Daniel Kozloff

PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies.

PGIM, Inc. is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1984 and is a direct subsidiary of PGIM Holding Co. LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM provides institutional clients with investment solutions worldwide. It is comprised of autonomous asset management businesses each specializing in a particular asset class with a focused investment approach: PGIM Institutional Advisory & Solutions (provides advisory services to institutional clients located in the US and outside of the US), PGIM Fixed Income (an adviser primarily focused on public fixed income investments), PGIM Real Estate (a provider of real estate investment advisory services) and PGIM Capital Group (a private fixed income investment adviser, also known as Prudential Capital Group).

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Pennsylvania Academy of the Fine Arts operates as a fine arts school and a museum. The firm offers fine arts education, such as painting, drawing, printmaking, and sculpture. It also archives house materials for the study of American art history, museums, and art training. The company was founded in 1805 and is headquartered in Philadelphia, PA.

The Philadelphia Foundation provides asset development and donor services. The company was founded by William Purves Gest on December 20, 1918 and is headquartered in Philadelphia, PA.

University City Science Center provides physical space, resources and other support to the community. The company was founded in 1963 and is headquartered in Philadelphia, PA.

Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY.

Valic Co. Ltd. operates karaoke rooms and restaurants. The company is a wholly-owned subsidiary of Aoki Holdings, Inc. The company is located in Yokohama, Japan.

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

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.

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Horwath Velez & Co. PSC is a private company based in Washington.

The Government Finance Officers Association (GFOA) is a professional organization that represents over 22,000 public finance officers throughout the United States and Canada. The GFOA is based in Chicago, IL and has more than 21,000 members from cities, counties, towns, school districts, state, provincial, the federal government, and other special districts in the United States and Canada. The GFOA's mission is to advance excellence in government finance by providing best practice guidance, leadership, professional development, resources and tools, networking opportunities, award programs, and advisory services. The organization is dedicated to the sound management of government financial resources and provides professional development opportunities to more than 12,000 state and local finance professionals each year.

National Association of Bond Lawyers engages in the provision of law services. The companywas founded on February 5, 1979 and is headquartered in Chicago, IL.

Pennsylvania Public School Employees Retirement System (PSERS) is a state-owned pension fund management firm headquartered in Harrisburg, Pennsylvania. PSERS was founded in 1917 to manage the assets of the Retirement Fund for public school employees of the Commonwealth of Pennsylvania. Members eligible to participate in the System include all full-time public-school employees and part-time public-school employees who render at least 80 days or 500 hours of service yearly.

Greater Philadelphia Young Men's Christian Association operates as non-profit youth organization for children and teens. It offers swim lessons, youth sports, gymnastics, karate, fitness, child care and day camps. The company was founded by Mary C. Carroll and is headquartered in Conshohocken, PA.

Opus Investment Management, Inc. (Opus) is a SEC-registered investment advisor headquartered in Worcester, Massachusetts. They began as the asset management division of the former State Mutual Life Assurance Co. of America (State Mutual), incorporated in 1844 in Worcester, Massachusetts. The firm was founded in 1985, doing business first as SMA Financial Corp. and then as Allmerica Asset Management, reflecting corporate parentage. In 2003, their name was changed to Opus Investment Management, Inc. They are a wholly-owned subsidiary of The Hanover Insurance Group, Inc. (NYSE: THG) (previously Allmerica Financial Corp.). Opus generally offers discretionary investment advisory services on fixed income products to institutional investors such as insurance companies, self-insurance groups and other financial institutions. For some of their clients that wish to have equity market exposure, the firm also offers advisory services related to mutual funds and exchange traded funds.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Kimmel Center for the Performing Arts, Inc. operates as a theatre. The company is headquartered in Philadelphia, PA.

The Academy of Natural Sciences of Drexel University operates museum. The company was founded in 1812 and is headquartered in Philadelphia, PA.

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.

ING Investment Management Americas provides investment management services. The firm offers investment services to corporations, pension funds, mutual funds, healthcare organizations and insurance firms. The company is headquartered in Hartford, CT.

Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA.

Voya Retirement Insurance & Annuity Co. Engages in providing financial products and services in the United States. It offers life insurance and retirement planning services. The company was founded in 1976 and is headquartered in Windsor, CT.

Sul América Capitalização SA provides life, non-life, health and automobile insurance services. It operates in the investment management sector and other related activities. It is active in the fields such as asset management, pensions, sales and marketing, information technology and contact centers. The company was founded in 1897 and is headquartered in Rio de Janeiro, Brazil.