Dennis Patrick Clark

Barra LLC provides investment analytics, trading solutions and software to investment professions. The company provides risk management technology for investment professionals. Barra was founded by Barr Rosenberg and Andrew Rudd in 1975 and is headquartered in Berkeley, CA.

Part of Cheremy Capital LLC, Custom Healthcare Ltd. is a pharmaceutical contract development and manufacturing organization (CDMO). Founded in 2001 and based in Hove, UK, the company covers the full spectrum of activities from process development through commercial manufacturing. The British company offers a wide range of industry-leading pharmaceutical CDMO services, from clinical to commercial, and are capable of taking compounds from clinical to commercial. Custom Healthcare holds licenses issued by the MHRA, including MIA, MIA(IMP), MS, WDA, and controlled drugs licenses (schedules II – V). The company's project management team ensures that a multidisciplinary team supports each project to deliver with excellence.

City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSX: RY) in Canada. The firm was created when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high-net-worth individuals as well as to registered investment companies, a private fund and institutional clients.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts.

Ziploop, Inc. provides mobile shopping application services. The company was founded by Peter Jackson, Sandra Breber and Paul Martinelli in April 2013 and is headquartered in Orinda, CA.

Quantal International, Inc. provides portfolio analytics services for the investment management industry. It offers investment strategy, portfolio risk profile, portfolio rebalancing, custom investment, and asset allocation solutions. The company was founded by Terry Marsh and Paul Pfleiderer in 1990 and is headquartered in San Francisco, CA.

United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA.

Advisor Software, Inc. provides cloud based platform for wealth management companies. Its solutions include digital advisor, behavioral intelligence quotient, portfolio rebalancer, client acquisition, goalgamiPro, and wealth management APIS. The company was founded by Andrew Rudd in 1995 and is headquartered in Walnut Creek, CA.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Home Value Protection Inc. provides home insurance services. The company was founded by Eric Hutchinson, Daniel P. Sanford and Craig Schmeizer in 2009 and is headquartered in San Francisco, CA.

Bellatore Financial, Inc. (Bellatore) is a SEC-registered investment advisor headquartered in Pleasant Hill, California. The firm was founded by Al Steele in 2007 and is principally owned by Bella Fund Holdings, Inc. Bellatore provides asset management services to select financial advisory businesses across the US.