Jordan Roker

TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions.

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.

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.

Avego Healthcare Capital LLC operates as a private equity firm specializing in growth capital and late stage transactions. It invests in cycle management, under-resourced products, healthcare services, biopharmaceutical services, contract research organizations, clinical study sites, contract development organizations, contract manufacturing organizations, API manufacturing, contract packaging, niche/specialty services, unskilled home health, highly specialized procedure centers. The company was founded by Balaji K. Venkataraman in 2015 and is headquartered in Alpharetta, GA.

Yahoo! Search Marketing Solutions provides pay-per-click advertising solutions. The company was founded by Bill Gross in 1996 and is headquartered in Burbank, CA.

Prosper Marketplace, Inc. operates as a holding company with interest in operating a peer-to-peer online credit platform. The firm through its subsidiary Proper Funding operates an online marketplace that permits the lender members to bid on loan listings and purchases. It handles the funding and servicing of the loan on behalf of the matched borrowers and investors. The company was founded by Christian A. Larsen and John B. Witchel on March 22, 2005 and is headquartered in San Francisco, CA.

Prosper Funding LLC operates as a development stage company that operates a peer-to-peer lending platform. Its platform is an online marketplace that matches individuals who wish to obtain consumer loans with those who are willing to help fund those loans. The company was founded in February 2012 and is headquartered in San Francisco, CA.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

PRISMIQ, Inc. manufactures electrical equipment. The company manufactures Networked MediaPlayers, a device that lets consumers use televisions and stereos to access digital audio and video on their computers or from the internet. PRISMIQ was founded in 2001 and is headquartered in Santa Barbara, CA.

The Usual, Inc. produces a variety of wines made from sustainably farmed grapes with minimal intervention and no added sugars. The private company is based in San Francisco, CA. The company's selection includes a bright and fruity red blend with notes of raspberry, black cherry, and fennel, a crisp rosé with notes of red peach and watermelon rind, and a dry sparkling wine with notes of lemon, elderflower, and bergamot.

Zazzle, Inc. provides online retail services. It offers customized t-shirts, business cards, invitations, souvenirs and gifts. The firm's proprietary technology enables individuals, professional artists and brands, including Disney and Hallmark to create and offer unique products. The company was founded by Bobby Beaver, Jeff Beaver and Robert Beaver in 1999 and is headquartered in Redwood, CA.

Saol Holdings LLC provides investment services. The company is headquartered in Roswell. GA.

USRG Management Co LLC (US Renewables) is a private equity firm founded in 2003 by McDermott James Alastair Campbell. The firm is headquartered in Santa Monica, California.

Mount Kellett Capital Management LP (Mount Kellett) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Mark McGoldrick and Jason Maynard in 2008. Mount Kellett provides investment management and related services to private pooled investment vehicles (Mount Kellett Funds) and managed accounts for institutional investors.

Metropolitan West Asset Management LLC (MWAM) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1996 by Tad Rivelle, Laird Landmann and Stephen Kane. They are wholly-owned by TCW Asset Management Co. LLC, which in turn is a wholly-owned subsidiary of The TCW Group, Inc. MWAM offers fixed income portfolio management services to institutional investors, as well as individual investors through the Metropolitan West Funds.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Saol Therapeutics Research Ltd. is an Irish company that focuses on developing novel clinical programs to change the standard of care. The company is based in Dublin, Ireland. The company's vision is to provide practical innovation, which can be seen in their pipeline. The company was founded in 2015, and David Penake has been the CEO of the company since January 01, 2016.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations 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.

MMA Renewable Ventures LLC (MMA Renewable Ventures) is a venture capital a subsidiary of Municipal Mortgage & Equity founded in 1999. The firm is headquartered in Baltimore, Maryland.

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.

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.