Rick V. Fermin

Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.

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.

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.

Franklin Templeton Investments Corp. (FTI) is a SEC-registered investment advisor and mutual fund manager headquartered in Toronto, Canada. The firm was founded in 2000 and they are a subsidiary of Templeton International, Inc. Their ultimate parent is Franklin Resources, Inc. (NYSE: BEN), a global investment management company also known as Franklin Templeton Investments. FTI provides investment advisory and portfolio management services with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts for institutional and high net-worth clients.

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.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Nex Cubed Investment Management LLC (Nex Cubed) is a venture capital firm founded in 2016 by Kelsey Morgan Pasqualichio, Kip D. Quackenbush and William M. Malloy. The firm is headquartered in La Jolla, California.

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.

Sukut Construction, Inc. provides earth moving and construction services. Its services include mass excavation and grading, landfills and environmental cleanups, highways and roads, storm drain systems and emergency landslide repairs. The company was founded by Myron C. Sukut and Dick Coulson on 24th October, 1968 and is headquartered in Santa Ana, CA.

Dana Investment Advisors, Inc. (Dana) is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Michael Dana in 1980. Dana provides investment supervisory services to qualified pension and profit-sharing plans, Taft Hartley plans, unions, financial institutions such as banks and credit unions, insurance companies, public sector entities such as cities and counties, health care facilities, corporations, charitable foundations and other charitable organizations, and certain high net -worth individuals. They also act as an investment manager for multiple wrap fee programs that are sponsored by third party institutions. Dana is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

S & C Electric Co. designs and manufactures switching and protection products for electric power transmission and distribution. It offers automation controls, automated switching equipment, energy storage systems, fusing equipment, handling tools, and metal-enclosed switchgear. The company was founded by Nicholas J. Conrad and Edmund O. Schweitzer in 1911 and is headquartered in Chicago, IL.

Ice Energy Holdings, Inc. provides distributed energy storage and smart grid solutions. It manufactures and markets energy storage solutions, and cooling and refrigeration products for the residential and commercial markets. The firm offers solutions for architects, building energy consultants, builders and developers, utility customers, energy and facilities managers, mechanical contractors, and utilities. The company was founded by Frank R. Ramairez, Brian Parsonnet and Gregory W. Tropsa in 2003 and is headquartered in Santa Barbara, CA.

U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors.

The Indonesian Chamber of Commerce is a business organization that serves as a platform for businesses to connect and collaborate.

The Weil Co. (WEIL) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Christopher Weil in 1989 and they do-business-as Christopher Weil & Co., Inc. WEIL provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, registered investment companies, other pooled investment vehicles (which include hedge funds), charitable organizations, and corporations and other businesses.

CWC Asset Advisors, Inc.(CWC Asset Advisors) is a private equity subsidiary of The Weil Co. founded in 2000 by Christopher Weil. The firm is headquartered in San Diego, California.