Dan Tamkin

Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.

Summit Therapeutics Ltd. operates as a holding company, which engages in the discovery, development, and commercialization of antibiotic medicines. The company seeks to expand its product candidate portfolio through the development of new mechanism and precision antibiotics. Summit Therapeutics was founded by Stephen Graham Davies and Kay Dame Davies in January 2003 and is headquartered in Abingdon, the United Kingdom.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

CreditSights, Inc. is an independent investment research firm headquartered in New York City. The firm was co-founded by Paul Ciasullo, Reena Mithal, Glenn Reynolds and Peter Petas in 2000. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. CreditSights provides fundamental, in-depth credit research for buy-side decisionmakers, sell-side intermediaries and wealth managers and private banks globally. The firm actively covers more than 5,000 companies in North America, Europe, and Asia-Pacific representing over 56 countries.

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.

Ecolane Finland Oy develops transit scheduling software and services. It delivers a suite of powerful, platform-independent tools and services to manage, monitor, and assess system and employee performance in real-time. The firm delivers technical platform and sells ride sharing software solutions. It serves organizations such as public transit systems of all sizes, municipal bus lines, government transit networks, and college and universities. The company was founded by Antti Tapio Hannula and Sami Ilari Pöykkö in 2002 and is headquartered in Espoo, Finland.

Alvarez & Marsal, Inc. engages in the provision of consulting services. It offers business advisory, performance improvement, turnaround management, and interim management services. The company was founded by Antonio Clemente Alvarez II and is headquartered in New York, NY.

The Gores Group LLC (Gores Group) is a private equity firm, a subsidiary of AEG Holdings, Inc. founded in 1987 by Alec E. Gores. The firm is headquartered in Los Angeles, California.

Robert W. Duggan & Associates provides investment advisory services. The firm also offers portfolio management, financial planning, and consulting services. The company was founded by Robert W. Duggan and is headquartered in Santa Barbara, CA.

Imagine Communications, Inc. provides digital video solutions for content providers and system operators. The company was founded in 2005 and is headquartered in San Diego, CA.

Santa Barbara Museum of Natural History operates as non-profit organization, which exhibits regional natural history. Its collections include anthropology, invertebrate zoology, library and archives, vertebrate zoology, and antique prints. The company was founded by William Leon Dawson in 1916 and is headquartered in Santa Barbara, CA.

Tiger Group LLC provides advisory, valuation, auction, management, and disposition services. The private company is based in New York, NY, and has subsidiaries in the United States.

CleanPath Ventures LLC (CleanPath Ventures) is a venture capital firm founded in 2004 by Matt Cheney and Kevin Berardo. The firm is headquartered in San Francisco, California.

Voxtel, Inc. engages in the development and manufacture of photonic and electro-optic devices and systems. It offers laser rangefinders, lasers, photoreceivers, detector arrays, focal plane arrat and flash ladar FPAs, and readout integrated circuits. The company was founded in 1999 and is headquartered in Beaverton, OR.

City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions.

Pharmacyclics, Inc. develops drugs to treat cancer. The private company is based in Sunnyvale, CA. Robert William Duggan has been the CEO of the company since 2015.

Human Longevity, Inc. provides precision health analytics to individuals through the Health Nucleus. The Health Nucleus is an assessment of current and future risk for cardiac, oncologic, metabolic and cognitive diseases and conditions. The firm offers database of sequenced genomes and phenotypic data. The company was founded by J. Craig Venter, Robert Joseph Hariri Gordon, and Peter H. Diamandis in 2013 and is headquartered in San Diego, CA.

Imagine Communications Corp. engages in the development of audio and video tools for media companies. Its products offer media companies to use every day to inform and entertain audiences around the world. The firm's technology can be found anywhere that media delivery is taking place. The company is headquartered in Frisco, TX.

Formagrid, Inc. provides an online tool for managing and manipulating data. The firm offers Airtable, an organizational tool that makes make data more accessible on mobile devices, by combining spreadsheets with relational databases. It give users access to information when and where they need it, by making it available both on the web and via mobile app. The company was founded by Howie Liu, Emmett Nicholas, and Andrew Ofstad in 2013 and is headquartered San Francisco, CA.

Postal Io, Inc. engages in the provision of sales and marketing platform. The company was founded by Erik Kostelnik and Jed Danner and is headquartered in San Luis Obispo, CA.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).