Daniel Osowsky

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.

Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology.

Kayne Anderson Capital Advisors LP (Kayne Anderson) is a SEC-registered investment advisor and alternative investment management firm headquartered in Los Angeles, California. Formerly known as Kaim Non Traditional LP, the firm was founded in 1984 by Richard Kayne and John Anderson. They are owned by Richard Kayne through his majority ownership of Kayne Anderson Investment Management, Inc. Kayne Anderson provides investment supervisory services through privately offered pooled investment vehicles, and to a lesser extent, through separate accounts and mutual funds.

Shamrock Capital Advisors LLC (Shamrock Capital Advisors) is a private equity firm founded in 1978 by Roy E. Disney and Stanley Gold. The firm is headquartered in Los Angeles, California.

NetSeer, Inc. provides contextual advertisement targeting solutions for advertisers and publishers. It offers NetSeer BRAND, a solution that creates custom programmatic channel for campaigns and NetSeer RESPONSE, provides audience-targeting insight, optimization, and amplification to elicit response. The company was founded by Behnam Attaran Rezaei and Vwani Roychowdhury in March 2006 and is headquartered in Sunnyvale, CA.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

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.

Sapphire Ventures LLC (Sapphire Ventures) is a private equity and venture capital firm, subsidiary of SAP Ventures Investment GmbH founded in 1996 by R. Douglas Higgins and Andreas Markus Weiskam. The firm is headquartered in Palo Alto, California.

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.

Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Amino, Inc. provides care and connect everyone with the best care possible. The firm owns and operates a website that allows users to find doctors, compare their experience, and book an appointment. It enables patients to search for doctors for various conditions, procedures, and specialties. The company was founded by David A. Vivero, Roger Billerey-Mosier, Sumul Shah and Maudie Hampden Shah in 2014 and is headquartered in San Francisco, CA.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Promontory Financial Group LLC provides strategy, risk management, and regulatory compliance consulting services. It specializes in asset-liability management and liquidity planning, capital planning and analysis, consumer protection, credit services, due diligence, examination and enforcement, financial benchmarks, governance and controls, and securities and derivatives. The company was founded by Eugene A. Ludwig in 2001 and is headquartered in Washington, DC.

Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY.

Employer Direct Healthcare, LLC provides healthcare solutions for self-funded employers in the United States. It allows plan members to access a network of medical providers and facilities for various procedures, such as major heart, orthopedic, spine, colonoscopy and endoscopy, and outpatient procedures. The company offers a capacity-management tool for healthcare providers to manage patient flows. The company was founded by Robert Kummer and Erickson Ken in 2010 and is headquartered in Dallas, TX.

Milken Institute provides research and analysis services in the areas of economic issues. The private company is based in Santa Monica, CA. Michael L. Klowden has been the CEO of the company since 2001.

Founded in 2007, Beacon Economics LLC is an independent economic research and consulting firm located in Los Angeles, California. The firm provides objective, top-tier research and analytics to help their clients make optimal decisions about investment, growth, revenue, and policy. Their core areas of expertise include economic and revenue forecasting, regional economic analysis, market and industry analysis, economic impact studies, economic policy analysis, and international trade analysis. Beacon Economics' clients include banks, investment firms and hedge funds, the State of California, real estate companies, private foundations and non-profit organizations, cities and counties, public and private universities, and trade and business organizations.

SV Angel LLC (SV Angel) is a venture capital firm founded in 1900 by Ron C. Conway and David Lee. The firm is headquartered in San Francisco, California.

Raintree Systems, Inc. develops and provides enterprise management software solutions. The firm offers integrated solutions for handling patient registration, medical record storage, billing and collections, and organizational reporting. Its solutions include physical therapy, pediatric therapy, rheumatology, bariatric, behavioral and mental health and billing service software. The company was founded by Richard V. Welty in 1983 and is headquartered in Temecula, CA.

FirstLocum, Inc. engages in the provision of healthcare recruiting services. The company was founded by Sai Kumar Thumuluru and is headquartered in New York, NY.

Axiom Medical Consulting LLC provides complete occupational health services. The company was founded by Michael J. DeLitta in 1999 and is headquartered in The Woodlands, TX.

Aria Care Partners is a leading provider of onsite ancillary medical services for skilled nursing facilities. The private company is based in Overland Park, KS and has subsidiaries in the United States. The company has been in partnership with nearly 3000 skilled nursing facilities for over 20 years and are passionate about enriching every resident's quality of life. The company offers turnkey insurance solutions and innovative service delivery to ensure that every family knows their loved ones are well cared for and safe. Aria Care Partners provides insurance options for dental, vision, and audiology care for all seniors living in skilled nursing facilities. The company offers onsite audiology exams, fall-risk assessments, earwax removal, and hearing aid fitting for seniors in skilled nursing facilities. The company also provides onsite exams, cleanings, and cancer screening for seniors in skilled nursing facilities. The company was founded by Tony Layne, and John Griscavage has been the CEO of the company since 2020.

EQAL, Inc. develops, produces and distributes video shows. The firm's proprietary platform, Umbrella, connects all social networks into one central hub. The company was founded by Miles Beckett and Greg Goodfried in 2008 and is headquartered in North Hollywood, CA.

Glass, Lewis & Co. LLC (Glass Lewis) is an independent investment research firm headquartered in San Francisco, California. The firm was founded in 2003 by Kevin J. Cameron & Gregory P. Taxin. Glass Lewis provides investment research and advice on proxy votes to institutional investor and?publicly listed?companies. Their clients include pension plans, mutual funds, and asset managers.

FranConnect, Inc. provides franchise management systems. It offers a software that enables franchise organizations to manage sales, marketing, financial data collection and royalty invoicing, and automated funds transfer. The company was founded by Amit Pamecha in 2000 and is headquartered in Reston, VA.

Serent Capital Management Co. LLC (Serent Capital Management) is a private equity firm founded in 2008 by David Kennedy and Kevin Frick. The firm is headquartered in San Francisco, California.

PFSweb Retail Connect, Inc. provides online shopping services. It markets products from leading manufacturers through its website and direct marketing. The company was founded in March 2011 and is headquartered in Allen, TX.