Nick McLaughlin

Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.

Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund.

Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.

Westmount Asset Management LLC (Westmount) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Berliner and James E. Berliner in 1990. Westmount provides various investment advisory services to pension and profit-sharing plans, non-profits, estates and trusts, corporations, partnerships and individuals.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Canterbury Consulting, Inc. provides investment advisory services. Its services include institutional advisory, outsourced and discretionary management and wealth management. The company was founded by Robinson Cluck in 1998 and is headquartered in Newport Beach, CA.

Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela.

3F Therapeutics, Inc. develops, manufactures, and markets cardiovascular devices. The firm's products include Aortic Bioprosthesis, a biological replacement aortic heart valve to maintain flow characteristics after implant. The company was founded by Theodore C. Skokos in 1998 and is headquartered in Lake Forest, CA.

Philadelphia Financial Management of San Francisco LLC (Philadelphia Financial) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded by Jordan Hymowitz and Justin Hughes in 2004 and they are a subsidiary of Philadelphia Financial Management of San Francisco LP. Philadelphia Financial provides discretionary investment advisory services to four private investment funds.

Verus Advisory, Inc. provides investment consulting services. Its services include investment policy development, manager searches, asset allocation, and performance evaluation. The company was founded by William Wurts in 1986 and is headquartered in Seattle, WA.

DBX Advisors LLC is a SEC-registered investment advisor Headquartered in New York City. The firm was founded in 2010 and is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (NYSE: DB, ETR: DBK). DBX Advisors manages Xtrackers ETFs on behalf of individual and institutional clients.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

California Institute of Technology provides education focusing on science, engineering, academia, business, and public service. The company was founded in 1891 and it is headquartered in Pasadena, CA.

Westlake Services LLC provides financial services. It offers auto finance, equity loans, and motorcycle loans. The company was founded by Don Rufus Hankey in 1978 and is headquartered in Los Angeles, CA.

Triad Financial Services, Inc. operates as a housing finance company. The firm provides mortgage and insurance services to the construction industry. The company was founded in 1959 and is headquartered in Jacksonville, FL.

National Automotive Finance Association, Inc. operates as a trade association, which serves the non-prime auto financing industry. It offers consumer credit compliance certification and compliance certificate programs. The company was founded in 1996 and is headquartered in Hanover, MD.

Western Funding, Inc. provides automobile financing services. It uses automated decisioning platform to provide dealer partners with decisions in seconds. The company was founded in 1962 and is headquartered in Las Vegas, NV.

Fjord Ventures Inc (Fjord Ventures) is a venture capital firm founded in 2005 by Olav B. Bergheim. The firm is headquartered in Laguna Hills, California.

Harvey & Co. LLC is a private company that provides investment services to manufacturing, industrial & business services, healthcare, value-added distribution, energy, consumer and financial services sectors. The company was founded in 1998 and it is headquartered in Newport Beach, CA.

Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms.

Oaktree Capital Management LP (Oaktree) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Howard Marks, Bruce Karsh, and Sheldon Stone in 1995 as an LLC and was reorganized as an LP in 2007. They are a subsidiary of Oaktree Capital Management GP LLC, ultimately held by Brookfield Corp. (NYSE, TSX: BN) in Canada. Oaktree provides advisory services to clients with separately managed accounts and to private limited partnerships and other pooled investment vehicles for which either Oaktree or an affiliate acts as general partner and/or investment manager. The firm is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (UNPRI).

OCM Distressed Debt Group (OCM) is an private equity firm founded in 1995 by Bruce Allen Karsh and Sheldon Michael Stone. The firm is an operating division of Oaktree Capital Management LP. The firm is headquartered in Los Angeles.

University of Hawai'i at Hilo engages in the provision of services relating to higher education. It offers bachelor’s degrees, minors, master’s degrees, doctoral degrees, certificate programs, graduate certificate programs, and distance learning. The company was founded in 1947 and is headquartered in Hilo, HI.

Part of PT Cropsco Panen Indonusa, PT Sumber Kita Indah distributes ethanol. The company is based in Bekasi, Indonesia. Donny Winarno has been the CEO of the Indonesian company since 2003.

Chevron Technology Ventures LLC (Chevron Technology Ventures) is a venture capital subsidiary of Chevron Corporation founded in 1999 by Don Riley. The firm headquartered in San Ramon, California.

Part of PT Cropsco Panen Indonusa, PT Molindo Raya Industrial engages in the production of ethanol fuel. The company is based in Malang, Indonesia. The Indonesian company was founded in 1973. The CEO is Adikin Basirun.