Marcia Rosenbaum

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.

Mesirow Financial Holdings, Inc. provides financial services. Its services include investment, real estate, investment banking, consulting and insurance services. The company was founded in 1937 and is headquartered in Chicago, IL.

Part of McKesson Corp., Medaphis Physician Services Corp. is a company based in Lebanon, NH.

Fayez Sarofim & Co. (FSC) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Fayez Sarofim in 1958 and is a wholly-owned subsidiary of The Sarofim Group, Inc. FSC manages investment portfolios for a wide range of clients which includes pension plans, foundations, endowments and individuals.

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.

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.

University of Texas Investment Management Co. (UTIMCO) is a not-for-profit foundation headquartered in Austin, Texas. The Foundation was founded in 1996 to oversee investments for The University of Texas and Texas A&M University Systems. UTIMCO manages four major endowment funds under the fiduciary care of the UT System Board of Regents: the Permanent University Fund (PUF), the Permanent Health Fund (PHF), the Long Term Fund (LTF), and the Separately Invested Funds (SIF). The PHF and the LTF are pooled and invest in shares of the General Endowment Fund (GEF).

Luxor Capital Group LP (Luxor) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Christian A. Leone in 2002. Luxor provides primarily discretionary investment advice to private investment funds and may also do so for certain separately managed accounts or other investment advisers from time to time.

Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela.

JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.

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.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

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

The Texas Business Hall of Fame Foundation engages in recognizing the accomplishments and contributions of Texas business leaders, to perpetuate and inspire the values of entrepreneurial spirit. The company was founded in 1982 and is headquartered in Houston, TX.

The Employees Retirement System of Texas (ERS) is the state-owned pension fund entity headquartered in Austin, Texas. ERS was founded in 1947 and manages benefits for employees and retirees of State of Texas agencies and some higher education institutions.

Commons Asset Management, Inc. is a Japanese investment company that offers various investment trusts such as the "Commons 30 Fund", "The 2020 Vision", and "Child Trust" to help clients form assets while distributing risks with long-term investment. The private company is based in Tokyo, Japan. The company's "Tsumite Plan" allows clients to start investing with confidence for as low as 3000 yen per month. and has subsidiaries in Japan. The company was founded in 2007 by Ken Shibusawa, and Tetsuro Ii has been the CEO of the company since 2007.

Tolleson Wealth Management, Inc. provides financial and wealth management services. It offers strategic services, investment services, mobile and online banking, and remote deposit capture. The company was founded by Eric W. Bennet and John Tolleson in 2000 and is headquartered in Dallas, TX.

Part of Baytex Energy Corp., Synergy Oil & Gas, Inc. explores for and produces oil and gas. The American company was founded by Duane H. King, Eric R. Pitcher. Synergy Oil & Gas was acquired by Ranger Oil Corp., part of Baytex Energy Corp. from June 21, 2023 on July 24, 2001 for $112 million.

Synergy Offshore LLC provides gas and oil exploration services. It also offers exploitation, acquisition, development, and production of crude oil and natural gas reserves. The company was founded by Duane H. King in 2010 and is headquartered in Houston, TX.

Florida First Partners is a joint venture between MILCOM Venture Partners and the Credit Suisse Customized Fund Investment Group founded in 2008. The firm is headquartered in Orlando, Florida.

River Cities Management Inc (RC Capital) is a private equity and venture capital firm founded in 1994 by J. Eric Lenning, Ted Robinson and R. Glen Mayfield. The firm is headquartered in Cincinnati, Ohio.

Internet Society engages Internet issues including policy, governance, technology and development. It collaborates with a broad range of groups to promote the technologies that keep the Internet safe and secure, and advocate for policies that enable universal access. The firm also Operates as organizational home of the Internet Engineering Task Force (IETF). The company was founded by Vinton G. Cerf and Bob Kahn in 1992 and is headquartered in Reston, VA.

Wikimedia Foundation, Inc. operates online collaborative wiki projects. The firm is a nonprofit charitable organization dedicated to encouraging the growth, development and distribution of free, multilingual, educational content, and to providing the content of wiki-based projects to the public free of charge. Its projects include Wikipedia, Wiktionary, Wikiquote, Wikibooks, Wikisource, Wikimedia Commons, Wikispecies, Wikinews, Wikiversity, Wikimedia Incubator, and Meta-Wiki. The company was founded by Jimmy Donal Wales in 2003 and is headquartered in San Francisco, CA.