David Marks

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.

Pacific Mutual Holding Co. engages in the provision of insurance, financial services, and other investment-related businesses. It operates through the following segments: Life Insurance, Retirement Solutions, Aircraft Leasing, Reinsurance, and Corporate and Other. The Life Insurance segment includes universal life, indexed universal life, variable universal life, hybrid long term care, and term life insurance. The Retirement Solutions segment involves variable and fixed annuity products; mutual funds, and structured settlement and group retirement annuities which are offered through multiple distribution channels. The Aircraft Leasing segment offers aircraft leasing to the airline industry and provides brokerage and asset management services to other third parties. The Reinsurance segment provides reinsurance to insurance and annuity providers in the United Kingdom, Ireland, and Australia. The Corporate and Other segment consists of assets, liabilities, and activities which support the other operating segments of the firm. The company was founded in 1997 and is headquartered in Newport Beach, CA.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

Brown, Shipley & Co. Ltd. (Brown Shipley) is the Great Britain-based private banking subsidiary of Quintet Private Bank (Europe) SA, itself a subsidiary of Precision Capital SA in Luxembourg. The firm was founded by William Brown in 1810. Headquartered in London, Brown Shipley manages a range of collective investments known as SVS Brown Shipley Funds for private, institutional and corporate clients.

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.

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.

Part of Precision Capital SA, Henry Cooke Group Plc is a British company that specializes in stockbroking, banking, and corporate finance activities. The company is based in London, UK. Henry Cooke Group was acquired by Brown, Shipley & Co. Ltd. on January 21, 1999 for $33 million.

AH Marks & Co. Ltd. manufactures agrochemical products. Its products include lithographic chemicals, phenol derivatives, and chlorinated products. The company's brands include Optica, Agroxone, and Maton. A.H. Marks & Co was founded in 1877 by A. H Marks and is headquartered in Bradford, UK.

Dow Chemical Co. Ltd. manufactures ethylene oxide & ethylene glycol, bonding, and sealing agents. The firm provides products for the automotive industry, herbicides, polystyrene, and pharmaceutical intermediates. The company is headquartered in West Drayton, UK

PAK 2000, Inc. manufactures plastic products. Its products include packaging, gift bags, security and boxes. The company was founded by Claude Roessiger in 1972 and is headquartered in Mirror Lake, NH

Braemar Group Plc engages in finance and investment activities. It operates through two divisions: Braemar Securities Limited and Braemar Estates (Residential) Limited. Braemar Securities specializes in fund raising for public and private companies. It sponsors and operates a range of property investment funds for the Group and for third parties. Braemar Estates is responsible for the property management for Group funds and also has a diverse portfolio of managed residential properties throughout the UK. Braemar was founded in 2001 and is headquartered in Hale, the United Kingdom.

Pacific Symphony of California operates as an orchestra. It offers classical music, programs and community outreach programs. The company is headquartered in Santa Ana, California.

Part of Brooks MacDonald Group Plc, Braemar Securities Ltd. is a company based in Altrincham, UK. The CEO of the British company is William Martin Robinson.

Regus Plc SA engages in the provision of global workplace solutions. Its products and services include offices, virtual offices, meeting facilities, and business lounges. The company was founded by Mark Leslie James Dixon in 1989 and is headquartered in Luxembourg.

Part of Atul Ltd., Atul Europe Ltd. is an improvement-driven, British integrated chemical company serving about 4,000 customers belonging to 30 industries across the world. Atul Europe is based in Wimslow, UK. The company has established subsidiary companies in the USA, the UK, the UAE, and other countries. Atul offers a wide range of products, including aromatic bulk chemicals, intermediates, active colors, and crop protection products. To enhance focus, Atul has placed its products under nine businesses, including aromatics, bulk chemicals, intermediates, and colors.

Hambledon Vineyard Plc manufactures and distributes wine products. It offers a selection of hambledon classic curve and premiere cuvee, bottle stoppers, classic cuvee candle, tote bag, and umbrella. The company is headquartered in Hambledon, the United Kingdom.

Brooks Macdonald Funds Ltd. (Brooks Macdonald) is an investment management firm headquartered in London, UK. The firm was founded in 2006 and is owned by Brooks MacDonald Group Plc (LON: BRK). Brooks Macdonald manages active investment portfolios with varying risk and return profiles, designed to meet a broad range of objectives.