Alexandra Symeonidi

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.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Lyric Opera of Chicago provides live theatrical presentations. The company was founded by Carol Fox, Nicola Rescigno and Lawrence V. Kelly in 1954 and is headquartered in Chicago, IL.

William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers.

Citigroup, Inc. (Fund Distributor) is a fund distributor located in Long Island City, New York. The firm is a subsidiary of Citigroup, Inc. (NYSE: C).

William Blair Investment Management LLC (William Blair) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2014 and is a wholly-owned subsidiary of WBC Holdings LP. William Blair provides investment solutions to corporations, pension funds, governments and public agencies, endowments, foundations, Taft-Hartley plans, and other institutional investors across the globe.

SYSTM Wealth Solutions LLC (SYSTM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2021 and is majority-owned by WBC Holdings LP, an entity wholly owned by its partners. SYSTM provides investment advisory services to end clients of affiliated registered investment advisors.