David Olivieri

Whittier Trust Company, an independent private trust company, exists to protect, enhance and perpetuate the wealth of its clients. More than three quarters of a century of experience in planning and managing wealth has confirmed the value of a comprehensive and coordinated approach to disciplines that will protect wealth, create asset growth and provide an orderly transition of assets to future generations. WTC serves a limited number of clients. Its client contact officers are responsible for an average of 10 relationships versus the industry average of more than 100. WTC has only one business, meeting the administrative and investment requirements of individuals. Traditional corporate trustees have been adjuncts of commercial banks whose primary focus is money lending. WTC manages assets with a focus on after-tax performance. Most money managers' largest clients are tax-free entities, so their investment strategies typically ignore taxes.

Highview Capital is a Los Angeles-based investment firm that specializes in providing patient, flexible capital to middle market businesses at pivotal moments of transformation. With a strategic and operational focus, they aim to drive shareholder value through customized investment approaches tailored to the unique needs of each deal. The firm primarily targets corporate carveouts and family-owned businesses seeking growth through organic or acquisitive strategies. Highview Capital's culture emphasizes collaboration with management teams, allowing for rapid decision-making and efficient transactions backed by a single source of capital. Generated from the website

Kayne Anderson Investment Management, founded in 1984, is a prominent investment firm based in Los Angeles, managing approximately $37 billion in assets across the US and Europe. The firm employs a vertically integrated team of around 350 professionals, including 150 investment experts, focusing on a range of strategies in real estate, credit, energy, and private equity. With a disciplined yet opportunistic approach to investing, Kayne Anderson aims to deliver strong risk-adjusted returns while actively managing risk. The company is recognized as one of the largest and most respected investors in the energy infrastructure sector and has a commitment to empowering the communities in which it operates through the Kayne Anderson Foundation. Generated from the website