Derek Higa

Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals.

Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients.

JPMorgan Private Investments, Inc. (JPMPI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1991 and is a wholly-owned subsidiary of JPMorgan Chase Holdings LLC, ultimately held by JPMorgan Chase and Co. (NYSE: JPM). JPMPI provides advisory services to open-end and closed-end Registered Investment Companies (RICs); private investment funds organized as limited partnerships, limited liability companies, or offshore companies; and various wrap fee programs offered through an affiliate, JPMorgan Securities LLC (JPMS).

Eucalyptus Partners LLC operates as a proprietary trading firm. The company was founded by Timothy Marble and is headquartered in San Francisco, CA.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

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.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

KPMG International Cooperative focuses on the promotion of the economic interests of its members. It engages in the protection, promotion, improvement, and expansion of the KPMG Group. The company was founded on February 8, 1988 and is headquartered in Zug, Switzerland.

BlueCrest Capital Management (New York) LP (BCM) is a hedge fund manager headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BC Capital Management Services Ltd. BCM provides investment advisory and management services to high-net-worth clients.

LD Micro is an investment research firm headquartered in San Ramon, California. The firm was founded in 2006 by Chris Lahiji. In 2023, they were acquired by Freedom US Markets LLC, a subsidiary of Freedom Holdings, Inc. (NASDAQ: FRHC). LD Micro provides intraday information for the benefit of everyone in the small and microcap universe.

EAM Investors LLC (EAM) is a majority employee-owned investment management boutique headquartered in Solana Beach, California. Formerly known as Eudaimonia Asset Management LLC, the firm was founded in 2007 by Travis T. Prentice, Montie L. Weisenberger, and Joshua M. Moss. EAM offers investment management and supervisory services to public and corporate retirement funds, superannuation funds, sub advisory relationships, foundations, endowments and OCIO’s.

South Central LA Rgnl Ctr Persons Developmental Disabilities provides services to individuals. It operates as a non-profit, community based organization. It provides intake, assessment, diagnosis and lifelong service coordination. The firm consumer services include autism, cerebral plasy, epilepsy, intellectual disability, early start services, lanterman act services, intake process, appeal process, generic resources, and clinical services. The company is headquartered in Los Angeles, CA.

Compak Asset Management (Compak) is an independent, SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 1999 by Moeez Ansari. Compak provides advisory services to various clients, such as individuals, trusts, individuals’ retirement plan accounts, and retirement plan trustees.

Pulse Capital Partners LLC is a hedge fund specialist company that partners with and advises established hedge fund managers on instituting and maintaining core relationships in the industry. The private company is based in New York, NY and have subsidiaries in the United States. The company's primary focus is on selecting and aligning investor and manager interests by using deep industry knowledge. The company provides comprehensive solutions to managers who have or are seeking to have a deeper footprint in the Gulf region, which has differentiated requirements for success. The company also works with institutional investors, offering them individualized investment solutions, be it broad, thematic, focused, or requiring structural setup. The company was founded by Thomas Middelhoff.

Jade Capital Advisors LLC (Jade Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Essex Fells, New Jersey. The firm was founded by Robert McHugh and James Stanley in 2018. Jade Capital provides discretionary investment advisory and sub-advisory services to one sub-advised account.

O'Neil Global Advisors, Inc. (OGA) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2019 and is a wholly owned subsidiary of O'Neil Capital Management, Inc., which is owned by Data Analysis, Inc. OGA serves as the investment advisor, with discretionary trading authority, to pooled investment vehicles, the securities of which are offered to investors on a private placement basis, as well as investment advisor, with discretionary trading authority, to separately managed accounts.

Part of Coresight, Inc., Coresight Research Services Pvt Ltd. is an Indian company that delivers data-driven insights with a focus on retail and technology. The company has unique expertise in this area and specializes in disruption at the intersection of retail and technology. The company is based in Mangaluru, India. Coresight Research Services helps clients understand the implications of this disruption for their business.