Richard Gordon Brown

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.

Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors.

Brighthouse Investment Advisers LLC (BIA) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1994 as MetLife Advisers LLC and changed their name into Brighthouse Investment Advisers LLC in 2017. They are a subsidiary of Brighthouse Holdings LLC, which is owned by Brighthouse Financial, Inc. (NASDAQ: BHF). BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, their clients are holders of Marquis Portfolios variable annuity contracts. As noted above, the firm also serves as investment adviser to certain investment companies registered under the 1940 Act.

Pathway Capital Management LP (Pathway Capital) is a private equity/ venture capital firm founded in 1993. The firm is headquartered in Irvine, California.

Medco Health Solutions, Inc. retails drugs, pharmaceuticals and other health products through online. The firm provides pharmacy services which are designed for private and public employers, health plans, labor unions government agencies of all sizes and individuals. The company was founded in June 1983 and is headquartered in Franklin Lakes, NJ.

R. W. Pressprich & Co. (RWP) is an employee-owned institutional broker-dealer headquartered in New York City. Founded in 1909, RWP’s principal focus is to provide fixed-income relative value and market timing research for clients.

Founded in 1997, Imperial Capital LLC is a full-service investment banking firm and broker/dealer headquartered in Los Angeles. The firm is a subsidiary of Imperial Capital Group LLC and their ultimate parent is Imperial Capital Group Holdings LLC. Imperial Capital offers a range of proprietary products and services to institutional investors, middle-market companies and private equity firms. The firm provides institutional clients research and sales and trading of high yield and distressed debt securities, bank debt, convertible bonds, preferred stocks, and equities. They also provide middle-market companies and financial sponsors with capital markets, M&A, capital structure, restructuring and recapitalization advisory services. For their institutional clients, Imperial Capital offers a variety of research products including bank debt, investment grade debt, high yield, distressed and special situations, convertibles and busted convertibles, equities, preferred securities and industry analysis. Imperial Capital's research focuses on the following sectors: aerospace, defense and government services; airlines/transportation; business services; clean energy; consumer; energy; financial services; gaming and leisure; general industrials; healthcare; homebuilding and real estate; media and telecommunications; security and homeland security; and technology.

JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

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.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Part of Tecomet, Inc., Greenwich Partners LLC is a company that provides financial and brokerage services. The company is based in Greenwich, CT. Greenwich Partners was acquired by Ultrexx, Inc. on February 20, 2001.

Part of Atlas Copco AB, Trident Systems, Inc. is a full service integrator for the solid woods sector of the forest products industry. The company is based in Fairfax, VA. Trident Systems was acquired by Perceptron, Inc., part of Atlas Copco AB from December 22, 2020 on May 01, 1997. The company was founded in 1985 by Nick Karangelen.

New Horizons Computer Learning Centers, Inc. offers information technology training services. The company was founded in 1982 and is headquartered in Anaheim, CA.

PT Rajawali Corp. provides telecommunication, hotel, and consumer goods. It also offers retail and transportation services. The company was founded in 1984 and is headquartered in Jakarta, Indonesia

Adventist Health Glendale provides healthcare services. The firm offers behavioral medicine, cancer, chaplain, childcare, diabetic, diagnostic imaging, orthopedic, heart, and vascular services. company was founded in 1905 and is headquartered in Roseville, CA.

Hire Networks, Inc. provides recruiting, staffing, and search services. It provides finding and screening personnel for the technology, life sciences, and financial services sectors. The company was founded by Craig Stone in April 2001 and is headquartered in Raleigh, NC.

Part of Deutsche Telekom AG, Sprint International, Inc. is a company based in Shawnee Mission, KS.

Vizio Holdings, Inc. engages in the designing and distribution of high-definition televisions. It offers audio and video equipment, plasma and liquid crystal display televisions, and sound systems. The company was founded by William Wang, Kenneth Lowe and LaLaynie Newsome in October 2002 and is headquartered in Irvine, CA.

PT Apac Inti Corpora is a private company based in Tangerang, Indonesia. and has subsidiaries in Indonesia. The Indonesian company was founded in 1989 by M. Maniwanen. Deepak Anand has been the CEO of the company since 2020.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

Kellogg Brown & Root Services, Inc. provides engineering, construction, and technology services. The company was founded on January 14, 1997 and is headquartered in Houston, TX.

Technology & Supply Management LLC provides logistics support services to the united states military. It specializes in planning and demand forecasting, sourcing and procurement, warehousing, communications development, software integration, and building construction services. The company was founded in 2011 and is headquartered in Fairfax, VA.

DemandGen International, Inc. provides consulting services. It specializes marketing automation consulting, lead management, lead nurturing, lead scoring, demand generation, demand funnel management, reporting and measurement areas. The company was founded by David Lewis in 2007 and is headquartered in San Ramon, CA.

TCW Direct Lending LLC invests in small, middle market, and large companies located in the United States. The fund targets companies operating in a broad range of sectors and industries. The fund provides financing in the form of equity and debt and participates in growth, later stage, leverage buyouts with an investment size between $25 and $150 million.

PT World Harvest Textile operates textile mills. The private company is based in Jakarta, Indonesia. Tony Pesik has been the CEO of the Indonesian company since 2017.

Orange County Rescue Mission, Inc. provides community housing, health care and food services. Its services include guidance, counselling, education, job training, shelter, food, clothing, and independent living communities. The company was founded in 1963 and is headquartered in Tustin, CA.

TAP Advisors LLC provides investment banking services. It offers financial advisory services and capital raising solutions. The firm provides services in the areas of mergers and acquisitions, private financing, and cross-border and international transactions. The company was founded in 2009 and is headquartered in New York, NY.

TAP Investors LLC (TAP Investors) is a venture capital subsidiary of TAP Advisors LLC founded in 2009 by Karim Fouad Tabet and F. Davis Terry. The firm is headquartered in New York.