John C. Mashall

Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs.

EAM Investors LLC (EAM) is a majority employee-owned investment management boutique headquartered in Solana Beach, California. Formerly known as Eudaimonia Asset Management LLC, the firm was founded in 2007 by Travis T. Prentice, Montie L. Weisenberger, and Joshua M. Moss. EAM offers investment management and supervisory services to public and corporate retirement funds, superannuation funds, sub advisory relationships, foundations, endowments and OCIO’s.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Teachers Advisors LLC (TAL) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 and formerly known as Teachers Advisors, Inc. They are a subsidiary of Nuveen Finance LLC, ultimately owned by TIAA Board of Governors. TAL provides services to individual and institutional separately managed account clients primarily through investment advisory programs such as wrap-fee and dual contract arrangements, and Exchange Traded Funds. On occasion, the firm provides portfolio recommendations to sponsors of unit investment trusts which are sold by the sponsor through broker-dealers and other firms.

Nicholas Investment Partners LP (NIP) is a SEC-registered investment advisor headquartered in Rancho Santa Fe, California. The firm is owned by NIP 3 LP and was co-founded by Catherine and Art Nicholas in 2006 as Wagonhound Investments LP. NIP provides investment advice to individuals, banks or thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or business entities, UMA accounts and private investment vehicles.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

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.

BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients.

Santa Barbara Tax Products Group LLC provides tax-related financial products and services to tax professionals and taxpayers in the United States. It offers its products and services through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. The company was founded in 1991 and is headquartered in San Diego, CA.

Asymmetric Capital Management LLC is an investment management company that offers an investment strategy designed to generate asymmetric risk/returns over the long-term. The private company is based in Wayzata, MN. The company's asset weightings increase in a declining market and decrease when it rises. Asymmetric Capital Management uses a disciplined rules-based rebalancing methodology to monetize short-term volatility from deviations of the target allocations. The company was founded in 2016 by Dave van Benschoten, C. William Maher.

Laffer Tengler Investments, Inc. is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded by Dr. Arthur B. Laffer and Arthur B. Laffer in 1999. They are a wholly owned subsidiary of ButcherJoseph Financial Holdings LLC. Laffer Tengler Investments provides investment advice and management services (1) as a discretionary investment adviser to domestic and foreign separately managed accounts; (2) as a discretionary manager to clients participating in one or more wrap fee programs; (3) as a non- discretionary investment adviser to certain clients, which includes other investment advisers; and (4) as a sub-adviser to certain open-end exchange traded funds.

Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes manages global equity and fixed-income assets for clients worldwide.

Part of Russell Investments Group Ltd., Russell Investment Group Pty Ltd. is a financial asset management company based in Sydney, Australia. The Australian company offers a set of resources and articles to help clients navigate through market volatility and focus on the long term. The company provides analysis on the impact of pivoting the superannuation system to a mass personalized, goals-based approach on the real retirement gap. The company's investment approach brings the world's leading managers and strategies together aimed at achieving investors' goals. Russell Investment Group manages investments for institutions, advisors, and individuals, and is dedicated to improving financial security for people.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

The Jewish Community Foundation of San Diego supports Jewish communities. It partners with individuals, families and community organizations to help them achieve philanthropic goals and to increase support for the Jewish community in San Diego, Israel and around the world. The company was founded in 1967 and is headquartered in San Diego, CA.

Metropolitan Life Insurance Co. engages in the provision of insurance, annuities, and employee benefits programs. It operates through the US, and MetLife Holdings segments. The company is headquartered in New York, NY.

Founded in 1975, The San Diego Foundation is a public charity that provides a permanent and growing source of funding to hundreds of nonprofit agencies serving the San Diego region. Through an effort called Understanding the San Diego Region, The Foundation joins other nonprofit organizations, community leaders, experts and government officials to address the needs of the community and build consensus for solutions. The San Diego Foundation is headquartered in San Diego, CA and has two other offices in California.

GlobeFlex Capital LP (GlobeFlex) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was co-founded by Robert J. Anslow, Jr. and Marina L. Marrelli in 1994. GlobeFlex provides investment advisory services primarily to institutions (such as pension plans, foundations, corporations, and family office entities). They also manage private funds and act as sub-adviser to certain outside pooled investment vehicles.

The California Public Employees' Retirement System (CalPERS) is a state-owned pension fund management firm headquartered in Sacramento, California. Founded in 1932, the firm has long been at the forefront of shareholder activism in the US. CalPERS provides retirement and health benefit services to private individuals and employers, specifically active, inactive and retired employees of California state and local public agencies. They routinely put pressure on companies to achieve better corporate performance corporate governance.

University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California.

GlobeFlex Research India Pvt Ltd. (GFR) is the research firm subsidiary of GlobeFlex Capital LP. The firm is headquartered in Pune, India and was founded in 2015. GFR provides investment research, technology and project management to support their parent company.