David Kan

Australia & New Zealand Banking Group Ltd. provides banking, financial products and services to retail, small business, corporate and institutional clients. It operates its business through the following segments: Australia Retail and Commercial; Institutional; New Zealand; Pacific; and Technology, Services and Operations and Group Centre. The Australia segment comprises the retail and corporate and commercial business units which provides products and services to consumer and private banking customers in Australia via the branch network, mortgage specialists, the contact centres, a variety of self-service channels and and third party brokers; and banking services including traditional relationship banking and financial solutions through managers focusing on privately owned small, medium, and large enterprises as well as the agricultural businesses. The Institutional segment refers to the transaction banking, loans and specialised finance and markets solutions. The New Zealand segment refers to the retail and commercial business units. The Pacific segment offers products and services to retail customers, small to medium-sized enterprises, institutional customers and governments located in the Pacific Islands. The Technology, Services and Operations, and Group Centre segment provides support to the operating divisions including technology, operations, shared services, property, risk management, financial management, strategy, marketing, human resources and corporate affairs; as well as group treasury, shareholder functions, enablement functions and minority investments in Asia. The company was founded in 1835 and is headquartered in Docklands, Australia.

UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients.

Eastspring Investments (Singapore) Ltd. (Eastspring Singapore) is the Singapore-based asset management arm of Eastspring Investments Group Pte Ltd., ultimately held by Prudential Plc (LSE: PRU), a multinational insurance company headquartered in London. Founded in 1994, the firm was formerly known as Prudential Asset Management (Singapore) Ltd. and changed their name to Eastspring Investments (Singapore) Ltd. in 2012. They provide investment management services to institutional clients and manage mutual funds that are offered to investors in multiple jurisdictions. Eastspring Singapore is a signatory to the UN-supported Principles of 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.

Zurich Australia Ltd engages in providing financial advisory services. The company is headquartered in North Sydney, Australia.

abrdn Australia Ltd. is the Australian asset management subsidiary of abrdn Asia Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. The firm was founded in 2000 as Equitilink Australia Ltd. and formerly known as Aberdeen Asset Management Ltd. and as Aberdeen Standard Investments (Australia) Ltd. they were renamed into abrdn Australia Ltd. to reflect abrdn’s global rebranding in 2021. Headquartered in Sydney, abrdn Australia manages the Group's Australian and New Zealand assets for a range of global and domestic clients such as listed investment companies, managed investment schemes and segregated mandates. In addition, the firm provides local clients with access to the Group's investment capabilities which include domestic, regional equity and fixed-income, international equity and fixed-income and single country equity products.

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.

Zurich Investment Management Ltd. (Zurich Investments) is an asset management firm headquartered in North Sydney, Australia. The firm is a subsidiary of Zurich Financial Services Australia Ltd., which is owned by Zurich Insurance Group AG (SWX: ZURN) in Switzerland. Zurich Investments provides Australian advisers and investors with wealth-building opportunities.

Zurich Financial Services Australia Ltd. (Zurich Australia) is an insurance management firm headquartered in North Sydney, Australia. The firm was founded in 1961 and is a subsidiary of Zurich Insurance Group AG (SWX: ZURN) in Switzerland. Zurich Australia general insurance, life insurance, and savings and investments products for individuals, small businesses, mid-sized and large companies, as well as multinational corporations.

Pacific Equity Partners Pty Ltd (Pacific Equity Partners) is a private equity firm founded in 1998. The firm is headquartered in Sydney, Australia.

Australian Ethical Investments Ltd. (Investment Management) (Australian Ethical-IM) is the investment management division of Australian Ethical Investment Ltd. (ASX: AEF) headquartered in Sydney, Australia. Australian Ethical-IM was founded in 1986 and manages diversified portfolios composed of ethical companies for individual and institutional clients.

Bank of New Zealand Ltd. engages in the provision of banking and financial products and services. It operates through the following segments: Partnership Banking; and Corporate and Institutional Banking. The company was founded on July 29, 1861 and is headquartered in Auckland, New Zealand.

Part of Challenger Ltd., Challenger Life Co. Ltd. is a market leader in institutional retirement solutions. The company simplifies everything about retirement into one informative location and helps build a comprehensive retirement income plan. The company is based in Sydney, Australia. The Australian company offers annuities that provide income and tax benefits with no annual contribution limit. The company's bespoke facilities can help support retirement strategies. The company specializes in retirement, banking, institutional solutions, and investment management. The company offers set alpha over an agreed index with no management fees, and investors can tailor indices to their specific needs. The company was founded in 1985. Richard Howes has been the CEO of the company since 2003.

Xtralis Pty Ltd. develops and manufactures solutions for the detection of fire, gas and security threats. It offers ADPRO SmokeTrace, a downloadable software application for the visual verification and confirmation of smoke developing from a fire that creates intelligent situational awareness to first responders. The firm provides solutions through a network of certified distribution partners. The company was founded in 1984 and is headquartered in Bentleigh East, Australia.

Findex Advice Services Pty Ltd. provides wealth management and financial advisory services. The company’s services include advice, management and guidance, superannuation and retirement strategies, portfolio management, investment opportunities and funds and client investment administration. The firm also offers Risk Insurance Service and General Insurance. The company was founded by Tim Marshall in 2002 and is headquartered in Sydney, Australia.

BlackRock Investment Management (Australia) Ltd. (BlackRock IM-Australia) is the Australia-based investment management subsidiary of BlackRock Australia Holdco Pty Ltd., which is owned by BlackRock, Inc. (NYSE: BLK) in the US. In 2009, BlackRock merged with Barclays Global Investors and the combined firm operates under the BlackRock name. Headquartered in Melbourne, BlackRock IM-Australia offers a range of investment solutions for institutions, financial professionals and individuals.

Insurance Council of Australia Ltd. provides support services for general insurance industry. The company is headquartered in Sydney, Australia.

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.

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.

Challenger Investment Partners Ltd. (CIPL) is a fund management firm headquartered in Sydney, Australia. The firm was founded in 2005 and is a wholly owned subsidiary of Challenger Ltd. (ASX: CGF). CIPL and another subsidiary of Challenger Ltd. – Challenger Investment Solutions Management Pty Ltd. – are collectively called CIP Asset Management (CIPAM). CIPL provides investment solutions, which includes advice and execution, across real estate, fixed income and derivatives to institutional client base.

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.

OneVue Ltd. provides technology and service solutions for advisers, dealers and financial services institutions. Its technology solutions are comprises of transfer agency, superannuation, workflow, multi-channel correspondence, anti-money laundering, and business intelligence. It also provides separately managed accounts, investment administration and portfolio services, utilizing technology to deliver a single client view across investments. The company is headquartered in Sydney, Australia.

Hillross Financial Services Ltd. provides financial planning services. It has partners with their clients to understand their needs to develop strategies that meet their financial & lifestyle needs. It identifies opportunities to meet its client's needs, which are flexible enough to respond to the ever-changing market and environment. It has a national network of more than 300 financial advisers in over 100 films across Australia.

Financial Planning Association of Australia Ltd. a non-profit organization, which engages in the provision of financial advisory services. It offers certified financial planner certification, life risk specialist program, and continuing professional development. The company was founded in 1992 and is headquartered in Sydney, Australia.

Arkx Investment Management Pty Ltd. provides investment advisory services. The company was founded by Geoff Evison in 2007 and is headquartered in Sydney, Australia.

The Committee for Sydney, Inc. provides consulting services. It offers advocacy, research, engagement and communication services. The company is headquartered in Sydney, Australia.

Atrium Investment Management Pty Ltd. (Atrium) is an independent multi-asset investment manager headquartered in Sydney, Australia. Atrium creates diversified portfolios for financial advisers, high net-worth individuals & not-for-profit organizations.

Part of The Fitzpatricks Group, Fitzpatricks Private Wealth Pty Ltd. is an Australian company that provides investment and wealth management services. The company is based in Spring Hill, Australia. The CEO of the company is Matt Fogarty.

Part of Qantm Intellectual Property Ltd., Sortify Tm Ltd. is a New Zealander company that offers trademark goods and services software to simplify the work of trademark attorneys. The company is based in Auckland, New Zealand. The company's Sortify.tm Attorney productivity suite is built by IP lawyers for trademark professionals and in-house IP lawyers. It is the world's most advanced AI-based ranking, sorting, and specification creation software. The company was founded by Narly Kalupahana, Claire Foggo, Alan Potter. Claire Foggo has been the CEO since incorporation. Sortify Tm was acquired by Qantm Intellectual Property Ltd. on October 01, 2021 for $7.74 million.

Yabonza Australia Pty Ltd. provides property management services. The company was founded by Mark Trowell and John Bush is headquartered in North Sydney, Australia.

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.

Pendal Group Ltd. (Investment Management) (PG-IM) is the investment management division of Pendal Group Ltd., an investment company headquartered in Sydney, Australia. Formerly known as BT Investment Management Ltd., the firm was founded in 2007 and changed their name to Pendal Group Ltd. in 2018. They became part of Perpetual Ltd. (ASX: PPT) in 2023. PG-IM utilizes a multi boutique business model to manage funds for retail and institutional clients and other intermediaries.