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Nuveen is an American asset manager and wholly owned subsidiary of financial planning firm TIAA, itself known for its legacy focus on managing money for not-for-profit institutions such as universities and their employees. As a consequence of integration efforts over the last several years, Nuveen now manage the entirety of TIAA's own capital as well as all capital sourced from third parties. It is one of a limited number of non-sovereign money managers globally that have exceeded one trillion dollars in assets under management in recent years, and one of only a few that are not part of a larger organization offering retail or institutional banking at scale.
Roth Capital Partners, LLC, is a privately held investment banking company with headquarters in Newport Beach, California and a global trading floor in Stamford, Connecticut. It specializes in providing services to growth companies and their investors, including capital raising, equity research, macroeconomics, sales and trading, technical insights, derivatives strategies, M&A advisory, and corporate access.
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Chris Norby is an American politician and educator. He served on the Fullerton City Council (1984–2002) including three years as mayor, on the Orange County Board of Supervisors (2003–2010), on the California State Assembly (2010–2012).
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Conning is a global investment management firm serving the insurance industry. Conning supports institutional investors, including pension plans, with investment and asset management products, risk modeling software, and industry research. Founded in 1912, Conning has offices in Boston, Cologne, Hartford, Hong Kong, London, New York and Tokyo.
Lucetta "Lucy" Dunn is an attorney and business leader in Orange County, California, and President and CEO of Orange County Business Council (OCBC).
Kevin Kwan Loucks is a Korean–American classical pianist, arts entrepreneur, and nonprofit executive. In September 2021, he was appointed chief executive officer of Chamber Music America in New York City. He previously served as Director of Business Development and Strategic Partnerships at the Philharmonic Society of Orange County, a presenting organization in residence at the Segerstrom Center for the Arts in Costa Mesa, CA, and also served as Director of Innovation and Program Development at Music Academy of the West in Montecito, California. He co-founded Chamber Music | OC, an arts organization headquartered in Lake Forest, California, and is a founding member and current pianist of the award-winning piano trio, Trio Céleste.
XMS Capital Partners(XMS) is an American independent, privately owned, global financial services firm providing investment banking, asset management, and merchant banking services worldwide.
Hosein Khajeh-Hosseiny is a British private equity investor, venture capitalist and philanthropist. He is the founder and Chairman of Open X Innovations LLC, an asset management firm, and Trinity Natural Capital Group, a company with three subsidiaries: Trinity AgTech, Trinity Natural Capital Markets, and Trinity Global Farm Pioneers, all focused on supporting the transition of agriculture towards greater sustainability and profitability.
References
- 1 2 Gittelsohn, John (May 26, 2006). "Advancing affluence". Orange County Register .
- 1 2 3 4 5 6 7 "Venture capitalist chases O.C. opportunities". Orange County Register . April 23, 2006.
- ↑ "How to retire with at least $1,000,000". August 8, 2015.
- 1 2 "Todd Rustman Biography".
- ↑ https://www.wsj.com/articles/SB120874322102730227
- ↑ https://www.wsj.com/articles/BL-FAB-1972
- ↑ Norman, Jan (June 18, 2007). "O.C. business owners head for the hills". Orange County Register .
- ↑ "Memory Royalties | WorldCat.org".