Michael Adams

Saturna Capital Corp. is an independent, SEC-registered investment advisor headquartered in Bellingham, Washington. The firm was founded by Nicholas “Nick” Kaiser in 1989. Saturna Capital advises a variety of accounts divided between (1) investment management accounts for individuals, families, trusts, estates, corporations, and retirement plans and (2) pooled investment funds (mutual funds and private partnerships).

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

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.

Cambria Investment Management LP (Cambria) is an independent, SEC-registered investment advisor headquartered in Manhattan Beach, California. Originally founded by Eric W. Richardson and Mebane T. Faber in 2006 as Cambria Investment Management, Inc., the firm underwent a structural change in 2012 and has since been known as Cambria Investment Management LP. Cambria provides investment advice to the Cambria Trust Funds and Cambria Digital Advisor Accounts.

Billeter Wealth Management, Inc. provides investment advisory services. It offers transparency and avoid conflicts of interest in providing unbiased investment management strategies to each client. The company was founded by Bruce W. Billeter in 2007 and is headquartered in Mead, WA.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

NFX Capital Management LLC (NFX Capital) is a venture capital firm founded in 2015. The firm is headquartered in San Francisco, California.

Oregon BEST provides business solutions. It offers university research, private investment, industry growth and development. The company was founded in 2007 and is headquartered in Portland, OR.

Prota Labs LLC (Prota Labs) is a venture capital firm co - founded in 2016 by Wilson Fong. The firm is headquartered in Chicago, Illinois.

Algorithmia, Inc. designs and develops software solutions. It provides a marketplace that enables algorithm developer to explore, create, and share algorithms as a web services. The firm’s marketplace allows users to upload their code and make it available as a rest API for the world to use. The company was founded by Diego M. Oppenheimer and Kenneth F. Daniel in 2013 and is headquartered in Seattle, WA.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Part of The PNC Financial Services Group, Inc., PNC Business Credit, Inc. provides business credit services.

Southeastern Asset Management, Inc. (Southeastern) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by O. Mason Hawkins in 1975. Southeastern provides discretionary investment management services for institutional accounts and funds.

SEOmoz, Inc. develops search engine optimization software solutions. The firm specializes in the design and integration of search engine platforms and tools that help clients track keyword rankings, monitor competitors, and analyze sites content. It offers solutions that feature weekly application crawls and rank tracking, on-page recommendations, competition analysis, web application enhancement, page and domain authority, keyword difficulty, and beta access to campaign tools. The company was founded by Rand S. Fishkin and Gillian Muessig in 2004 and is headquartered in Seattle, WA.

Bitly, Inc. develops web applications and tools. The firm offers applications that allows users to collect, organize, shorten and share links via websites and browser extensions. The company was founded by Todd Levy and Jay Ridgeway in 2008 and is headquartered in New York, NY.

Curious Capital (Curious Capital) is a venture capital firm founded by Andrew Dumont in 2016. The firm is headquartered in Seattle, Washington.

Evergreen Capital Management LLC (Evergreen) is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1983 and is a subsidiary of D & M Hay LLC. Evergreen provides investment supervisory services, investment consulting, and financial planning to a variety of types of clients which includes individuals, trusts, endowments, and pension and retirement plan accounts.

K1 Investment Management LLC (K1 Investment Management) is a venture capital firm founded by R. Neil Malik in 2011. The firm is headquartered in Manhattan Beach, California.

Consilio LLC provides eDiscovery software solutions and services. It offers document review services, discovery consulting, forensic consulting services, and law department management. The company was founded in 2002 and is headquartered in Washington, DC.

Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients.

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.

San Diego Repertory Theatre operates a theatre that showcase events and shows. It promotes a inclusive community through progressive political and social values and celebrate the multiple voices. The company was founded in 1976 and is headquartered in San Diego, CA.

Code Fellows Holdings, Inc. develops software solutions for programming skills. It focuses by giving career education where students get hand-on experience by applying trainings and building applications specializes in full-stack JavaScript, Python, or ASP.NET development. The company was founded by Andy Sack, Ivan Storck, Brad Bouse, William Little and Brook Riggio in 2013 and is headquartered in Seattle, WA.