Aaron Wu

Torray Investment Partners LLC (Torray) is an independent, SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Robert Torray in 1972. Torray provides investment supervisory services to private accounts and an open-end registered investment company.

MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc.

Universal Cos., Inc. provides spa and skin care products. It distributes products, equipment, and supplies to spas, skincare professionals, resort, and destination properties. The company was founded by Marti Morenings and G. H. Morenings in 1982 and is headquartered in Abingdon, VA.

HelloWallet LLC provides online financial guidance services. The firm is an independent financial management and guidance website which helps its members to take control of finances. The company was founded by Matt Fellowes in 2009 and is headquartered in Washington, DC.

Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Gold's Gym International, Inc. provides physical fitness services. It offers group exercise, personal training, cardiovascular equipment, spinning, pilates, and yoga services. The company was founded in 1965 and is headquartered in Dallas, TX.

Pulse Metric, Inc. provides non-invasive hemodynamic monitoring devices. The firm engages in developing, manufacturing and marketing products and services that transform a simple blood pressure reading into a functional profile of the patient’s cardiovascular system, including cardiac output, vessel compliance, vascular resistance and left ventricular contractility. The company was founded by Shaw Y. Lin and Shiu-Shin Chio in 1990 and is headquartered in Vista, CA.

HighTower Advisors LLC (HighTower) 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. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals.

Cresset PKP LLC is a wealth management firm headquartered in Reston, Virginia. Formerly known as PagnatoKarp Partners LLC, the firm was founded by Paul Pagnato Jr. and David Karp in 2016. They were acquierd in 2020 by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Cresset PKP provides investment advisory, family office, and other services to individuals, families, and institutional clients.

Cresset Asset Management LLC (Cresset) is s a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded in 2017 by Douglas Regan and Jack Ablin. They are a subsidiary of Cresset Capital Management LLC, owned by Cresset Manager LLC. Cresset offers investment advisory and family office services to individuals, high-net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, other business entities and pooled investment vehicles.

Anvil Media, Inc. offers search engine marketing services. It specializes in search engine optimization, pay-per-click management, online reputation management and social media marketing services. It also offers paid media, social media, content marketing, analytics and website development services. The company was founded by Kent Lewis in 2000 and it is headquartered in Portland, OR.

The Telecommunications Industry Association promotes business environment for companies involved in telecom, broadband, mobile wireless, IT, cable, satellite and communications industry. The company was founded in 1924 and is headquartered in Arlington, VA.

Campbell Wealth Management, Inc. (CWM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Alexandria, Virginia. Founded in 2003, CWM provides wealth management services exclusively for individuals 55 and older who are near or in retirement.

Fortify Ventures LLC (Fortify Ventures) is a venture capital firm founded in 2011 by Jonathon Perrelli. The firm is headquartered in Washington, District of Columbia.

BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients.

ROCS, Inc. provides staffing services. Its services include temporary staffing, temp-to-hire staffing, direct hire placement, and college recruitment. The company was founded by Brandon Labman and Tom Moore in 2003 and is headquartered in Herndon, VA.

Patricio Enterprises, Inc. provides business solutions. It specializes in program management and related systems acquisition support disciplines acquisition logistics, finance and systems engineering, manpower, personnel and training analysis, supply chain analysis management and strategic business initiatives development and implementation. The company was founded in 2005 and is headquartered in Stafford, VA.