Scott Bradley Smith

TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations.

Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors.

Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.

Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.

Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients.

Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA

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

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

Chanos & Co. LP is an independent SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by James S. Chanos in 1985 as Kynikos Associates LP and changed its name to Chanos & Co. LP in 2022. Chanos & Co. provides discretionary investment advisory services to domestic and offshore private funds and managed accounts. Investors in the private funds and managed account clients include individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, business entities, endowments and foreign sovereign wealth funds.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Spotlight Equity Partners LLC (Spotlight Equity Partners) is a private equity firm founded in 2013 by Jeremy Burr, Philip Hall and Suken N. Shah. The firm headquartered in San Francisco, California.

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

Epic Kitchens, Inc. operates multi-branded ghost kitchens. The company is headquartered in Atlanta, GA.

Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs).

Angel Capital Association provides investment services. The CEO of the American company is Patrick Gouhin.

Tech Coast Angels, Inc. (Tech Coast Angels) is an angel firm founded in 1997 by Luis Villalobos. The firm is headquartered in Irvine, California.

Silicon Valley International School operates as a private school. The private company is based in Palo Alto, CA. The company was founded in 1979 by Charlotte de Géry.

Part of Zurich Insurance Group AG, Farmers Insurance Co., Inc. is a company that provides insurance agency services. The company is based in Olathe, KS and was founded in 1955.

Sempra Energy Foundation is a non-profit organization, which develops energy infrastructure, operates utilities, and provide related products and services. The company was founded in 2007 and is headquartered in San Diego, CA.

RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses.

OCTANe connects people and ideas with capital and resources for technology growth in Orange County. It stimulates technology job growth and wealth creation; helps entrepreneurs turn ideas into successful businesses; helps companies connect with funding and growth resources; helps senior executives access intelligence, new technologies, and talent; helps develop technology business leaders; and creates a forum for technology company leaders to have an impact on the future. The company offers LaunchPad, a pro-bono accelerator for startup companies in the technology, life science, and clean tech industries. The company was founded in 2002 and is headquartered in Aliso Viejo, CA.

Butterfly Equity LP (Butterfly Equity) is a private equity firm founded in 2016 by Adam Waglay and Dustin Beck. The firm is headquartered in Beverly Hills, California.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

CXA Group Pte Ltd. provides insurance services. The company offers wellness, choice, brokerage and data analytics solution. It is a one-stop workplace platform that transforms client’s current healthcare spend into a benefits and wellness program where employees choose their path to good health. The company was founded by Rosaline Chow Koo in 2013 and is headquartered in Singapore.

Taco Bell Corp. operates a chain of restaurants. Its products include texas-mexican cuisine foods such as tacos, burritos, gorditas, quesadillas, nachos, chalupas, salads and food items. The company was founded by Glen William Bell, Jr. in 1962 and is headquartered in Irvine, CA.

VMG Equity Partners LLC (VMG Equity Partners) is a private equity firm founded in 2005 by David Baram, Kara Cissell-Roell and Michael Mauze. The firm is headquartered in San Francisco, California.

Galen Growth Asia Pte Ltd. is a leading Singaporean market intelligence company in the Digital Health ecosystem. The private company is based in Singapore, Singapore. The company provides monthly research on Digital Health startups, ecosystem and key areas. Galen Growth helps clients focus their HealthTech Innovation Plan on their strategic goals through a four-stage modular approach. The company offers Digital Health solutions for lifesciences, pharmaceuticals, investors, and insurance. The company was founded in 2015 by Julien de Salaberry. Julien de Salaberry has been the CEO since 2015.

Bear Stearns Residential Mortgage Corp. provides underwriting mortgage-backed services. It operates a website which enables brokers to receive feedback on mortgage loan product and pricing scenarios. The firm also provides solutions for financing home mortgage loans. The company was founded in 1994 and is headquartered in Lewisville, Texas.

Nationwide Insurance Co. provides insurance services. The company was founded in 1925 and is headquartered in Columbus, OH.

IndyMac Bank FSB is a company that provides various types of printers including thermal inkjet printers, continuous inkjet printers, commercial printers, and laser printers. The company is based in Pasadena, CA and has subsidiaries in the United States. The company also offers order printer ink cartridges.