Patrick Beltran

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

Total Business Solutions, Inc. offers enterprise distribution software implementation solutions. Its services include business process consulting, data migration and management, application development, system integration, regulatory compliance, customized solutions, training and project financing. The firm offers enterprise system deployments, configurations and migrations. The company was founded by David Smooha in 1992 and is headquartered in Roslyn, NY.

Part of The Northwestern Mutual Life Insurance Co., Northwestern Mutual Financial Network is a company that provides financial planning services. The company is based in Louisville, KY.

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.

Evolution Fitness owns and operates a physical therapist clinic. The private company is based in Culver City, CA. The company was founded by Darwin Fogt.

Evolution Physical Therapy, Inc. operates as a physical therapy clinic. It offers massage, g-trainer, run club and physical therapy services. The company was founded by Fogt Darwin and is headquartered in Culver City, CA.

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.

Part of eWellness Healthcare Corp., eWellness Corp. provides investment services. The company is based in Culver City, CA. Darwin Fogt has been the CEO of the company since 2013. eWellness was acquired by eWellness Healthcare Corp. on April 30, 2014.

Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients.

Check Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Costa Mesa, California. The firm was founded by Steven G. Check in 1987 as Check & Associates Capital Management. CCM manages accounts for individuals, high-net-worth clients, retirement plans and corporate clients, among others. In addition, the firm serves as an investment manager to the Blue Chip Investor Fund.

Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI).

Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors.

Intellectus Partners LLC (Intellectus) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was co-founded by David La Placa and Thomas (Jay) Casey in 2015. Intellectus offers investment advisory services to high net-worth individuals, trusts, estates, charitable organizations, corporations, business entities and private funds.

Founded in 1979, Halbert Hargrove Global Advisors LLC is a registered investment advisor located in Long Beach, California. The firm provides services to individuals, pension and profit sharing plans, Voluntary Employees? Beneficiary Association Plans (?VEBAs?), trusts, estates, charitable organizations, corporations and business entities.

PLM Operations LLC manufactures premium ice creams and desserts. It products include ice cream, juice bars, six packs, minis, coolstix, family packs and freezers. The firm produces, markets and distributes premium ice cream and fine desserts. The company was founded in 1991 by Ignacio Gutierrez and Patricia Gutierrez and is headquartered in Modesto, CA.

Miller Buckfire & Co. LLC operates as an investment bank, which provides corporate finance and strategic advisory services. It focuses on addressing transformational issues of clients such as recapitalizations, acquisitions, sales and divestitures, and debt and equity financing transactions. The company was founded by Kenneth A. Buckfire and Henry S. Miller in 2002 and is headquartered in New York, NY.

Canum Capital Management LP ( Canum Capital Management ) is a private equity firm founded in 2016 by Brandon Gregorio and Robert Spigner. The firm is headquartered in San Francisco, Calofornia.

ICE Canyon LLC is an independent registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Nathan Sandler in 2006 through a join venture with Canyon Capital Advisors LLC. ICE Canyon provides discretionary advisory services to private investment vehicles and managed accounts. Clients and Fund investors include individuals, trusts, pension plans, corporations, and public and private entities.

Founded in 1999 by Donald Gould, Gould Asset Management LLC is a registered investment advisor located in Claremont, California. The firm manages private investment funds and separate accounts for high net-worth individuals and small-to-medium sized institutions.

Humania Capital (DIFC) Ltd. provides investment services for health care industry. The company was founded by Sobhi Abduljaleel Batterjee and Makarem Sobhi Abdul Jalil Batterjee in 2017 and is headquartered in Dubai, the United Arab Emirates.

Founded in 1985, Green Street Advisors LLC is a SEC-registered investment advisor and broker/dealer located in Newport Beach, California. The firm is affiliated with Green Street Investors and is a subsidiary of Green Street Holdings, Inc. Green Street Advisors' research concentrates on publicly-traded real estate securities including REITs and other publicly-traded real estate companies. The firm provides insight, advice and service to a variety of clients worldwide who seek thorough, timely analysis on private and public commercial real estate markets. Green Street Advisors' clients use their research at the macro, sector, market and company levels to improve their decision-making in many aspects of the real estate capital allocation process.

Zumasys, Inc. provides information technology services. Its products include AccuTerm, MultiValue dashboard, OpenQM, jBASE and other software tools. The firm engages in the development of infrastructure technologies to small and medium-sized businesses. It provides solutions for disaster recovery, server and desktop virtualization, centralized storage, internet protocol (IP)-telephony, warehouse management, and collaboration. The company was founded by Joseph Cupp, Jr. and Paul Giobbi in September 2000 and is headquartered in Irvine, CA.

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.

U.S. Airways, Inc. provides air transportation for passengers and cargo. The company was founded in 1982 and is headquartered in Tempe, AZ.

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

BNP Paribas operates as an investment advisor. It provides capital markets, securities services, financing, treasury and advisory solutions. The firm’s services are provided via four core business lines: Global Markets, Securities Services, Financing Solutions and Advisory. The company is headquartered in New York, NY.

Pacific LifeCorp provides life insurance services and products. It also provides variable annuities and investment products. The company was founded in 1997 and is headquartered in Newport Beach, CA.