Danielle Sackett

Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes manages global equity and fixed-income assets for clients worldwide.

Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund.

Tennenbaum Capital Partners LLC (TCP) is a registered investment advisor and hedge fund manager headquartered in Santa Monica, California. The firm was founded in 1999 and is a subsidiary of BlackRock Capital Investment Advisors LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK), which acquired them in 2018. TCP manages assets for pooled investment vehicles, US-registered investment companies, business development companies and private investment funds.

United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

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.

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.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY.

Part of Omnicom Group, Inc., BBDO is a global advertising agency with 289 offices in 81 countries. The company is based in New York, NY. The company's mantra is "the work. the work." and they strive to create and deliver the world's most compelling commercial content for their clients. BBDO's homepage provides recent work, news, knowledge, and a summary of their history, clients, and worldwide locations.

The State Bar of California operates as an official attorney licensing agency. The non-profit company is based in San Francisco, CA. Elizabeth Rindskopf Parker has been the CEO of the company since 2015.

Wilsey Asset Management, Inc. (WAM) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Brent M. Wilseyin 1992. WAM provides portfolio management services to individuals, pensions, profit-sharing plans, trusts, estates or charitable organizations, corporations, and business entities.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies.

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. They also act as portfolio manager for certain wrap fee advisory programs.

GrizzlyRock Capital LLC (GrizzlyRock) is an independent registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Kyle H. Mowery in 2012. GrizzlyRock provides investment advisory services on a discretionary basis to private investment funds organized as pooled investment vehicles and sub-advises accounts of other investment managers.

Part of ConsenSys Software, Inc., Consensys Mesh is an accelerator, incubator, investor, and enabler of blockchain technology solutions. Consensys Mesh operates as an incubator, accelerator, and investor of web3 technologies, focusing on daos, nfts, the metaverse, and decentralized identity. The American company was founded in 2015 by Ethereum co-founder Joseph Lubin.

Consensys Ventures LLC (Consensys Ventures) is a venture capital subsidiary of Consensys Software Inc founded in 2017. The firm is headquartered in Brooklyn, New York.

MAX Digital LLC develops cloud-based digital marketing and retailing software. Its products include MAX Digital and Mobile Showroom, MAX Consumer Tool, MAX for Website 2.0, MAX Ad and MAX Digital Optimization Engine. The firm offers next-generation digital marketing and retail platform to power a consumer-friendly future for automotive retailers. It operates through its offices located in Austin and Chicago. The company was founded in October 2010 and is headquartered in Chicago, IL.

National Credit Center, Inc. provides credit reporting services to the automobile industry. It offers data, software, and marketing solutions that helps car dealers increase sales, save money and improve the efficiencies surrounding the credit approval process. The company was founded in 1996 and is headquartered in Las Vegas, NV.

Launch Factory LLC (Launch Factory) is a venture capital firm founded in 2018. The is headquartered in San Diego, California.

UBIQ SECURITY INC. develops cyber security software solutions. It includes high-speed cybersecurity, user and key management and PoweClick products. The firm secures enterprise protection, backup, ransomware safeguarding and end-to-end data protection services. The company was founded in 2012 by Eric Tobias and Linda Eigner and is headquartered in La Jolla, CA.

Hupnos, Inc. develops mobile application, which monitors position and listens for snoring. It specializes in snoring, IOT, snoring remedy, health, fitness and wearables. The company was founded by Curtis A. Ray and is headquartered in Pleasanton, CA.

WowYow, Inc. develops artificial intelligence software for digital media. The firm offers video ad and image ad The company was founded by Adam Boskovich, Jarett Boskovich and Michael Ramirez and is headquartered in San Diego, CA.

BlackRock Capital Investment Advisors LLC (BCIA) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm is a subsidiary of BlackRock Advisors LLC, which is an indirect wholly-owned subsidiary of BlackRock, Inc. (NYSE: BLK). BCIA manages assets for institutional clients, pooled investment vehicles, US-registered investment companies, business development companies and private investment funds.

Progression Fund (Progression Fund) is a venture capital and private equity firm founded in 2020 by Mark Linao and JJ Aguhob. The firm is headquartered in San Francisco, California.