Shailesh Gupta

Simplify Asset Management, Inc. (Simplify) is a SEC-registered investment advisor and holding firm headquartered in New York City. Simplify was founded by Paul Kim and David Berns in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies.

Anfield Capital Management LLC (Anfield Capital) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by David Young in 2009 and is a subsidiary of Anfield Group LLC, which is wholly-owned by The David Young and Sandra G. Glain Family Trust. Anfield Capital offers discretionary investment management services to investment advisers, registered investment companies (mutual funds and ETFs), and in select cases to private and institutional clients.

Founded in 2008, CommonWealth Opportunity Capital GP LLC is a hedge fund manager located in Los Angeles, California. The firm is a subsidiary of CWOC Management LP and their ultimate parent is Fisher CWOC LLC. CommonWealth Opportunity Capital provides discretionary investment advisory services to pooled investment vehicles that are offered only to investors who are both accredited investors and qualified clients. They also provide investment advisory services to individual investors that establish separately managed accounts with the firm.