Charles Haldeman

Putnam Master Intermediate Income Trust operates as a closed-end investment fund and trust. Its objective is to provide high current income and relative stability of net asset value. The company was founded in 1988 and is headquartered in Boston, MA.

Putnam Municipal Opportunities Trust, is a closed-end investment fund and investment trust that provides current income free from federal income tax. The company was founded on May 28, 1993 and is headquartered in Boston, MA.

Putnam Premier Income Trust is a closed-end management investment company. Its investment objective is to seek high current income consistent with the preservation of capital. The company was founded on February 29, 1988 and is headquartered in Boston, MA.

Old Mutual (US) Holdings, Inc. provides investment advisory services primarily for institutional clients. The company offers investment advisers, managing both domestic and international investment portfolios for corporate, government and union benefit plans, mutual funds, individuals, endowments, and foundations. The company was founded in 1980 and is headquartered in Boston, MA.

SS&C GIDS, Inc. engages in providing information processing and computer software products and services to support the mutual fund, investment management, insurance and healthcare industries. The company was founded in 1969 and is headquartered in Kansas City, MO.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.

Delaware Investments US, Inc. engages in investment management services. The company was founded on June 17, 2010 and is headquartered in Philadelphia, PA.

Macquarie Management Holdings, Inc. engages in the provision of investment management services. It also offers managed accounts, college savings plans, mutual funds, and retirement plans. The company was founded in 1929 and is headquartered in Philadelphia, PA.

High Income Securities Fund is a close-end management investment fund. The firm engages in the provision of mutual fund services. It seeks to provide high current income as a primary objective and capital appreciation as a secondary objective. The company is headquartered in Milwaukee, WI.

Virtu KCG Holdings LLC operates as an independent securities company, which offers services designed to address trading needs across asset classes, product types and time zones. It operates through the following segments: Market Making, Global Execution Services and Corporate and other. The company was founded on December 26, 2012 and is headquartered in New York, NY.

Reverence Capital Partners LLC (RCP) is an independent private equity firm founded in the year 2013 by Milton R. Berlinski, Peter C. Aberg and Alexander A. Chulack. The firm is headquartered in New York.

Part of JBG SMITH Properties, JBG SMITH Properties LP is a private company based in Bethesda, MD. JBG SMITH Properties LP was founded in 1957. The CEO is W. Matthew Kelly.

1Sharpe Acquisition Corp. is a blank check formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded on February 22, 2021 and is headquartered in Piedmont, CA.