Kris B. Herrick

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY.

Part of SVB Financial Group, Alliant Partners LLC is an investment bank. The company is based in Palo Alto, CA. The company was founded by George von Gehr. Carlos Alfonso has been the CEO of the company since 1996. Alliant Partners was acquired by SVB Securities, Inc. on September 28, 2001 for $185 million.

RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients.

Part of Pacific Mutual Holding Co., First Capital Life Insurance Co. provides life insurance. First Capital Life Insurance was acquired by Pacific Mutual Life Insurance Co. of California from First Capital Holdings Corp. on April 27, 1992.

Jurika Mills & Keifer LLC (JMK) is an independent investment advisory firm headquartered in Lafayette, California. The firm was initially founded in 2001 as Jurika & Associates. Their name was changed to JMK Investment Partners LLC in 2003 and then became Jurika, Mills & Keifer, LLC in 2005. JMK provides investment management and financial advisory services to a select group of individuals, families, foundations and institutions. The firm has merged with Cerity Partners LLC in 2023.

Capital Insight Partners LLC is a multi-asset class portfolio manager that guides clients in strategy, portfolio management, fiduciary, and legacy needs. The private company is based in Scottsdale, AZ. The company works with high net worth families, corporate retirement plans, and institutions, and also serve as a separately managed account (SMA) institutional manager for other financial advisors and their clients. The company was founded in 2008 by Steven Thomas Nelson and Susan Christine Anastasiadis, with Steven Thomas Nelson serving as the CEO since 2008.

Eco.logic Brands, Inc. produces recycled paper laundry detergent bottles. It also designs and manufactures recyclable packaging solutions for consumer applications. The firm offers ready-to-fill bottles to hold pourable liquid or dry products. The company also offers cardboard bottles through stores in the United States, Canada and the Caribbean. Eco.logic Brands was founded by Julie Corbett on May 2008 and is headquartered in Oakland, CA.