Adam Patros

Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to global client base. The firm is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process.

Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients.

Founded in 1984, Bradford & Marzec LLC is a registered investment advisor located in Los Angeles, California. In 2016, Tortoise Credit Strategies, LLC, part of the Tortoise Investments family, acquired Bradford & Marzec LLC, along with key Bradford & Marzec employees through a Tortoise-supported management buy-out.

Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA.

Tortoise Credit Strategies LLC is an investment advisor headquartered in Leawood, Kansas. It was founded by Bradley Beman and H. Kevin Birzer in 2015. The firm is wholly-owned by Tortoise Borrower LLC, ultimately held by Tortoise Investments LLC. Tortoise Credit Strategies provides investment advice to individuals, high net-worth individuals, pension and profit-sharing plans, Taft-Hartley and other ERISA plans, state or municipal government entities, financial intermediaries, insurance companies, charitable organizations, foundations, endowments, other investment advisers, pooled investment vehicles, trust programs, registered mutual funds, corporations, and other businesses and entities.

R Squared BM LLC, do-business-as Ducenta Squared Asset Management (Ducenta), is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2020 and is wholly owned by RSMD Investco LLC. Ducenta provides investment management services to individual and institutional investors, trusts, charitable corporations, pension plans, investment companies and pooled investment vehicles.