John Malcolm Simms

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Blue Cross of California provides health insurance services. Its offers insurance products and benefits, including senior plans, dental, pharmacy, life & disability, long term care, and behavioral health products. The firm provides pharmacy benefit management, utilization management, flexible spending accounts, and COBRA administration products. The company was founded in 1937 and is headquartered in Thousand Oaks, CA.

Barclays Bank Plc provides commercial banking services. It offers personal, premier, business and corporate banking products and services to its customers. The banks services include current accounts, savings, investments, mortgages, loans, insurance, credit cards and online banking services. The company was founded on October 4, 1971 and is headquartered in London, the United Kingdom.

BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans.

Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Pathway Capital Management LP (Pathway Capital) is a private equity/ venture capital firm founded in 1993. The firm is headquartered in Irvine, California.

Tillster, Inc. provides customer engagement programs and self-service ordering for the quick service restaurants and casual dining industries. It allows customers to place orders through the web, digital kiosks, mobile devices or call centers and also tracks ordering behavior to help companies target customers with offers and coupons. The company was founded by Paul Monahan and Paul Sidlo in 2002 and is headquartered in San Diego, CA.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

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.

Snowball Factory, Inc. provides social data to companies. The company was founded by Jonathan Strauss and Laurie James Voss in 2009 and is headquartered in New York, NY.

Adly, Inc. provides digital marketing software and services. Its services include campaign strategy and performance insights. The company was founded by Rad Sean and Derek Christopher Rey in 2009 and is headquartered in Los Angeles, CA.

GumGum, Inc. engages in the design, development, and operation of an in-image advertising platform. The firm provides in-image and in-screen products. Its product is grown to include several displays, mobile, and video solutions to help brands tell their stories and publishers unlock new sources of revenue. It offers GumGum Visual Intelligence, a real-time visual listening platform that helps brands identify and activate online pictures relevant to them, as well as engage their top influencers on social media. The company was founded by Ari Mir and Ophir Tanz in 2006 and is headquartered in Santa Monica, CA.

Kyriba Corp. engages in the provision of cash and treasury management software solutions. The firm specializes in the design of automated online systems to control clients cash management tasks. Its solution areas encompass cash and liquidity, payments, bank relationships, financial transactions, risk management, and supply chain finance. The company was founded by Jean-Luc Robert and Nathaniel Fraiberger in 2000 and is headquartered in San Diego, CA.

Udisense, Inc. develops baby monitors and computer application software for mobile phones and other wireless devices. Its products include nanit plus, nanit plus sleep screen, multi-stand, nanit insights, and multi-packs. The company was founded by Andrew Berman, Assaf Glazer, and Tor Ivry and is headquartered in New York, NY.

Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN.

Invoca, Inc. provides call performance marketing solutions. Its products include call intelligence suite, integration partners and cloud infrastructure. The firm offers solutions to agencies, consumers, business-to-business, search and performance marketers. Invoca was founded by Colin D. Kelley and Jason S. Spievak in 2008 and is headquartered in Santa Barbara, CA.

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.

Goodwill Industries of Southern California provides services to people with barriers to employment. It provides education, job training, and placement programs to people with disabilities or vocational disadvantages through a chain of retail stores, donation centers, campuses, and job service/program sites in California. The company offers recruitment solutions, raping response, document imaging and secure shredding, E-waste services. It also provides placement, veteran employment and training services. Goodwill Industries of Southern California was founded by Edgar James Helms in 1918 and is headquartered in Los Angeles, CA.

Angeles Investment Advisors LLC (Angeles) is an independent multi-asset investment firm headquartered in Santa Monica, California. The firm was founded in 2001 by Leslie Kautz, Michael Rosen and Howard Perlow. Angeles builds customized portfolios for institutional and private wealth investors.