Tim Dunn

MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans.

A10 Capital LLC provides lending services. It specializes in offering small to middle market commercial mortgage loans. The firm's products include bridge, perm, bridge-to-perm, note purchase, and SFR loans. The company was founded by Jerry Dunn and Ken Wilson in 2007 and is headquartered in Boise, ID.

Alaska Permanent Capital Management Co. (APCM) is a registered independent investment advisor headquartered in Anchorage, Alaska. The firm was founded by David A. Rose in 1992. APCM provides investment management services to both institutions and individuals. On the institutional side, their clients include State of Alaska public entities, municipalities, boroughs, Alaska Native Corporations, endowments, and non-profit organizations.

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.

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.

Nationwide Insurance Co. provides insurance services. The company was founded in 1925 and is headquartered in Columbus, OH.

Public Employee Retirement System of Idaho (PERSI) is the pension fund manager of the State of Idaho. They are founded in 1963 and headquartered in Boise, Idaho. PERSI provides retirement, disability, survivor, and other benefits to more than 144,000 members. Their membership is comprised of retirees, beneficiaries, and active public employees working for more than 775 employers across the State of Idaho.

ODDO BHF AG (Broker) (ODDO BHF-Broker) is the broker/dealer division of ODDO BHF AG, which is owned by Oddo BHF SCA in German. The firm was founded in 1854 and is headquartered in Frankfurt. ODDO BHF-Broker offers a wide range of high value-added broking services for issuers, holding companies and/or family offices.

Andersen Tax LLC (Andersen) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Mark Vorsatz in 2002 as WTAS LLC. They are a wholly owned subsidiary of Andersen Tax Holdings LLC, which is principally owned by MD Investment LLC. Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individuals and entities.

Clearwater Analytics LLC provides web-based software for investment portfolio reporting, accounting and analytics. It offers solutions to automate investment accounting, monitor investment policy compliance, monitor investment analytics and compliance, proactive regulatory and accounting guidance, data aggregation and reconciliation, and analyze portfolio performance and risk. The firm also provides data management, portfolio accounting, and reporting and communication solutions, and investment operations solution that provides scalability through automated processes and systems. The company was founded by David Robert Boren, Douglas K. Bates, Michael Kenneth Boren, and Christopher James Growney in 2003 and is headquartered in Boise, ID.

Credit Suisse International (Investment Management) (Credit Suisse International-IM) is the investment management division of Credit Suisse International, an investment banking firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Credit Suisse AG, which is ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse International-IM provides investment advisory and management services.

Sockeye Trading Co., Inc. operates as a convenience store. The company is headquartered in Boise, ID.

Salmon River Electric Cooperative, Inc. provides energy services. The firm transmits and distributes electric energy to its members and customers, as well as offers propane gas. The company was founded in 1948 and is headquartered in Challis, ID.