Joyce Lee

Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.

TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations.

Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology.

Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate.

Ideagen Huddle Ltd. engages in the provision of document collaboration and client engagement portals. It offers accountancy and advisory, client, partner, original equipment manufacturer channel, and U.S. Government contactor portals. The firm serves the accounting and consulting, government, marketing and media, managed services, transportation and logistics, construction and engineering, and utilities industries. The company was founded by Alastair Robert Mitchell and Andrew Michael McLoughlin on April 11, 2006 and is headquartered in London, the United Kingdom.

Scale Management LLC (Scale Management) is a venture capital firm founded in 1995 by Kate D. Mitchell and Anchie Y. Kuo. The firm is headquartered in Foster City, California.

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.

Morrison & Foerster LLP is a law firm that provides legal services on various industries, which include: litigation, financial services, intellectual property and technology, and transactional work, such as corporate, capital markets and real estate finance representations. The company was founded in 1883 and is headquartered in San Francisco, 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.

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.

The Institute of Internal Auditors is an international professional association that serves over 235,000 members and has awarded more than 190,000 certified internal auditor (CIA) certifications worldwide. The non-profit company is based in Lake Mary, USA and has subsidiaries in more than 170 countries and territories. Established in 1941, the IIA is recognized throughout the world as the internal audit profession's leader in standards, certifications, education, research, and technical guidance. Anthony J. Pugliese has been the CEO of the American company since 2021.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Dorchester Private Equity Management LLC (Dorchester Private Equity Management) is a private equity and venture capital firm founded in 2001 by Mark Zucker. The firm is headquartered in Los Angeles, California.

Corridor Capital LLC (Corridor Capital) is a private equity firm founded in 2005 by Craig Lawrence Enenstein. The firm is headquartered in Los Angeles, California.

The Ubiquitous Agency, Inc. is a company that specializes in influencer marketing. The company is based in Chattanooga, TN. The company's goal is to make influencer marketing easier for their clients. The company has worked with well-known brands such as Amazon, Target, and Lyft. The company has a network of 8 billion followers and has generated almost 1 billion impressions. The company was founded in 2020 by Jesse Flack. Jesse Flack has been the CEO since 2020.

LiquiDonate, Inc. is a climate-tech company that provides a solution for retailers, businesses, and brands to donate excess inventory to local nonprofits. LiquiDonate is based in Oakland, CA and was founded by Diz Petit and Chai Nadig. The company aims to reduce waste and support the local community while improving brand reputation and providing tax benefits. LiquiDonate has a proven track record and is led by an ex-Postmates team. The company provides a simple donation method for retailers, businesses, downsizing organizations, and anyone with excess items. Diz Petit has been the CEO since incorporation.

Cutback Coach, Inc. is a company that focuses on mindful drinking and building healthier drinking habits. The company is based in San Francisco, CA. The company's personalized techniques help members sleep better, save money, and have more energy. Cutback Coach was founded by Lan Andersen and Nick Allen, with Nick Allen serving as CEO since incorporation.

CommonBond, Inc. provides online loans for students. It offers undergraduate student loan, graduate student loan, MBA student loan and student loan refinancing for business. The company was founded by David Klein, Jessup Shean, and Michael Taormina in 2012 and is headquartered in New York, NY.

Standard (Chan's) Holdings Ltd. engages in the provision of printing and visual display solutions. Its services include project consultation, project management, graphic production, printing, production and assembling of visual displays, logistics, and installation services. The company was founded by Nai Huen Chan and Kwong Siu Mun Chan on September 15, 2015 and is headquartered in Hong Kong.

Sun Basket, Inc. provides a healthy meal delivery service offering fresh, organic ingredients and easy recipes delivered to door weekly. It sources organic produce from the West Coast farms and responsibly-raised, sustainable meats, and seafood. The company was founded by Adam Zbar, Braxton Woodham and Justine Kelly in 2012 and is headquartered in San Jose, CA.

Spacious Technologies, Inc. engages in transforming available urban space into a citywide network of drop-in workspaces. Its members have unlimited access to spaces that provide Wi-Fi, power outlets and complimentary refreshments. The company was founded by Preston Pesek and Chris Smothers in 2016 and is headquartered in New York, NY.

Caer, Inc. offers a nutritious-based early childhood meal delivery program. It helps parents to select a plan on the Yumi website, a chef prepares the food in the Yumi kitchen and then the meals arrive in an insulated container, along with ice packs to keep it fresh. The company was founded by Evelyn Rusli and Angela Sutherland and is headquartered in Los Angeles, CA.

Gbx Global operates as a community platform. The private company is based in London, UK.

Craft Machine US, Inc. develops software solutions. It provides data on dynamic sectors, companies, teams, people and open positions. The company was founded by Ilya Levtov in 2014 and is headquartered in San Francisco, CA.