Gary Huang

Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.

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.

Part of Intercontinental Exchange, Inc., Capital Management Sciences, Inc. makes portfolio management systems. The company is based in Los Angeles, CA. Capital Management Sciences was acquired by ICE Data Services, Inc., part of Intercontinental Exchange, Inc. from July 29, 2010 on June 08, 1993 for $24.30 million.

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.

Capital Market Laboratories LLC (CML) is a boutique sell side research and financial technology firm headquartered in Los Angeles, California. The firm was founded by Ophir Gottlieb in 2014. CML provides deep research into a handful of carefully selected technology companies along with CEO and CFO quarterly conversations. Their clients include buy side firms in the world as well as a substantial collection of non professional investors.