Andrew Angelico

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

Caxton Associates LP (Caxton) is an independent, SEC- registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded as the successor to Caxton Corp., which was founded in 1983 by Bruce Kovner. Caxton serves directly or indirectly as general partner, manager or advisor to several domestic and foreign private investment funds, and as a trading advisor to several foreign private investment funds.

HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments.

FTSE Group creates and manages stock indices. The firm provides indexing and analytic solutions. Its services are offered to pension funds, asset managers, ETF providers and investment banks for investment analysis, performance measurement, asset allocation and hedging. The company was founded by Mark Makepeace in 1995 and is headquartered in London, the United Kingdom.

Gallagher Fiduciary Advisors LLC (Gallagher) is a SEC-registered investment advisor headquartered in Rolling Meadows, Illinois. The firm was founded in 2008 and is a subsidiary of Gallagher Benefit Services, Inc., ultimately owned by Arthur J. Gallagher & Co. (NYSE: AJG). Gallagher provides retirement, investment advice/consulting and decision-making to institutional investors, which include public and private sector employee benefit plans (including multiemployer plans), charitable institutions, foundations, endowments, labor organizations, state or municipal government entities, hospitals, non-profit organizations, private trusts, corporations or business entities, and individuals.

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.

Angeles Investment Advisors LLC (Angeles) is an independent multi-asset investment firm headquartered in Santa Monica, California. The firm was founded in 2001 by Leslie Kautz, Michael Rosen and Howard Perlow. Angeles builds customized portfolios for institutional and private wealth investors.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

Dorchester Capital Advisors LLC provides investment services. The private company is based in Los Angeles, CA and has subsidiaries in the United States.

Wilshire Private Markets Group (WPMG) is a subsidiary of Wilshire Associates, Inc. The firm was founded in 1984 and headquartered in California.

Milken Institute provides research and analysis services in the areas of economic issues. The private company is based in Santa Monica, CA. Michael L. Klowden has been the CEO of the company since 2001.

Aon Investments USA, Inc. (AIUSA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1981 and is wholly owned by Aon Consulting, Inc., an indirect subsidiary of its ultimate parent Aon Plc (NYSE: AON) in Ireland. AIUSA provides professional investment advisory and consulting services to institutional clients.

Jeffrey Slocum & Associates, Inc. operates as a investment research and advisory firm. It focuses on global fixed income, global equities, alternative investments, and direct hedge fund strategies. The firm offers strategic integration of investments with an institution’s overall mission, objectives, and operations, investment policy development, asset allocation modeling, incorporating liabilities, spending, and liquidity considerations, risk budgeting, liability driven investment, investment manager selection, performance measurement and attribution analysis, investment policy compliance monitoring, transition management, fee negotiations and benchmarking, other service provider searches, education of clients staffs, committees, and other constituencies. The company was founded by Jeffrey Charles Slocum in 1986 and is headquartered in Minneapolis, MN.

Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research.

Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY.

The Pacific Financial Group LLC (TPFG) is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm was founded by Nicholas "Nick” Scalzo in 2006 as The Elements Financial Group LLC and changed their name to Pacific Financial Group LLC in 2019. TPFG offers discretionary investment advisory services to individuals, high-net worth individuals, trusts, estates and individual participants of retirement plans.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

AlphaCore Capital LLC (AlphaCore) is an independent, SEC-registered wealth advisory firm headquartered in La Jolla, California. The firm was founded by Richard “Dick” Pfister in 2015. AlphaCore provides investment management, financial planning and wealth preservation services to high-net-worth clients.

Motive Capital Management LLC (Motive Partner) is a private equity/venture capital firm founded in 2016 by Rob Heyvaert, Mike Hayford and Stephen C. Daffron. The firm is headquartered in New York.

Global Fund Group LLC provides investment advice.

The Financial Times Ltd. operates as a business news organization which publishes news, comments, data, and analysis for the global business community worldwide. It offers paid print and digital circulation modules. The firm’s products and services include macro policy intelligence to hedge funds, investment banks, and asset managers; financial publications and services in the areas banking, money management, and financial advisory for professional advisers, FDI intelligence, and professional wealth management; and Web applications development services. The company was founded in 1888 and is headquartered in London, the United Kingdom.

Founded in 2012, Tower Square Investment Management LLC (TSIM) is a registered investment advisor located in El Segundo, California. The firm is a subsidiary of Cetera Financial Group, Inc. and their ultimate parent is RCS Capital Corp. (OTCMKTS: RCAP). Tower Square provides services to other investment advisers, broker-dealers, and their clients. They do not contract directly with individual investors. Instead, they are hired by related firms to provide management services to their clients. TSIM's strategies are mostly used as a foundation for another investment advisors' advisory programs.