK. The firm was founded in 1990 and is a wholly owned subsidiary of BNP Paribas Asset Management Holding SA, itself a subsidiary of BNP Paribas SA (EPA: BNP, ADR: BNPQY) in France. BNPP AM UK provides customized investment management services to institutional clients, wholesale clients and collective investment schemes.

The Kennedy Trust for Rheumatology Research is a British research-focused company that was founded in 1969. The non-profit company is based in London, UK. The Kennedy Trust supports research into rheumatic and related musculoskeletal diseases.

Tokio Marine Rogge Asset Management Ltd. provides miscellaneous credit services. The joint venture company is based in London, UK.

Part of The Goldman Sachs Group, Inc., Goldman Sachs Asset Management BV (UK) provides investment and advisory solutions to institutional and individual investors. The company is based in London, UK. The British company offers a range of investment strategies across various asset classes, industries, and geographies, including fixed income, money markets, public equity, commodities, hedge funds, private equity, and real estate.

YouLend ApS develops lending platforms connecting borrowers and lenders. It facilitates the issue of loans to small and medium-sized enterprises. The company was founded by Niclas Aschenbrenner, Mikkel Solvsten Velin, and Anders la Cour on May 18, 2015 and is headquartered in Copenhagen, Denmark.

Cindev UK Ltd. is an investment holding private company founded in 2018. The company is based in Milton Keynes, UK.

Part of Allianz SE, Allianz Global Investors UK Ltd. is a company that provides investment advice. The company is based in London, UK and was founded in 2018.

Moody's Investors Service Ltd. is the Great Britain-based investment research subsidiary of Moody's Corp. (NYSE: MCO) in the US. The firm was founded in 1985 under the name Rapidcredit Ltd. Headquartered in London, Moody's Investors Service provides credit ratings, research, and risk analysis. Credit ratings and research help investors analyze the credit risks associated with fixed-income securities. Such independent credit ratings and research also contribute to efficiencies in fixed-income markets and other obligations, such as insurance policies and derivative transactions, by providing credible and independent assessments of credit risk.