Zachary Dutra

Harvey & Co. LLC is a private company that provides investment services to manufacturing, industrial & business services, healthcare, value-added distribution, energy, consumer and financial services sectors. The company was founded in 1998 and it is headquartered in Newport Beach, CA.

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.

CitiCorp North America, Inc. provides credit services. The company was founded on April 26, 1978 and is headquartered in New York, NY.

Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander.

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.

Tungsten Automation Corp. engages in the provision of software services. Its products include smart intelligent automation; robotic process automation; cognitive capture; process orchestration; advanced analytics; mobility and engagement; AP automation; and PDF and document imaging. The company is headquartered in Irvine, CA.

Woodbridge International LLC provides mergers and acquisitions advisory services. It specializes in divestitures, valuations, and advisory services for companies. The firm helps interested buyers to determine strategic fits, search for potential acquisition candidates, extend offers, negotiate prices, and other variables. The company was founded by Robert M. Koenig in 1933 and is headquartered in New Haven, CT.

Trivest Partners LP (Trivest Partners) is a private equity firm, a subsidiary of Trivest Partners Inc. founded in 1981 by Earl W. Powell. The firm is headquartered in Coral Gables, Florida.

Boston Capital Ventures (BCV) is a venture capital firm co- founded by H. Johan von der Goltz, Don Steiner and Dana Callow in 1982. The firm is headquartered in Massachusetts, United States.

Accruent LLC provides real estate performance management solutions. Its solutions include capital planning, CMMS, field service management, IoT remote monitoring, project management, and healthcare technology management. It offers products and services to education, corporate, healthcare, public sector,retail, telecommunication, manufacturing, and utilities industry. The company was founded by Mark Friedman in August 1995 and is headquartered in Austin, TX.

Siderean Software, Inc. develops and provides search and navigation software. It offers software for business and finance, design and editing, IT and management, security and other miscellaneous software. The company was founded by Bradley P. Allen in 2001 and is headquartered in El Segundo, CA.

MarginPoint provides cloud-based indirect material management solutions for the industrial market. Its solutions include advanced inventory management, mobile inventory application, advanced vendor-managed inventory, industrial vending, and advanced analytics. It also offers cloud technology and marginpoint integration toolkits as well as technical support and training services. The company was founded by by Anton Visser and Jeff Chavez in 1999 and is headquartered in Laguna Hills, CA.

Mojix, Inc. develops and markets signal processing products for wireless applications. The firms products include RFID trackers, phased array receivers, and eNodes transmitters. It serves the retail, consumer, packaged goods, supply chain, transportation, and media sectors. The company was founded by Ramin Sadr in 2004 and is headquartered in Los Angeles, CA.

OCTANe connects people and ideas with capital and resources for technology growth in Orange County. It stimulates technology job growth and wealth creation; helps entrepreneurs turn ideas into successful businesses; helps companies connect with funding and growth resources; helps senior executives access intelligence, new technologies, and talent; helps develop technology business leaders; and creates a forum for technology company leaders to have an impact on the future. The company offers LaunchPad, a pro-bono accelerator for startup companies in the technology, life science, and clean tech industries. The company was founded in 2002 and is headquartered in Aliso Viejo, CA.

ExsoMed Corp. engages in developing, manufacturing, and commercializing innovative technologies and products for minimally-invasive hand surgery. It offers metacarpal fixation and dip fusion products. The company was founded in 2012 and is headquartered in Aliso Viejo, CA.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

ROK Capital LLC provides investment advice. The private company is based in Newport Beach, CA. The company was founded by Todd L. Leigh.

Cathay Bank operates as a state chartered commercial bank. It offers personal, business and commercial banking services. The company was founded in 1962 and is headquartered in El Monte, CA.

CTBC Bank Corp. (USA) operates as a state commercial bank. It offers personal banking services that include checking accounts; savings accounts, money market accounts, and time deposits; debit cards and ATM cards, wire transfers, safe deposit boxes, and Internet and mobile banking services; consumer credit cards and residential mortgages; and wealth management services. The firm offers business banking services, which include commercial real estate financing, including acquisition financing, refinancing of existing property, and bridge, interim and reposition financing; and commercial banking services. The company was founded in 1965 and is headquartered in Los Angeles, CA.