Richard Bruce Morgan

Genentech, Inc. develops, manufactures and markets pharmaceutical products for life-threatening medical conditions. It studies various areas including oncology, immunology, neuroscience, ophthalmic diseases, microbial pathogenesis, metabolic diseases, cardiovascular diseases, and opportunistic areas. The company was founded by Herb W. Boyer and Robert A. Swanson in 1976 and is headquartered in South San Francisco, CA.

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Lockheed Martin Investment Management Co. (LMIMCo) is a pension fund management firm headquartered in Bethesda, Maryland. The firm is wholly owned by Lockheed Martin Corp. (NYSE: LMT). LMIMCo has the fiduciary responsibility for making investment decisions related to the assets of their parent company’s post-retirement benefit plans.

Citizens Bank, NA (Investment Management) (Citizens Bank-IM) is the investment management division of Citizens Bank, NA, ultimately owned by Citizens Financial Group, Inc. (NYSE: CFG). The firm manages assets for individuals and institutions. Citizens Bank-IM is headquartered in Providence, Rhode Island.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Opus Investment Management, Inc. (Opus) is a SEC-registered investment advisor headquartered in Worcester, Massachusetts. They began as the asset management division of the former State Mutual Life Assurance Co. of America (State Mutual), incorporated in 1844 in Worcester, Massachusetts. The firm was founded in 1985, doing business first as SMA Financial Corp. and then as Allmerica Asset Management, reflecting corporate parentage. In 2003, their name was changed to Opus Investment Management, Inc. They are a wholly-owned subsidiary of The Hanover Insurance Group, Inc. (NYSE: THG) (previously Allmerica Financial Corp.). Opus generally offers discretionary investment advisory services on fixed income products to institutional investors such as insurance companies, self-insurance groups and other financial institutions. For some of their clients that wish to have equity market exposure, the firm also offers advisory services related to mutual funds and exchange traded funds.

The Newark Group, Inc. manufactures and sells recycled paperboard products. Its products include concrete forming tubes, industrial grades, graphic board, looseleaf, books, and puzzle boards. The company was founded in 1912 and is headquartered in Cranford, NJ.

Velos Medical Informatics, Inc. makes disease management software for the renal dialysis, transplantation, and oncology markets. The private company is based in Fremont, CA and has subsidiaries in United States.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

The Urban Land Institute operates as a non-commercial research organization. It provides leadership in the responsible use of land and in creating and sustaining thriving communities worldwide. The company was founded on December 14, 1936 and is headquartered in Washington, DC.

San Francisco Symphony provides symphony orchestra presentations. The firm enriches, serves, and shapes cultural life throughout the spectrum of bay area communities. It offers performer’s series, south bay, organ and chorus concerts, open rehearsals, chamber music, youth orchestra concerts, family-friendly concerts and special events. The company was founded in 1911 and is headquartered in San Francisco, CA.

The UCSF Foundation promotes and supports the interests and welfare of the University of California San Francisco and the UCSF Medical Center. The UCSF Foundation’s daily operations are administered by a development staff responsible for major gifts, planned giving, corporate and foundation gifts, annual giving, development communications, alumni relations and campus events

San Francisco Ballet Association operates professional ballet programs and other related services. The firm performs the first American productions of Swan Lake and Nutcracker as well as the American Coppélia. The company was founded in 1933 and is headquartered in San Francisco, CA.

Jewish Community Relations Council of New York, Inc. is a non-profit organization, which engages in advocating and ensuring the rights, interests, and values of the New York Jewish community. The company was founded in 1976 and is headquartered in New York, NY.

SinuSys Corp. develops medical device therapies to improve the sinus health of patients with chronic sinusitis. Its products include Vent-OS sinus dilation system, Restora steroid-eluting spacer, and SinuSys product pipeline. The company was founded by Jerome Hester and Thomas A. Schreck in 2010 and is headquartered in Palo Alto, CA.

Whitegate Investment Counselors, Inc. (WICI) is an independent, SEC-registered asset management firm headquartered in Concord, New Hampshire. The firm was founded in 1992 under the name of Whitegate Investment Counselors, Inc. On December 2015, Taylor, Cottrill LLC merged with Whitegate Investment Counselors, Inc. and became Taylor, Cottrill, Erickson & Associates, Inc. In 2021, they changed their name back to Whitegate Investment Counselors, Inc. WICI provides advisory services to individuals and high-net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

Velos, Inc. provides an internet-based platform for clinical research and medical records management. Its clinical research management suite includes Velos eResearch, Velos eCompliance, Velos eSample and Velos eTools. The firm's specialty products include Velos eCardio, Velos Transplant, Velos Renal, Velos Aversi, Velos Farsima, Velos Stafa, and Velos IDS. Its products integrate the clinical, administrative and financial information needs of research management. The company was founded in 1996 by Amar P. S. Chahal, John S. McIlwain and N. Venu Gopal and is headquartered in Fremont, CA.

CerraCap LLC (CerraCap) is a venture capital firm founded in 2015 by Saurabh Ranjan and Saurabh Suri. The firm is headquartered in Costa Mesa, California.