Sarika P. Patel

Garcia Hamilton & Associates LP (GH&A) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded as Davis Hamilton Jackson & Associates LP in 1988 by Robert Davis, Jack Hamilton and Alfred Jackson. They offer high-quality fixed income strategies for institutional investors. GH&A became a Principles for Responsible Investment (PRI) signatory in 2019.

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.

Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors.

Legacy Asset Management, Inc. (Legacy) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1998 by Joseph Birkofer. Legacy provides objective, fee-based comprehensive financial planning, portfolio management, and retirement plan consulting for individuals and corporate accounts.

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.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

GulfStar Group, Inc. operates as a middle market investment banking firm that provides advisory services. Its services include mergers and acquisitions, private placements, and financial advisory services. The firm serves entrepreneurs, family-owned businesses, corporations and private equity firms. The company was founded by Stephen A. Lasher, Thomas M. Hargrove and G. Kent Kahle in 1990 and is headquartered in Houston, TX.

Hein + Associates LLP provides accounting services. It offers tax services, audit and assurance services, business advisory services, and outsourced accounting services. The company was founded in 1977 and is headquartered in Denver, CO.

Part of LiveAction, Inc., Net3 Group, Inc. provides network analysis software. The company is based in St. Paul, MN. Net3 Group was acquired by Savvius, Inc., part of LiveAction, Inc. from June 08, 2018 on September 22, 2000.

Lime Rock Management LP (Lime Rock Management) is Private Equity firm founded in 1998 by Jonathan Clark Farber and John T. Reynolds. The firm is headquartered in Westport with additional office in London.

China State Shipbuilding Corp. engages in the manufacture of ships and shipboard equipment. Its major products include offshore facilities, steel structures, civil ships, military ships, and shipboard equipment. The company was founded on June 29, 1999 and is headquartered in Beijing, China.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

American Association of Professional Landmen consists of landmen and land-related persons throughout affiliated local associations in the United States and in Canada. It promotes standards of performance for all land professionals, which encourage responsible stewardship of energy and mineral resources. The company was founded on March 17, 1987 and is headquartered in Fort Worth, TX.

Houston Symphony engages in the operation of an orchestra. It also manages individual giving, young associates council. legacy giving, special events, and endowment. The company was founded by Ima Hogg in 1913 and is headquartered in Houston, TX.

State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX.

Tudor, Pickering, Holt & Co. Securities LLC (TPH) is a broker/dealer headquartered in Houston, Texas. The firm was founded in 2007 by Robert Tudor III. They are a subsidiary of Perella Weinberg Partners Group LP, which is ultimately owned by Perella Weinberg Partners (NASDAQ: PWP). TPH provides a full array of trading and execution services for their institutional and corporate clients in the energy sector. They focus on the upstream, midstream and oilfield service sectors.

Beta Gamma Sigma, Inc. is an organization that recognizes academic excellence in business studies. The non-profit company is based in Maryland Heights, MO. The company offers scholarships and grants to their alumni chapters and members to aid in continuing education and chapter development. As a BGS member, individuals have access to exclusive programs designed to refine their skills to meet the changing needs of the business world.

BBVA Research USA is the US investment research arm of Banco Bilbao Vizcaya Argentaria SA. The firm is located in Houston, Texas. BBVA Research USA focuses on analysis of the US economy and Federal Reserve monetary policy. In macroeconomic analysis, the team creates models and forecasts for growth, inflation and monetary policy. They pay special attention to the regional outlook and sector analysis, including the real estate market, the financial system and its regulation. Noteworthy publications include FED Watch, which follows Federal Reserve policy, and 'US Economic Watch', which provides in-depth analysis on a number of economic subjects. BBVA Research USA analyzes themes such as credit, unemployment, public finances and local economies, with special emphasis on the Sunbelt states where BBVA has operations.

Goodman Financial Corp. is an independent, SEC-registered investment adviser headquartered in Houston, Texas. The firm was founded by Steven “Steve” Goodman in 1989. Goodman Financial provides personalized investment management and financial advisory services to individuals, families and institutions.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

TreadStone Energy Partners LLC engages in the acquisition and development of oil and natural gas reserves. It explores oil and natural gas properties in the mid-continent region and Texas. The company was founded by Frank A. McCorkle, H. Key Sanford and Gene D. Roberts in March 2011 and is headquartered in Houston, TX.

Westwood Advisors LLC is a SEC-registered wealth management firm headquartered in Dallas, Texas. The firm was founded in 1986 as McCarthy Group Advisors LLC and was acquired by Westwood Holdings Group, Inc. (NYSE: WHG) in 2010. Westwood Advisors offers high-conviction equity and outcome-oriented solutions to institutional investors, private wealth clients, and financial intermediaries.

Vann Law Firm PC provides legal services. The private company is based in El Paso, TX.