Michael Peter Lydon

American Beacon Advisors, Inc. (American Beacon) is a SEC-registered investment advisor headquartered in Irving, Texas. The firm was founded in 1986 and is a wholly owned subsidiary of Resolute Investment Managers, Inc. American Beacon provides investment advisory services to investment companies (the Beacon Funds), corporate employee benefit plans, collective investment trusts, private equity funds-of-funds, corporations and governmental entities.

Tocqueville Asset Management LP (Tocqueville) is a registered investment advisor firm headquartered in New York City. Founded in 1985, the firm’s business and affairs are managed by Tocqueville Management Corp., its General Partner, which owns 80% of the firm. Tocqueville manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds.

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.

Abel/Noser Corp. provides trading and trade cost analysis for institutional investors. It products include equity and fixed income transaction cost analysis trade zoom, agency brokerage, commission recapture, transition management and pre-trade analysis trade compass. The company was founded by Stanley S. Abel and Eugene A. Noser, Jr. in 1975 and is headquartered in New York, NY.

DSM Capital Partners LLC (DSM) is an independent, SEC-registered investment advisor headquartered in Palm Beach Gardens, Florida. The firm was founded by Stephen Memishian and Daniel Strickberger in 2001. DSM actively manages growth stock investment portfolios for a wide range of clients, which includes pension plans, foundations and endowments, other institutions, and individual investors.

Foundation Source Philanthropic Services, Inc. engages in the provision of comprehensive support services for private foundations. Its services include foundation management, foundation administration, grant and expense processing, compliance monitoring, tax preparation and filings, grants management, international grantmaking, philanthropic guidance and consulting, recordkeeping, and financial and regulatory reporting. The company was founded by Andrew Greenbaum, Neil Greenbaum, Douglas K. Mellinger and Alexander Libkind in April 2000 and is headquartered in Fairfield, CT.

Charity Deposits Corp. provides bank deposit management services for investors and banks. It offers investing, funding, and fee income solutions through money market deposit programs. The firm also provides Target Account and Money Market Account Xtra (MMAX). The company was founded on May 1, 2000 and is headquartered in Miami, FL.

Part of MarketAxess Holdings, Inc., MarketAxess Corp. provides financial information exchange test-certification services. The company is based in New York, NY.

IntraFi Network engages in the provision of financial technology solutions for banks, brokerage firms, and other financial institutions. The firm offers balance sheet and liquidity management solutions, and deposit allocation services. The company was founded by Eugene A. Ludwig, Alan S. Blinder, Mark P. Jacobsen, and Alfred H. Moses in May 2002 and is headquartered in Arlington, VA.

AlphaSimplex Group LLC (AlphaSimplex) is a SEC-registered investment adviser and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 and became an investment affiliate of Virtus Investment Partners, Inc. (Nasdaq: VRTS) in 2023. AlphaSimplex provides discretionary and non-discretionary services to investment companies, private funds, corporations, state or municipal government entities, and other business entities.

Taubenpost Capital LP provides investment services. The firm invests in securities. The company was founded in September 2005 and is located in New York, NY.

PGIM Investments LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in Newark, New Jersey. The firm was founded in 1996 and formerly known as Prudential Investments LLC. They are an indirect, wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PGIM Investments serves as investment adviser and administers the business affairs of retail, insurance, and alternative funds.

Founded in 1970, Double Rock Corp. is a registered investment advisor located in New York City. The firm was formerly known as Reserve Management Co.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Reserve Group Management Co Inc (Reserve Group Management) is a private equity firm founded in 1995 by Dick Hamlin and R Mark Hamlin Jr. The firm is headquartered in Akron, Ohio.

Weil, Gotshal & Manges provides its clients with legal services. The firm offers services to areas including consumer, financial, government and non-profit, health care, industrial, and technology. The company was founded by Claude Serra in 1931 and is headquartered in New York, NY.

Sullivan & Cromwell LLP provides legal services. It specializes in the areas of corporate law, securities, corporate, litigation, mergers, real estate, pro bono, investment management and taxation. Their clients include industrial, commercial, financial, private funds, governmental, educational, charitable and cultural enterprises and entities. The company was founded by Algernon Sydney Sullivan and William Nelson Cromwell in 1879 and is headquartered in New York City, NY.

Horizon Investments LLC is an independent registered investment headquartered in Charlotte, North Carolina with an additional office in Columbia, South Carolina. The firm was founded by John Johnson in 1995. Horizon Investments provides services to a number of types of clients, including registered investment companies, wrap programs, third party investment advisers, individuals (including high net worth individuals), trusts, estates and charitable organizations, corporations or other business entities, not for profit entities, institutions, and pension and profit-sharing plans.

Cetera Investment Services LLC provides brokerage, insurance and investment advisory services. It offers solutions in the areas of education and training, practice management, sales support, marketing and compliance for financial professionals; and wealth management programs. The company was founded in 1984 and is headquartered in St. Cloud, MN.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

Bayerische Landesbank (NY Branch) operates as a commercial bank. The company's products include e-banking, financing and risk management, financial markets and share issue prospects. Its customers include commercial clients, corporate and institutional clients and offers financial services such as loans, equity investments, corporate trust services, etc. Bayerische Landesbank (NY Branch) is located in New York, NY.

ICAP Energy LLC provides coal, crude, and refined products. It offers real-time price discovery and execution services in crude oil and oil products, biofuels, agriculture and softs, base and precious metals, iron ore, electricity, natural gas, coal, emissions, freight, weather derivatives, and physical products. The company was founded on February 14, 2001 and is headquartered in Louisville, KY.

Lapides Asset Management LLC (LAM) is an independent registered investment advisor headquartered in Greenwich, Connecticut. The firm was founded by Steven Wilson in 2005. LAM manages discretionary assets in separate accounts as well as private investment funds for individuals and institutions, such as pension and profit-sharing plans, trusts, estates, corporations, charitable organizations, foundations, endowments and limited partnerships.

InvestorCom, Inc. provides solutions and services for communication and disclosure needs of financial service industry. It offers suite of solutions for investor communications, regulatory and compliance, workflow solution and customer communication management solutions. The firm?s services include technology, production, data and analytics. The company was founded by David Reevs and Anthony A. Boright in 1992 and is headquartered in Toronto, Canada.

Sungard Brokerage Systems provides data processing and computer software development services. It offers front-office to back-office securities processing system used by brokerage firms including customer management, order routing and execution, clearance, reporting & accounting. The company is headquartered in Bedford, MA.

Part of Equitable Holdings, Inc., AllianceBernstein Corp. is a company that provides investment management services. The company is based in Nashville, TN. Seth Perry Bernstein has been the CEO of the company since 2017.

Edwin Gould Services for Children & Families, Inc. operates as a non-profit organization that provides social services. It offers intellectual disabilities and developmental disabilities services, preventive services, and foster care and adaption. The company was founded by Edwin Gould in 1923 and is headquartered in Brooklyn, NY.

North Square Investments LLC engages in the provision of investment services. It offers multi-boutique asset management platform. The company was founded by Mark Goodwin in July 2018 and is headquartered in Chicago, IL.

PMA Financial Network LLC engages in the provision of public funds management services. It offers self-directed investments, public finance, investment advisory services and pool services, and funding solutions. The company was founded in 1984 and is headquartered in Naperville, IL.

Equinoxe Alternative Investment Services (Bermuda) Ltd. operates as a alternative investment advisor. It provides fund administration and back office services to single manager hedge fund of hedge funds and individual managed accounts. The firm services includes start-up and transition of funds, NAV calculation, shareholder, audit coordination, liaison, management company, tax preparation, regulatory reporting and AIFMD. The company was founded in 2007 and is headquartered in Hamilton, Bermuda.

Lyxor Asset Management LLC (Lyxor US) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 1999 as SG Cowen Asset Management, Inc. and changed their name to SG Asset Management Inc. in 2002. Effective September 2009, due to an internal reorganization within the Société Générale group, the firm changed their name to Lyxor Asset Management, Inc. In 2023, they changed their name to Lyxor Asset Management LLC when they were acquired by Wilshire Advisors LLC. Lyxor US provides investment advice to institutional clients typically through the Lyxor AM Funds, separately managed accounts.

Resolute Investment Managers, Inc. engages in the provision of investment management services. It offers a suite of operational and administrative services including distribution and marketing, finance and accounting, general corporate, disaster recovery and desktop support, and human resources and benefits administration. The company was founded in November 1986 and is headquartered in Irving, TX.

Snowden Capital Advisors LLC (SCA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Robert J. Mooney in 2011. SCA provides fee-based discretionary and non-discretionary investment advice, consulting, and related wealth advisory services that are targeted primarily at high-net-worth clients, which includes family offices, individuals (and their investment vehicles), companies, foundations, governmental agencies, pension plans, and endowments, through experienced investment advisors and pension consultants.