Sherry Z.

Intentional Asset Management (IAM) is a boutique investment advisory firm built on the belief that intentionality is a leading indicator of long-term performance. We combine institutional investment rigor, human-centered design, and integrated wealth servicing to help clients achieve not only financial success, but alignment with their long-term goals. Our strategies span both public and private markets. In public equities, we offer thematic model portfolios that translate systemic challenges into concentrated, research-driven strategies designed for resilient returns. In private markets, our flagship Caribbean Food Systems Growth Fund (CaribGROW) aims to channel capital into high-impact, growth-stage businesses that strengthen food security, expand export potential, and build climate resilience across the region. Every investment decision we make is grounded in rigorous bottom-up fundamental analysis, supported by technical evaluation, and informed by our systems-based approach to product design. By focusing on companies that align intentional solutions with operational excellence, we create portfolios that are positioned to withstand volatility, capture new growth, and deliver superior risk-adjusted returns across market cycles. IAM is wholly owned and operated by 17 Asset Management, and works in close collaboration with the Intentional Investment Institute, our nonprofit arm dedicated to research, thought leadership, and field-building in intentional investing.

Intentional Asset Management (IAM) is a boutique investment advisory firm built on the belief that intentionality is a leading indicator of long-term performance. We combine institutional investment rigor, human-centered design, and integrated wealth servicing to help clients achieve not only financial success, but alignment with their long-term goals. Our strategies span both public and private markets. In public equities, we offer thematic model portfolios that translate systemic challenges into concentrated, research-driven strategies designed for resilient returns. In private markets, our flagship Caribbean Food Systems Growth Fund (CaribGROW) aims to channel capital into high-impact, growth-stage businesses that strengthen food security, expand export potential, and build climate resilience across the region. Every investment decision we make is grounded in rigorous bottom-up fundamental analysis, supported by technical evaluation, and informed by our systems-based approach to product design. By focusing on companies that align intentional solutions with operational excellence, we create portfolios that are positioned to withstand volatility, capture new growth, and deliver superior risk-adjusted returns across market cycles. IAM is wholly owned and operated by 17 Asset Management, and works in close collaboration with the Intentional Investment Institute, our nonprofit arm dedicated to research, thought leadership, and field-building in intentional investing.

Founded in 2009, Capital Good Fund (Good Fund) is a social change organization whose mission is to create pathways out of poverty through equitable financial services. As a nonprofit, U.S. Treasury certified Community Development Financial Institution (CDFI), we offer families living in poverty one-on-one Financial & Health Coaching and honest, affordable loans. www.GoodFund.us

China International Capital Corporation Limited (CICC, 03908.HK，601995.SH) is a top tier investment bank, founded in China in 1995, providing first-class financial services to corporates, institutions and individuals worldwide. As the first international joint-venture investment bank in China, CICC plays a unique role to support China’s economic reforms and liberalization through providing comprehensive one-stop domestic, overseas, and cross-border financial services including investment banking, equities, FICC, asset management, private equity investment, wealth management and research. Headquartered in Beijing, CICC has over 200 branches in Mainland China and offices in Hong Kong, Singapore, New York, London, San Francisco, Frankfurt and Tokyo. For more information about CICC, please visit www.cicc.com