Patrick Chidley

USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income.

Part of RFC Ambrian Group Ltd., RFC Ambrian is an Australian company that offers corporate advisory services and investment expertise across all areas of the natural resources and heavy industry value chain. The private company is based in Sydney, Australia. The company's unique expertise is backed by a demonstrated track record with sustainability at the core of decisions. The company's investments include positions in mining and resource extraction ventures, and more recently, incubating disruptive technologies for the mineral extraction sector. The company supports their clients in heavy industries by providing bespoke corporate advisory and drive sustainable outcomes and wealth generation through their investments in technology. The CEO of the company is Rob Adamson.

Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities.

Barnard Jacobs Mellet (USA) LLC is a broker/dealer located in Stamford, Connecticut. The firm is a subsidiary of Religare Enterprises Ltd. They specialize in sales and trading of all listed South African securities. Barnard Jacobs Mellet was founded in 1991 and has established a presence in the US institutional market as a gateway to both bonds and equities. Together with their sister companies in the UK and South Africa, a professional execution service is available in all US, European and South African markets. The firm provides research sales and trading service to US institutional investors in South African equities and fixed-income securities. They also cater to a wide array of clients in other emerging markets as well as in developed markets.