Dan Henning

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes provides investment advisory services to individuals and institutional investors. They also participate in a number of wrap fee arrangements sponsored by unaffiliated brokers-dealers or program sponsors.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

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.

Zui.com, Inc. offers online games. It provides online action, sports, puzzle and flash games. The firm sends weekly updates that inform about children activities through online for parents and teachers. The company was founded by Clifford T. Boro, Vidar Vignisson, Thomas C. Broadhead and William von Reis in 2006 and is headquartered in San Diego, CA.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Saturna Capital Corp. is an independent, SEC-registered investment advisor headquartered in Bellingham, Washington. The firm was founded by Nicholas “Nick” Kaiser in 1989. Saturna Capital advises a variety of accounts divided between (1) investment management accounts for individuals, families, trusts, estates, corporations, and retirement plans and (2) pooled investment funds (mutual funds and private partnerships).

Carmel Capital Partners LLC (Carmel) is a holding firm, SEC-registered investment advisor, and hedge fund manager headquartered in San Diego, California. The firm was founded by Russell Silberstein and Anthony Josephson in 2002. Carmel offers investment advisory services to private investment funds and special purpose vehicles, high-net worth individuals, pension and profit-sharing plans, trusts, estates, and corporations. They also provide sub-advisory investment services to an outside, independent registered investment advisor.

The State Bar of California operates as an official attorney licensing agency. The non-profit company is based in San Francisco, CA. Elizabeth Rindskopf Parker has been the CEO of the company since 2015.

Summit Global Management, Inc. is an independent investment advisory firm headquartered in La Jolla, California. Founded in 1983, the firm provides investment advice to various types of clients.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

The Los Angeles County Bar Association (LACBA) is a voluntary metropolitan bar association that was founded in 1878. The non-profit company is based in Los Angeles, CA. It is one of the largest bar associations in the country and serves attorneys, judges, and other legal professionals through various committees, networking events, live and on-demand CLE programs, and pro bono opportunities. LACBA also provides public service and informational resources.

Girls Scouts San Diego is an organization that provides opportunities for girls to make new friends and have new experiences. Girls Scouts San Diego encourages girls to challenge themselves and participate in outdoor activities through their Girl Scouts Love the Outdoors Challenge. The organization is based in San Diego, CA, and the CEO is Jo Dee C. Jacob. The non-profit company offers volunteer opportunities for individuals who can give a day, a few weeks, or the whole year. The organization also hosts events such as the Volunteer Conference and summer camps for girls of all ages.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs.

Nexenta Systems, Inc. engages in the provision of software-based systems for data storage and backup solutions. It offers backup and archive, cloud, containers, file, virtualization, and 5G mobility solutions. The company was founded by Alex Aizman, Dmitry Yusupov, and Evan Powell in 2005 and is headquartered in San Jose, CA.

Valiant Capital Management LP (VCM) is an independent, SEC-registered investment advisor and hedge fund management firm headquartered in San Francisco, California. The firm was founded by Christopher R. Hansen in 2008. VCM provides investment management services to private investment funds that are offered to qualified purchasers.

Blue Ridge Capital LLC operates as a real estate investment company. It specializes in retail centers, but also considers other turn-around or opportunistic real estate investments. The company was founded by Fritz McPhail in 1999 and is headquartered in Atlanta, GA.

Morgan, Lewis & Bockius LLP provides legal consulting services. It specializes in transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. The company was founded in 1873 and is headquartered in Philadelphia, PA.

Part of PT MNC Kapital Indonesia Tbk, PT MNC Finance operates leasing, factoring, and consumer financing services. The company is based in Jakarta, Indonesia.

HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals.

Kieckhafer Schiffer LLP operates as an accounting and auditing firm. It offers tax, wealth creation, preservation and management and research and development tax services. The company was founded by James C. Kiechkhafer and is headquartered in 1991 and is headquartered in Irvine, CA.

PT Sigma Batara provides banking services. The private company is based in Jakarta, Indonesia.

PT MNC Asuransi Indonesia provides general insurance products and services. Its products include MNC travel express, family care, home express, total care and personal. The company is headquartered in Jakarta, Indonesia.

PT MNC Asset Management is an asset management firm headquartered in Jakarta, Indonesia. Formerly known as PT Bhakti Asset Management, the firm was founded in 1999 and is a wholly-owned subsidiary of PT MNC Kapital Indonesia Tbk (IDX: BCAP). MNC Asset Management manages a variety of investment products for individual and institutional investors, through various mutual funds and discretionary management services.