Brittany Glendenning

Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides US and global equity and fixed income management strategies to institutional investors, mutual funds, and other clients. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI).

United Mortgage Trust operates as a real estate investment trust. It acquires mortgage investments from several sources, including from affiliates and advisors. The company's investment objective is to invest proceeds from their dividend reinvestment plan, financing proceeds, proceeds from the repayment of its loans, capital transaction proceeds and retained earnings in the investments. United Mortgage Trust was founded on July 12, 1996 and is headquartered in Irving, TX.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Quantum Capital Group LLC (Quantum Capital Group) is a private equity firm founded in 1998 by Wil VanLoh, Toby R. Neugebauer and A. V. Jones. The firm is headquartered in Houston, Texas.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Sonen Capital LLC (Sonen) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Stuart Davidson and Raul Pomares in 2011. Sonen provides fee-based investment advisory and investment management services to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations, private funds, and other business entities.

Alluresoft LLC provides content planning production workflow tool. Its services include onboard training, content coaching, and on-site content strategy workshop. The company was founded by Brody Dorland and Brock Stechman in on September 7, 2011 and is headquartered in Kansas City, MO.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Kroll LLC provides global advisory services. It offers valuation advisory; governance, risk, investigation, and disputes; kroll cyber risk, corporates finance, and compliance and regulatory consulting. The company was founded by William Duff and George Phelps in 1932 and is headquartered in New York, NY.

KPMG International Cooperative focuses on the promotion of the economic interests of its members. It engages in the protection, promotion, improvement, and expansion of the KPMG Group. The company was founded on February 8, 1988 and is headquartered in Zug, Switzerland.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Main Street Capital Partners LLC(Main Street Capital Partners) is a private equity firm founded in 1990 by Vincent Foster. The firm is headquartered at Houston, Texas.

Trive Capital LLC (Trive Capital) is a private equity firm founded in 2012 by Conner Searcy and Chris Zugaro. The firm is headquartered in Dallas, Texas.

NextGen Venture Partners LLC (NextGen Venture Partners) is a venture capital firm, a subsidiary of Brown Advisory Inc, founded in 2011 by Daniel Mindus and Grant Allen. The firm is headquartered in Baltimore, Maryland.

Clinicas del Azúcar Sa de CV is a company based in Guadalalupe, Mexico that was founded in 2009. The Mexican company specializes in diabetes and hypertension. In addition to obtaining a prescription, customers can also schedule an appointment with the company.

Promotora Social Mexico AC engages in the promotion of sustainable socio-economic development in the social services, healthcare, education, agriculture, and energy sectors. It provides financial investment and business management consulting to enterprises focused on assisting low-income communities. The company was founded by Jose Ignacio Avalos Hernandez and Juan Carlos Domenzain in 1985, and is headquartered in Mexico City, Mexico

Médica Santa Carmen SAPI de CV provides individualized care in their clinics for hemodialysis, peritoneal dialysis, and nephrology. The Mexican company offers more information upon request.

SV Latam Capital LLC (SV Latam Capital) is a venture capital firm founded in 2013 by Consuelo Valverde. The firm is headquartered in San Francisco, California.

Quality Products & Machine LLC provides precision machining and fabrication services. It offers precision CNC machining, and fabrication and assembly services. The firm serves the power generation, defense, light rail, medical, and semi-conductor industries. The company was founded in 1962 and is headquartered in Charlotte, NC.

Intrepid Investment Management LLC (Intrepid Investment) is a Private Equity firm, a subsidiary of Intrepid Financial Partners LLC founded in 2015 by Hugh McGee III and Christopher F. Winchenbaugh. The firm is headquartered in Houston, Texas.

CPP Investment Board Infrastructure is an infrastructure is a private equity firm, a subsidiary of Canada Pension Plan Investment Board founded in 1997. The firm is headquartered in Toronto, Canada.

Five Point Energy LLC (Five Point Energy) is a private equity firm founded in 2012 by David N. Capobianco and Matthew K. Morrow. The firm is headquartered in Houston, Texas.

Rarestone Capital (Rarestone Capital) is a venture capital firm founded by Charles J. Read and Camron Miraftab in 2020. The firm is headquartered in the Dubai.

One Cypress Energy LLC provides oil and gas consulting services. The company is based in San Antonio, TX. Gregory A. Wright, Bruce A. Smith has been the CEOs since incorporation. The company was founded by Gregory A. Wright, Bruce A. Smith.

AnthemIQ Inc provides digital commercial real estate transaction management for brokers through their platform, TransactIQ. The company is based in Austin, TX and was founded by Chris Skyles, Kenny Tomlin. The platform is designed for easy and collaborative tenant representation, allowing brokers to get more done in less time. AnthemIQ offers bi-weekly training and webinars to help users make the most of their platform. Mike Ward has been the CEO of the company since 2021.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

Ironspring, LLC (Ironspring) is a venture capital firm founded in 2019 by Ty Findley, Adam Bridgam and Peter John Holt. The firm is headquartered in Austin, Texas.