Shawn Horwitz

SunAmerica Asset Management LLC (SAAMCo) is a SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. The firm was founded in 1982 and is a wholly-owned subsidiary of American General Life Insurance Co., ultimately owned by Corebridge Financial, Inc. (NYSE: CRBG). SAAMCo offers investment management and advisory services to open-ended US registered investment companies and to offshore, wholly owned subsidiaries of a certain registered fund. They also offer model portfolios in connection with wrap programs known as unified managed account (UMA) wrap programs.

Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.

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.

Marcus & Millichap Real Estate Investment Brokerage Co. provides Real estate brokerage services. It focuses on investment brokerage and provides financing and research services to both buyers and sellers. The company was founded by William A. Millichap & George M. Marcus in 1971 and is headquartered in Encino, CA.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

The Palm Beach Civic Association is an organization that advocates for the town of Palm Beach. The non-profit company is based in Palm Beach, FL. The company produces news and events for all residents on the island and aim to protect and improve the quality of life in the town by taking proactive stands on civic affairs. The company was founded in 1944. Robert C. Wright has been the CEO of the company since 2010.

The Los Angeles County Bar Association (LACBA) is a voluntary metropolitan bar association that was founded in 1878. The non-profit company is based in Los Angeles, CA. It is one of the largest bar associations in the country and serves attorneys, judges, and other legal professionals through various committees, networking events, live and on-demand CLE programs, and pro bono opportunities. LACBA also provides public service and informational resources.

The Raymond F. Kravis Center for the Performing Arts, Inc. provides comprehensive arts education programs. It is a cultural venue in Palm Beach County with a 2,193-seat main concert hall. It offers more than 800 events each year, including classical music concerts, dance, comedy and theater. It also provides state-of-the-art services for persons with disabilities. It was founded in 1950 and is located in West Palm Beach, FL.

White Oak Partners, Inc. is an Independent Private Equity firm founded in 2003 by Michael J. Menzer. White Oak Partners, Inc. is headquartered in Westerville.

Founded in 2004, Mesa West Capital LLC is a private equity firm founded headquartered in Los Angeles. headquartered in california.

Alliant Capital, Inc. is a private equity firm that invests in lower middle market and middle market companies. Alliant Capital is based in St. Louis, MO and considers investments across the continental US, but prefers within the range of greater Midwest, Southeastern, and Southwestern regions. The private company provides access to their network of partners, business contacts, and counsel to help with strategic direction and corporate vision. The company also offers analysis and support for strategic acquisitions and investments, as well as support in the recruitment and retention of growth and profit-driven executives. Alliant Capital has a unique investment strategy that has been vital to their success, seeking investments in the lower middle market and being disciplined in what they pursue yet creative in how they structure investments. The company prefers companies with over 2-3 years of positive revenue and EBITDA growth, stable working capital characteristics, and a strong management team. The company is generalists with respect to industry and will look at companies in manufacturing, distribution, construction/contracting, commercial services, printing, retail, agriculture, healthcare, consumer products, and others.

Roofstock, Inc. provides online real estate services. The firm operates as a marketplace for investing in single-family rental (SFR) sector. It provides all of the resources for investors to buy, own and sell real estate online, including data analytics, property management oversight and other tools. The company was founded by Gary Beasley, Gregor Watson, Rich Ford and Devin Wade in 2016 and is headquartered in Oakland, CA.

Alliant Tax Credit Fund 85 Ltd. operates as an investment fund. The company is headquartered in Palm Beach, FL.

Alliant Tax Credit Fund 86 Ltd. operates as an investment fund. The company is headquartered in Palm Beach, FL.

Vesta Ventures LLC (Vesta Ventures) is a venture capital firm founded in 2021 by Clayton Wyatt and Rich Ford. The firm is headquartered in Fairfax, California.

Esko, Inc. engages in product portfolio management. The company is headquartered in Palm Beach, FL.

Stern Capital Management, Inc. (Stern Capital) is an independent, SEC-registered investment advisor headquartered in Old Bridge, New Jersey. The firm was founded by Stuart M. Stern in 1996. Stern Capital provides advisory services to individuals, high net-worth individuals, charitable organizations and pension and profit-sharing plans.