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SSI Investment Management LLC (SSI) is a registered investment adviser headquartered in Los Angeles, California. The firm was founded in 1973 and became a subsidiary of Resolute Investment Managers, Inc. in 2019. SSI serves as an investment adviser to separately managed accounts, investment sub-adviser to open-end management investment companies.

Wells Fargo Securities LLC is the investment bank asset management and brokerage arm of Wells Fargo & Co. (NYSE: WFC). The firm is headquartered San Francisco. Their services include fixed-income sales and trading, equities sales and trading, market analysis and research and investment banking and advisory services.

Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.

Pacific Strategic Management LP is a private investment firm that allocates assets to a limited group of long-term value managers. The private company is based in Houston, TX and serves ultra-high net worth individuals and families who seek to compound wealth for future generations. The company is patient investors with an investment horizon of ten years and beyond. The company's focus is on capital appreciation, through the power of compounding, which drives everything they do.

SSI Investment Management Inc. (SSIIM) is a registered investment advisor and hedge fund manager founded in 1973. The firm is a subsidiary of Resolute Investment Managers, Inc., which is ultimately held by Kelso & Cos., Inc. Headquartered in Beverly Hills, California, SSIIM provides investment advice to registered investment companies, institutions, trusts, endowments, pension plans, investment funds and high-net worth individuals.

Based in Los Angeles, Froley, Revy Investment Co., Inc. is an independent investment management firm specializing in convertible securities.