Abacus Wealth Partners

429 Santa Monica Blvd., Suite 500 | Santa Monica 90401 | abacuswealth.com

CHIEF INVESTMENT OFFICER Darius Gagne | (888) 422-2287

Advanced Research Investment Solutions

9150 Wilshire Blvd., Suite 220 | Beverly Hills 90212 | arisconsulting.com

CHIEF INVESTMENT OFFICER Alex Shahidi | (424) 283-3800

AdvicePeriod

2121 Avenue of the Stars, Suite 2350 | Los Angeles 90067 | adviceperiod.com

CHIEF INVESTMENT OFFICER Larry Miles | (424) 281-3600

American Realty Advisors

515 S. Flower St., 49th Floor | Los Angeles 90071 | aracapital.com

CHIEF INVESTMENT OFFICER Kirk Helgeson | (213) 233-5700

AMI Asset Management Corp.

10866 Wilshire Blvd., Suite 770 | Los Angeles 90024 | amiassetmanagement.com

CHIEF INVESTMENT OFFICER Chris Sessing | (424) 320-4000

Analytic Investors

555 W. 5th St., 50th Floor | Los Angeles 90013 | aninvestor.com

CHIEF INVESTMENT OFFICER Dennis Bein | Gregory McMurran | (213) 688-3015

Angeles Investment Advisors

429 Santa Monica Blvd., Suite 650 | Santa Monica 90401 | angelesadvisors.com

CHIEF INVESTMENT OFFICER | Michael Rosen | (310) 393-6300

Ares Management

2000 Avenue of the Stars, 12th Floor, | Los Angeles 90067 | aresmgmt.com

(310) 201-4100

Aristotle Capital Management

11100 Santa Monica Blvd., Suite 1700 | Los Angeles 90025 | aristotlecap.com

CHIEF INVESTMENT OFFICER | Gregory Padilla | Gary Lisenbee | (310) 478-4005

Bay Mutual Financial

1460 4th St., Suite 212 | Santa Monica 90401 | baymutual.com

CHIEF INVESTMENT OFFICER | Martin “Bud” Pernoll | (310) 586-3222

Beach Point Capital Management

1620 26th St., Suite 6000N | Santa Monica 90404 | beachpointcapital.com

CHIEF INVESTMENT OFFICER Carl Goldsmith | Scott Klein | (310) 996-9700

Bel Air Investment Advisors

1999 Avenue of the Stars, Suite 3200 | Los Angeles 90067 | belair-llc.com

(310) 229-1500

BNY Mellon Wealth Management

10250 Constellation Blvd., Suite 210 | Los Angeles 90067 | bnymellonwealth.com

CHIEF INVESTMENT OFFICER | Charles Long | Regional President, Los Angeles

(424) 277-6829

Camden Asset Management

2029 Century Park East, Suite 2010 | Los Angeles 90067 | camdenasset.com

CHIEF INVESTMENT OFFICER | John Wagner | (310) 203-4200

Camden Capital

2301 Rosecrans Ave., Suite 2110 | El Segundo 90245 | camdencapital.com

CHIEF INVESTMENT OFFICER | John Krambeer | (310) 725-0210

Canyon Partners

2000 Avenue of the Stars, 11th Floor | Los Angeles 90067 | canyonpartners.com

CHIEF INVESTMENT OFFICER Joshua Friedman | Mitchell Julis | (310) 272-1000

Capital Group

333 S. Hope St. | Los Angeles 90071 | thecapitalgroup.com

CHIEF INVESTMENT OFFICER Timothy Armour | (213) 486-9200

Capital Group Private Client Services

333 S. Hope St. | Los Angeles 90071 | thecapitalgroup.com/pcs

CHIEF INVESTMENT OFFICER William Robbins | (866) 421-2166

Capital Research + Consulting

15 S. Raymond Ave., Suite 200 | Pasadena 91105 | capitalresearchandconsulting.com

CHIEF INVESTMENT OFFICER John Odell | (626) 844-1440

Causeway Capital Management

11111 Santa Monica Blvd., 15th Floor | Los Angeles 90025 | causewaycap.com

CHIEF INVESTMENT OFFICER Sarah Ketterer | (310) 231-6100

CBRE Global Investors

515 S. Flower St., 31st Floor | Los Angeles 90071 | cbreglobalinvestors.com

CHIEF INVESTMENT OFFICER Ritson Ferguson | (213) 683-4200

Churchill Management Group

5900 Wilshire Blvd., Suite 400 | Los Angeles 90036 | churchillmanagement.com

CHIEF INVESTMENT OFFICER Randy Conner | (877) 937-7110

CitizensTrust Wealth Management and Investment Services

1010 E. Colorado Blvd. | Pasadena 91106 | cbbank.com/investing

CHIEF INVESTMENT OFFICER Don Evenson | (626) 720-1769

City National Bank

555 S. Flower St. | Los Angeles 90071 | cnb.com

CHIEF INVESTMENT OFFICER Garrett D’Alessandro | (310) 888-6300

Clifford Swan Investment Counselors

177 E. Colorado Blvd., Suite 550 | Pasadena 91105 | cliffordswan.com

CHIEF INVESTMENT OFFICER Peter Boyle | (626) 792-2228

Cliffwater

4640 Admiralty Way, 11th Floor | Marina del Rey 90292 | cliffwater.com

CHIEF INVESTMENT OFFICER Stephen Nesbitt | (310) 448-5000

Coast Asset Management

11150 Santa Monica Blvd., Suite 1400 | Los Angeles 90025 | coastasset.com

CHIEF INVESTMENT OFFICER Dave Smith | (310) 576-3500

Colony NorthStar Inc.

515 S. Flower St., 44th Floor | Los Angeles 90071 | clns.com

CHIEF INVESTMENT OFFICER Kevin Traenkle | (310) 282-8820

Cove Street Capital

2101 E. El Segundo Blvd., Suite 302 | El Segundo 90245 | covestreetcapital.com

CHIEF INVESTMENT OFFICER Jeff Bronchick | (424) 221-5897

Covington Capital Management

601 S. Figueroa St., Suite 2000 | Los Angeles 90017 | covingtoncapitalmanagement.com

CHIEF INVESTMENT OFFICER Gary Arakawa | (213) 629-7500

Crescent Capital Group

11100 Santa Monica Blvd., Suite 2000 | Los Angeles 90025 | crescentcap.com

INVESTMENT COMMITTEE (310) 235-5900

CS Capital Management Inc.

2274 E. Maple Ave. | El Segundo 90245 | cscapitalinc.com

CHIEF INVESTMENT OFFICER Michael McHargue | (310) 988-7300

D.A. Davidson & Co.

624 S. Grand Ave., 26th Floor | Los Angeles 90017 | dadavidson.com

(213) 620-1850

Dalton Investments

1601 Cloverfield Blvd., Suite 5050 N | Santa Monica 90404 | daltoninvestments.com

CHIEF INVESTMENT OFFICER James Rosenwald III | (424) 231-9100

Direct Lending Investments

550 N. Brand Blvd., 20th Floor | Glendale 91203 | dirlend.com

CHIEF INVESTMENT OFFICER Frank Turner | (213) 286-9026

DoubleLine Capital

333 S. Grand Ave., 18th Floor | Los Angeles 90071 | doubleline.com

CHIEF INVESTMENT OFFICER Jeffrey Gundlach | (213) 633-8200

Empyrean Capital Partners

10250 Constellation Blvd., Suite 2950 | Los Angeles 90067 | empyrean.com

CHIEF INVESTMENT OFFICER Amos Meron | (310) 843-3000

EP Wealth Advisors

21515 Hawthorne Blvd., Suite 1200 | Torrance 90503 | epwealth.com

CHIEF INVESTMENT OFFICER Kevin Ashworth | (310) 543-4559

Everett Harris & Co.

888 W. 6th St.,10th Floor | Los Angeles 90017 | everettharris.com

CHIEF INVESTMENT OFFICER Jim Ward | (213) 625-2677

Fiduciary Trust International

444 S. Flower St., Suite 3200 | Los Angeles 90071 | fiduciarytrust.com

CHIEF INVESTMENT OFFICER Ronald Sanchez | (800) 421-9683

First Quadrant

800 E. Colorado Blvd., Suite 900 | Pasadena 91101 | firstquadrant.com

CHIEF INVESTMENT OFFICER Max Darnell | (626) 795-8220

First Republic

1888 Century Park East | Los Angeles 90067 | firstrepublic.com

CHIEF INVESTMENT OFFICER Christopher Wolfe | (800) 392-1400

First Western Capital Management

1900 Avenue of the Stars, Suite 900 | Los Angeles 90067 | fwcapmgmt.com

CHIEF INVESTMENT OFFICER Barry Julien | (310) 229-2940

Flaherty & Crumrine Inc.

301 E. Colorado Blvd., Suite 720 | Pasadena 91101 | flaherty-crumrine.com

INVESTMENT COMMITTEE (626) 795-7300

Focused Investors

9777 Wilshire Blvd., Suite 910 | Beverly Hills 90212 | focusedinvestors.com

CHIEF INVESTMENT OFFICER Bruce Veaco | (310) 734-1200

FPA

11601 Wilshire Blvd., Suite 1200 | Los Angeles 90025 | fpafunds.com

(800) 982-4372

Gamble Jones Investment Counsel

301 E. Colorado Blvd., Suite 802 | Pasadena 91101 | gamblejones.com

(626) 795-7583

Glendon Capital Management

1620 26th St., Suite 2000N | Santa Monica 90404

CHIEF INVESTMENT OFFICER Matthew Barrett | (310) 907-0450

Granite Investment Partners

2321 Rosecrans Ave., Suite 4200 | El Segundo 90245 | granitepartners-llc.com

(310) 933-3195

Griffin Capital Co.

1520 E. Grand Ave. | El Segundo 90245 | griffincapital.com

CHIEF INVESTMENT OFFICER Kevin Shields | (310) 469-6100

Guggenheim Partners Investment Management

100 Wilshire Blvd. | Santa Monica 90401 | guggenheimpartners.com

CHIEF INVESTMENT OFFICER Scott Minerd | (310) 576-1270

Halbert Hargrove

111 Ocean Blvd., 23rd Floor | Long Beach 90802 | halberthargrove.com

CHIEF INVESTMENT OFFICER Russ Hill | (562) 435-5657

HCR Wealth Advisors

10866 Wilshire Blvd., Suite 1600 | Los Angeles 90024 | hcrwealth.com

CHIEF INVESTMENT OFFICER Jordan Kahn | (310) 473-5445

Hotchkis and

Wiley Capital Management

725 S. Figueroa St., 39th Floor

Los Angeles 90017

hwcm.com

CHIEF INVESTMENT OFFICER

George Davis

(213) 430-1000

Howard Capital Management

11601 Wilshire Blvd., Suite 2080

Los Angeles 90025

howardcapital.com

CHIEF INVESTMENT OFFICER

David Robinson

(310) 473-9100

Huber Capital Management

2321 Rosecrans Ave., Suite 3245

El Segundo 90245

hubercap.com

CHIEF INVESTMENT OFFICER

Joseph Huber

(310) 207-8400

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