Evan Coffey

New York State Teachers' Retirement System (NYSTRS) is a State-owned pension fund manager headquartered in Albany, New York. NYSTRS was founded in 1921 by the New York State Legislature to administers a defined benefit plan that provides retirement, disability and death benefits to eligible New York State public school teachers and administrators.

U.S. Airways, Inc. provides air transportation for passengers and cargo. The company was founded in 1982 and is headquartered in Tempe, AZ.

Fenimore Asset Management, Inc. (Fenimore) is an independent, SEC-registered investment advisor headquartered in Cobleskill, New York. The firm was founded by Thomas O. Putnam in 1974. Fenimore provides investment advisory services on a discretionary basis to (1) registered investment companies; (2) separately managed investment advisory accounts for individuals, corporations, trusts, pension and profit-sharing plans and non-profit organizations, engaged directly or through certain wrap fee programs; and (3) a privately placed pooled investment vehicle. Investors in the Private Fund include a variety of high-net-worth individuals and institutional investors.

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

Shenkman Capital Management, Inc. (Shenkman) is an independent SEC-registered investment advisor headquartered in New York City, with offices in Stamford, Connecticut; and London, UK. It was founded by Mark R. Shenkman in 1985. The firm provides investment advisory services to a wide variety of clients through multiple platforms, including separately managed accounts, private funds, mutual funds and UCITS. Shenkman 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.

Part of Olivetree Group Ltd., Olivetree Financial LLC is a market leader in evidence-based finance. The company is based in Stamford, CT. Sam Ruiz has been the CEO of the company since 2022. The company is an independent investment bank that serves many of the world's largest and most sophisticated investors and corporates, with core expertise in equities and capital markets transactions.

Appomattox Advisory, Inc. (Appomattox) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Susan Webb and Oscar Gil Vollmer in 2005. Appomattox manages global multi-asset resilient portfolios and provides comprehensive Outsourced Chief Investment Officer (OCIO) services for institutional investors among endowments, foundations, pension plans and family offices.

B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC.

New Mountain Capital LLC (New Mountain Capital) is a private equity firm founded in 1999 by Steven Klinsky. The firm is headquartered in New York.

TriplePoint Capital LLC (Triplepoint Capital) is a global specialty debt financing firm founded in 1987 by Jim Labe. The firm is headquartered in Menlo Park, California.

Kennedy Lewis Investment Management LLC (Kennedy Lewis) is a private equity firm founded in 2017 by David K. Chene and Darren L. Richman. The firm is headquartered in New York.

The company, co-founded by Vivek Ramaswamy and Anson Frericks in 2022, is based in Dublin, OH. Part of Strive Enterprises, Inc., Strive Asset Management LLC is a US-based asset management firm that aims to restore the voices of everyday citizens in the American economy by leading companies to prioritize excellence over politics. Strive Asset Management LLC plans to compete with the world's largest asset managers by launching index funds that promote excellence capitalism across corporate sectors. Matthew Cole has been the CEO of the company since 2022.

Marathon Asset Management LLC provides investment advice.

KKR Credit Advisors US LLC (Private Equity) (KKR Credit Advisors US) is a private equity division of KKR Credit Advisors (US) LLC founded in 2004. The firm is headquartered in San Francisco, California.

Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors.

Lotus Infrastructure Partners LLC (Lotus Infrastructure Partners) is a private equity subsidiary of Starwood Capital Group Global LLC founded in 2005. The firm is headquartered in Greenwich, Connecticut.

O'Shaughnessy Asset Management LLC (OSAM) is a SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded by James (Jim) O'Shaughnessy in 2007 and became a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2022. OSAM delivers a broad range of equity portfolios to individual investors, institutional investors and the high net-worth clients of financial advisers. They also manage mutual funds in the US as well as serving as a sub-adviser to a family of Canadian mutual funds through Royal Bank of Canada.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Pacific Lake Partners LLC (Pacific Lake Partners) is a private equity firm founded in 2009 by Coley Andrews and Jim Southern. The firm is headquartered in California.

Beowulf Energy LLC operates as infrastructure holding company. It engages in the development, acquisition, operation, and management of power, oil and gas, and industrial facilities. The company was founded by Paul B. Prager in 1994 and is headquartered in Easton, MD.

Trinity Health Corp. engages in the provision of healthcare services. It offers health volunteers, cancer network, senior services management, integrity and compliance, and population health and supply chain management solutions. The firm operates hospitals, home health agencies, and hospice programs. The company was founded on May 1, 2013 and is headquartered in Livonia, MI.