Elaine Hahn

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY.

Dodge & Cox is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Van Duyn Dodge and Morrie Cox in 1930. They manage money for individuals and institutions globally with a single investment philosophy.

Scharf Investments LLC (Scharf) is an independent, SEC-registered independent investment advisor and wealth management firm headquartered in Los Gatos, California. The firm was founded by Jeffrey Scharf in 1983. Scharf provides investment advice and portfolio management for individuals, registered investment companies, retirement accounts, trusts, family offices, corporations, endowments and foundations through separately managed client accounts. The firm participates in certain wrap fee programs acting as a sub-adviser to an investment sponsor.

Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans.

Part of Larraín Vial SA, Larrainvial Securities US LLC is a company based in Santiago, Chile.

Kassel Equity Group LLC (Kassel Equity Group) is a private equity firm founded in 2010 by Thomas Werner. The firm is headquartered in Dublin, Ohio.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

California Pacific Medical Center operates medical centers. It offers acute and specialty care services including obstetrics, gynecology, cardiovascular, pediatrics, neurosciences, orthopedics, and organ transplantation. The company is headquartered in San Francisco, CA.

Willamette Management Associates provides financial advisory and business valuation services. The company's services include tax planning and compliance, litigation support, bankruptcy, reorganization, and strategic planning services. The company was founded in 1969 and is headquartered in Chicago, IL.

QCM LLC, do-business-as Quantum Capital Management, is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1996 by Howard Aschwald and Stephen Bradley. They are a wholly-owned subsidiary of Sterling Bank & Trust, FSB, itself a subsidiary of Sterling Bancorp, Inc. (NYSE: STL). QCM provides investment advisory services to individuals, trusts, estates, corporations, business entities and other financial services firms.

Unigroup CA is a private company that provides moving and logistics services. The company is based in Fenton, MO and has subsidiaries in Spain, United Kingdom, Singapore and United States. The company was founded in 1988. The CEO is Jason Mills.

SIRVA Worldwide, Inc. engages in provision of relocation and moving services. Its portfolio of brands includes SIRVA, Team Relocations, Allied, northAmerican, Allied Pickfords, and SMARTBOX. The company was founded in 2002 and is headquartered in Oakbrook Terrace, IL.

Blue Cross of Idaho Health Service, Inc. engages in the provision of health insurance products and services. The firm's products include traditional indemnity, PPO, and supplemental Medicare. The company was founded in 1945 and is headquartered in Meridian, ID.

Americorp, Inc. provides relocation management services for corporate clients. It offers departure services, such as policy counseling, candidate assessment and selection, budgets and cost estimates, cost of living calculations, home sale, inventory management, lease cancellation, property management, visa and permit procurement, tax and social security briefings. The company was founded in 1989 and is headquartered in Frisco, TX.

CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Part of Wells Fargo & Co., Wells Fargo Securities, Inc. is a brokerage firm. The company is based in San Francisco, CA.

Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities.

The TCW Group, Inc. provides investment management services. The firm's clients include corporate and public pension plans, financial institutions, endowments and foundations in the United States, as well as a number of foreign investors and individuals. It works in partnership with financial advisors to help build the businesses and meet the needs of clients. The company was founded by Robert Addison Day in 1971 and is headquartered in Los Angeles, CA.

FMV Opinions, Inc. provides investment banking and financial advisory services. Its services include financial opinions, property appraisals, complex litigation support, tax and business valuations, as well as investment banking services focused on mergers, acquisitions and divestitures. The company was founded by Lance S. Hall in 1991 and is headquartered in Irvine, CA.