Lissie Garvin

Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides investment management services to separately managed US and global equity and fixed income portfolios for large institutional clients, mutual funds, employee benefit plans, endowments, foundations, limited liability companies and other institutions and individuals. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI).

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Vector Capital Management LP (Vector Capital Management) is an Independent Private Equity firm founded in 1997 by Alexander R. Slusky. The firm is headquartered in San Francisco.

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.

Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds.

Diesslin Group, Inc. (DG) is an asset management firm headquartered in Fort Worth, Texas. The firm was founded by David Diesslin in 1980. DG provides fee-only financial advisory services and wealth management to individuals, closely held businesses, private foundations, and endowments.

Refresh Body LLC provides online platform for booking health and wellness concierge services. It offers massage, yoga, Pilates, and personal training services. The company was founded by Mark Brycman in 2007 and is headquartered in New York, NY.

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.

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.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Crestline Investors, Inc (Crestline Investors) is a private equity firm founded in 1997 by Douglas Bratton. The firm is headquartered in Fort Worth, Texas.

Tailwind Advisors LLC (Tailwind Advisors) is a private equity firm founded in 2008 by Jeff R. Dillard, Stewart Henderson and Mark Page. The firm is headquartered in Fort Worth, Texas.

PeopleTech Partners (PeopleTech Partners) is a venture capital firm founded by Cara Brennan Allamano. The firm is headquartered in San Francisco, California.

Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC.

The Hatch Agency LLC provides public relations services.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

AB Private Credit Investors LLC (AB Private Credit Investors) is a private equity/venture capital subsidiary of Alliance Capital Management LLC founded in 2014. The firm is headquartered in Austin, Texas.

The CapStreet Group LLC (Capstreet Group) is a private equity firm founded in 1990 by George B. Kelly and Fred R. Lummis. The firm is headquartered in Houston, Texas.

Wfc La, Inc. is a company based in Los Angeles, CA. Wfc La, Inc. was founded by Julie Uhrman, Kara Nortman, Natalie Portman.

The Sterling Group LP (The Sterling Group) is a private equity firm founded in 1982 by Frank J. Hevrdejs. The firm is headquartered in Houston, Texas.

Gild, Inc. provides technology that bringing meritocracy to HR with its innovative recruiting solutions. Its platform is used for automatic interview scheduling and one-click video interviewing. The company was founded by Luca Bonmassar and Sheeroy Desai in 2011 and is headquartered in San Francisco, CA.

LKCM Headwater Investment (LKCM Headwater Investment) is the private equity arm of Luther King Capital Management Corp, founded by John Bryan King. The firm is headquartered in Fort Worth, Texas.

Arctos Partners LP (Arctos Sports) is a private equity firm founded in 2019. Arctos Partners LP is headquartered in Dallas, Texas.

Escondido Ventures LLC (Escondido Ventures) is a venture capital firm founded in 2017 by Khaled Badr-El-Din and Justin LaPoten. The firm is headquartered in Houston, Texas with offices in Silicon Valley and London.

Badr Investments is a British company that focuses on economic growth in various countries around the world. The private company is based in Harrow, UK and was founded by Amin Badr-El-Din. The company acts as a catalyst for economic development by using their strategic capabilities and entrepreneurial skills. The company's portfolio of initiatives has spanned many geographies and the entire spectrum of economic activities. Badr Investments has a focus on the energy sector, and they are currently invested in and advise a variety of companies and institutes that are pioneering in regenerative medicine. The company also works to identify technologies that can make access to water more affordable or reduce overall reliance. Additionally, they invest in companies and projects that promote sustainable agriculture practices through updated technologies and strategies in water management, packaging, and marketing.

US Trust (Private Equity) (US Trust ) is a private equity firm a subsidiary of Bank of America NA (Private Banking) founded in 1853. The firm is headquartered in New York.