Sarah Barker

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.

MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations.

Medco Health Solutions, Inc. retails drugs, pharmaceuticals and other health products through online. The firm provides pharmacy services which are designed for private and public employers, health plans, labor unions government agencies of all sizes and individuals. The company was founded in June 1983 and is headquartered in Franklin Lakes, NJ.

Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch.

Equitec Specialists LLC is a securities brokerage firm headquartered in Chicago, Illinois. It is a subsidiary of Equitec Group LLC. The firm offers a full spectrum of broking services to retail and institutional clients.

Victor Securities LLC provides brokerage solutions to professional investors. It offers real-time risk management tools, customizable reporting, choice of trading platforms, and a capital introduction program that focuses on facilitating mutually beneficial relationships between managers and investors. The company was founded by Kevin Bakhler, John T.A. Pawluk, Craig S. Aronoff, and Scott Richard Franzini in September 2010 and is headquartered in Englewood, NJ.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Kabani & Co., Inc. provides accounting services. Its services include audits, assurance, tax compliance and advisory services. The company is headquartered in Los Angeles, CA.

Rothstein, Kass & Co. LLC provides accounting and business consulting services. The company was founded in 1959 and is headquartered in Roseland, NJ.

HoyleCohen LLC (HC) is a SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Joseph Cohen in 2001 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). HC provides advisory services primarily to individuals, pension plans, profit-sharing plans and charitable organizations.

The Commonwealth Fund is a private foundation established in 1918 with the mission to promote a high-performing health care system that achieves better access, improved quality, and greater efficiency, particularly for vulnerable populations such as low-income people, the uninsured, and people of color. The Commonwealth Fund is based in New York, NY. The fund supports independent research on health care issues and makes grants to improve health care practice and policy. The organization's 2020 survey focused on the views and experiences of the general population age 18 and older, including oversampling all three Canadian territories for the first time.

Institute of Management Accountants, Inc. provides accountants and financial services. The company was founded in 1919 and is headquartered in Montvale, NJ.

Customized Energy Solutions Ltd. provides energy management solutions. Its services include congestion risk management, demand response, data acquisition, fuel management, and retail energy services. The company founded by Stephen R. Fernands in 1998 and is headquartered in Philadelphia, PA.

Quijote Corp. operates websites and manages online marketing campaigns. Its services include creative, media, strategy, technology, earned media, mobile, research & analytics, challenges and Sensis CMO. The company was founded by Jose Villa in 1998 and is headquartered in Los Angeles, CA.

China Shandong Industries, Inc. manufactures wicker furniture and other products. The firm offers wood furniture, straw, wicker products and wooden craft products. The company was founded on 15 August 2000 and is headquartered in Heze, China.

Optimal Investment Group, Inc. (Optimal Investment Group) is a private equity firm founded in 2006 by Joey Separzadeh. The firm is headquartered in Sherman Oaks, California.

Higher Education Resource Services (HERS) is an organization that aims to achieve gender equity in higher education leadership and beyond. HERS is based in Denver, CO and hosts an Executive Coaching program in partnership with Academic Search, Inc. The non-profit company offers leadership programs and conduct gender equity research. The program is designed to help effective leaders become even stronger. HERS Program Facilitators are mid-senior level practitioners and leaders who share their knowledge and experience as women-identified professionals in higher education or related fields.

Lido Advisors LLC (Lido) is an independent, SEC-registered wealth advisory firm headquartered in Los Angeles, California. The firm was founded by Gregory Kushner in 1999 as Lido Advisors, Inc. Lido creates bespoke investment and wealth management strategies for a range of high-net-worth individuals and families.

Kayne Anderson Capital Advisors LP (Growth Private Equity) (Kayne Anderson Capital) is a private equity subsidiary of Kayne Anderson Capital Advisors LP firm founded in 2002. The firm is headquartered in Los Angeles, California.

Part of Gannett Fleming Affiliates, Inc., Griffin Engineering & Technical Services, Inc. provides professional engineering and technical services. The company is based in Morrisville, NC. Griffin Engineering & Technical Services was acquired by Gannett Fleming Affiliates, Inc. on January 18, 2013.

China Business Network Co., Ltd. is a holding company that engages in the provision of financial and business information services. It operates business channel, radio, and website. It also publishes newspapers and magazines. The company was founded in August 13, 2003 and is headquartered in Shanghai, China.

Zoomy Images LLC provides online stock photo agency services. Its products include colored pencils, skulls, analog clock, tattoo gun, rotary phone and candles. The company was founded by Joey Separzadeh in 2012 and is headquartered in Los Angeles, CA.

Republic Indemnity Co. of America (Investment Portfolio) (Republic Indemnity-IP) is the investment portfolio division of Republic Indemnity Co. of America, an insurance company headquartered in Calabasas, California. They are ultimately owned by American Financial Group, Inc. (NYSE: AFG). Republic Indemnity-IP was founded in 1972 and specializes in Workers' Compensation insurance throughout the western US.

China Business News provides business news services and is ultimately controlled by the City of Shanghai. The company is based in Beijing, China.

Alliance United Insurance Co. (Investment Portfolio) (Alliance United-IP) is the investment portfolio division of Alliance United Insurance Co., an insurance company headquartered in Chatsworth, California. The firm is a subsidiary of Kemper Corp. (NYSE: KMPR). Alliance United-IP manages the client’s investment portfolio.

Hujiang Education & Technology (Shanghai) Corp. Ltd. engages in the operation of an online educational platform. It operates through the following segments: Proprietary Courses Business, CCtalk Platform Business, and Others. The Proprietary courses business segment engages in the provision of online education services. The CCtalk platform business segment operates an internet platform for the facilitating the delivery of educational program and other training programs. The Others segments involves operations that may not be categorized into the main business segments. The company was founded by Cai Rui Fu in 2001 and is headquartered in Shanghai, China.