Kenneth Kalina

Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.

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.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Dechert LLP provides legal services. It serves the chemical, construction, finance and real estate, energy, insurance, and health sectors. The firm's practice areas include business restructuring and reorganization, commercial litigation, corporate and securities, energy, finance and real estate, financial services, mergers and acquisitions, and private equity. The company was founded in 1875 and is headquartered in Philadelphia, PA.

The American Academy of Actuaries provides leadership, objective expertise, and actuarial advice on risk and financial security issues to assist public policymakers on all levels. The private company is based in Washington and has subsidiaries in the United States. The academy also sets qualification, practice, and professionalism standards for actuaries credentialed by one or more of the five U.S.-based actuarial organizations.

The Society of Actuaries is an organization that provides research and industry news on various topics such as health care, predictive analytics, climate change, risk management, life insurance, modeling, pension and retirement, public policy, law and regulation. The private company is based in Schaumburg, IL. The company aims to help individuals advance their careers.

Illinois Venture Capital Association engages in providing services such as education, networking, industry events, roundtable discussions and government lobbying. The company is headquartered in Chicago, IL.

Credit Suisse (New York Securities Branch) is based in New York, NY. Part of UBS Group AG, Credit Suisse (New York Securities Branch) is a company that provides investment banking and asset management services.

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.

Oyster Consulting LLC provides expert consulting, outsourcing, and software solutions to the financial services industry. The private company is based in Glen Allen, VA, and has subsidiaries in the United States. The company's platform incorporates alerts, trade blotter, and profiles to monitor client and employee trade activity at various levels. The company's experts offer industry experience and technical expertise to provide guidance for compliance, operations, finance, and strategy. Oyster Consulting was founded by Buddy Doyle and Robert Hall, with Buddy Doyle serving as the CEO since incorporation.

The Lincoln Financial Group Foundation operates as a nonprofit organization. The private company is based in Fort Wayne, IN.

Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME.

Foreside Management Services LLC provides management and administrative services. The private company is based in Portland, ME.

Clifford Capital Partners LLC (CCP) is an independent registered investment advisor headquartered in Alpine, Utah. The firm was founded by Ryan Batchelor and Wayne Pierson in 2010. CCP provides portfolio management services to individuals, trusts, estates, corporations, charitable organizations, other investment advisers, institutions and registered investment companies.

Acorn Investors LLC operates as an investment company. The private company is based in New Haven, CT.

50 South Capital Advisors LLC (50 South Capital Advisors) is a private equity firm founded in 2000 by Robert P. Morgan and Bradley M. Dorchinecz. The firm is headquartered in Chicago, Illinois.

Part of Northern Trust Corp., Northern Trust Investments, Inc. operates as a non-depository trust institution. The company is based in Chicago, IL.

Datum One Series Trust operates as a pooled investment company, which has created and issued shares in one or more series. The company is headquartered in Chicago, IL.

Equalize Community Development Fund is a closed-end, non-diversified management investment company, which engages in the provision of current income, consistent with the preservation of capital, and to enable institutional fund investors to claim favorable regulatory consideration of their investment. The firm is also involved in investing primarily in a portfolio of loans that are eligible for Community Reinvestment Act of 1977 treatment as community development loans or qualified investments. The company was founded on July 29, 2013 and is headquartered in Wayne, PA.