Stuart Henry Katz

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Part of Fidelity National Information Services, Inc., Infinity Financial Technology, Inc. is a company that develops software solutions for financial trading and risk management. The company is based in Mountain View, CA. Infinity Financial Technology was acquired by FIS Capital Markets US LLC (Pennsylvania), part of Fidelity National Information Services, Inc. from August 12, 2005 on January 05, 1998 for $383.70 million. The company was founded by Harpal S. Sandhu, Roger Lang, Tej Sidhu, Robin Thirumalai Vasan.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

Canterbury Consulting, Inc. provides investment advisory services. Its services include institutional advisory, outsourced and discretionary management and wealth management. The company was founded by Robinson Cluck in 1998 and is headquartered in Newport Beach, CA.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Ford Foundation is an independent, nonprofit, non-governmental organization headquartered in New York City. Founded in 1936, the Foundation provides grants, projects and loans to strengthen democratic values, reduce poverty and injustice, promote international cooperation and advance human achievement. The foundation funds derive from an investment portfolio that began with gifts and bequests of Ford Motor Company stock by Henry and Edsel Ford.

Cedars Sinai Health System provides patient care services. The firm offers healthcare services, biomedical research and education and training to physicians. The company was founded in 1902 and is headquartered in Los Angeles, CA.

Cedars-Sinai Medical Center operates a hospital that provides healthcare services. It specializes in cancer, endocrinology, gynecology, neurology, orthopedics, and respiratory disorders. The company was founded in 1902 and is headquartered in Los Angeles, 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.

Los Angeles County Employees Retirement Association (LACERA) is a government-owned pension fund management firm headquartered in Pasadena, California. LACERA was founded in 1938 and administers defined retirement plan benefits for the employees of its parent company, Los Angeles County, and outside districts. The firm has also administered the Retiree Healthcare Benefits Program. LACERA is further responsible for managing the pension plan and Other Post-Employment Benefits trusts that fund these programs.

Rothstein, Kass & Co. LLC provides accounting and business consulting services. The company was founded in 1959 and is headquartered in Roseland, NJ.

The California Endowment Fund operates health funds and provides health care services. The Endowment has regional offices in San Francisco, Sacramento, Fresno and San Diego, with program staff working throughout the state. The Endowment makes grants to organizations and institutions that directly benefit the health and well-being of the people of California. The company was founded in 1996 and is headquartered in Los Angeles, CA

Combined Professional Agents Insurance Services, Inc. provides life, health and property and casualty insurance services. It offers disability insurance or long-term care insurance for the purposes of business structure protection and personal estate planning. The company was founded in 2001 and is headquartered in Woodland Hills, CA.

Hispanic Scholarship Fund provides scholarships and support services to the Hispanic American students. The company was founded in 1975 and is headquartered in San Francisco, CA.

Mission Wealth Management LP (MWM) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded in 2000 by Seth Streeter and Brad Stark. MWM provides investment advice to affluent individuals/families, pension/profit sharing plans, trusts, estates, and charitable organizations.

Part of Scott Logan Trust, Asset Management Solutions LLC is a company that provides investment advice. The company is based in Edmond, OK. The company was founded by Kenneth Aaron Stern.

Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.

Oakhurst Advisors LLC (Oakhurst) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2014 and is majority-owned by Oakhurst Advisors Holdings LLC, which is owned by Lido Oakhurst Holdings LLC. Oakhurst provides investment management, advisory, asset management and administrative services to a mutual fund, real estate-related private funds, and other pooled investment vehicles. Their investors include high-net-worth individuals, family offices, wealth management firms, and institutions.

Infinovate LLC operates as an online investment fund analytics platform. The company is headquartered in Las Vegas, NV.

The K Fund (The K Fund) is a private equity firm founded in 2014. The firm is headquartered in Los Angeles, California.