Timothy J. Birney

BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.

Crown Financial Group, Inc. provides securities brokerage services. The company performs market-making activities for Nasdaq and OTC securities. It also offers wholesale institutional trading, wealth management, merchant banking, retail brokerage and investment banking services with a focus on issuing debt and equity securities. The company is headquartered in Jersey City, NJ.

Homestead Advisers Corp. is a SEC-registered investment adviser headquartered in Arlington, Virginia. It was founded in 1990 as RE Advisers Corp. and became Homestead Advisers Corp. in 2022. The firm is a direct, wholly-owned subsidiary of Homestead Financial Services Corp. (formerly RE Investment Corp.), which is a direct, wholly-owned subsidiary of NRECA United, Inc., a holding company of the National Rural Electric Cooperative Association (NRECA). Homestead Advisers provides investment supervisory services to investment companies, employee benefit plans, pension and profit-sharing plans, corporations and other business entities. They also provide retirement planning services to individuals that participate in NRECA’s sponsored 401(k) Pension Plan or Retirement Security Plan.

Schafer Cullen Capital Management, Inc. (SCCM) is a wealth management and registered investment advisory firm founded by James Cullen and David Schafer in 1983. Headquartered in New York City, SCCM provides portfolio management services to a variety of client types including individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, Registered Investment Companies, private investment funds and trust programs.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Tremont Group Holdings LLC provides investment services. It offers investment for hedge fund products and multi-manager portfolio. The company was founded in 1984 and is headquartered in Rye, NY.

Part of Invesco Ltd., OppenheimerFunds Distributor, Inc. provides investment advice. The company is based in Denver, CO.

The Segal Group, Inc. engages in the provision of consulting services. Its services include retirement and financial security; health and welfare benefits; benefits administration; compliance consulting; insurance brokerage; and investment solutions. The company was founded by Martin E. Segal on October 15, 1939 and is headquartered in New York, NY.

Hamilton & Co. Pvt Ltd. is a private company based in Mumbai, India. Hamilton & Co. Pvt Ltd. was founded in 1920.

Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education.

Homestead Funds Trust is an open-end management investment company. The company was founded on February 15, 2019 and is headquartered in Arlington, VA.

Cullen Capital Management LLC, do-business-as Schafer Cullen Capital Management (SCCM), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1983 to advise managed accounts. In 2000, they expanded their offerings to include US mutual funds and, in 2010, UCITS funds. SCCM provides portfolio management services to a variety of client types such as individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, Registered Investment Companies, UCITS, Hedge Funds and trust programs.

Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI.

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.

Offit Capital Advisors LLC (Offit Capital) is an independent, SEC-registered investment adviser headquartered in New York City. The firm was founded by Morris Offit in 2017. Offit Capital provides customized investment advisory services to wealthy individuals, multi-generational families, endowments and foundations.

BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals.

Hennessee Group LLC provides investment advisory services. It offers portfolio construction process, performance monitor, conference, educational and administrative services. The company was founded by E. Lee Hennessee and Charles J. Gradante in 1997 and is headquartered in New York, NY.

Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY.

Part of Light & Wonder, Inc., Sega Gaming Technology, Inc. is a company that manufactures and markets gaming machines. The company is based in Las Vegas, NV. Sega Gaming Technology was acquired by SHFL entertainment, Inc. from Sega KK on April 28, 2003.

Part of Man Group Plc (Jersey), Man Solutions (USA) LLC is a company that provides investment advice. The company is based in New York, NY and was founded in 2018.

AQR Capital Management LLC (AQR) is a SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by Clifford Asness, David Kabiller, and John Liew in 1998. They are a wholly-owned subsidiary of AQR Capital Management Holdings LLC and their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG). AQR provides investment management services to institutional clients through managed accounts. Their investors may include investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, sovereign wealth funds and foreign official institutions, corporations or other businesses entities.

Part of Marsh & McLennan Cos., Inc., Evaluation Associates LLC is a company that provides financial consulting services. The company is based in Norwalk, CT. The CEO of the company is Steven C. Case. Evaluation Associates was acquired by Mercer Investment Consulting LLC from Milliman, Inc. on June 30, 2011.

Attucks Asset Management LLC (Attucks) is an independent, entrepreneurial, minority-owned and operated, SEC-registered investment advisor and fund-of-funds manager headquartered in Chicago, Illinois. Founded in 2001, Attucks provides portfolio management services to institutional clients which includes pension plans (but not the plan participants), state or municipal government entities, corporations, foundations/endowments, and insurance companies.

Whitebox Advisors LLC (Whitebox) is an independent, SEC-registered investment advisor and alternative asset manager headquartered in Minneapolis, Minnesota. Founded in 1999, Whitebox manages and advises private investment funds. They also offers advisory services to separately managed accounts.

E Street Fund LLC operates as a private equity fund. The company is headquartered in New York, NY.

Endeavour Capital Advisors, Inc. (Endeavour) is an independent registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded in 1994 by Larry Austin and Mitch Katz. Endeavour provides advisory services on a discretionary basis to pooled investment vehicles intended for sophisticated investors and institutional investors.

Founded in 1979, GMS Group LLC is a broker/dealer located in Livingston, New Jersey. The firm specializes in tax-free municipal bonds. They provide a full range of investment products and services to meet the investment needs and objectives of high net-worth individuals, corporations, not-for-profit organizations, states, local governments, banks, and insurance companies, among others.