Steve Buretz

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.

Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations.

Kayne Anderson Rudnick Investment Management LLC (KAR) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Richard Kayne, John Anderson and Allan Rudnick in 1984. They are a direct subsidiary of Virtus Partners, Inc., ultimately held by Virtus Investment Partners, Inc. (NASDAQ: VRTS). KAR provides investment management and wealth advisory solutions to institutional, broker-dealer and high-net-worth clients.

Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors.

CAZ Investments LP (CAZ) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Christopher A. Zook in 2001 and is owned by CAZ Investments 2021 LP. CAZ offers advisory services to a separately managed account and co-mingled, private, investment funds.

Capital Integration Systems LLC (Capital Integration Systems) is a private equity firm founded in 2009 by Rafay H. Farooqui, Jeremy Clifford Norton and Matthew C. Brown. The firm is headquartered in New York.

Astor Investment Management LLC (Astor) is a registered investment adviser headquartered in Chicago, Illinois. The firm was formally organized in 2013 in connection with a corporate restructuring of Astor Asset Management LLC which was founded in 2001. Astor provides proprietary tactical allocation strategies focused on macroeconomic analysis. They provide advisory services primarily to (1) separately managed accounts SMA), (2) mutual funds, and (3) unified managed accounts (UMA). Their portfolios are generally available as a SMA or UMA within wrap fee programs provided by a broker-dealer or investment adviser.

SLANTRANGE, Inc. creates agricultural metrics through combination of remote sensing and in-field analytics. The firm offers new classes of information, immediate, on-site results without any need for network connectivity, and workflows for lower operational costs. The company was founded by Michael Ritter and Michael Milton in 2013 and is headquartered in San Diego, CA.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Part of Northrop Grumman Corp., BDM Technologies, Inc. provides professional and technical services. The company is based in McLean, VA.

The Nerdery LLC operates as a custom software design and development company. It provides mobile applications, web applications, websites, digital consulting and system integration. The company was founded by Luke Bucklin, Michael Derheim, and Michael Schmidt in 2003 and is headquartered in Bloomington, MN.

Boston Market Corp. engages in the owning and operation of fast-casual restaurants. It offers individual meals, market bowls, family meals, sides, sandwiches, salad bowls and soups, desserts and sauces. The company was founded by Arthur Cores and Steven Kolow in 1985 and is headquartered in Golden, CO.

RJC Holdings, Inc. specializes in CRM, quote-to-cash, and custom technology solutions for the modern workplace. Its services include advisory, implementation, integration, and support solutions. The company was founded in 2001 and is headquartered in Greenwood Village, CO.

Zesty.io Platform, Inc. develops and operates an online platform which automates tasks tied to building and maintaining web content. The firm offers CMS, Satellite websites, multi-site EcoSystems, social curator, leads and forms, headless CMS, and EcoAnalytics. The company was founded by Randy Apuzzo and Andy Fleming and is headquartered in San Diego, CA.

Doctible, Inc. operates an online healthcare network. Its solutions include reputation management, patient communicator, campaigns, virtual waiting room, patient reminders, patient recall, payment collector, website messenger, intake forms, and online scheduling. The company was founded by Ajit Viswanathan and Leon Hu in October 2013 and is headquartered in San Diego, CA.

Effectv provides advertising and sales services. The firm provides video solutions to local, regional and national businesses through television and digital advertising. It provides local market coverage across multiple platforms (cable TV, satellite, telco, online, VOD) and can target customers geographically, demographically and by message to reach specific audience segments. The company is headquartered in New York, NY.

Tourmaline Labs, Inc. develops artificial intelligence technology platform. It offers TL Trip, TL Behaviour, TL Insight, and TL KIT and open API solutions. The firm serves transportation, insurance, OEM and general mobility industries. The company was founded by Lukas Kuhn and Sven Beerweiler in 2013 and is headquartered in San Diego, CA.

Starling Brands, Inc. produces medical and recreational cannabis products. Its brands include Jayden's Juice, Premium Vape Pens, and Skincare Therapy. The company was founded by Mike Reynolds, John Di Girolamo, Eric Shevin and Jack Schwebel in 2017 and is headquartered in Toronto, Canada.

The Florez Group, Inc. engaged in the design and development of internet marketing websites and solutions. The firm specializes in mobile applications, web design and theming, search engine optimization, e-commerce, IT training, and data migration services. The company was founded by John Florez and Karen Sironen in 2009 and is headquartered in New York, NY.

Shevin Law Group LLC operates as a criminal defense and cannabis business law firm. It specializes in criminal law, marijuana law, marijuana business formation, and compliant business operations. The company was founded by Eric D. Shevin in1993 and is headquartered in Los Angeles, CA.

Part of WBC Holdings LP, William Blair & Co provides investment banking and asset management services.

HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals.

Part of Lotte Chemical Corp., Lotte Chemical Titan Trading Sdn. is a petrochemical company based in Pasir Gudang, Malaysia. Bhd. The Malaysian company produces a comprehensive portfolio of olefins and polyolefins that contribute to enhancing everyday life. Lotte Chemical Titan Trading Sdn. possesses the competitiveness that has enabled it to lead Southeast Asia's petrochemical industry. The company has a plastic technical center that functions to improve the quality of its products. is a subsidiary of Lotte Chemical Holding Berhad.