Lee Strait

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Oaas Laney LLC provides investment and real estate development services. The company was incorporated on February 18, 2004 and is headquartered in Boise, ID.

The Arizona State Retirement System (ASRS) is a state-owned pension fund manager headquartered in Phoenix, Arizona. ASRS was founded in 1953 to provide retirement security to State of Arizona’s public servants, which includes teachers, municipal workers and other government employees. They administer a pension plan, long-term disability plan, retiree health insurance plans and other benefits to qualified government workers.

Richards, Merrill & Peterson, Inc. provides investment management services. It offers traditional brokerage and investment advisory services on accounts such as trusts, estates, IRAs, •Uniform Transfers to Minors Act (UTMA) and •Uniform Gifts to Minors Act (UGMA). The company was founded in 1924 and is headquartered in Spokane, WA.

Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities.

MIG Capital LLC (MIG) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Newport Beach, California. The firm was founded in 2003 and is principally owned by the E-Richard Merage GST 09 Trust and the Paul Merage GST 02 Trust, each of which are family trusts established by and for the benefit of certain members of the Merage family. They were formerly known as MIG Absolute Return LLC, Falcon Investment Management LLC, and Vestar Strategic LLC. MIG provides investment advisory services to MIG Funds. The investors in these MIG Funds include trusts, high net-worth individuals, charitable organizations, and other pooled investment vehicles.

CITIC Group Corp. provides financial services. It operates through the following business segments: Financial and Non-financial. The Financial segment includes banking, securities, trust, and insurance. The Non-financial segment includes resources and energy, manufacturing, engineering contracting, and real estate and infrastructure. The company was founded by Yi Ren Rong in October 1979 and is headquartered in Beijing, China.

Toyota Canada, Inc. distributes vehicles, parts and accessories. It distributes Toyota & Lexus vehicles and Toyota lift trucks as well as parts and accessories. The company offers products at distribution centers in Toronto and Vancouver. Toyota Canada was founded in 1965 and is located in Scarborough, ON.

Khoo & Co. provides legal services. The private company is based in Hong Kong, Hong Kong. The Chinese company was founded by Wun Fat Khoo.

LBS Bina Holdings Sdn. Bhd. engages in investment holding. The company was founded in 1993 and is headquartered in Seri Kembangan, Malaysia.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Inland Northwest Health Services provides health care services. It offers COHE Community of Eastern Washington, community wellness, engage and health training services. The company was founded in 1994 and is headquartered in Spokane, WA.

Emergo Partners LLC (Emergo Partners) is a venture capital firm founded in 2014 by Diana Felicia Timofte, Steven Grin and Iván Rebolledo. The firm is headquartered in New York.

The Calgary Foundation facilitates collaborative philanthropy by making connections between donors and community organizations for the long-term benefit. The company was founded in 1955 and is headquartered in Calgary, Canada.

International Medical Corps provides health care services. It is a global, humanitarian, non-profit organization dedicated to saving lives and relieving suffering through health care training and relief and development programs. The firm offers training and health care to local populations and medical assistance to people at highest risk. The company was founded by Robert R. Simon in 1984 and is headquartered in Los Angeles, CA.

BlackRock Financial Management, Inc. (BFM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a direct subsidiary of BlackRock Holdco 2, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds and US registered investment companies.

Sultan Ahmad Shah Environment Trust operates as a environmental non-governmental organization which protects nature and its environment. The company was founded on April 14, 2011 and is headquartered in Kuala Lumpur, Malaysia.

Greenbridge Investment Management LLC (Greenbridge) is an independent registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by William B. Nolan in 2016. Greenbridge provides comprehensive Outsourced Investment Management (OIM or OCIO) solutions to charitable organizations, private and public foundations, endowments and high net worth families.

Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities.

The National Trust For Historic Preservation provides leadership, education, advocacy and resources to save America's historic places. The firm helps revitalize neighborhoods, communities, and spark economic development and promote environmental sustainability. The company was founded in 1949 and is headquartered in Washington, DC.