Patrick Malone

Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, pooled investment vehicles, and sovereign wealth funds.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Ballast Asset Management LP (BAM) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded by Ragen Stienke in 2015 and is a wholly-owned subsidiary of Inverdale Capital Management LLC. BAM serves as the investment adviser to a registered exchange-traded fund (ETF) and separately managed accounts clients that may include institutions, individuals, high net-worth individuals, trust, pensions and profit-sharing plans.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

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.

Landlord Station LLC operates as a cloud-based property management software company. It offers tools necessary for landlords and property managers to manage listings, tenants, vendors and data. The firm also provides tenant screening, listings management, document management and local vendor searches. The company was founded by Richard Copley Broer in 2010 and is headquartered in Dallas, TX.

Sunriver Ventures LLC (Sunriver Ventures) is a venture capital firm founded in 2021 by Richard Copley Broer and Jamey Rosamond. The firm is headquartered in Dallas, Texas.

Promotes private investments in developing countries