Terrence Murphy

ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. They are a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). The firm was founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments manages separate accounts for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds.

Franklin Templeton Private Portfolio Group LLC (FTPPG) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2007 as Legg Mason Private Portfolio Group LLC and changed their name to Franklin Templeton Private Portfolio Group LLC in 2022. They are a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). FTPPG, together with their subadvisors, provides investment advisory services for a wide range of clients in sponsor firm investment programs such as individuals, pension and profit-sharing plans, endowments, foundations, unions and state and local governmental entities. The firm also manages wrap fee programs.

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.

ClearBridge Investments Ltd. (Investment Management) (ClearBridge-IM) is the Australia-based boutique fund management division of ClearBridge Investments Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. The firm was founded by Richard Elmslie and Nick Langley in 2006 as RARE Infrastructure Ltd. Headquartered in Sydney, ClearBridge-IM provides a range of investment management services to investors globally. ClearBridge Investments is a signatory to the United Nations Principles for Responsible Investing (PRI).

Citigroup Asset Management is a registered investment advisor located in New York City with an additional office in Washington, DC. The firm is a subsidiary of Citigroup Financial Products, Inc. and their ultimate parent is Citigroup, Inc. (NYSE: C)

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.