Suellen Morgan

Morgan Stanley Australia Ltd. is an Australian broker/dealer subsidiary of Morgan Stanley International, Inc., itself owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in Sydney, the firm offers sales, trading and market-making investment management services to global institutions, hedge funds and industry innovators.

Part of Bank of America Corp., Merrill Lynch Equities (Australia) Ltd. is an Australian company that provides brokerage services. The company is based in Sydney, Australia. Joseph Fayyad has been the CEO of the company since 2017.

The University of Melbourne, founded in 1853, is a world-renowned institution located in Parkville, Australia. The university is a leader in education, teaching, and research, offering a wide range of coursework and research programs.

BT Funds Management Ltd. (BTFM) is the fund administration subsidiary of Westpac Financial Services Group Ltd., itself a subsidiary of Westpac Banking Corp. (SY: WBC) in Australia. Part of BT Financial Group, founded in 1969, the firm was formerly known as BT Asset Management Ltd. and became BT Funds Management Ltd. in 1994. BTFM is located in Sydney and distributes investments in managed funds and listed securities. They also offer general financial product advice for the financial products which they are authorized to provide.

Pendal Group Ltd. (Investment Management) (PG-IM) is the investment management division of Pendal Group Ltd., an investment company headquartered in Sydney, Australia. Formerly known as BT Investment Management Ltd., the firm was founded in 2007 and changed their name to Pendal Group Ltd. in 2018. They became part of Perpetual Ltd. (ASX: PPT) in 2023. PG-IM utilizes a multi boutique business model to manage funds for retail and institutional clients and other intermediaries.

Construction & Building Unions Superannuation Fund (Cbus) is an independent Australian pension fund management firm which was founded in 1984 as the Building Unions Superannuation scheme (BUS). In 1994, BUS and Allied Unions Superannuation Trust (AUST) merged to create the Construction & Building Unions Superannuation Fund. Headquartered in Melbourne, Cbus provides a range of investment options to their members which include people from all occupations in the construction, building and allied industries. They are a significant investor in the Australian economy and continue to grow their investment in infrastructure and real estate assets in Australia and overseas. Cbus is a signatory to the U.N. Principles of Responsible Investment and incorporates ESG considerations into their investment decision making and ownership practices.

The Portland House Group Pty Ltd. is a family office headquartered in Melbourne, Australia. The firm is owned by Portland House Administration Holding Co. Ltd. in The Bahamas. The Portland House Group manages the capital of the Australian-based Hains family.

Advance Asset Management Ltd. (Advance AM) is an investment management firm headquartered in Sydney, Australia. The firm was founded in 1982 and formerly known as NSW Property Managers Pty Ltd. and as NSW Asset Management Ltd. In 2023, they were acquired by Mercer (Australia) Pty Ltd., which is ultimately owned by Marsh & McLennan Cos., Inc. (NYSE: MMC) in the US. Advance AM manages managed funds and multi-manager funds for various investors.