Steven I. Margulies

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses.

Greentree Brokerage Services, Inc. is a private company based in Philadelphia, PA.

Decision Sciences Medical Co. LLC engages in the provision of imaging solutions for patients and care providers. It focuses on the development of its acoustic coherent tomography imaging platform. The company is headquartered in Poway, CA.

H.I.G. Capital LLC (H.I.G Capital) is a private equity division of H.I.G. Capital LLC founded in 1993 by Sami W Mnaymneh and Anthony A Tamer. The firm is headquartered in Miami, Florida with offices in Europe, Latin America and Middle East.

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.

H.I.G. Capital LLC operates as s a private equity and alternative assets investment firm. Its portfolio focuses in private equity, growth equity, real estate, debt or credit, lending, and bio health. The company was founded by Sami W. Mnaymneh and Anthony Tamer in 1993 and is headquartered in Miami, FL.

Baker & McKenzie LLP provides legal services. The company was founded in 1949 and is headquartered in Chicago, IL.

The California Endowment Fund operates health funds and provides health care services. The Endowment has regional offices in San Francisco, Sacramento, Fresno and San Diego, with program staff working throughout the state. The Endowment makes grants to organizations and institutions that directly benefit the health and well-being of the people of California. The company was founded in 1996 and is headquartered in Los Angeles, CA

DTI Capital LLC (DTI Capital) is a private equity firm founded in 2010 by John S. Wehrle and Matthew Joel Penneycard. The firm is headquartered in New York.

Prospanica works to prepare Hispanics for leadership positions throughout the U.S. The company was founded in 1988 and is headquartered in Dallas, TX.