Tod A. Tanis

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Global Macro Trust is a closed-end investment trust. It provides speculative trading, buying, selling or otherwise acquiring, holding or disposing of futures and forward contracts on currencies, interest rate, energy and agricultural products, metals, stock and stock indices, hybrid instruments and swaps. The company was founded on July 23, 2001 and is headquartered in New York, NY.

Beacon Capital Strategies, Inc. provides fixed income trading platform solutions. The firm offers trade discovery, an electronic trading platform and a bid list application for creating, launching and monitoring multiple BWICs. The company was founded by Norman M. Epstein, Erik Carlson, Robert M. Barsky and David R. Audley and is headquartered in New York, NY .

Capital Resource Management LLC provides financial planning services. The firm provides services in mutual funds, corporate and government bonds, equity trade funds, and variable annuities. The company was founded by Fred M. Vaught on October 4, 1984 and is headquartered in Escondido, CA.

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.

ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities.

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.

Baker & Hostetler LLP is engaged in the provision of legal services. Its practice areas include business, distribution and franchise, employee benefits, employment, energy industry, global practices, government contracts, green business and sustainability, healthcare industry, hedge fund, hospitality industry, international trade, legislative and regulatory, litigation, media law, privacy and data protection, private wealth, real estate, sports and entertainment, and tax. The company was founded by Newton D. Baker, Joseph C. Hostetler and Thomas L. Sidlo on January 1, 1916 and is headquartered in Cleveland, OH.

Founded by Ed Yardeni in 2007, Yardeni Research is an independent investment research firm located in Great Neck, New York

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY.

Schulte Roth & Zabel LLP provides legal services. Its client roster includes institutional, entrepreneurial and individual clients, including public and private companies, investment banks, hedge and private equity funds, domestic money centers and foreign commercial banks, broker-dealers, investment advisers, private investment partnerships, venture capitalists and pension funds. The firm expertise in domestic and cross-border acquisitions to high-stakes litigations, multilayered financings, high-profile real estate deals, debt restructurings, and estate and trust administration. The company was founded in 1969 and is headquartered in New York, NY.

Kramer Levin Naftalis & Frankel LLP engages in the provision of legal services. It provides services to banking and finance, bankruptcy and restructuring, employment law, environmental, immigration, intellectual property, litigation, and real estate. The company was founded by Arthur Kramer and Lou Lowenstein in 1968 and is headquartered in New York, NY.

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.

Part of Prudential Financial, Inc., Prudential Securities, Inc. (Michigan) is a company based in West Bloomfield, MI.

Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022.

Booz Allen & Hamilton International provides management and technology consulting services. The company provides services to international corporations and governments around the world. It was founded in 1914 and is located in McLean, VA.