David Kin Tse

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.

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.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Clearlake Capital Group LP (Clearlake Capital) is a private equity firm founded in 2006 by Steven Chang, Behdad Eghbali and Jose Feliciano. The firm is headquartered in Santa Monica, California.

Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Platinum Equity Advisors LLC (Platinum Equity Advisors) is a private equity firm founded in 1995 by Tom Gores. The firm is headquartered in Los Angeles, California.

Acumen Scientific provides engineering and information technology services. Its services include device physics, radiometric performance analysis, thin films, imaging and spectroscopy, device design, systems analysis, specifications and flow-down, electro-optical Sensors and Systems, Space-based, strategic, tactical and surveillance, test and integration, scientific and industrial and material science and engineering. The company was founded on January 24, 2005 and is headquartered in Goleta, CA.

EPWA, Inc. operates as an investment holding company. It provides advisory and financial planning services. The company is headquartered in Torrance, CA.

EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services

TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.

Castle Capital (Castle Capital) is a private equity firm founded in 2015. The firm is headquartered in Los Angeles, California.

Tire Disposal & Recycling LLC was founded in 1982. The company is based in Portland, OR. The company recycles and disposes of tires.

PEC Safety Operations LLC operates as a risk-management firm. It provides technology-enabled contractor management services for reporting and measuring contractor risk, safety, and compliance information to owner clients. The firm also develops and offers standardized safety training programs for workers high-risk industries. The company was founded by Charlie Carr in 1993 and is headquartered in Mandeville, LA.

Teeccino Caffé, Inc. manufactures and distributes herbal beverages products. It offers tea bags, samplers, cereal, and gluten free. The firm also offers brewing tools and accessories. The company was founded by Caroline MacDougall in 1994 and is headquartered in Santa Barbara, CA.

CreditSights, Inc. is an independent investment research firm headquartered in New York City. The firm was co-founded by Paul Ciasullo, Reena Mithal, Glenn Reynolds and Peter Petas in 2000. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. CreditSights provides fundamental, in-depth credit research for buy-side decisionmakers, sell-side intermediaries and wealth managers and private banks globally. The firm actively covers more than 5,000 companies in North America, Europe, and Asia-Pacific representing over 56 countries.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

Visiting Nurse & Hospice Care provides home health care services. Its services include nursing and rehabilitation, hospice care at home, palliative care, bereavement support and counseling, serenity house, personal care and respite care. The company was founded in 1908 and is headquartered in Santa Barbara, CA.

Strategic Solutions, Inc. provides information technology consulting services. Its services include managed IT services, IT security solutions, IT consulting and service desk. The company was founded by David R. Sennett on May 29, 1990 and is headquartered in Oak Brook, IL.

Transactiondrivers LLC is a private company based in Los Angeles, CA.