Tom Christie

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.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund.

Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts.

Sterling Investment Management LLC (Sterling) is an independent wealth management firm and registered investment advisor headquartered in Tucson, Arizona. The firm was founded by John H. Payne in 1995 as Sterling Investment Management LLC and became a limited liability company in 2022. Sterling provides sophisticated portfolio management services to high-net-worth individuals, endowments, foundations, and corporations located throughout the US.

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.

Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

ABN AMRO Bank NV (New York) serves as a representative office of ABN Amro NV in the United States. It provides commercial banking services to clients in the retail, private and commercial sectors. The company was founded on April 25, 2010 and is headquartered in New York, NY.

Chandler Asset Management, Inc. (Chandler) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Mary Catherine (Kay) Chandler in 1988. Chandler provides fixed income investment management services to the public sector, as well as to hospitals, foundations, endowments, individuals and corporations.

The Association of American Universities operates as an association of public and private research universities. The non-profit company is based in Washington.

.Vintage Ventures Management Ltd. (Vintage Ventures) is a private equity firm founded in 2003 by Alan Feld, Shlomo Dovrat, and Aharon Dovrat. The firm is headquartered in Hamerkaz, Israel.

United Way of Tucson & Southern Arizona, Inc. provides health and human services. The firm’s programs include cradle to career, days of caring and volunteer income tax assistance. The Company is headquartered in Tucson, AZ.

The Tucson Metropolitan Chamber of Commerce operates as civic & social organization. The company is headquartered in Tucson, AZ.

Temple University Hospital, Inc. owns and operates a healthcare centre. The company provides pulmonology, cardiology, gastroenterology, hematology, nephrology, oncology, neurology, ophthalmology, otorhinolaryngology, and bone marrow transplantation services. Additionally, it offers heart, lung, kidney, and trauma surgery; maxillofacial surgery; psychiatry; radiation oncology; and diagnostic imaging services. The company also provides treatment of infectious diseases and diabetes. The company was founded in 1992 and is headquartered in Philadelphia, PA.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Arizona Commerce Authority is an economic development agency. It offers marketing, innovation, technology, community, growth, workforce, jobs, aerospace, bioscience and nanotechnology. The company is headquartered in Phoenix, AZ.

Salveo Capital LLC (Salveo Capital) is a venture capital firm founded in 2015 by Alex Thiersch and John Dohm. The firm is headquartered in Northbrook, Illinois.

SpaceFund, Inc. (SpaceFund) is a venture capital firm founded in 2018 by Rick N. Tumlinson and Murphy Crawford Meagan. The firm is headquartered in Houston, Texas.

Carolina Angel Network LLC (CAN) is a venture capital firm founded in 2016. The firm is headquartered in Chapel Hill, North Carolina.

Greybull Advisors LLC (Greybull Advisors) is a private equity firm founded in 2010 by Mason Myers. The firm is headquartered in Jackson, Wyoming.

Tide Rock Holdings LLC (Tide Rock Holdings) is a private equity firm founded in 2013. The firm is headquartered in Solana Beach, California.

Orion Mine Finance LLP (Orion Mine Finance) is a private equity firm founded in 2008 by Oskar Lewnowski. The firm is headquartered in New York.

ITE Management LP (ITE Management) is a private equity firm founded in 2014 by Jason Koenig, David Smilow and James Unger. The firm is headquartered in New York.

Innovis Asset Management LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. Founded in 2022, the firm offers investment services primarily to high net-worth individuals and institutions.

Estancia Capital Management LLC (Estancia Capital Management) is a private equity firm founded in 2009 by Michael Mendez and Takashi Moriuchi. The firm is headquartered in Scottsdale, Arizona.

Sweetwater Royalties LLC is a privately held company established by Orion Mine Finance. The company is based in Lakewood, CO and has subsidiaries in the United States. Sweetwater Royalties is a base metals and industrial minerals royalty company with more than four million mineral acres and one million fee surface acres in the land grant. The company provides its partners with the opportunity for development of the natural resources on the land grant assets, access to grazing, and entry to the renewable energy sector. By utilizing an agile business strategy that enables collaboration with local partners on the ground, Sweetwater unlocks the value of its natural resources, including the largest known trona deposit. The company was founded in 2020, and the CEO is Damon Barber.

Karlin Ventures LLC (Karlin Ventures) is a venture capital subsidary of Karlin Asset Management LLC founded in 2012. The firm is headquartered in Los Angeles, California.