CLOs on the Move


 
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Heritage Bank of Commerce

The Future Needs a Heritage Heritage Bank of Commerce, founded in 1994, is a community business bank headquartered in San Jose. For over 30 years, HBC has provided a consultative relationship banking approach with clients, offering valuable services to help them achieve their long-term business goals. The Bank combines the classic values of relationship-based, customer-focused community banking, with a forward-looking, strategic approach. Our solution-driven team of experienced, dedicated and innovative bankers, partner with you to find a custom solution that fits your business needs. Our large spectrum of credit and loan products spans from factoring to open lines of credits, cash management solutions to support and leverage your business cash flow, as well as a dedicated HOA Specialty Banking department servicing the HOA community with the latest in banking technology. Bank Focused on People Working with People With over 800 Non-profit organizations spanning a wide variety of industries, we know the intricacy of banking for non-profits. At HBC, we take a strong consultative approach empowering you to make meaningful business decisions that will allow you to have a strong impact in your community. As a conservative three plus billion dollar, publicly traded, 5-Star Bauer Financial rated, FDIC insured bank we check all the traditional boxes for a financial institution. But community banking is much more. HBC is involved on a deeper level with industry, business and community leaders, and is able to leverage this network successfully for our clients business goals. As part of our mission to give back, our relationship managers are required to be active in their community. They serve on boards, are deeply involved with their local business organizations and chambers, and are taking active roles in shaping their business areas. Member FDIC | Equal Housing Lender | NMLS ID# 486849

KFC

Were KFC. The iconic, brand making world-famous finger lickin good fried chicken since 1952. Our unrivaled people and culture are the true heart and soul of our brand. Its where our people promise comes to life every day. Where our employees can be their best selves, make a difference, and have fun — serving chicken and delighting customers at more than 28,000 restaurants in 150 countries and territories around the world. Theres room for all people and voices at our table. Pull up a chair. At the center of our restaurant system is the KFC Global division, which serves as our global Restaurant Support Center (RSC) headquartered in Dallas, TX. Here, we support our regional in-market teams, franchise business partners, and nearly one million team members who serve up our delicious fried chicken around the world. Were redefining what the future of work looks like. Our 15 business units partner to develop strategies, tools, and best practices for success. KFC Global offers a hybrid work environment — trusting our people to work their best way, whether in the office or at home. No matter your role or function, everyone works with teams from across the globe to drive our shared vision — sharing the joy of our best-tasting fried chicken with the world. No matter how or when you connect with us, KFC will be making the best chicken, hands down, for generations to come. In addition to our growing global footprint, as a subsidiary of Yum! Brands (NYSE: YUM), we also get to collaborate on exciting projects with our sister brands, Taco Bell, Pizza Hut, and The Habit Burger Grill. All you have to do is bring it. Bring your individuality to the table. Bring your passion and grit. Were all about our people. The Originals. Their ideas, stories, and unique contributions make us who we are. And we want you to be part of it.

The Helper Bees

The Helper Bees is a technology platform focused on enhancing the aging-in-place experience for older adults in the healthcare sector. Founded in 2015 and based in Austin, Texas, the company operates across all 50 U.S. states, Washington D.C., and Puerto Rico. It offers a wide range of non-medical in-home care services, including home care, home modifications, pest control, and meal delivery, all facilitated through its Aging-In-Place Provider Network. The platform features several tools to ensure quality care, such as automatic fulfillment that monitors service quality, digital invoicing and payment systems, and digital claims tools to streamline processes and improve data collection. Additionally, the company provides care concierge services to help individuals navigate their supplemental benefits and manage payments. The Helper Bees partners with major insurance carriers and health plans to improve in-home care delivery and reduce healthcare costs, making aging in place more accessible for seniors and their families.

San Diego FC

San Diego FC is a Major League Soccer (MLS) expansion team set to begin play in 2025. Owned by Sir Mohamed Mansour through his family office, Man Capital, the club focuses on social impact, environmental sustainability, and youth development. It operates under the Right to Dream model, a globally recognized soccer academy system that emphasizes holistic athlete development and community engagement. The team will compete in MLS, with home games at Snapdragon Stadium. San Diego FC also features the Right to Dream Academy, which provides free education, housing, and soccer training to young athletes. This academy aims to foster athletic development, academic excellence, and personal growth, mirroring existing facilities in Ghana, Egypt, and Denmark. Additionally, the club engages in community programs that promote diversity and inclusion, targeting local residents and youth athletes from underserved communities. The ownership structure reflects a partnership between Mansour’s Man Capital and the Sycuan Tribe, blending global sports investment with local heritage.

Monica Massey Consulting, LLC

Monica Massey is a high energy motivational speaker with a reputation for energizing and inspiring audiences of all sizes. Whether youre looking to motivate your team, inspire your community, or ignite attendees at a conference, Monica will deliver a powerful message that will leave a lasting impact. Using healthy doses of "real talk" and relatable humor, Monica brings her no-nonsense self to stage to make audiences laugh, cheer and leave feeling inspired and empowered. Available for keynote presentations, panels, workshops/breakouts and serving as emcee. If youre looking for a dynamic speaker whos guaranteed to bring some serious energy to your meeting or program, look no further. Topics include: • Innovate or Die • Getting DEI Right • Build Your Own Table: Women in the workplace • Leaders Dont Always Get Leadership Right • Adopting a Move It Mindset • Eat the Elephant in the Room: Dealing with Crisis • Words Matter: Effective communications