Julie Karen Frank

Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL.

Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is majority-owned by Driehaus Capital Holdings LLLP. Driehaus manages long-only equity and multi-asset alternative strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI).

DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name to DWS as part of the rebranding of Deutsche Asset Management. They are a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for their municipal bond strategies through wrap fee programs.

First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors.

American Century Investments Services, Inc. provides investment and money management services. The company was founded by James E. Stowers in 1958 and is headquartered in Kansas City, MO.

Calamos ETF Trust operates as an open end fund. Its investment objective is to achieve long-term capital growth. The company is headquartered in Naperville, IL.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

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.

Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc.

Common Fund is an independent asset management firm that manages $22.60 billion in assets for around 1,300 institutional clients. Common Fund was founded in 1971 and is based in Wilton, CT. The private company specializes in investment management and is active in all sectors of the capital markets, serving a broad spectrum of investors, including nonprofit organizations, healthcare organizations, family offices, and pension plans. The company also has subsidiaries in Canada, United States, United Kingdom, Cayman Islands, and China. The Investment Stewardship Academy is a workshop for investment professionals to learn and apply skills and knowledge for stewarding long-term capital.

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

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

General Board of Pension & Health Benefits, also known as Wespath, provides retirement plans, investment solutions, and health benefit plans. The non-profit company is based in Glenview, IL. These services are based on the principles of The United Methodist Church.

Verizon Investment Management Corp. (VIMCO) is a pension fund manager headquartered in Basking Ridge, New Jersey. The firm was founded in 1979 and is a subsidiary of GTE LLC, which is owned by Verizon Communications, Inc. (NYSE: VZ). VIMCO manages the assets of the Verizon employee plans and the Verizon Foundation.

Rogerscasey, Inc. offers investment consulting services and software solutions. It offers performance reporting, target-date funds, and master manager solutions. The company is founded in 1968 and is headquartered in Darien, CT.

Based in West Hartford, Connecticut, Aetna Capital Management LLC manages alternative assets for Aetna Insurance Co., a subsidiary of Aetna, Inc. (NYSE: AET).

The Archdiocese of Chicago offers religious and missionary services. The non-profit company is based in Chicago, IL and has subsidiaries in United States. The company was founded in 1843.

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

The Greater Kansas City Chamber of Commerce is a chamber of commerce based in Kansas City, MO. The CEO of the non-profit company is Terry D. Bassham.

Salesian Missions, Inc. provides educational services. It comprised of Priests, Brothers and Sisters, care for disadvantaged youth in developing countries. The company was founded by John Bosco in 1859 and is headquartered in New Rochelle, NY.

Marquette Associates, Inc. (MAI) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1986, MAI provides investment consulting services to institutions, individuals, families, trusts, and charitable organizations or other business entities.

SJS Investment Consulting, Inc. (SJS) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sylvania, Ohio. The firm was founded by Scott J. Savage in 1995. SJS provides investment management services to individuals and families, business owners, high-net worth individuals, retirement plans, non-profits, endowments, foundations, financial institutions and public entities.

Part of Four Families Funding LLC, Clearbrook Investment Consulting LLC is a company that provides investment advice. The company is based in Stamford, CT.