David Banks Anthony

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.

Texas Christian University Endowment (TCU Endowment) is the Texas Christian University, a private research university headquartered in Fort Worth, Texas. The firm was founded in 1910 from a campaign generating $55,000. TCU Endowment is responsible for managing Texas Christian University’s investment assets to balance the current goals of the University with its future needs, to achieve parity in supporting both current and future generations of students.

Texas Capital Bancshares, Inc. (Investment Management) (TCBI-IM) is the investment management division of Texas Capital Bancshares, Inc. (NASDAQ: TCBI), which is headquartered in Dallas, Texas. The firm a broad array of cost-effective investment solutions to individual and institutional clients.

Smith Group Asset Management LLC (Smith Group) is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Stephen Smith in 1995. The firm is a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately owned by Cantor Fitzgerald LP. Smith Group manages assets for a diverse list of clients that includes individuals, high-net worth individuals, banking and thrift institutions, investment companies such as mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms, and UMA’s.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

Cantor Select Portfolios Trust is a statutory trust and is authorized to have multiple series or portfolios. The company was founded on December 16, 2021 and is headquartered in New York, NY.

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities.

Newcastle Capital Management LP is a hedge fund that operates in the financial industry. The private company is based in Dallas, TX and has subsidiaries in the United States. The company was founded by Mark E. Schwarz, who has been the CEO since incorporation.

Ranger Alternative Management LP (Ranger) is a registered investment advisor and hedge fund manager headquartered in Dallas, Texas. The firm was founded in 2008 and is a subsidiary of Sand Dollar Beach LLC. Ranger serves as a sub-adviser to and provides investment advisory services on a discretionary basis to the Ranger Equity Bear ETF (NYSE ticker: HDGE) (the Ranger ETF).

Friess Associates LLC is an independent, SEC-registered investment advisor headquartered in Greenville, Delaware. The firm was founded by Foster Friess in 1974. They provide portfolio management services to charitable/religious organizations, high net-worth individuals, retirement plans, investment companies, private investment funds and other private institutions.

Ranger Investment Management LP (RIM) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by David Anthony and Sam Wyly in 2002. They are a subsidiary of Ranger Capital Group Holdings LP. RIM provides discretionary and non-discretionary investment advisory services to institutional investors such as mutual funds, private pooled investment vehicles, public and private pension plans, insurance companies, foundations, endowments, and high net worth individuals (which invest through Private Funds or Mutual Funds). RIM is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (PRI).

Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients.

Jacob Asset Management of New York LLC (JAM) is a registered independent investment advisor headquartered in Hermosa Beach, California and was founded in 1999. JAM offers a full range of actively managed investment solutions.

PineBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2010 and is a wholly-owned subsidiary of Pinebridge Investments Holdings (US) LLC, ultimately held by Chiltonlink Ltd. in British Virgin Islands. PineBridge Investments provides investment management/advisory services to predominantly sophisticated institutional and ultra-high net worth individual clients. Clients can opt to invest through separately managed accounts, mutual funds, and other pooled vehicles.