Regina Huang

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

Stafford Capital Management LLC (SCM) is an independent wealth management firm headquartered in Sausalito, California. The firm was founded by Robert Stafford in 1986. SCM provides separate account management for high-net worth individuals and families, trusts, small corporations, and business entities.

Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.

Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.

Pacific Asset Partners is a hedge fund manager headquartered in San Francisco, California. The firm was founded by Robert “Bob” Stafford in 1989 and is subsidiary of Stafford Capital Management LLC. They manage a dedicated long-short small and micro-cap hedge fund.

One Capital Management LLC (OCM) is a registered investment advisor headquartered in Westlake Village, California. The firm was founded by Don McDonald in 2001 and is a subsidiary of OCM Capital Partners LLC, ultimately held by CI Financial Corp. (TSE: CIX, NYSE, NASDAQ: CIXX) in Canada. OCM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, corporations and other business entities.

Investment Adviser Association operates as non-profit organization that exclusively represents the interests of SEC-registered investment adviser firms. The company was founded by Jane H. Williams in 1937 and is headquartered in Washington, DC.

Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander.

Part of Cerity Partners LLC, Seton Smoke Capital Management is a company that provides financial advisory services. The company is based in Greenbrae, CA. Seton Smoke Capital Management was acquired by Brouwer & Janachowski LLC on November 11, 2008.

SharesPost, Inc. provides private securities investments services. It offers buying and selling private securities, and liquidity programs for companies. The company was founded by Greg B. Brogger in January 2009 and is headquartered in San Francisco, CA.

Silicon Valley Community Foundation (SVCF) is an independent community foundation headquartered in Mountain View, California. Founded in 2007, the firm advances innovative philanthropic solutions to challenging problems. SVCF engages donors and corporations from around Silicon Valley, the country, and the globe to make the region and world better for all.

Integral Financial Solutions LLC operates as an independent wealth advisory firm. The company was founded by Janet L. Hoffmann and Barry R. Taylor in 2010 and is headquartered in San Francisco, CA.

Menlo Park-Atherton Education Foundation, also known as MPAEF, is a non-profit organization that supports the schools in the Menlo Park City School District. The non-profit company is based in Atherton, CA. The foundation invests in arts and science, innovation and technology, guidance and wellness, and in the professional development of teachers. MPAEF offers various donation options for parent donors, business and realtor partners, and friends of MPAEF. The foundation also hosts events such as the Schoolhouse Rocks 5K, Fun Run & Festival, and partners with local restaurants and businesses to provide shopping promotions that benefit the schools.