Tadd D. Tobkin

Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities.

The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature.

Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.

Cain Brothers & Co. LLC delivers solutions to mergers and acquisitions, capital raising, and strategic and financial advisory clients. Its services include strategic and financial advisory, direct bank placements, tax-exempt bond underwriting, joint ventures and affiliations, fairness opinions and valuations, leverage finance, swaps and derivatives, and growth equity. The company was founded by Daniel M. Cain and James E. Cain in 1982 and is headquartered in New York, NY.

TPG Global LLC provides the capital, expertise, and support our partners need to reach their full potential and create greater possibilities. The company is headquartered in Chicago, IL.

Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities.

Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients.

SFMG LLC is an independent, SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded by Greg Morgan in 1992 and do-business-as SFMG Wealth Advisors. SFMG provides investment advisory services to individuals and their families, high net-worth individuals, pension plans, trust, estates or charitable organizations, and corporations and other business.

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.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Association for Information Systems serves society through the advancement of knowledge and the promotions. The firm offers research, teaching, practice, and study of information systems to individuals and organizations. The company is headquartered in Atlanta, GA.

Institute for Operations Research & the Management Sciences operates as non-profit organization. It promotes practices and advances in operations research, management science, and analytics to improve operational processes, decision-making, and outcomes. The company was founded in 1995 and is headquartered in Catonsville, MD.

PlainsCapital Bank (Investment Management) is the investment management division of PlainsCapital Bank, an investment bank headquartered in Dallas, Texas. The firm was founded in 1988 and is a subsidiary of Hilltop Holdings, Inc. (NYSE: HTH). PlainsCapital Bank primarily serves the private sector including in middle-market commercial businesses and high net-worth individuals.

Scientific Drilling International, Inc. provides directional drilling and wellbore navigation, surveying and logging services. It also provides survey and steering, measurement and logging while drilling, production logging, ranging, directional drilling, wellbore navigation, and surveying and logging services. The company was founded in 1969 and is headquartered in Woodlands, TX.

Part of NGL Energy Partners LP, Reliance Energy Partners LLC retails propane products. The company is based in Peabody, KS. Reliance Energy Partners was acquired by NGL Energy Partners LP on August 04, 2009 for $2.35 million.

Liahona Ventures LLC (Liahona Ventures) is a venture capital firm founded in 2006 by Christopher Shonk. The firm is headquartered in Austin, Texas.

Astoria Strategic Wealth, Inc. (ASW) is an independent SEC-registered investment advisor and wealth management firm headquartered in Conroe, Texas. ASW was founded in 1996 and provides fee-only, fiduciary, financial planning, and investment management services to families and affluent individuals in Austin, Texas, and surrounding areas.

Brand Foundry Ventures LLC (Brand Foundry Ventures) is a venture capital firm founded by Andrew C. Mitchell in 2013. The firm is headquartered at Austin, 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.

Spotio, Inc. engages in the provision of field sales enablement solution for sales managers. It helps to build pipeline, sales, productivity, and integrations. The company was founded by Trey Gibson in 2014 and is headquartered in Dallas, TX.

Palm Harbour Capital LLP (Palm Harbour) is a private investment management firm headquartered in London, UK. The firm was founded by Peter Smith in 2018. Palm Harbour serves as the investment manager of the COBAS LUX SICAV Palm Harbour Global Value Fund.

FarmOp Capital LLC engages in provision of working capital to farm operator. It offers credit to growers based on the ability to grow an efficient crop. The company was founded by Keir Renick and Darwin Melnyk in 2017 and is headquartered in St. Paul, MN.