Sandra Brown

First Pacific Advisors LLC (FPA) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. Founded in 2004, FPA provides investment advisory services to registered investment companies, private funds and separately managed institutional accounts. In addition, the firm provides investment sub-advisory services to investment advisers of third party-sponsored registered investment companies.

Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY

Metro-Goldwyn-Mayer, Inc. engages in the development, production and distribution of film and television content. Its operations encompass activities that include production and distribution of film content, television programming, interactive entertainment, music, animation and licensing. The firm owns deepest libraries of premium film and television content. The company was founded by Marcus Loew on April 16, 1924 and is headquartered in Beverly Hills, CA.

Kayne Anderson Rudnick Investment Management LLC (KAR) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Richard Kayne, John Anderson and Allan Rudnick in 1984. They are a direct subsidiary of Virtus Partners, Inc., ultimately held by Virtus Investment Partners, Inc. (NASDAQ: VRTS). KAR provides investment management and wealth advisory solutions to institutional, broker-dealer and high-net-worth clients.

Leon Levy Foundation engages in the granting of Jewish causes, New York-based institutions, neuroscience research, and support archeological ventures. It also offers human rights portfolio that makes grants to left-of-center organizations that support looser immigration laws and legal abortion. The company was founded by Shelby White and Elizabeth Moynihan in 2004 and is headquartered in New York City, NY.

JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.

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.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to global client base. The firm is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process.

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.

Part of ABB Ltd., Pilgrim Group of Cos. is a Canadian company that manufactures cable tray wiring systems and products. The company is based in Toronto, Canada. Pilgrim Group of Cos. was acquired by ABB Installation Products, Inc., part of ABB Ltd. from May 16, 2012 on May 28, 1996.

The J. Paul Getty Trust operates museum for arts. The company also provides access to information on the visual arts and related disciplines. It develops tools and guidelines for creating, managing, preserving, and delivering information in electronic form. The company was founded by J. Paul Getty in 1953 and is headquartered in Los Angeles, CA.

Fidelity Investments Charitable Gift Fund operates as an independent public charity with a donor-advised fund program. Its is a charitable giving vehicle that combines immediate tax benefits with the ability to support charities on a flexible timetable. The charity was founded in 1991 and is headquartered in Boston, MA.

Paramount Pictures Corp. is a producer and distributor of filmed entertainment. Its labels include Paramount Pictures, Paramount Vantage, Paramount Classics, Insurge Pictures, MTV Films and Nickelodeon Movies. The company was founded in 1912 and is headquartered in Hollywood, CA.

Ocean Conservancy, Inc. engages in the provision of wildlife services. The firm protects the ocean from global challenges. It creates science based solutions for a healthy ocean and the wildlife and communities that depend on it. The company was founded in 1972 and is headquartered in Washington, DC.

Fidelity Charitable Services provides administrative and other services to charitable organizations such as private foundations and donor-advised funds, including the Fidelity Charitable Gift Fund. Its services include solutions for clients with substantial assets, financial needs and complicated tax issues. The company also provides process for setting up and managing charitable accounts. Fidelity Charitable Services is headquartered in Covington, KY.

Motion Picture & Television Fund offers assistance and care to those in the motion picture and television industries. The company was founded by Charlie Chaplin, Mary Pickford, Douglas Fairbanks, and David Wark Griffith in 1921 and is headquartered in Woodland Hills, CA.

GEP Administrative Services, Inc. provides payroll and production management services to entertainment industry. It offers entertainment payroll, residuals, tax incentives, finance, and other integrated production management solutions. Its products includes accounting systems, petty cash card, budgeting, movie magic for academics, virtual production office, timetrax HTG and MTC, telesis, scheduling, and paymaster rate guide. The company was founded by Robert Draney and Jack Peterson in 1976 and is headquartered in Burbank, CA.

BNY Mellon Investment Servicing (US) Inc. provides processing, technology & business intelligence services to the asset managers, broker/dealers, and financial advisors. It offers fund accounting & administration, wealth management reporting, sub accounting, transfer agency & shareholder, marketing & distribution, managed account, integrated banking transaction, accounting & administration, custody & securities lending, alternative investment, and international fund services. The company also provides call center, broker/dealer & financial planner support, health savings account, and bill payment & presentment services. BNY Mellon Investment Servicing (US) Inc. was founded in 1973 and is headquartered in Jersey City, New Jersey.

Settlement Housing Fund, Inc. was founded in 1969 and creates and sustains high quality affordable housing and programs, building strong and economically diverse neighborhoods throughout an unspecified location. The non-profit company is based in New York, NY. Get In Touch Anyeri Caro, Resident Engagement Program Director acaro@shfinc.org.

NorthStar Investment Management provides investment advice. The private company is based in Charlotte, NC.

Lebisky Compliance Consulting LLC provides business consulting services. The private company is based in Phoenixville.