Steven Bradley Geovanis

Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.

Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.

HSBC Capital (USA) Inc ( HSBC Capital (USA) ) is a private equity arm of HSBC Holdings Plc Founded in 1978. The firm is headquartered in New York.

Summit Capital LLC provides residential real estate services. The company was founded by Kevin C. McTavish in 2003 and is headquartered in San Tan Valley, AZ.

Lyxor Asset Management LLC (Lyxor US) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 1999 as SG Cowen Asset Management, Inc. and changed their name to SG Asset Management Inc. in 2002. Effective September 2009, due to an internal reorganization within the Société Générale group, the firm changed their name to Lyxor Asset Management, Inc. In 2023, they changed their name to Lyxor Asset Management LLC when they were acquired by Wilshire Advisors LLC. Lyxor US provides investment advice to institutional clients typically through the Lyxor AM Funds, separately managed accounts.

Bank of America Merrill Lynch International DAC operates as a security brokers, dealers and flotation company. The company is headquartered in Dublin, Ireland.

CMAP Emso Fund Ltd. provides investment management services. The company is headquartered in George Town, Cayman Islands.