Fred Bakun

Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes manages global equity and fixed-income assets for clients worldwide.

Founded in 1986, Girard Securities, Inc. is a broker-dealer located in San Diego, California. The firm is a subsidiary of RCS Capital Holdings LLC and their ultimate parent is RCS Capital Corp. (NYSE: RCAP). Girard Securities specializes in institutional and retail sales, financial planning, fixed-income investments and municipal bond underwriting. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.

Idun Pharmaceuticals, Inc. is a biopharmaceutical company that engages in the discovery and development of human therapeutics to control apoptosis. The company was founded by John C. Reed, Robert H. Horvitz, and Lawrence C. Fritz in March 1993 and is headquartered in San Diego, CA.

Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

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.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

Snell & Wilmer LLP provides legal services. It offers bankruptcy, commercial finance, corporate and securities, employee benefits and compensation, healthcare, industry groups, intellectual property, labor and employment, litigation, natural resources, environment and energy, political law and government relations, real estate and tax related services. The company was founded in 1938 and is headquartered in Phoenix, AZ.

Part of PFM Group, Inc., Public Financial Management, Inc. is a financial services company based in Philadelphia, PA. Public Financial Management is a team of dedicated financial professionals who help their clients plan for their future. The CEO of the company is JoAnne Carter.

Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities.

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

RMR Wealth Advisors LLC (RMR) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Erik Mikkelson in 2003 as RMR Financial Advisors LLC and changed their name into RMR Wealth Advisors LLC in 2018. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RMR specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy.

Fulcrum Analytics, Inc. provides integrated database management solutions. It combines advanced analytical consulting, big data platforms and agile enterprise applications to drive real business impact. The firm enables companies to gain competitive advantage through data science and big data. The company was founded by Lopo Champalimaud and Liz Melcher Luckett in 1993 and is headquartered in New York, NY.

Catalyst Capital Advisors LLC (Catalyst) is an independent mutual fund manager and registered investment advisor headquartered in Huntington, New York. The firm was founded in 2006 by Jerry Szilagyi and David Miller. Catalyst offers a broad range of distinct, “intelligent alternative” funds.

Daniel B. Stephens & Associates, Inc. provides environmental and hydrologic services. It also provides comprehensive services in soil and groundwater investigation and remediation, groundwater and surface water hydrology, water resources development and planning, and expert support for environmental litigation or ADR. The company was founded by Daniel B. Stephens in 1984 and is headquartered in Albuquerque, NM.

Spectral Sciences, Inc. provides research and development services. It specializes in the fields related to spectroscopy, remote sensing and imaging, combustion and propulsion technology, and radiative transfer processes. The firm's software products include special image exploitation, optical radiation models for the atmosphere and gases, chemical flow models, tomography application and target and science simulation. The company was founded by James B. Elgin, Lawrence S. Bernstein, Fritz Bien, Michael E. Gersh, and David C. Robertson in 1981 and is headquartered in Burlington, MA.

Tofel Construction LLC provides multi-family housing construction services. Its services include pre-construction coordination, project budget, and construction services. The company was founded by Steven L. Tofel and Richard M. Tofel in 1984 and is headquartered in Tucson, AZ.

Performance Pet Nutrition LLC manufactures dog and cat natural treats, chews, and healthcare products. Its products include mini bakes, hip action, power bones, super food organics and jerky naturals. Its products are marketed through a chain of independent pet stores. The company was founded by Patrick M. Meiering in 1995 and is headquartered in Durango, CO.

Rock River Environmental Services, Inc. provides non-hazardous solid waste collection, transfer, processing and disposal services. It provides dependable, results-driven service and cost-effective solutions to problems and projects, both large and small. The firm offers complete turnkey services for your solid waste, recyclables, and hazardous, special and medical wastes. The company was founded in 1972 and is headquartered in Rockford, IL.

USA Triathlon engages in multisport disciplines activities. The non-profit company is based in Colorado Springs, CO.

ghSMART & Co., Inc. provides business assessment and consulting services. It offers management assessment form for chief executive officers (CEO) and investors. The firm specializes in consulting services for pre-hire decisions at the CEO and board levels, private equity and corporate and mergers and acquisitions, senior management team performance feedback, and executive learning and development. The company was founded by Geoffrey H. Smart in 1995 and is headquartered in Chicago, IL.