Thomas P. Carlson

Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors.

Part of Sotera Health Co., Phoenix International Life Sciences, Inc. is a Canadian company that provides bioanalytical research and clinical testing services. The company is based in Saint-Laurent, Canada. Phoenix International Life Sciences was acquired by Nordion (Canada), Inc., part of Sotera Health Co. from July 30, 2018 on May 22, 2000 for $236.74 million.

Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.

Meritage Portfolio Management, Inc. (Meritage) is a wealth management firm and SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1991, originally bearing the names of the four founding principals, Eveans, Bash, Magrino and Klein, Inc. Meritage provides personalized investment management on a discretionary basis to individuals, families and a variety of institutional clients which includes employee benefit plans, foundations, endowments and public funds with separately managed portfolios.

L. Roy Papp & Associates LLP (LRP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by L. Roy Papp in 1978. LRP provides comprehensive wealth management services to affluent individuals and families as well as to institutions.

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.

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.

Moors & Cabot, Inc. (Investment Management) (Moors & Cabot-IM) is the asset management division of Moors & Cabot, Inc., a registered broker/dealer headquartered in Boston, Massachusetts. The firm was founded in 1890 by John F. Moors and Charles Cabot. Moors & Cabot-IM provides advisory services to individuals, high net-worth individuals, corporations or other businesses, pension and profit-sharing plans, trusts and estates, and charitable organizations.

Autus Asset Management LLC (Autus) is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Mark Fiedler in 2001 and was acquired by Parallel Advisors LLC in 2023. Autus provides customized portfolio management solutions to individuals, pension and profit-sharing plans, other investment advisers, trusts, estates, charitable organizations, corporations and business entities.

Generation 3 Capital LLC (Generation 3 Capital) is a private equity firm founded in 2007 by Brandon Nagler. The firm is headquartered in Northbrook, Illinois.

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.

Raich Ende Malter & Co. LLP provides accounting services. It offers audit and accounting, tax services, and personal advisory services. The company was founded by Charles D. Raich in 1972 and is headquartered in New York, NY.

Greystone Communities, Inc. develops and manages continuing care retirement communities. Its services include consulting, strategic and project planning, business improvement, repositioning, development, marketing and management of continuing care retirement communities (CCRCs), project development, redevelopment, community management, marketing, and capital development. The company was founded by Michael B. Lanahan in 1982 and is headquartered in Irving, TX.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

American Heart Association, Inc. operates a voluntary health organization funded by private contributions. The organization offers services for coronary heart diseases and strokes, high blood cholesterol & physical inactivity, obesity, and diabetes. The company was founded in 1924 and is headquartered in Dallas, TX.

Fatbanana Broadband, Inc. provides Internet and networking services. The company is headquartered in Calgary, Canada.

CCO Group LLC is a registered investment advisor headquartered in Phoenix, Arizona. The firm was founded by Christopher Cole in 1979 as Cole Capital Advisors, Inc. They were acquired by CIM Group LP in 2018. CCO Group provides access to commercial real estate through non-traded REITs and other direct investment programs.

Archaeological Consulting Services Ltd. provides environmental management services. It offers paleo environmental studies, permitting and compliance, cultural resources and historic preservation services. The company was founded in 1977 and is headquartered in Tempe, AZ.

Evergy Metro, Inc. engages in the generation, transmission, distribution and sale of electricity. It generates electricity from wind, solar, nuclear, biogas and hydro energy. The company was founded in 1882 and is headquartered in Jefferson City, MO.