Kandarp R. Acharya

Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. In addition, the firm advises a very limited number of individual clients on asset allocation and fund selection. They also advise a limited number of ERISA clients, and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles, including private funds.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals.

Part of CMTSU Liquidation, Inc., CPU, Inc. is a company that specializes in data storage devices and backup solutions. The company is based in Fairport, NY. CPU offers a wide range of data storage devices and backup solutions, including new and refurbished disk backup systems. The company also has experience in data conversion, with the ability to convert almost all media types, densities, operating systems, and file types. CPU was acquired by CMTSU Liquidation, Inc. on June 03, 1994 for $12 million.

Allspring Funds Management LLC (AFM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded as Wells Fargo Funds Management LLC (WFFM) in 2001 to succeed the former mutual fund advisory responsibilities of Wells Fargo Bank, N.A. In November 2021, Wells Fargo & Co. sells its asset management business, which includes WFFM and certain affiliates, to a third-party purchaser. As part of the sale, WFFM has changed its name to Allspring Funds Management LLC. AFM is a wholly owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. The firm serves as investment adviser for the portfolios of the Allspring Funds. The firm also participates as an investment adviser in several managed account programs offered by other financial institutions to their respective clients.

Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management.

CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA.