Will Cazalet

The Chartered Institute of Management Accountants, also known as aicpa® & cima®, is a global organization with 689,000 members, students, and professionals. The non-profit company is based in London, UK, and has a global presence of subsidiaries in several regions. The British company advocates for the accounting and finance profession, as well as the public interest and business sustainability. Andrew Harding has been the CEO of the company since 2009.

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.

AXA Rosenberg Investment Management LLC (AXA Rosenberg IM) is a registered investment advisor headquartered in Orinda, California. The firm was founded by Barr Rosenberg in 1985 and is a direct, wholly-owned subsidiary AXA Investment Managers US Holdings, Inc., ultimately held by AXA SA (EPA: CS) in France. AXA Rosenberg IM provides investment management services to US, Canadian and Latin American institutional investors invested through segregated mandates or pooled funds. They also provide portfolio management and trading activities for equity investments in North and South America on behalf of their clients and affiliated Advisers.

Morgan Stanley & Co. Ltd. provides wealth management, investment banking, and other financial services. The company founded on September 15, 1987 and is headquartered in London, the United Kingdom.