Kayne Anderson, founded in 1984, is a leading alternative investment management firm focused on real estate, credit, infrastructure/energy, renewables, and growth equity. Kayne’s investment philosophy is to pursue niches, with an emphasis on cash flow, where our knowledge and sourcing advantages enable us to deliver above average, risk-adjusted investment returns. As responsible stewards of capital, Kayne’s philosophy extends to promoting responsible investment practices and sustainable business practices to create long-term value for our investors. Kayne manages over $33 billion in assets (as of 6/30/2023) for institutional investors, family offices, high net worth and retail clients and employs over 330 professionals in five core offices across the U.S. and Europe.

Payden & Rygel is one of the largest independently-owned global investment management firms. We offer a full array of investment strategies and products, including equity, fixed-income and balanced portfolios as well as open-end mutual funds and offshore funds, to a varied client base around the world. While we have grown and expanded considerably since our inception, we remain committed to our mission of providing customized investment management services that focus on each client's specific needs and objectives.

Founded in 1990, Canyon employs a deep value, credit intensive approach across public and private corporate credit, structured credit, and direct real estate lending and investing. The firm seeks to capture excess returns available to those investors with specialized expertise, rigorous research capabilities, and the ability to underwrite complexity.

Wilshire is a leading global financial services firm and trusted partner to a diverse range of more than 500 leading institutional investors and financial intermediaries. Our clients rely on us to improve investment outcomes for a better future. Wilshire advises on over $1.2 trillion in assets and manages $86 billion in assets as of September 30, 2023. Wilshire is headquartered in the United States with offices worldwide.

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $16.1 billion in client assets under management (as of December 31, 2022). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.

DoubleLine is an independent, employee-owned money management firm, founded in 2009. The firm offers a wide array of investment strategies run by an experienced team of portfolio managers that has worked together for many years, employing active risk management, in-depth research, and innovative product solutions.

Aristotle is a majority employee-owned investment management organization backed by an experienced leadership team that has worked together for over twenty-five years. With offices in Los Angeles, Newport Beach, Boston and Sarasota, our investment teams specialize in U.S., international and global equity portfolios in addition to a variety of fixed income strategies, including structured products. Four of the Aristotle Affiliates are PRI Signatories. Our mission is to help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework. Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success. Aristotle’s corporate leadership team oversees a centralized support infrastructure to ensure that its distinct teams of investment professionals are able to focus on what they do best—adding value to client portfolios. The company’s support infrastructure includes shared services such as compliance, trading, operations, client communication, marketing and distribution. Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC and Aristotle Pacific Capital. LLC are affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each adviser, including investment strategies, fees and objectives, can be found in their respective Forms ADV Part 2, which are available upon request. As of June 30, 2023, assets under management for each Aristotle affiliate were: Aristotle Capital Management, $50.89B; Aristotle Credit Partners, $0.74B; Aristotle Capital Boston, $3.44B; Aristotle Atlantic Partners, $2.36B; Aristotle Pacific Capital, $20.85B and Aristotle Investment Services, $0.56B.

DoubleLine is an independent, employee-owned money management firm, founded in 2009. The firm offers a wide array of investment strategies run by an experienced team of portfolio managers that has worked together for many years, employing active risk management, in-depth research, and innovative product solutions.

Crescent is an alternative asset manager with over $42 billion of assets under management and over 200 employees as of March 31, 2024. We are headquartered in Los Angeles with offices in New York, Boston, Chicago, and London.

Imperial Capital, founded in 1997, is a full-service investment bank with offices in Los Angeles, New York, London, Milan, Stamford, Palm Beach, Houston, Boston, and Tel Aviv. The firm currently employs over 150 professionals and offers a wide range of proprietary products and services to institutional investors, middle market companies, and private equity firms. Imperial Capital provides institutional clients with analysis of bank loans, debt securities, the hybrid/bank capital marketplace, post-reorganization equities, special situations claims and listed and unlisted equities. The firm provides middle market companies and financial sponsors with capital markets, merger and acquisitions, capital structure, restructuring and recapitalization advisory services. More information about Imperial Capital can be found at www.imperialcapital.com.

Stretto delivers a full spectrum of case-management services, depository solutions, loan-modification services, and technology tools to fiduciaries and legal professionals. Offering a comprehensive suite of corporate-restructuring, consumer-bankruptcy, and debt resolution capabilities, along with multi-faceted deposit and disbursement services, Stretto provides an unparalleled portfolio of solutions under the executive leadership of industry veterans Eric Kurtzman and Jonathan Carson. Sitting at the center of the bankruptcy ecosystem, Stretto leverages deep-industry expertise and market insights to facilitate every aspect of case and cash management for its corporate-restructuring and consumer-bankruptcy clients, as well as fiduciaries and other industry professionals. “Stretto” is a musical term indicating when one voice picks up where another leaves off, and, as our name implies, Stretto seamlessly integrates streamlined workflows and best-in-class technology to orchestrate the case-management process and create harmony for professionals and their teams.

Data Systems Analysts, Inc. (DSA) has been providing Defense and Federal Government customers’ mission-driven Information Technology and consulting solutions and services since 1963. DSA's employees excel in helping our customers achieve sensitive, mission-critical business goals and objectives. DSA is a 100 percent employee-owned company: every employee has a stake in the success of our company. Since its inception, DSA has played an important role in supporting the U.S. Government. As one of its first major programs, DSA partnered with the U.S. Department of Defense (DoD) to provide a secure and reliable messaging system for America's fighting forces and our allies. Today, we provide high-end solutions across the Federal customer spectrum, including DoD and Civil agencies. We have expanded our customer base to include Universities and private industry partners as we provide Critical Infrastructure support and monitoring. DSA has deep expertise and comprehensive understanding of the operational, security, collaboration, and identity management challenges our customers must address. We are ISO 9001:2015 and ISO/IEC 27001:2013 registered and appraised at CMMI Maturity Level 3 for Service Projects and for Development. DSA’s service offerings include Systems Engineering and Integration, Software Development, Data Analytics, Cyber Operations and Security, Systems Modernization, Cloud Solutions, Enterprise Collaboration and Knowledge Management, and Critical Infrastructure Intelligence Systems. DSA is headquartered in Trevose, PA and has major operations in 23 states and in over 59 various locations across the country.