MONEY MANAGERS

MORTON CAPITAL MANAGEMENT

mortoncapital.com

(818) 222-4727

Top Local Executive SASAN FAIZ, Managing Director of Investments

NORTH PIER FIDUCIARY MANAGEMENT

npier.com

(800) 403-7065

Top Local Executive JAMES SCHEINBERG, Founder, Managing Partner, Chief Investment Officer

NORTHERN TRUST

northerntrust.com

(310) 282-3800

Top Local Executive CHRISTOPHER E. VELLA, CFA, SVP, CIO

NORTHWESTERN MUTUAL LOS ANGELES

nm.com

(213) 243-7000

Top Local Executive MATTHEW PLOCHER, Managing Partner

NUVEEN, A TIAA COMPANY

nuveen.com (310) 712-4000 Top Local Executive JON BOSSE, Portfolio Manager

OAKTREE CAPITAL MANAGEMENT

oaktreecapital.com

(213) 830-6300

Top Local Executive BRUCE KARSH, Co-Chairman, Chief Investment Officer

ONE CAPITAL MANAGEMENT

onecapital.com

(805) 409-8150

Top Local Executive PATRICK BOWEN, President

PACIFIC INCOME ADVISERS

pacificincome.com

(310) 393-1424

Top Local Executive JACK MACDOWELL, Chief Investment Officer

PALADIN REALTY PARTNERS

paladinrealty.com

(310) 996-8766

Top Local Executive RANDALL LOKER, Managing Director, Chief Investment Officer

PALISADES GROUP

palisades.us.com

(424) 280-7560

Top Local Executive JACK MACDOWELL, Chief Investment Officer

PATTERSON CAPITAL CORP.

Pattersoncapital.com

(310) 556-2496

Top Local Executive JOSEPH PATTERSON, President, Chief Investment Officer

PAYDEN & RYGEL

payden.com

(213) 625-1900 Top Local Executive JOAN PAYDEN, CEO

POPLAR FOREST CAPITAL

poplarforestllc.com

(626) 304-6000

Top Local Executive DALE HARVEY, Founder, CEO, CIO

POST ADVISORY GROUP

postadvisory.com

(310) 996-9600

Top Local executive JEFFREY STROLL, Chief Investment Officer

PRIMECAP MANAGEMENT CO.

primecap.com

(626) 304-9222

Top Local Executive THEO KOLOKOTRONES, Chairman Director, Portfolio Manager

RNC GENTER CAPITAL MANAGEMENT

rncgenter.com

(310) 477-6543

Top Local Executive DANIEL GENTER, CEO, President, Chief Investment Officer

ROTHSCHILD CREDIT MANAGEMENT (NORTH AMERICA)

(213) 621-3700

Top Local Executive MICHAEL HATLEY, Managing Partner

SALIENT WEALTH PLANNING GROUP

salientwpg.com

(310) 531-1021

Top Local Executive JOHN SCHLATTER, Founding Partner

SIERRA INVESTMENT MANAGEMENT INC.

sierrainvestment.com

(310) 452-1887

Top Local Executive KENNETH L. SLEEPER, Co-Founder, Co-Managing Director, Co-Portfolio Manager

SIGNATURE ESTATE & INVESTMENT ADVISORS

seia.com

(310) 712-2323

Top Local Executive DERON MCCOY, Chief Investment Officer

SSI INVESTMENT MANAGEMENT

ssi-invest.com

(310) 595-2000

Top Local Executive GEORGE DOUGLAS, Chief Investment Officer

SUMMA GROUP OF OPPENHEIMER & CO.

Opco.com/summagroup

(310) 446-7501

Top Local Executive BRIAN WERDERSHEIM, Managing Director – Investments

TCW GROUP INC.

tcw.com

(213) 244-0000

Top Local Executive MICHAEL REILLY, Group Managing Director, Chief Investment Officer – Equities

UBS FINANCIAL SERVICES INC.

ubs.com

(888) 843-6991

Top Local Executive JUSTIN FRAME, Managing Director – Market Head: Southern California