Lucas Klein

abrdn Investments Ltd. (aIL) is an asset management firm headquartered in Aberdeen, UK. The firm was founded in 1987 and formerly known as Aberdeen Asset Managers Ltd. They are a wholly-owned subsidiary of abrdn Holdings Ltd., which is wholly-owned by abrdn Plc (LON: ABDN). aIL provides their clients with discretionary and non-discretionary asset management and related services across a broad range of investment strategies and asset classes. They also offer an alternative platform which encompasses multi-manager research, selection and portfolio management for hedge funds strategies.

Janus Henderson Investors UK Ltd. (JHI UK) is the wholly-owned global asset management subsidiary of Janus Henderson UK (Holdings) Ltd., ultimately held by Janus Henderson Group Plc (LON: 0RPW; NYSE: JHG) in Great Britain. The firm was founded in 1934 and formerly known as Henderson Global Investors Ltd. Headquartered in London, JHI UK is a client-centric, sustainable and responsible investor which provides investment management services to individuals, private banks, third party distributors, insurance companies, pension funds, government bodies, investment trusts, charities and corporate entities.

Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients.

Marshall Wace LLP (MW) is a global alternative investment management firm headquartered in London, UK. The firm was founded by Paul Marshall and Ian Wace in 1997. They are a subsidiary of Marshall Wace Asset Management Ltd., ultimately held by MW Group LP in Great Britain. Headquartered in London, MW offers a diverse set of alternative, long-only and bespoke investment solutions to a broad range of investors.

WPP Group USA, Inc. provides communications and media management services. The company is headquartered in New York, NY.

NexPoint Capital, Inc. operates as a closed-end management investment company. It engages in generating high current income and long-term capital appreciation primarily through investments in middle-market healthcare companies, middle-market companies in non-healthcare sectors, syndicated floating rate debt of large public and nonpublic companies and collateralized loan obligations. The company was founded on September 30, 2013 and is headquartered in Dallas, TX.

Pictet Asset Management Ltd. (Pictet AM) is an alternative investment management firm headquartered in London, UK. The firm was founded in 1980 and is wholly owned by Pictet Asset Management Holding SA, which is ultimately owned by Banque Pictet & Cie SA in Switzerland. Pictet AM provides discretionary investment management services on a global scale to a wide range of international institutional clients. Furthermore, the firm also acts as the investment adviser or sub-adviser to US-based investment companies and other regulated and unregulated collective investment schemes in international jurisdictions. Pictet AM adheres to the UN Principles for Responsible Investment (UNPRI).

J.O. Hambro Capital Management Ltd. (JOHCM) is an investment management firm headquartered in London, UK. The firm was founded by James Hambro in 1993 as an independently managed boutique, and was acquired by Pendal Group Ltd., formerly BT Investment Management Ltd., in 2011. In 2023, Perpetual Limited (ASX: PPT) – an ASX-listed, global diversified financial services company in Sydney, Australia – acquired Pendal Group, including JOHCM. The firm provides discretionary investment advisory services across a diverse range of equity strategies through pooled vehicles (or investment funds) and to clients that establish separately managed accounts.

Threadneedle Asset Management Ltd. (Threadneedle AM) is the wholly-owned global asset management subsidiary of TC Financing Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. Headquartered in London, the firm was founded in 1994 and manages assets for a range of clients which includes pension schemes, insurance companies, private investors and corporations. Threadneedle AM is a socially responsible investor which believes they have a responsibility to, and will benefit from, exercising environmental and social stewardship throughout their firm.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

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.

Skyway Concession Co. LLC engages in the operation of the Chicago Skyway Bridge. It is a 7.8-mile toll road that connects the Dan Ryan Expressway to the Indiana Toll Road. The company was founded in October 2004 and is headquartered in Chicago, IL.

FIL Investments International (FILII) is an asset management firm headquartered in Tadworth, UK. The firm was founded in 1979 and is a subsidiary of FIL Holdings (UK) Ltd., which is ultimately held by FIL Ltd. in Bermuda. FILII provides investment advisory and management services to their clients.

FIL Pensions Management (FPM) is a registered asset management firm headquartered in Surrey, UK. The firm was founded in 1986 and is owned by FIL Holdings (UK) Ltd., ultimately held by FIL Ltd. in Bermuda. FPM provides investment services to pension and retirement plans and other institutional investors.

The Chicago Council on Global Affairs is a non-profit organization provides insight and solutions to global issues. It offers independent research, surveys, and platform for the public. The company was founded on February 20, 1922 and is headquartered in Chicago, IL.

NexPoint Real Estate Strategies Fund is a closed-end management investment company, that operates as an interval fund. It seeks to invest in private and public real estate-related debt, equity, and preferred equity investments. The company was founded on July 1, 2016 and is headquartered in Dallas, TX.

Part of YMCA of the USA, YMCA of Metropolitan Chicago LLC is a company that engages in youth development, healthy living, and social responsibility. YMCA of Metropolitan Chicago LLC is based in Chicago, IL. Dorri C. McWhorter has been the CEO of the company since 2011.

Crowe LLP provides accounting services. The firm offers audit, tax, advisory, risk, and performance services. It serves banking, manufacturing, media and telecommunication, construction, real estate, financial, food, commodities and healthcare industries. The company was founded by Fred P. Crowe Sr. and Cletus F. Chizek in 1942 and is headquartered in South Bend, IN.

Highland Opportunities & Income Fund operates as a closed-end investment fund. It intends to provide current income, consistent with preservation of capital. The company is headquartered in Dallas, TX.

Common Impact, Inc. is a national nonprofit organization that partners with Fortune 500 companies and leading nonprofit organizations to create transformational change through skills-based volunteering. Common Impact was founded in 2000 and is based in Boston, MA. The non-profit company's mission is to build a society in which individuals and businesses invest their unique talents towards a shared purpose of strengthening local communities.

Chicagoland Entrepreneurial Center /Incubator/ (Chicagoland Entr Center) is a venture capital subsidiary of Chicagoland Chamber of Commerce founded in 2012. The firm is headquartered in Chicago, Illinois.

Redburn (Europe) Ltd. (dba Redburn Atlantic) is an equity brokerage firm headquartered in London, UK. The firm was founded in 2003 by Jeremy Evans and Nick Glydon. They are a wholly owned subsidiary of Rothschild & Co. Continuation Holdings AG, ultimately owned by Rothschild & Co SCA. (EPA: ROTH) in France. Redburn Atlantic provides institutional investors with US and European equity research, trade execution and capital markets services. Their Execution Services division delivers high-touch sales trading and execution as well as low-touch execution and algorithmic solutions. The division also offers market structure and trading analytics.

YWCA of Metropolitan Chicago engages in the social enterprise services. It aims to eliminate racism; empower women; and promote peace, justice, freedom, and dignity for all. It offers sexual violence and support; early childhood; and economic empowerment services. The company was founded on December 12, 1876 and is headquartered in Chicago, IL.

The Illinois Certified Public Accountants Society operates a professional association of certified public accountants. The private company is based in Illinois. Todd Shapiro has been the CEO of the American company since 1998.

Bandhan Asset Management Co. Ltd. (Bandhan AMC) is a mutual fund manager and holding firm headquartered in Mumbai, India. The firm was founded in 2000 as a joint venture between IDFC Ltd. and Natixis Global Asset Management. Formerly known as IDFC Asset Management Co. Ltd., the firm rebranded as Bandhan Asset Management Co. Ltd. in 2023 after they were acquired by Bandhan Financial Holdings Ltd. (Bandhan), ultimately held by Bandhan Financial Services Pvt Ltd. Bandhan AMC serves as the Investment Manager of the schemes of Bandhan Mutual Fund and manages a range of mutual fund products for institutional and retail investors.

FMR Investment Management (UK) Ltd. (FMRIM UK) is an investment management firm headquartered in London, UK. The firm was founded in 2006 and is a subsidiary of Fidelity Management & Research Co. LLC (FMR), itself a subsidiary of FMR LLC in the US. FMRIM UK provides investment advisory and portfolio management services as a sub-adviser to certain FMR clients, which includes investment companies in the Fidelity family of mutual funds.