John A. Hoag

JPMorgan Worldwide Securities Services engages in the provision of security brokerage services. The company is headquartered in New York, NY.

Perigon Wealth Management LLC (Perigon) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Philip Hart in 2004 and is owned by Perigon Financial Holdings LLC, which is owned by Perigon Partners LLC. Perigon offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, retirement plans, and banking or thrift institutions.

JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.

First Hawaiian Bank (Wealth Management) (First Hawaiian Bank-WM) is the wealth management division of First Hawaiian Bank, a regional commercial bank headquartered in Honolulu, Hawaii. The bank was founded in 1858 and is a subsidiary of First Hawaiian, Inc. (NASDAQ: FHB). First Hawaiian Bank-WM offers a variety of investment products and services such as Separately Managed Accounts, ETFs, Individually Managed Bond Portfolios, Portfolios (Taxable or Tax Exempt), Structured Notes, Mutual Funds, Annuities, Alternative Investments, Money Market Accounts, and Fixed Income Portfolios.

First Hawaiian Bank offers banking services to consumer and commercial customers including deposit products, loans, wealth management, insurance, trust, retirement planning, credit card and merchant processing services. The company was founded in 1858 and is headquartered in Honolulu, HI.

Part of ING Groep NV, Lexington Global Asset Managers, Inc. is a company that provides asset management services. The company is based in Saddle Brook, NJ. Lexington Global Asset Managers was acquired by ReliaStar Financial Corp. on July 26, 2000 for $69.92 million.

Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations.

Dodge & Cox is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Van Duyn Dodge and Morrie Cox in 1930. They manage money for individuals and institutions globally with a single investment philosophy.

HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments.

University of Hawai'i Foundation operates as a fundraising organization for the University of Hawai?i. It also provides alumni services and manages gift accounts for the benefit of the university and its students. The company was founded by Philip E. Spalding, Gregg M. Sinclair, Richard Penhallow, Hung Wai Ching, Fred K. Lam, Clayton J. Chamberlin, Katsuyuki Izumi, Jack H. Mizuha, and J. Garner Anthony on June 15, 1955 and is headquartered in Honolulu, HI.

The Aloha Council Boy Scouts of America delivers the promise of scouting to youth in Hawaii on the island of Oahu, Kauai, and Hawaii, and in the US territories of American Somoa, Guam, and the Commonwealth of the Northern Maraiana Islands. The company is headquartered in Honolulu, HI.

University of Hawai'i at Hilo engages in the provision of services relating to higher education. It offers bachelor’s degrees, minors, master’s degrees, doctoral degrees, certificate programs, graduate certificate programs, and distance learning. The company was founded in 1947 and is headquartered in Hilo, HI.

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.

Bank of Hawaii (Asset Management), do-business-as Asset Management Group of Bank of Hawaii (AMG), is a separately identifiable department of the Bank of Hawaii, which is owned by Bank of Hawaii Corp. (NYSE: BOH). Headquartered in Honolulu, AMG was founded in 1897 and offers investment advisory services on a discretionary basis to registered investment companies (mutual funds) and institutional clients that are quasi-governmental agencies whose accounts consist in whole or in part of the proceeds from the issuance of municipal bonds.