Jeffrey Reda

Katten Muchin Rosenman LLP provides legal services. The firm specializes in corporate, financial services, litigation, real estate, commercial finance, intellectual property, trusts and estates, antitrust, bankruptcy, international trade, employee benefits and executive compensation, employment, environmental, public finance and tax. The company was founded in 1974 and is headquartered in Chicago, IL.

Quarles & Brady LLP provides legal services. The firm offers data privacy and security, employee benefits, energy, environment and natural resources, real estate and tax services. The company was founded in 1892 and is headquartered in Milwaukee, WI.

The Renaissance Group LLC, dba Renaissance Investment Management (Renaissance), is an independent, SEC-registered investment advisor headquartered in Covington, Kentucky. The firm was founded in 1978 and is a subsidiary of AMG Renaissance Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Renaissance serves both institutional and high net worth clientele and offers a variety of investment management strategies.

WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.

NLG Capital, Inc. is a registered investment advisor headquartered in Birmingham, Alabama. It was founded in 1968 and formerly known as Sentinel Asset Management, Inc. They became NLG Capital, Inc. in 2022. The firm is wholly-owned by NLV Financial Corp., which is a wholly-owned subsidiary of National Life Holding Co. NLG Capital offers discretionary investment advisory services to various types of institutional clients, focusing on fixed income investments.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

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.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Likewize Corp. provides wireless distribution and supply-chain services. The firm specializes in accessories, supply chain solutions, handset protection & insurance programs, reverse product solutions, buyback & trade-in solutions and financial solutions. The company was founded by Raul Marcelo Claure in 1997 and is headquartered in Miami, FL.

UBS AG (Wealth Management Research) is the investment research division of UBS AG, ultimately held by UBS Group AG (SWX: UBSG) in Switzerland. Headquartered in Zurich, the firm provides corporate, institutional and wealth management clients in-depth cross-asset research, along with access to equities, foreign exchange, precious metals and selected rates and credit markets, through its business units.

WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs.

Proskauer Rose LLP provides legal services. It offers legal services for corporate, health care, intellectual property, labor and employment, litigation, private client services, real estate, tax and, sector-related practices. The firm serves financial institutions, investment funds, not-for-profit institutions, governmental entities and other organizations across industries and borders. The company was founded by William R. Rose in 1875 and is headquartered in New York, NY.

Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations.

IHS Global Insight (USA), Inc. (IHS Global Insight USA) is an investment research firm headquartered in Lexington, Massachusetts. The firm was founded in 2001 and is owned by S&P Global, Inc. (NYSE: SPGI). IHS Global Insight USA provides economic and financial analysis, market forecasting and market intelligence to a variety of clients in the industry, finance and government sectors. The firm provides coverage for over 170 industries in over 200 countries. Their coverage area includes North and South America, Europe, Africa, the Middle East and Asia. Research focuses on the following industries: agriculture, automotive, commerce/transportation, construction, consumer goods, energy, healthcare and pharmaceuticals, lending and payment services, manufacturing, steel, technology, telecommunications and travel/tourism.

Glasswing Ventures LLC (Glasswing Ventures) is a venture capital firm founded in 2015 by Rudina Seseri and Rick Grinnell. The firm is headquartered in Boston, Massachusetts.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

The Ohio State Bar Association is a professional association for those who have been admitted to the practice of law. The non-profit company is based in Columbus, OH and has subsidiaries in the United States. The association represents nearly 65 percent of law practitioners, including paralegals and student associate members.

Luftman, Heck & Associates LLP offers legal representation services. Its services expands across a comprehensive range of practice areas including criminal defence, DUI and traffic defence, consumer law, family law, bankruptcy, and real-estate for individuals and families. The company was founded by Benjamin L. Luftman and Jeremiah E. Heck in December 2003 and is headquartered in Columbus, OH.

Meridian Credit Management LLC, dba Gulf Stream Asset Management (GSM), is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Charlotte, North Carolina. The firm was founded in 2002 as Gulf Stream Asset Management LLC. GSM manages a variety of collateralized loan obligations (CLOs) for institutional clients.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Neuberger Berman Investment Advisers, Inc. (NBIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 as Neuberger Berman Fixed Income LLC and adopted their present name in 2016. They are a subsidiary of Neuberger Berman Investment Advisers Holdings LLC, ultimately owned by NBSH Acquisition LLC. NBIA provides a wide range of discretionary investment management services to a variety of clients, which includes individuals, institutions, registered investment companies, non-US registered funds and private investment funds.