Doug Breeden

Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.

Founded in 1982, Smith Breeden Associates, Inc. is a registered investment advisor headquartered in Durham, North Carolina. The firm manages equity and fixed-income portfolios for institutional investors including pension plans and financial institutions

Community First Financial Group, Inc. is a bank holding company. The company is based in Chapel Hill, NC. Community First Financial Group was acquired by BNC Bancorp on June 02, 2014 for $25.96 million.

Harrington West Financial Group, Inc. provides banking services. The company was founded on January 30, 1996and is headquartered in Solvang, CA.

Los Padres Bank operates as a federally chartered savings bank. It offers checking, savings, money market, individual retirement accounts, certificates of deposit, mortgages, letters of credit, debit cards, and ATM & credit cards services. The company also provides home equity, small business, government, real estate, term loans, overdraft protection, cash management, and online banking services. The company was founded in 1982 and is headquartered in Solvang, CA.

Amundi Pioneer Institutional Asset Management, Inc. (APIAM) is a registered investment adviser headquartered in Boston, Massachusetts. The firm is a subsidiary of Amundi Pioneer Investment Management USA, Inc. and their ultimate parent is Rue la Boetie SAS. APIAM provides investment advisory services to various entities including unregistered pooled investment vehicles, CITs, pension and profit sharing plans and separate account clients such as charitable organizations, endowments, high-net worth individuals, corporations and other businesses, central and supranational banks and state and local retirement boards.

The Common Fund For Nonprofit Organizations is an investment firm that focuses on equity bias, diversification, and prudent use of illiquid investments. The non-profit company is based in Wilton, CT. The company provides educational information about institutional investing through their research materials. The company hosts an investment conference called Commonfund Forum, which is designed for institutional investors representing nonprofit institutions, public pensions, and family offices. The company was founded in 1971. The CEO is Mark Jonathon Anson.