Michael Jacobs

Barra LLC provides investment analytics, trading solutions and software to investment professions. The company provides risk management technology for investment professionals. Barra was founded by Barr Rosenberg and Andrew Rudd in 1975 and is headquartered in Berkeley, CA.

Bellatore Financial, Inc. (Bellatore) is a SEC-registered investment advisor headquartered in Pleasant Hill, California. The firm was founded by Al Steele in 2007 and is principally owned by Bella Fund Holdings, Inc. Bellatore provides asset management services to select financial advisory businesses across the US.

Home Value Protection Inc. provides home insurance services. The company was founded by Eric Hutchinson, Daniel P. Sanford and Craig Schmeizer in 2009 and is headquartered in San Francisco, CA.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Advisor Software, Inc. provides cloud based platform for wealth management companies. Its solutions include digital advisor, behavioral intelligence quotient, portfolio rebalancer, client acquisition, goalgamiPro, and wealth management APIS. The company was founded by Andrew Rudd in 1995 and is headquartered in Walnut Creek, CA.

United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA.

Ziploop, Inc. provides mobile shopping application services. The company was founded by Peter Jackson, Sandra Breber and Paul Martinelli in April 2013 and is headquartered in Orinda, CA.

Quantal International, Inc. provides portfolio analytics services for the investment management industry. It offers investment strategy, portfolio risk profile, portfolio rebalancing, custom investment, and asset allocation solutions. The company was founded by Terry Marsh and Paul Pfleiderer in 1990 and is headquartered in San Francisco, CA.

Part of Cheremy Capital LLC, Custom Pharmaceuticals Ltd. is a British fully-licensed pharmaceutical company that offers a wide range of industry-leading pharmaceutical services. The company is based in Hove, UK and is capable of taking compounds from clinical to commercial stages. The company's project management team ensures that a multi-disciplinary team supports each project, and they cover the full spectrum of activities from process development through commercial manufacturing. Custom Pharmaceuticals holds MIA, MIA(IMP), MS, WDA licenses issued by the MHRA, QP certification services, and a controlled drugs license (schedules II – V). The company was founded in 1979, and Nigel Anthony Richardson has been the CEO since then.