James H. Walsh

Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis.

USS Investment Management Ltd. (USS-IM) is the wholly owned investment management subsidiary of Universities Superannuation Scheme Ltd. (USS), the final salary scheme for higher education employers in Great Britain. USS-IM is the principal investment manager and advisor to the scheme. Headquartered in Liverpool, the firm was founded in 1997.

Universities Superannuation Scheme Ltd. (USS) is a pension scheme headquartered in Liverpool, UK. The firm was founded in 1974 to administer both defined (DB) and other benefits and defined contributions (DC) pensions. USS provides retirement benefits to various members across 330 institutions in the higher education sector.

The California Public Employees' Retirement System (CalPERS) is a state-owned pension fund management firm headquartered in Sacramento, California. Founded in 1932, the firm has long been at the forefront of shareholder activism in the US. CalPERS provides retirement and health benefit services to private individuals and employers, specifically active, inactive and retired employees of California state and local public agencies. They routinely put pressure on companies to achieve better corporate performance corporate governance.

CF T. Rowe Price European Equity Series, a Series of Commonfund Direct Series LLC functions as hedge fund. The company is headquartered in Wilton, CT.

Invesco Capital Management LLC (ICM) is a SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded in 2003 and was formerly known Invesco PowerShares Capital Management LLC. They are a direct subsidiary of Invesco Group Services, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ICM serves as the investment adviser to the exchange-traded funds.

Bloodwise is a charity organization that funds research for blood cancers. The non-profit company is based in London, UK. The British company was founded in 1960 by Hilda Eastwood and David Eastwood. The CEO is Gemma Peters.

Nikko Asset Management Europe Ltd. (Nikko AME) is a fund management firm headquartered in London, UK. The firm was founded in 1984 and is a subsidiary of Nikko AM Global Holdings Ltd., ultimately held by Sumitomo Mitsui Trust Holdings, Inc. (TSE: 8309) in Japan. Nikko AME manages investment products for institutional investors as well as pooled investment vehicles, which includes Japanese Investment Trusts, US registered investment companies, insurance companies and Nikko AM group affiliates.

First Sentier Investors (UK) IM Ltd. (FSIIM) is the wholly-owned, Great Britain-based specialist asset management subsidiary of S.I. Holdings Ltd., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Headquartered in Edinburgh, the firm was founded in 1970 and formerly known as First State Investment Management (UK) Ltd. FSIIM provides discretionary investment management and portfolio management services to a range of institutional clients and funds.

The Common Fund For Nonprofit Organizations is an investment firm that focuses on equity bias, diversification, and prudent use of illiquid investments. The non-profit company is based in Wilton, CT. The company provides educational information about institutional investing through their research materials. The company hosts an investment conference called Commonfund Forum, which is designed for institutional investors representing nonprofit institutions, public pensions, and family offices. The company was founded in 1971. The CEO is Mark Jonathon Anson.

CONSOR Intellectual Asset Management provides consulting services. The firm’s practice areas include IP valuation, licensing, litigation and transactions. The company is headquartered in La Jolla, CA.

Commonfund Capital, Inc (Commonfund Capital) is a private equity and venture capital subsidiary of Commonfund Holding Co., Inc founded in 1988. The firm is headquartered in Wilton, Connecticut with additional offices in New York, California, London & China.

Commonfund OCIO, Inc. is a fund-of-funds manager and registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 1999 and formerly known as Commonfund Asset Management Co., Inc. They are a subsidiary of Commonfund Holding Co., Inc., which is owned by Common Fund. Commonfund OCIO acts as investment manager, sub-advisor, pool operator and/or managing member to commingled investment funds and outsourcing clients.