Jim Dowd

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

American Assets Investment Management LLC (AAIM) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 2002, AAIM offers discretionary investment advisory services exclusively to qualified investors through pooled investment vehicles and separately managed accounts.

CoolVines, Inc. operates wine retail stores in Westfield and Princeton, New Jersey. It also offers wine-tastings, wine dinners, wine classes, and other services. The company is headquartered in Princeton, NJ.

North Capital Private Securities Corp. provides prime brokerage and technology application services to financial marketplaces. It offers alternative investments, marketplace solutions, and advisory services. The company was founded Jim Dowd on May 30, 2012 and is headquartered in Midvale, UT.

Realty Mogul Co. develops opportunities to invest in real estate with accredited investors. It offers institutional quality deals for clients who want to invest in commercial real estate services. The company was founded by Jilliene Helman and Justin Hughes in 2012 and is headquartered in Los Angeles, CA.

iSelect Fund Management LLC (iSelect Fund) is a venture capital firm founded in 2012 by Nicholas Schopp, Carter Williams and Scott Levine. The firm is headquartered in St. Louis, Missouri.

Domini Impact Investments LLC (Domini) is an independent registered investment adviser and mutual fund firm headquartered in New York City. The firm was founded by Amy Domini Thornton in 1997. Domini serves individual and institutional investors who wish to create positive social and environmental outcomes while seeking competitive financial returns.

UBS AG (Investment Management) (UBS-IM) is the Swiss investment management division of UBS AG, itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Formerly known as UBS Global Asset Management Switzerland, the firm was founded in 1998 when Union Bank of Switzerland and Swiss Bank Corporation merged. Headquartered in Zurich and has additional office in Basel, UBS-IM manages a range of investment funds and offers investment management services for institutional, corporate and private clients.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Arab Bank Australia Ltd. engages in the provision of banking and financial products and services. Its offerings include banking for individual and corporate clients, insurances, and personal, business, and home loans. The company was founded in 1986 and is headquartered in Sydney, Australia.

American Assets, Inc. operates as a real estate company. It owns, operates, acquires and develops retail and office properties. The company was founded in 1967 and is headquartered in San Diego, CA.

Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY.

Rudolf Steiner Foundation, Inc. provides financial investment services. The firm specializes in investing, lending and giving, sustainable food and agriculture, ecological stewardship, education and the arts. The company was founded by Mark A. Finser, Siegfried Finser, Ann Stahl, Philip Mees and John Alexandra in 1936 and is headquartered in San Francisco, CA.

DW Media LLC provides online personal finance assistance for women. It offers a directory of financial advisors and business experts to help women at every life stage. The firm delivers advice across all areas of finance, career and entrepreneurship via daily email (sign up!) and website. The company is headquartered in Philadelphia, PA.

Injaz Al-Arab operates as a non-profit organization that promotes youth education and training in the Arab World under three pillars: workforce readiness, financial literacy and entrepreneurship. The company was founded by Omar Kutayba Yusuf Al-Ghanim in 1999 and is headquartered in Amman, Jordan.

GPB Capital Holdings LLC (GPB Capital) is a private equity firm founded in 2013 by David Gentile. The firm is headquartered in New York.

American Assets Capital Advisers LLC (AACA) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 2013, AACA manages separate accounts and mutual funds for institutions and individuals. focusing on global real estate securities, which include REITs, real estate operating companies, lodging and gaming, housing, land development and real estate services, and real estate finance.

Committed Capital LLC engages in the provision of investment services. The company was founded by David Wieder and is headquartered in Sherman, UT.