Ted Chen

Dimensional Fund Advisors LP (Dimensional) is a 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.

Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

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.

Platinum Equity Advisors LLC (Platinum Equity Advisors) is a private equity firm founded in 1995 by Tom Gores. The firm is headquartered in Los Angeles, California.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

PEC Safety Operations LLC operates as a risk-management firm. It provides technology-enabled contractor management services for reporting and measuring contractor risk, safety, and compliance information to owner clients. The firm also develops and offers standardized safety training programs for workers high-risk industries. The company was founded by Charlie Carr in 1993 and is headquartered in Mandeville, LA.

EPWA, Inc. operates as an investment holding company. It provides advisory and financial planning services. The company is headquartered in Torrance, CA.

Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services

TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.

EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

Castle Capital (Castle Capital) is a private equity firm founded in 2015. The firm is headquartered in Los Angeles, California.

HW Media LLC provides news, commentary and analysis solutions for mortgage banking and financial markets. It develops an online platform that operates as a source of news and information. The company was founded by Paul Jackson and Richard Bitner in November 2008 and is headquartered in Irving, TX.

Tire Disposal & Recycling LLC was founded in 1982. The company is based in Portland, OR. The company recycles and disposes of tires.

Paragon Legal Group LLC provides corporate counsel. Its services include backfills for senior attorneys on leave, handling overflow work, support during peak periods and outsourced general counsel services for emerging growth clients. The company was founded by Mae O'Malley in 2006 and is headquartered in San Francisco, CA.

ABS Operations LLC provides motor parts and labor repair warranty services. The company is based in Westminster, CO. The company was founded in 2001.

Meridian Title Corp. provides insurance, escrow closings, and real estate services. Its products include residential purchase title order, TBD commitment, refinance and lender title order, home equity product or second mortgage, search report, search documents only, listing package, listing package documents only, specific document needed, commercial purchase title order, foreclosure guarantee, title report products, current owner search report, report of title, foreclosure report, and tax sale certificate and policy. The firm's services encompass title product, closing and settlement, new construction, commercial, national commercial, national account, RELO, REO, short sale and navigation, transaction related forms, and CCR requests. The company was founded in 1938 and is headquartered in South Bend, IN.

Anacapa Capital Management LLC (Anacapa Capital) is a private equity firm founded in 2010 by Jeff Stevens. The firm is headquartered in San Mateo, California.

Part of Morgan, Lewis & Bockius LLP, Riordan & McKinzie is a legal services provider. The company is based in Los Angeles, CA. Riordan & McKinzie was acquired by BMC Partners LLP, part of Morgan, Lewis & Bockius LLP from November 25, 2014 on June 25, 2003.

Asurion LLC provides consumer technology protection services. It offers mobile protection, extended warranty, and soluto services. The company was founded in 1994 and is headquartered in Nashville, TN.

Formagrid, Inc. provides an online tool for managing and manipulating data. The firm offers Airtable, an organizational tool that makes make data more accessible on mobile devices, by combining spreadsheets with relational databases. It give users access to information when and where they need it, by making it available both on the web and via mobile app. The company was founded by Howie Liu, Emmett Nicholas, and Andrew Ofstad in 2013 and is headquartered San Francisco, CA.

Santa Barbara Museum of Natural History operates as non-profit organization, which exhibits regional natural history. Its collections include anthropology, invertebrate zoology, library and archives, vertebrate zoology, and antique prints. The company was founded by William Leon Dawson in 1916 and is headquartered in Santa Barbara, CA.

Transactiondrivers LLC is a private company based in Los Angeles, CA.

Cascade Finance Partners LLC (Cascade Finance Partners) is a private equity firm founded in 2011 by Joe Varraveto. The firm is headquartered in Glendale, California.

Visiting Nurse & Hospice Care provides home health care services. Its services include nursing and rehabilitation, hospice care at home, palliative care, bereavement support and counseling, serenity house, personal care and respite care. The company was founded in 1908 and is headquartered in Santa Barbara, CA.