C. Thomas

Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes provides investment advisory services to individuals and institutional investors. They also participate in a number of wrap fee arrangements sponsored by unaffiliated brokers-dealers or program sponsors.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Summit Global Management, Inc. is an independent investment advisory firm headquartered in La Jolla, California. Founded in 1983, the firm provides investment advice to various types of clients.

LendingPoint Consolidated, Inc. engages in the provision of banking and financial services. The company is headquartered in Kennesaw, GA.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

ClientPoint, Inc. engages in the development of enterprise management software. It offers solutions relating to communications, scheduling, customer relationship management (CRM) and marketing automation, e-sign, proposal and document automation, content management, top of funnel and content, project management, and infrastructure. The company was founded by Laurence Abrams and Zeb Evans in 2008 and is headquartered in Carlsbad, CA.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

The Los Angeles County Bar Association (LACBA) is a voluntary metropolitan bar association that was founded in 1878. The non-profit company is based in Los Angeles, CA. It is one of the largest bar associations in the country and serves attorneys, judges, and other legal professionals through various committees, networking events, live and on-demand CLE programs, and pro bono opportunities. LACBA also provides public service and informational resources.

Morgan, Lewis & Bockius LLP provides legal consulting services. It specializes in transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. The company was founded in 1873 and is headquartered in Philadelphia, PA.

Nexenta Systems, Inc. engages in the provision of software-based systems for data storage and backup solutions. It offers backup and archive, cloud, containers, file, virtualization, and 5G mobility solutions. The company was founded by Alex Aizman, Dmitry Yusupov, and Evan Powell in 2005 and is headquartered in San Jose, CA.

Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs.

DEY Storage Systems, Inc. provides innovative software-delivered storage solutions. It's software virtualizes storage by unbundling management from the physical layer, enabling customers to design, and services-based infrastructures. The company was founded by Jason Yoh, Garrett D'Amore, and Richard Elling in 2012 and is headquartered in Woodside, CA.

Valiant Capital Management LP (VCM) is an independent, SEC-registered investment advisor and hedge fund management firm headquartered in San Francisco, California. The firm was founded by Christopher R. Hansen in 2008. VCM provides investment management services to private investment funds that are offered to qualified purchasers.

Blue Ridge Capital LLC operates as a real estate investment company. It specializes in retail centers, but also considers other turn-around or opportunistic real estate investments. The company was founded by Fritz McPhail in 1999 and is headquartered in Atlanta, GA.

Marcoa Publishing Inc. provides publication services. Its services include editorial design and layout, proofing, copy editing and quality control, scanning, computer to press, printing and distribution services and digital publications. The company was founded by Michael J. Martella in 1966 and is headquartered in South Nashville, TN.

Arch Emerging Markets Partners Ltd(Arch Emerging Markets partners) is an private equity firm founded in 2018. The firm is headquartered in London, United Kingdom.

Metabasis Therapeutics, Inc. engages in discovery, development and commercialization of novel drugs for metabolic diseases using the proprietary technology and the knowledge of processes and pathways within the liver that are useful for liver-selective drug targeting and treatment of metabolic diseases. Metabasis was incorporated in April 1997 and is headquartered in La Jolla, CA.

Pioneer Fund/NY/ is a venture capital firm founded by Jason Gray. The firm is headquartered in San Francisco, California.

Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL.