ON Semiconductor Corp.

JCM seeks to add value versus benchmarks by actively pursuing alpha generation through their own intensive fundamental research for their fundamental investment strategies. They look for companies possessing the firm's key investment criteria through proprietary research that emphasizes contact with a company's management team, competitors, suppliers and consumers, as well as in-depth and ongoing financial modeling. Holdings are generally selected one at a time with all other factors (industry, sector, country and cash allocations) being a residual of the investment process. JCM favors businesses that their research reveals have sustainable, above-average earnings growth potential and outstanding free cash flow generation, recurring revenue, profit margins and return on invested capital for their equity strategies. To build a mosaic of information in an effort to identify macro trends and inform allocations across fixed income sectors, the firm uses fundamental credit research.

Pictet AM is an active, long-term, organic growth-oriented manager with a strong focus on valuation across equity, credit, sovereign debt and currencies. The firm employs a variety of investment styles, allowing their teams to implement the best approach for their respective asset classes. Pictet AM's investment resources are focused on three distinctive capabilities: (1) Greater Europe invest across European the corporate capital structure; (2) Emerging World which has grown with the market, starting with equities and hard currency debt, then adding local currency debt and more recently Asia specific and corporate debt strategies; (3) Global Specialties offer a range of investment strategies that capture long-term trends or aim to benefit from structural changes across sectors and regions. The firm's beta agnostic thematic equity, multi-asset and absolute return fixed income products lie at the heart of these strategies. Their goal is to provide long-term return potential with diversified risk.They offer a range of multi-asset investment portfolios, involving multiple strategies and asset classes. For alternatives, they offer a range of hedge fund strategies as well as manager selection and portfolio management in hedge funds, private equity and private real estate.

Allianz Global Investors is a diversified active investment manager with a strong parent company and a culture of risk management. With 25 offices worldwide, they provide global investment and research capabilities with consultative local delivery. They have more than $541 billion in AUM for individuals, families and institutions worldwide and employ over 540 investment professionals.

Investor at Dropbox, Inc.

Co-Founding Partner, Managing Partner, Executive Committee at Riverwood Capital Management LP