Oaktree is a leader among global investment managers specializing in alternative investments, with $189 billion in assets under management as of December 31, 2023. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,200 employees and offices in 21 cities worldwide. For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/. For important disclosures, please visit http://www.oaktreecapital.com/socialmedia.

Since 1971, Western Asset Management Company has provided global fixed-income investment management services for a wide variety of clients. Our long term, fundamental value approach utilizes our extensive research and risk management capabilities and seeks to provide superior returns for our clients. Headquartered in Pasadena, California, Western Asset’s global presence includes offices in New York, London, Tokyo, Singapore, Hong Kong, Melbourne, São Paulo and Zurich.

TCW is a leading global asset management firm with five decades of investment experience and a broad range of products across fixed income, equities, emerging markets, and alternative investments. TCW’s clients include many of the world’s largest corporate and public pension plans, financial institutions, endowments and foundations, as well as financial advisors and high net worth individuals. TCW is an Affirmative Action-Equal Opportunity Employer. For more information, please visit www.TCW.com. To see TCW career opportunities, please visit the TCW website under Our Firm/ Careers.

Since our founding in 1955, Wedbush has been a leader in the financial services industry, providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.

DoubleLine is an independent, employee-owned money management firm, founded in 2009. The firm offers a wide array of investment strategies run by an experienced team of portfolio managers that has worked together for many years, employing active risk management, in-depth research, and innovative product solutions.

Since its inception in Los Angeles in 1980, Hotchkis and Wiley has focused exclusively on finding and owning undervalued securities that we believe have potential for appreciation. We manage value equity and high yield assets for institutional and mutual fund investors. The firm is independently owned with a majority interest held by employees.

DoubleLine is an independent, employee-owned money management firm, founded in 2009. The firm offers a wide array of investment strategies run by an experienced team of portfolio managers that has worked together for many years, employing active risk management, in-depth research, and innovative product solutions.

Stretto delivers a full spectrum of case-management services, depository solutions, loan-modification services, and technology tools to fiduciaries and legal professionals. Offering a comprehensive suite of corporate-restructuring, consumer-bankruptcy, and debt resolution capabilities, along with multi-faceted deposit and disbursement services, Stretto provides an unparalleled portfolio of solutions under the executive leadership of industry veterans Eric Kurtzman and Jonathan Carson. Sitting at the center of the bankruptcy ecosystem, Stretto leverages deep-industry expertise and market insights to facilitate every aspect of case and cash management for its corporate-restructuring and consumer-bankruptcy clients, as well as fiduciaries and other industry professionals. “Stretto” is a musical term indicating when one voice picks up where another leaves off, and, as our name implies, Stretto seamlessly integrates streamlined workflows and best-in-class technology to orchestrate the case-management process and create harmony for professionals and their teams.

Centaurus Financial, Inc. is a national independent broker/dealer licensed to offer securities and insurance products in all fifty states. Centaurus is registered with the SEC (Securities & Exchange Commission) and is a member of SIPC (the Securities Investor Protection Corporation). Founded in 1992, Centaurus Financial was formed with a singular focus – to provide a platform of unparalleled service, support, technology and education to independent financial advisors in the securities industry.

Since 1977, First Wilshire has been serving high net-worth individuals and institutional investors guided by a value philosophy: recognizing companies with great prospects at an attractive price. Our Portfolio Managers and Analysts have the energy and tenacity to find such companies, and the patience to hold a position until other investors recognize its value. This discipline applied to undiscovered companies with small capitalization is the most distinguishing characteristic of our firm. Our dedication to performing in-depth, internally-generated research has allowed First Wilshire to attract a loyal following of like-minded professionals and investors.

GRANITE FINANCIAL MANAGEMENT LIMITED is a financial services company based out of 122 FEERING HILL FEERING, COLCHESTER, ESSEX, United Kingdom.

KWB Wealth was founded on the vision of offering more – much more - than an investing experience that is only as good as the last transaction. Our mission has always been, and always will be, to provide serious investors with comprehensive long-term wealth management. Since 1996 we’ve been helping clients from every walk of life turn their hard-won earnings into assets they can enjoy throughout their lifetime and leave to loved ones if they so choose. We don’t set minimums. And we don’t set maximums. The sky is our limit. All you need to work with us is the intention to accumulate wealth and make your best life happen. Are you ready? Then let’s talk: call 909.307.8220, email [email protected], or visit our website kwbwealth.com.