Jordan Fettman

Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology.

Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies.

GE Capital Equity Investments, Inc. operates as a private investment firm. The company was founded in 1995 and is headquartered in Stamford, CT.

oDesk Corp. develops and manages an online job marketplace. It offers recruitment and job placement services for website developers, software programmers, graphic designers, writers, customer service representatives, and virtual assistants. The firm offers enterprise solutions, payroll services, and health benefits. The company was founded by Odysseas Tsatalos and Stratis Karamanlakis in 2002 and is headquartered in Redwood City, CA.

Research Affiliates LLC is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2002 by Robert Arnott and Jason Hsu. They are a subsidiary of Research Affiliates Global Holdings LLC. Research Affiliates provides discretionary management and advisory services to private funds and discretionary and non-discretionary sub-advisory services to an independent, third-party investment adviser for unaffiliated registered investment companies, separately managed accounts and private funds.

Transamerica Financial Advisors, Inc. (TFA) is a dually registered investment advisor and broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1991 and is directly owned by AUSA Holding LLC, ultimately held by AEGON NV (NYSE: AEG, AMS: AGN), an international life insurance, pensions and asset management company based in The Netherlands. TFA provides investment advisory services to individuals, employer retirement plans, corporations or other businesses, trusts, estates and charitable organizations.

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.

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.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

LM Capital Group LLC (LM Capital) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 1989 by John Chalker and Luis Maizel. They are a subsidiary of LM Capital Management, Inc. LM Capital provides fixed income investment management services to institutional investors.

Comerica Bank & Trust, NA operates as a nationally chartered commercial bank. The company is headquartered in Ann Arbor, MI.

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.

Founded in 1999, Buchanan Street Partners, Inc. is a real estate investment management firm founded in 1999, headquartered in Newport Beach, California with additional offices in Atlanta, Chicago, Los Angeles, San Francisco and Vienna, Virginia. The firm manages investment funds on behalf of pension funds, insurance companies, high net-worth individuals and family offices.

Part of Comerica, Inc., Comerica Bank is a financial services company based in Dallas, TX. Comerica Bank is strategically aligned by three business segments: the commercial bank, the retail bank, and wealth management. The company focuses on building relationships and helping people and businesses be successful. Comerica Bank has over 400 banking centers across the country, with locations in several states, including Texas, California, and Michigan. The company reported total assets of $88.40 billion as of June 30, 2021. The company was founded by Marc J. Verissimo and has been led by CEO Curtis Chatman Farmer since 2008.

Part of Aristotle Capital Management LLC, Aristotle Pacific Capital LLC is a company that focuses on corporate credit securities. The company is based in Newport Beach, CA. The company helps clients improve portfolio diversification and total return by capturing value opportunities in credit securities. Aristotle Pacific Capital actively invests in corporate credit securities based on fundamental credit analysis to identify and realize relative value. The CEO of the company is Dominic D. Nolan. Aristotle Pacific Capital was acquired by Aristotle Capital Management LLC from Pacific Mutual Holding Co. on April 17, 2023.

Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Alphatrai Funds, Inc. is a private company based in Corte Madera, CA. Alphatrai Funds, Inc. was founded in 2018 by Andreas Roell. The CEO is Bruce I. Lavine.

Part of Aristotle Capital Management LLC, Aristotle Investment Services LLC provides access to advisor materials to support practice management and client conversations. The company is based in Newport Beach, CA, and the CEO of the company is Dominic D. Nolan. The company offers a family of mutual funds designed for growth, income generation, and diversification, with a focus on delivering consistent results to help shareholders meet their long-term financial goals. The company's funds are built to add diversification to a traditional fixed-income portfolio, with a focus on floating-rate loans and high-yield/high-risk corporate securities.