Kevin Richard Vanderbilt

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

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.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

PIMCO Europe Ltd. (PIMCO-Europe) is the Great Britain-based subsidiary of PIMCO Global Advisors LLC, ultimately held by Allianz SE (FR: ALV; ADR: AZSEY) in Germany. Established in 1997, PIMCO-Europe is headquartered in London with additional branches in Europe and global offices in Asia, Australia, and the Americas. The firm provides fixed-income investment management services to clients in Great Britain, Europe and the Middle East. In addition to corporate pension funds, their clientele includes foundations, endowments, public retirement plans, central banks and corporate treasury departments. They also serve retail and high-net worth individuals. PIMCO Europe manages discretionary accounts, institutional funds and mutual funds. The firm is involved in the institutional wholesale business, and sub-advises portfolios for third-party fund-of-fund managers.

Founded in 2001, Partnervest Advisory Services LLC is a registered investment advisor located in Santa Barbara, California. The firm provides financial services to individuals, pension and profit sharing plans, trusts, estates, charities, corporations and other business entities.

Solomon Asset Management provides investment advice. The private company is based in Colorado Springs, CO.

Anfield Group LLC provides financial consultant services. The company was founded by David Young and is headquartered in Newport Beach, CA.

Foundations Investment Advisors LLC (FOUNDATIONS) is an independent registered investment advisor headquartered in Phoenix, Arizona. The firm was founded by Bryon Rice in 2015. FOUNDATIONS provides investment advisory services individuals including those with high net worth, pension and profit-sharing plans, including plan participants, trusts, estates, 401(k) sponsor plans and Individual Retirement Accounts (IRA, SEP, ROTH IRA,) charitable organizations, corporations and other business entities, including sole proprietorships.

Simplify Asset Management, Inc. (Simplify) is a SEC-registered investment advisor and holding firm headquartered in New York City. Simplify was founded by Paul Kim and David Berns in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies.

Partnervest Financial Group LLC provides financial services platform including wealth management, traditional investment management and true alternative investments services. Its services include advisor services, practice management, and investor services. The company was founded by Kenneth R. Hyman in 2001 and is headquartered in Santa Barbara, CA.