Ludo Thomasson

Part of AT&T, Inc., Pacific Bell Telephone Co. provides telephone services. The company is based in San Francisco, CA.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Bechtel Group, Inc. provides engineering and construction services. It offers technology, development, financing, ownership, procurement, safety, and environment services for roads, rail systems, airports, seaports, fossil and nuclear power plants, refineries and petrochemical facilities, mines and smelters, defense and aerospace facilities, environmental cleanup projects, telecommunications networks, pipelines and oil and gas field development services. The company is headquartered in Reston, VA.

Parkside Advisors LLC (Parkside) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berkeley, California. The firm was founded by Audrey Grubman in 1996. Parkside offers advisory services to individuals, trusts, estates, corporations and other entities.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education.

Pulte Mortgage LLC provides mortgage loan services. The firm offers new home construction financing for customers of Pulte Homes, Centex, Del Webb, DiVosta, John Wieland Homes, and American West Homes. The company was founded in 1972 and is headquartered in Englewood, CO.

The Gordon and Betty Moore Foundation operate as a grantmaking organization works locally through its San Francisco Bay Area Program. It seeks to make a contribution to the quality of life in the bay area through targeted support in three areas: land protection, science and technology museums and the Betty Irene Moore Nursing Initiative. The company was founded by Gordon and Betty Moore in 2000 and is headquartered in San Francisco, CA.

Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms.

Palace Sports & Entertainment LLC owns and operates sports and entertainment arenas. It also controls glassmaker guardian industries as well as the Detroit Pistons professional basketball team. The company was founded by Bill Davidson on July 29, 2011 and is headquartered in Auburn Hills, MI.

ICONIQ Capital LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2011 by Michael Anders and Divesh Makan. They are a subsidiary of Iconiq Capital Group LP. ICONIQ Capital provides investment advisory and family office services, and also manages direct investments with a focus on technology growth equity, venture capital and real estate opportunities.

Founded in 1964, the David and Lucile Packard Foundation provides grants to nonprofit organizations in the following program areas: conservation and science, population and reproductive health and children, families and communities. The Foundation provides national and international grants and has a special focus on the Northern California counties of San Mateo, Santa Clara, Santa Cruz and Monterey. The David and Lucile Packard Foundation is headquartered in Los Altos, CA.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.