Catherine Perry

The Stephens Group LLC (Stephens Group) is an independent Private Equity firm founded in 2006 by W. R. Stephens and Elizabeth Stephens Campbell. The firm is headquartered in Little Rock, Arkansas.

Koch Industries, Inc. engages in the manufacture and trade of chemical products. It operates in variety of industries such as polymers and fibers, fertilizers, electronics, automotive components, forest and consumer products, minerals, glass, process and pollution control systems, refining and biofuels, commodity trading, investments, and ranching. The company was founded by Frederick Chase Koch in 1940 and is headquartered in Wichita, KS.

Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. They are a wholly owned subsidiary of Regions Bank and their ultimate parent is Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with its clients.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

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.

The Retirement Systems of Alabama (RSA) is the administrator of the pension fund for employees of the State of Alabama. The firm is headquartered in Montgomery, Alabama. RSA consists of the Employees Retirement System (ERS), the Teachers Retirement System (TRS), the Judicial Retirement Fund (JRS), the Public Education Employees' Health Insurance Plan (PEEHIP), and RSA-1. In addition to executive management, the TRS, ERS, and JRF, PEEHIP and RSA-1 share investment management, accounting, and information system services, the costs of which are allocated to the funds on an equitable basis.

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

Park Place Capital Corp. is a SEC-registered investment advisor headquartered in Homewood, Alabama. The firm was founded in 1988 and formerly known as Nashville Capital Corp. They are a wholly owned subsidiary of Renasant Bank, owned by Renasant Corp. (NYSE: RNST). Park Place Capital manages assets for institutional, mutual funds, and individual investors.

Gold's Gym International, Inc. provides physical fitness services. It offers group exercise, personal training, cardiovascular equipment, spinning, pilates, and yoga services. The company was founded in 1965 and is headquartered in Dallas, TX.

NCP Management Holdings, Inc. (New Capital Partners) is a private equity firm founded in 2001 by Jim Little and James Outland. The firm is headquartered in Birmingham, Alabama.

UAB Health Systems specializes in orthopaedics, which deals with injuries and diseases affecting the musculoskeletal system. The private company is based in Birmingham, AL and has subsidiaries in the United States. UAB is recognized as one of the top transplant centers in the country, with a history of achievement in organ transplantation. UAB Medicine is a top academic medical center and a leader in quality patient care, research, and training. UAB Women & Infants Services provides assistance with planned and unexpected health needs.

James Alpha Management LLC is an independent hedge fund management firm headquartered in New York City. Founded in 2006, the firm provides investment advice to private investment funds that are intended for high net worth investors.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

ICR LLC provides public relations and financial communications consulting services. Its practice areas include investor relations, corporate communications, transactions and special situations, crisis and issue management and capital advisory. The firm serves aerospace, defense and intelligence, building materials and home-builders, clean technology, energy, financial services and investment management, food and beverage, healthcare, professional services, restaurants, and technology sectors. The company was founded by Chad A. Jacobs and Thomas M. Ryan in 1998 and is headquartered in Norwalk, CT.

Pearlman Group LLC develops and distributes branded abrasives, diamond tools and equipment. The company is headquartered in Waltham, WA.

Walton Enterprises LLC is a philanthropic organization that continues the vision of Walmart founders Sam and Helen Walton through the Walton Family Foundation. The private company is based in Bentonville, AR and has subsidiaries in the United Kingdom, Chile, Brazil, United States, and Japan. The foundation focuses on making a positive impact in K-12 education, freshwater and marine conservation, and quality of life initiatives in their home region.

Founded in 2009, IBERIA Financial Services LLC is a broker/dealer located in Lafayette, Louisiana. The firm is a wholly-owned subsidiary of IBERIABANK Corp. (NasdaqGS: IBKC). The firm offers securities and other financial products to IBERIABANK Corp.'s clients' needs. Through their own subsidiary, Finesco LLC, IBERIA Financial Services offers insurance premium financing to retailers and other commercial customers.

BCR Wealth Strategies LLC is an independent, SEC-registered investment advisor headquartered in Vestavia, Alabama. The firm was founded in 1995and formerly known as Berk Cleveland Rathmell Wealth Strategies LLC. BCR Wealth Strategies provides financial planning, consulting and investment management services to individuals, pension and profit-sharing plans, trust estates, charitable organizations, corporations and business entities.

Sibling Capital LLC (Sibling Capital) is a private equity firm founded in 2012 by Sandra I. Coufal and Brian M. Isern. The firm is headquartered in Santa Fe, California.

TriVector Services, Inc. is engaged in space research and technology services. It specializes in unmanned and manned systems, project management, systems engineering and integration, test engineering services, avionics and software modeling and simulation, guidance navigation and control, risk management, configuration management, and educational outreach. The company was founded in 2008 and is headquartered in Huntsville, AL.

EquityMetrix LLC provides revenue recovery, land data management, and land data assurance services. It specializes in revenue recovery, land data management, and land data assurance. The firm offers a proprietary technology to detect anomalies and look for missing data. It also operates a cloud-based data warehouse that combines image processing, machine learning, spatial processing, and data mining. The company was founded by Thomas J. Agnew and Frank Del Agnew in 2003 and is headquartered in Dallas, TX.

Liaoning Yisheng Biopharmaceutical Co., Ltd. operates as biopharmaceutical company. It focuses on the research, development, manufacturing and sales and marketing of immunological and vaccine products. The company is headquartered in Beijing, China.

Part of Oneascent Holdings LLC, OneAscent Investment Solutions LLC is a company that offers a values-aligned approach to planning, investments, and stewardship. The company is based in Birmingham, AL. The company serves faith-driven individuals, families, and organizations.

Red Rocks Capital LLC /Private Equity/ (Red Rocks Capital) is the private equity division of Red Rocks Capital LLC, ultimately held by DST Systems, Inc. (DST:NYSE). The firm is located in Denver, Colorado.

Ranch Hand Supply Co. LLC engages in the operation of restaurant. It specializes in salads and protein bowls. The company was founded in 2017 and is headquartered in Austin, TX.

TruWealth Advisors LLC (TruWealth) is a SEC-registered investment advisor and wealth management firm headquartered in Metairie, Louisiana. The firm was founded by Charles Simmons in 2020 and is a subsidiary of TruWealth Holdings LLC. TruWealth offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities, and pension and profit-sharing plan sponsors.

Bronze Valley /Venture Capital/ (Bronze Valley) is a venture capital subsidiary of Bronze Valley founded in 2017 by Neill S. Wright. The firm is headquartered in Birmingham, Alabama.