Joan F. Norgel

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations.

Barclays Bank Plc provides commercial banking services. It offers personal, premier, business and corporate banking products and services to its customers. The banks services include current accounts, savings, investments, mortgages, loans, insurance, credit cards and online banking services. The company was founded on October 4, 1971 and is headquartered in London, the United Kingdom.

Upfront Ventures Management LLC (Upfront Ventures) is a venture capital firm founded in 1996 by Steven J. Dietz and Yves B. Sisteron. The firm is headquartered in Santa Monica, Calirfornia.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Tillster, Inc. provides customer engagement programs and self-service ordering for the quick service restaurants and casual dining industries. It allows customers to place orders through the web, digital kiosks, mobile devices or call centers and also tracks ordering behavior to help companies target customers with offers and coupons. The company was founded by Paul Monahan and Paul Sidlo in 2002 and is headquartered in San Diego, CA.

GumGum, Inc. engages in the design, development, and operation of an in-image advertising platform. The firm provides in-image and in-screen products. Its product is grown to include several displays, mobile, and video solutions to help brands tell their stories and publishers unlock new sources of revenue. It offers GumGum Visual Intelligence, a real-time visual listening platform that helps brands identify and activate online pictures relevant to them, as well as engage their top influencers on social media. The company was founded by Ari Mir and Ophir Tanz in 2006 and is headquartered in Santa Monica, CA.

Invoca, Inc. provides call performance marketing solutions. Its products include call intelligence suite, integration partners and cloud infrastructure. The firm offers solutions to agencies, consumers, business-to-business, search and performance marketers. Invoca was founded by Colin D. Kelley and Jason S. Spievak in 2008 and is headquartered in Santa Barbara, CA.

Snowball Factory, Inc. provides social data to companies. The company was founded by Jonathan Strauss and Laurie James Voss in 2009 and is headquartered in New York, NY.

SonicEnergy, Inc. develops wireless charging device. It is in the stage of developing a product that can re-charge gadgets remotely using ultrasound transmitters. The company was founded by Meredith E. Perry and Nora Dweck in 2011 and is headquartered in Santa Monica, CA.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

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.

Founded by William Lawton in 1996, Seagate Global Advisors LLC is a hedge fund manager located in El Segundo, California. They manage the SeaMax Partners Fund LP, the SeaMax Partners Offshore Fund (BVI) Ltd. and the SeaBright China Special Opportunities Fund I Ltd.

Kyriba Corp. engages in the provision of cash and treasury management software solutions. The firm specializes in the design of automated online systems to control clients cash management tasks. Its solution areas encompass cash and liquidity, payments, bank relationships, financial transactions, risk management, and supply chain finance. The company was founded by Jean-Luc Robert and Nathaniel Fraiberger in 2000 and is headquartered in San Diego, CA.

InfoSum Ltd. develops cloud computing software for data isolation. The firm offers federated architecture, insight engine, differential privacy, identity resolution, permissions control, and global schema platforms. Its solutions include audience insights, data onboarding, identity, unified customer view, data clean room, and second-party audiences. The company was founded by Nicholas John Halstead in 2015 and is headquartered in Basingstoke, the United Kingdom.

Udisense, Inc. develops baby monitors and computer application software for mobile phones and other wireless devices. Its products include nanit plus, nanit plus sleep screen, multi-stand, nanit insights, and multi-packs. The company was founded by Andrew Berman, Assaf Glazer, and Tor Ivry and is headquartered in New York, NY.

General Specific, Inc. designs applications for mobile videos. The firm's app also enables users to collaborate on videos together, helping them to create stories around events a number of friends and family members attended together. The company was founded by Paul Boukadakis, Chris Shaheen and J. B. Hager in 2012 and is headquartered in Culver City, CA.

Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN.

Part of Salesforce, Inc., Koral is a company that provides web content management services. The company is based in San Mateo, CA. The company was founded by Timothy John Barker. Koral was acquired by Salesforce, Inc. on April 09, 2007.

Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.