Brian Clay

Genentech, Inc. develops, manufactures and markets pharmaceutical products for life-threatening medical conditions. It studies various areas including oncology, immunology, neuroscience, ophthalmic diseases, microbial pathogenesis, metabolic diseases, cardiovascular diseases, and opportunistic areas. The company was founded by Herb W. Boyer and Robert A. Swanson in 1976 and is headquartered in South San Francisco, CA.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor firm headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides a wide range of professional portfolio management and advisory services to institutional and individual clients.

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.

Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Part of Fiserv, Inc., Performance Analysis, Inc. provides risk and financial management services. The company is based in Cincinnati, OH. Performance Analysis was acquired by Fiserv, Inc. on August 18, 1992.

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

The Urban Land Institute operates as a non-commercial research organization. It provides leadership in the responsible use of land and in creating and sustaining thriving communities worldwide. The company was founded on December 14, 1936 and is headquartered in Washington, DC.

CCB Life Insurance Co., Ltd. engages in the provision of life insurance products and services. Its products are classified by channel and by demand. The channel category includes personal insurance, group insurance, bancassurance, and sales. The demand category includes health life insurance, pension planning, children's education, wealth management, and travel safety. The company was founded on October 12, 1998 and is headquartered in Shanghai, China.

BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies.

First Bight Ventures (First Bight) is a venture capital firm founded in 2021 by Veronica B Wu. The firm is headquartered in Houstan, Texas.

Morgan Stanley Asia Ltd. (MSA) is a broker/dealer headquartered in Hong Kong. The firm was founded in 1987 and is a subsidiary of Morgan Stanley (NYSE: MS) in the US. MSA provides institutional securities such as equities, fixed income, derivatives and research.

Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.

Direct Lending Investments LLC engages in the provision of lending services to small businesses. It offers short-term, high-yield, small business loan fund. The company was founded by Brendan Ross on September 21, 2012 and is headquartered in La Canada, CA.

IDbyDNA, Inc. operates as a precision medicine company that focuses on metagenomic approaches for infectious disease identification. It develops technologies to enable universal microorganism detection. The firm help doctors and scientists to detect any pathogen in any sample, thereby removing barriers for the adoption of metagenomics in clinical settings, ultimately leading to faster public health responses during infectious disease outbreaks. The company was founded by Martin G. Reese, Guochun Liao, Mark Yandell, and Robert Schlaberg in Noveber 2014 and is headquartered in San Mateo, CA.

Insight North America LLC (INA), dba Insight Investments, is a SEC-registered investment advisor headquartered in New York City. Formerly known as Pareto New York LLC, the firm was founded in 2004 and is a subsidiary of Mellon Global Investment Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). INA provides discretionary and non-discretionary investment advisory services to institutional, individuals, high-net-worth and individual investors in the form of separate account and pooled vehicles.

Founded in 2004, Changing Parameters LLC is a registered investment advisor located in Menlo Park, California. They manage the Changing Parameters Fund (CPMPX), a no-load mutual fund.

Bogan Associates LLC provides investment advice. The private company is based in Boston, MA and has subsidiaries in the United States. The company was founded in 2004 by Thomas Rockwood Bogan and Andrew Allerton Bogan.

Value Monitoring, Inc. (VMI) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. Founded in 1988, the firm is owned and controlled by Mark Alexander Levenson and David Hendrik Levenson. VMI provides investment advisory services to separately managed accounts for institutional investors and high net-worth individuals, and acts as a sub-advisor to a private investment fund that is a series of a multi-series fund managed by a third-party manager, SALI Fund Services (SALI).

NuProbe USA, Inc. engages in the development of ultra-sensitive and multiplexed platform with reagents for non-invasive nucleic acid profiling and diagnostics. The firm offers VarTrace EGFR Assay, VarTrace BFAR Assay, and VarTrace AML multi-gene panel. The company was founded by Peng Yin, David Yu Zhang, and Victor Chenyang Shi in 2016 and is headquartered in Cambridge, MA.

Founded in 2019, Lion Cashmere Hedgeco Ltd. is a British company that functions as an investment holding company. Part of Wool & The Gang Ltd., the company is based in London, UK.

Founded in 2019, part of Lion Cashmere Midco Ltd., Lion Cashmere Bidco Ltd. provides business support services. The company is based in London, UK.