Mark Burgess

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

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.

First Sentier Investors (UK) IM Ltd. (FSIIM) is the wholly-owned, Great Britain-based specialist asset management subsidiary of S.I. Holdings Ltd., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Headquartered in Edinburgh, the firm was founded in 1970 and formerly known as First State Investment Management (UK) Ltd. FSIIM provides discretionary investment management and portfolio management services to a range of institutional clients and funds.

Part of Janus Henderson Group Plc, Berger Financial Group LLC is a company that manages funds. The company is based in Kansas City, MO.

Invesco Canada Ltd. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1981 and formerly known as Invesco Trimark Ltd. and as AIM Funds Management, Inc. They are a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. Invesco Canada primarily provides investment advice to the Canadian Funds. In addition, the firm provides investment advice to investment companies, charitable organizations, pension plans, endowments, charities and corporations, banks, pooled investment vehicles, provincial or municipal government entities and insurance companies.

FIL Investment Advisors (UK) Ltd. (FIA UK) is a Great Britain-based fund management firm headquartered in Tadworth, Surrey. Founded in 1984, the firm is a wholly-owned subsidiary of FIL Holdings (UK) Limited, which in turn is a wholly-owned subsidiary of FIL Ltd. in Bermuda. FIA UK provides a range of global investment products and services to institutional accounts, mutual funds and other pooled investment vehicles.

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.

The University of Melbourne, founded in 1853, is a world-renowned institution located in Parkville, Australia. The university is a leader in education, teaching, and research, offering a wide range of coursework and research programs.

Wellington Management International Ltd. (WMIL) is an investment firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Wellington Management Global Holdings Ltd., itself a subsidiary of Wellington Management Group LLP (Wellington Management) in the US. WMIL provides client liaison, investment monitoring and business development services for Wellington Management and its clients in Europe, the Middle East, and Africa (EMEA). The firm also provides research, portfolio management and trading services to Wellington Management and its clients.

Pepsi-Cola North America manufactures and markets beverage products. It offers soft drinks, bottled waters, iced teas, juices, and sports drinks. The company is headquartered in Purchase, NY

PIMCO Europe Ltd. (PIMCO-Europe) is the Great Britain-based subsidiary of PIMCO Global Advisors LLC, ultimately held by Allianz SE (FR: ALV; ADR: AZSEY) in Germany. Established in 1997, PIMCO-Europe is headquartered in London with additional branches in Europe and global offices in Asia, Australia, and the Americas. The firm provides fixed-income investment management services to clients in Great Britain, Europe and the Middle East. In addition to corporate pension funds, their clientele includes foundations, endowments, public retirement plans, central banks and corporate treasury departments. They also serve retail and high-net worth individuals. PIMCO Europe manages discretionary accounts, institutional funds and mutual funds. The firm is involved in the institutional wholesale business, and sub-advises portfolios for third-party fund-of-fund managers.

Oxburgh Partners LLP is a privately owned alternative investment management firm headquartered in London. The firm was founded by Adrian Paine in 1999. Formerly known as Mako Capital Partners Ltd., the firm changed their name to Oxburgh Partners Ltd. in 2003. Oxburgh Partners manages European equity funds for high-net worth individuals and institutional clients.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Caspian Securities Ltd. is a private company based in London, UK.

Miaoli Wind Co., Ltd. engages in the operation of power generation business. The company was founded on September 19, 2003 and is headquartered in Taipei, Taiwan.

Neuberger Berman Europe Ltd. (NB Europe) is a fund management firm headquartered in London, UK. The firm was founded in 2005 and is a subsidiary of NBH Ltd., ultimately held by NBSH Acquisition LLC in the US. NB Europe manages equities, fixed-income, private equity and hedge fund portfolios for institutional, intermediary, and individual clients.

Energy Outreach Colorado provides energy assistance programs. It also provides grants to housing organizations, multi-family residences, and non-profit facilities to pay for energy efficiency upgrades such as insulation, efficient lighting and energy star appliances. The company founded in 1989 and is headquartered in Denver, CO.

Apollo Management International LLP (AMI) is an alternative investment manager headquartered in London, UK. The firm was founded by David Abrams in 2005 and is a subsidiary of Apollo Capital Management LP, ultimately held by Apollo Global Management, Inc. (NYSE: APO) in the US. AMI offers a wide and flexible range of solutions to institutional investors.

Hospice in the Weald is a non-profit organization that provides specialist care to patients with a terminal illness and their loved ones in West Kent and Sussex. Hospice in the Weald is based in Tunbridge Wells, UK. The British company offers five services and a 24/7 help hub for support and advice. The non-profit company's teams of nurses, doctors, nursing assistants, counsellors, carer support workers, and other professionals deliver care completely free of charge. The company values support from the local business community and offers various ways for companies and staff to contribute. The company was founded in 1980, and Nick Farthing has been the CEO of the company since 2021.

Bain Capital Credit (Australia) Pty Ltd. (Bain Capital Credit AU) is the Australian asset management subsidiary of Bain Capital Credit LP, ultimately owned by Bain Capital Holdings LP in the US. The firm was founded in 2013 as Sankaty Advisors (Australia), Pty Ltd. Headquartered in Melbourne, Bain Capital Credit AU provides investment management services to sophisticated institution, including pension funds, endowments, foundations, family offices, sovereign wealth funds and others.

Canyon Capital Advisors (Europe) Ltd. (CCA Europe) is an investment management firm headquartered in London, UK. The firm is a subsidiary of Canyon Capital Advisors LLC, which is owned by Canyon Partners LLC in the US. CCA Europe provides investment management services to individual and institutional clients.

PATRIZIA Infrastructure Ltd. is a Great Britain-based asset management firm headquartered in London. The firm is a wholly-owned subsidiary of PATRIZIA SE (ETR: PAT) in Germany. Formerly known as Whitehelm Capital Ltd., the firm was founded in 2006 as AE Capital Advisers Ltd. PATRIZIA Infrastructure offers investors access to the investment class across the full spectrum of infrastructure equity, infrastructure debt, and listed infrastructure.

Patrizia Pty Ltd. is an international infrastructure asset manager headquartered in Sydney, Australia. The firm was formerly known as Whitehelm Capital Pty Ltd. In 2022, Germany-based PATRIZIA SE (ETR: PAT) acquired the firm from Challenger Ltd. Patrizia provides investment advice to institutional, government and higher education clients in Australia.

Algonquin Capital Corp. provides investment advice. The private company is based in Toronto, Canada. and has subsidiaries in Canada. The Canadian company was founded in 2013 by Greg Jeffs, Brain Clifford Dcosta.

Founded in 2000, Crestone Capital Advisors LLC is an investment advisor located in Boulder, Colorado. The firm provides specialized wealth management services to ultra-high net-worth clients.

The Tifin Group LLC (Tifin Group) is a venture capital firm founded in 2018 by Vinay Nair. The firm is headquartered in New York.

Magnifi/Tifin Group is an American company that develops an investment mobile application. The company is located in the US and has subsidiaries in Israel. The company was founded by Vinay Balagopal Nair.

Bow River Capital Evergreen Private Markets Fund is a closed-end management investment company, which engages in the business of generating long-term capital appreciation by investing in a portfolio of private equity investments. The firm is also involved in investing in the lower and middle market in four asset classes such as private credit, private equity, real estate, and software growth equity. The company was founded on April 21, 2020 and is headquartered in Denver, CO.

Mudrick Capital Management UK Ltd. is a London-based company that was founded in 2018. The British company provides investment advice to its clients.

Northern Lights Capital Group LLC (Northern Lights Capital) is a private equity subsidiary of Pacific Current Group Ltd founded in 2010. The firm is headquartered in Seattle, Washington.