Tony Perez

General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT.

iShares, Inc. exchange Traded Fund. The Company operates as an open-end management investment company. iShares was founded on September 1, 1994 and is headquartered in San Francisco, CA.

Trinity3 Corp. provides healthcare services. It operates through its subsidiary Skyline Orthopedics, Inc., which engages in the marketing and distribution of durable medical equipment and billing systems, to hospitals, physician groups, and healthcare insurance providers in California and Nevada. Skyline’s products include Continuous Passive Motion equipment, and a wide variety of orthopedic soft goods, including braces and supports for arms, elbows, knees and legs. Additionally, Skyline provides services and support for the administration, maintenance, and receivable collection functions associated with practice groups utilizing durable medical equipment products, offering custom tailored billing and collection services for practice groups requiring custom tailored services. The company was founded on April 13, 1999 and is headquartered in Newport Beach, CA.

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.

The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason.

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.

Latham & Watkins LLP operates as a full-service law firm or legal matters. It offers services in the areas of finance, litigation, accounting, banking, life sciences, private equity, real estate, government relations, employment law, and outsourcing. The company was founded in 1934 and is headquartered in New York, NY.

NAIOP, Inc. operates as a commercial real estate development association for developers, owners, and investors of office, industrial, retail, and mixed-use real estate. It offers advocacy, educational programs, and business and networking opportunities. The company was founded in 1967 and is headquartered in Herndon, VA.

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.

Republic Financial Corp. (Republic Financial) is a private equity firm founded in 1971. The firm is headquartered in Denver, Colorado.

Summit Investment Management Ltd. (Summit) is a SEC-registered investment advisor and wealth management firm headquartered in Greenfield, Wisconsin. The Edward J. Gaffney & Elizabeth A. Gaffney Revocable Trust, the Chandler Herrera Family Trust, and Thomas A. Carroll are the principal owners of the firm. Founded in 1987, Summit offers a wide range of investment portfolios for individuals, institutions and businesses.

Renovo Capital LLC (Renovo Capital) is a private equity firm founded in 2009 by Mark Barbeau, Donald W. Jungerman and Scott Lavie. The firm is headquartered in Dallas, Texas.

National Defense Industrial Association engages in the defense and national security education. It offers courses such as configuration and data management certification program, defense systems acquisitions management, mastering business development, and certified modeling and simulation professional certification program. The company was founded in 1919 and is headquartered in Arlington, VI.

AFCEA International is engaged in the provision of information technology, communications, and electronics services to military and government industry. The firm offers leadership, engagement, and networking opportunities. It focuses on cyber, command, control, communications, computers and intelligence to address national and international security challenges. The company was founded in May 1946 and is headquartered in Fairfax, VA.

AIM ETF Products Trust operates as an open-end management investment company. Its investment types include Flexible Exchange options, cash equivalents and temporary investments, other investment companies, exchange-traded funds, and futures contracts. The company was founded on December 17, 2019 and is headquartered in Minneapolis, MN.

Founded in 1991 by Philip Paul, Paul Capital Partners LP is a private equity firm located in San Francisco with additional offices in New York City, Hong Kong, London, Paris and São Paulo.

iShares Gold Trust Micro engages in owning gold transferred to the trust in exchange for shares issued by the trust. Its objective is to reflect generally the performance of the price of gold. The company was founded in February 2019 and is headquartered in San Francisco, CA.

BlackRock Institutional Trust Co. NA is a national banking association headquartered in San Francisco, California. The firm was founded in 1999 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately owned by BlackRock, Inc. (NYSE: BLK). They operate as a limited purpose trust firm.

Part of BlackRock, Inc., iShares Delaware Trust Sponsor LLC provides investment services. The company is based in New York, NY. Shannon Ghia has been the CEO of the company since 2022.

Assets International LLC provides private investigation services. It specializes in locating missing heirs and beneficiaries around the world. The company was founded by Neal Duchin in 2001 and is headquartered in Southfield, MI.

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.

U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors.