Nike, Inc.

AB's investment analysts create proprietary research to support our portfolio managers, who also can conduct their own research. Their portfolio management professionals then implement our discretionary investment strategies. The firm's professionals employ a range of investment strategies to implement the advice they give to clients including: long-term purchases, short-term purchases, trading, short sales, margin transactions, option strategies including writing covered options, uncovered options and spread strategies, and taking advantage of price differentials between two or more securities (arbitrage). Quantitative analytics are utilized in some of AB's investment activities, to assist in the selection of securities or the management of investment risk. It is often necessary for them to acquire or dispose of the same securities for more than one client account at the same time. In conducting security analysis, they utilize a broad spectrum of information, including without limitation financial publications, third-party research materials, annual reports, prospectuses, regulatory filings, company press releases, corporate rating services, inspections of corporate activities and meetings with management of various companies.

Edgewood Management primarily manages large-cap growth equity portfolios which pursue long-term appreciation driven by investment in a concentrated group of US growth stocks which Edgewood considers to be of a high quality. Portfolios primarily consist of the stock of approximately twenty-two (22) publicly traded companies. To the extent that Edgewood Management may invest in any foreign companies, such investments will generally be made through the purchase of sponsored American Depository Receipts (ADR). At its discretion, the firm may also invest in companies considered to be small- or medium-cap companies. Clients may impose restrictions on investing in certain securities or certain types of securities. Edgewood Management identifies investments through research-driven fundamental analysis and employs a bottom-up approach in its investment analysis. The firm's Investment Committee incorporates both qualitative and quantitative inputs with bottom-up fundamental company analysis to identify the most appropriate securities to include in an investment portfolio. They are extremely valuation sensitive and typically have a three to five year holding period.

CWGI is the investment adviser to the American Funds Group, a family of 30 funds marketed to individuals exclusively through financial advisers and other intermediaries. American Funds are also used as investment vehicles for 401ks, other retirement plans, variable annuities and 529 college savings plans. The funds have the following characteristics: (1) a long-term, value-oriented approach; (2) long-established, global research; (3) a multiple portfolio counselor system that combines teamwork with individual accountability; (4) experienced, long-tenured investment professionals; and (5) a commitment to low operating expenses, among the lowest in the fund industry. CWGI uses a Multiple Portfolio Counselor System wherein the assets of each fund are divided into smaller, more manageable portions. Research analysts typically manage a segment as well, bringing their expertise directly to bear on the fund's results and portfolio counselors are free to make their own decisions. Investment decisions are based on internal research.

President at DC Media

Founder at Wheels Up Partners LLC

Founder at Amazon.com, Inc.