Donna Schiano

A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues.

Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB).

Kaiser Permanente Washington Health Research Institute is a non profit organization that provides healthcare plans and services. It focuses on total health of its members and guided by personal physicians, specialists, and team of caregivers. Its expert and caring medical teams are empowered and supported by industry-leading technology advances and tools for health promotion, disease prevention, care delivery, and chronic disease management. The company was founded in 1983 and is headquartered in Seattle, WA.

Part of ACM Acquisition LLC, Lend Lease Rosen Real Estate Securities, Inc. provides real estate investment advice and related services. The company is based in Berkeley, CA. Lend Lease Rosen Real Estate Securities was acquired by ACM Acquisition LLC from Lend Lease Corp. Ltd. on August 30, 2004.

Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting.