Joseph P. Ozaki

General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

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.

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.

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.

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.

Latham & Watkins LLP operates as a full-service law firm or legal matters. It offers services in the areas of finance, litigation, accounting, banking, life sciences, private equity, real estate, government relations, employment law, and outsourcing. The company was founded in 1934 and is headquartered in New York, NY.

Ice Energy Holdings, Inc. provides distributed energy storage and smart grid solutions. It manufactures and markets energy storage solutions, and cooling and refrigeration products for the residential and commercial markets. The firm offers solutions for architects, building energy consultants, builders and developers, utility customers, energy and facilities managers, mechanical contractors, and utilities. The company was founded by Frank R. Ramairez, Brian Parsonnet and Gregory W. Tropsa in 2003 and is headquartered in Santa Barbara, CA.

Advanced Rail Energy Storage LLC provides gravity-powered energy storage services. The private company is based in Denver, CO. The company was founded in 2010. The CEO is Howard G. Trott.

Zincfive, Inc. provides energy efficiency and renewable energy solutions. It focuses on uninterruptible power supplies for traffic and data center industries, hardware and software to monitor and control electro-mechanical systems for building energy management systems. The company was founded by Timothy L. Hysell and Dan Sisson in 2016 and is headquartered in Wilsonville, OR.

S & C Electric Co. designs and manufactures switching and protection products for electric power transmission and distribution. It offers automation controls, automated switching equipment, energy storage systems, fusing equipment, handling tools, and metal-enclosed switchgear. The company was founded by Nicholas J. Conrad and Edmund O. Schweitzer in 1911 and is headquartered in Chicago, IL.

Cavico Corp. provides engineering and construction services. The company was founded on September 13, 2004 and is headquartered in Huntington Beach, CA.

Fitson, Inc. wholesales hardware products. The company is headquartered in San Diego, CA.

WESPAC Advisors LLC is a registered investment advisor headquartered in Orinda, California. The firm was founded by Nelson Chia in 1977 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners Inc. (NASDAQ: FOCS). WESPAC Advisors provides investment advisory and fiduciary oversight services to participant-directed retirement plans and provides investment management services to high-net-worth clients in separately managed accounts.

Republic Financial Corp. (Republic Financial) is a private equity firm founded in 1971. The firm is headquartered in Denver, Colorado.

Summit Investment Management Ltd. (Summit) is a SEC-registered investment advisor and wealth management firm headquartered in Greenfield, Wisconsin. The Edward J. Gaffney & Elizabeth A. Gaffney Revocable Trust, the Chandler Herrera Family Trust, and Thomas A. Carroll are the principal owners of the firm. Founded in 1987, Summit offers a wide range of investment portfolios for individuals, institutions and businesses.

Renovo Capital LLC (Renovo Capital) is a private equity firm founded in 2009 by Mark Barbeau, Donald W. Jungerman and Scott Lavie. The firm is headquartered in Dallas, Texas.

Sound Answering & Business Services, Inc. provides telecommunication services. It provides 24 hour telephone answering services, call center services, business voicemail and unified communication services to customers. The firm serves clients in numerous industries and is currently expanding its operations to Central and Eastern Time zones. The company was founded by Chael L. LaBaw in 1986 and is headquartered in Seattle, WA.

U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors.

Zahid Group Holding LLC operates as an investment holding company. It offers distribution of trucks, buses, and tractors, manufacturing of electrical machinery and equipment including power generators, travel agency and lease financing, direct investment, fossil fuel power generation, freight forwarding, ownership and operation of casual dining restaurants, real estate property management, distribution of construction machinery, and manufacturing of automotive lubricants. The company was founded in 1977 and is headquartered in Jeddah, Saudi Arabia.