James D. Kallman

Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Medsite LLC provides online e-pharmaceutical marketing and educational services. The company was founded by Sundeep Bhan, Sanjay Pingle and Sameer Shariff in 1995 and is headquartered in New York, NY.

Deutsche Bank AG provides financial and banking services. It also offers commercial and investment banking services. The company is headquartered in New York, NY.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

DLA Piper LLP provides legal services to clients. It offers services in the areas of corporate and securities, venture capital and emerging companies, litigation. The company was founded in 2005 and it is headquartered in Baltimore, MD.

Sun Life Assurance Company of Canada provides life insurance and other financial services. It offers saving, retirement and pension products and life and health insurance to individuals and groups through its operations in Canada, the United States, the United Kingdom and Asia. Sun Life Assurance's product range includes health and life insurance, retirement plans, my Choice plans, total benefits and workplace solutions. The company was founded in 1865 by Mathew Hamilton Gault and is headquartered in Toronto, Canada.

Methodist Health System, Inc. operates as a health system for families and communities. The non-profit company is based in Memphis, TN and has subsidiaries in United States. James C. Scoggin has been the CEO of the company since 2019.

DWS Investments (UK) Ltd. (DWS UK) is a hedge fund manager headquartered in London, UK. The firm is a subsidiary of Deutsche Asset Management Holding SE, ultimately held by Deutsche Bank AG (ETR: DBK, NYSE: DB) in Germany. Created in the mid-1990s as a department within Deutsche Bank, the firm was founded in 2004. Formerly known as Deutsche Asset Management (UK) Ltd., the firm changed their name to DWS Investments UK Ltd. in 2018. DWS UK provides investment management services for retail, institutional and wealth management clients.

TCF National Bank operates as a holding company. It offers equipment lease financing and computer and software leasing. The firm provides other services through its real estate, brokerage, and insurance units. The company is headquartered in Detroit, MI.

Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC.

Asia Society is an educational organization that aims to promote mutual understanding and strengthen partnerships among people, leaders, and institutions. The non-profit company is based in New York, NY and has subsidiaries in Hong Kong. The company was founded by Tom W. Su and Luis Juan L. Virata.

Second Harvest Heartland distributes food and grocery products. The firm distributes its products to fund drives, food camps, shelves, soup kitchens, shelters and rescue programs. The company was founded on October 1, 2001 and is headquartered at St. Paul, MN.

Food Bank for Larimer County engages in the provision of donated food and other products to the community. Its programs include Nourishing Network, Fresh Food Share, and Nutritious Kitchen. The company was founded by Sandy Bowden in 1984 and is headquartered in Loveland, CO.

Part of Trident EP-II Holdings LLC, Eagle Point Income Management LLC is a company that provides investment advisory services. The company is based in Greenwich, CT.

Eagle Point Institutional Income Fund is an American closed-end management investment company. Thomas Philip Majewski has been the CEO of the private company since 2022.

Colter Lewis Investment Partners LLC is a boutique investment advisory firm based in Greenwich, CT. The private company leverages their time-tested insight of the financial markets to identify and originate compelling investment opportunities for a select group of clients. The combined expertise of their clients and investment professionals creates a dynamic network like no other. Colter Lewis Investment Partners is registered with the Securities and Exchange Commission as an investment adviser. The company was founded on 120 years of financial industry leadership and risk management prowess.

Part of Target Corp., Target Canada Co. operates discount stores and a supermarket chain. The company is based in Mississauga, Canada.

Penn Shearer Corp. provides tree and lawn care services. The company is headquartered in Trenton, NJ.

Nature's Trees, Inc. provides tree and landscape maintenance services. It offers tree and shrub pruning, tree and shrub disease treatment, tree and shrub removal, tree fertilizing, emergency tree services, lightning protection, storm damage, tick control, deer deterrent, woodlot management child safety audits, and lawn care. The company was founded by Ralph J. Robbins in 1985 and is headquartered in Bedford Hills, NY.

St. Croix Tree Service, Inc. provides tree, shrub, and lawn care services. It provides affordable tree and lawn care services. The firm offers tailored to the specific needs and individual characteristics of each landscape. The company was founded by Ralph J. Robbins in 1974 and is headquartered in Roberts, WI.

Part of Lueders Environmental, Inc., SavATree LLC is a company that provides environmentally sensible stewardship of valued residential and commercial properties. The company is based in Bedford Hills, NY. SavATree's nationwide team of industry certified arborists and highly trained field specialists delivers professional tree, shrub, and lawn care to their loyal clients, making the intersection between trees and people work. With their innovative science-based programs, SavATree protects and enhances client landscapes. SavATree was founded in 1978 by Ralph J. Robbins. The CEO is Carmine Schiavone.

Mid-South Food Bank, Inc. operates as a food banks and food rescue organizations that are members of Feeding America. It provides activities that include feeding programs. The company was founded in 1981 and is headquartered in Memphis, TN.

EP Income Co. LLC engages in investing in junior debt tranches of collateralized loan obligations (CLO). It focuses on the construction of portfolio of CLO securities. The company was founded on September 28, 2018 and is headquartered in Greenwich, CT.

Right To Play International is an organization that empowers children through play. Right To Play International is based in Toronto, CA, and has subsidiaries in Netherlands, Switzerland, and United Kingdom. The organization provides children with the necessary tools and skills to create opportunities where there are none. Through various forms of play, children discover their own power, learn to believe in themselves, and realize possibilities. The organization aims to help vulnerable children who face challenges such as violence, child labor, early marriage, illiteracy, and inequality. The Canadian company was founded by Johann Olav Koss, and Susan J. McIsaac has been the CEO of the company since 2019.

Sun Life Capital Management (Canada), Inc. (SLC Management) is an investment management firm headquartered in Toronto, Canada. Formerly known as Sun Life Investment Management, Inc., the firm is a subsidiary of Sun Life Financial, Inc. (TSE: SLF). SLC Management offers a range of institutional alternative asset class funds and liability-driven investing strategies to institutional investors in Canada.

Goldman Sachs (Asia) LLC (GS-Asia) is the Hong Kong-based brokerage subsidiary of Goldman Sachs Holdings (Hong Kong) Ltd., ultimately owned by The Goldman Sachs Group, Inc. (NYSE: GS), a multinational investment bank and financial services company headquartered in New York City. Founded in 1984, GS-Asia provides market insight, risk management and execution services to institutional clients which includes asset managers, hedge funds, banks and brokerages, pensions, endowments and foundations, corporations, and governments.