Jim Bradley

Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients.

Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients.

Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

Connecticut Bar Association, Inc. provides legal services. The private company is based in Connecticut.

Tourmalet Advisors LP is an independent hedge fund manager headquartered in Fairfield, Connecticut. The firm was co-founded by Michael Corasaniti and Ian McDonald in 2009. The firm provides investment management services for closed-ended private investment funds. They also provide investment advisory services to several dedicated funds and separately managed accounts for institutional investors.

Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

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.

Founded in 1990, Dowling & Partners is an SEC-registered, institutional broker/dealer headquartered in Farmington, Connecticut. The firm focuses on the U.S. reinsurance industry including property and casualty insurance, life insurance and health insurance. They offer a full array of investment services. Dowling & Partners' research is weighted toward larger, publicly-traded insurers, reinsurers and intermediaries. The firm places emphasis on balance sheet strength and areas of sustained competitive advantage and makes extensive use of the statutory books filed with state insurance departments. Dowling & Partners is a member of FINRA. Their transactions are introduced and cleared through Pershing LLC.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

The State Bar of Arizona is a non-profit organization that regulates approximately 23,000 active attorneys in Arizona. The organization is governed by a 29-member board of governors, and it has two office locations in Phoenix and another location. The private company is based in Phoenix, AZ. It operates under the supervision of the Supreme Court and provides education and development programs for the legal profession and the public. The organization's mission is to improve the administration of justice and the competency, ethics, and professionalism of lawyers practicing in Arizona. The State Bar of Arizona has a lawyer regulation department that works to resolve problems between clients and attorneys, and it also offers legal information for consumers, periodic free legal advice days, and other educational programs. The State Bar of Arizona is not a state agency, and its activities are funded through membership fees, service fees, and other self-generated revenue.

GoodlifeMe AB engages in the development of health games. It designs SidekickHealth, which is a social health game designed to engage users through health improvement and team building. The firm provides platform and app featuring programs for diet, physical activity, and stress management. The company was founded by Saemundur Jon Oddsson and Tryggvi Thorgeirsson and is headquartered in Gothenburg, Sweden.

Essex Financial Services, Inc. (Essex Financial) is a registered investment advisor headquartered in Essex, Connecticut. The firm was founded by John W. Rafal in 2003 as John W. Rafal & Associates, Inc. They are a wholly-owned subsidiary of Essex Savings Bank. Essex Financial provides portfolio management services to individuals, high-net worth individuals, corporations, corporate pension and profit-sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and municipalities.

PracticeTek Purchaser LLC is an investment firm established by industry veterans with decades of experience at the helm of successful software enterprises. The company is based in San Diego, CA and has subsidiaries in the United States. The company's solutions empower allied professionals to connect with their patients and grow their business. The company was founded in 2020. Steven G. Auerbach has been the CEO of the company since 2023.

Hometeam Technologies, Inc., also known as Vesta Healthcare, is a technology and clinical services organization that connects caregiver insights to the rest of the care team. The company is based in New York, NY and has subsidiaries in the United States. The company provides 24/7 telehealth support for caregivers and care recipients, with a focus on high-need, frail senior populations. Vesta partners with home care agencies, health plans, and providers to create value-based population health programs that emphasize clinical quality, improved health outcomes, and personalized engagement. The company was founded in 2018, and the CEO is Randall Klein.

Lightyear Capital LLC (Lightyear Capital) is a private equity subsidiary of Marron & Associates LLC founded in 2000 by Donald Baird Marron. The firm is headquartered in New York.

HealthPlanOne LLC provides individual and family health insurance plans. It offers health insurance, medicare, and dental insurance products. The firm operates two online health insurance marketplaces: HealthPlanOne.com for individual and family policies and MedicareSolutions.com for medicare advantage and medicare supplement policies. The company was founded by William C. Stapleton in 2006 and is headquartered in Trumbull, CT.

Alegeus Technologies LLC engages in the provision of benefits platform, benefit debit car, and mobile app to help customer navigate the U.S. healthcare system. Its platform include administer benefit accounts, manage HSA assets, influence consumer behavior, and process payments and communications. The company was founded in 1995 and is headquartered in Waltham, MA.

Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT.

American Securities LLC (American Securities) is a private equity firm founded in 1994 by Michael Gerald Fisch and Charles D.Klein. The firm is headquartered in New York, United States.

Cuyahoga Capital Partners LLC (Cuyahoga Capital), formerly KCC Management LLC is a private equity firm founded in 2004 by Bart Shirley, Christopher Hanrahan, Michael Griech, Mary Griglak, Michael Zeleniuch and Jeffrey Mihalek. The firm is headquartered in Cleveland.

ChannelPoint, Inc. provides insurance services over the Internet. It also provides Internet based e-commerce solutions to the insurance industry. The company was founded in December, 1996 by Kenneth E. Hollen and is headquartered in Westminster, CO.

Pomona Management Co., Inc. (Pomona Capital) is a private equity subsidiary of Voya Pomona Holdings LLC founded in 1994 by Michael D. Granoff. The firm is headquartered in New York.

Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander.