Billy Bailey

Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

BP Capital Fund Advisors LLC (BPFCA) is an independent registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2013 to provide discretionary and non-discretionary portfolio management and investment advisory services to registered investment vehicles and separately managed accounts.

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.

MatlinPatterson LLC provides investment and private equity management services. The company 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.

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.

The Retirement Systems of Alabama (RSA) is the administrator of the pension fund for employees of the State of Alabama. The firm is headquartered in Montgomery, Alabama. RSA administers pension and other benefits to most public employees in Alabama.

CSFB Corp. provides investment banking services.

Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations.

Arlington Partners LLC is a SEC-registered investment advisor and multi-family office headquartered in Birmingham, Alabama. The firm was founded by Kenneth Polk in 1998 and is owned by Arlington Holdings LLC. Arlington Partners offers family office services to multigenerational families of significant net worth.

Park Place Capital Corp. is a SEC-registered investment advisor headquartered in Homewood, Alabama. The firm was founded in 1988 and formerly known as Nashville Capital Corp. They are a wholly owned subsidiary of Renasant Bank, owned by Renasant Corp. (NYSE: RNST). Park Place Capital manages assets for institutional, mutual funds, and individual investors.

Gold's Gym International, Inc. provides physical fitness services. It offers group exercise, personal training, cardiovascular equipment, spinning, pilates, and yoga services. The company was founded in 1965 and is headquartered in Dallas, TX.

NCP Management Holdings, Inc. (New Capital Partners) is a private equity firm founded in 2001 by Jim Little and James Outland. The firm is headquartered in Birmingham, Alabama.

James Alpha Management LLC is an independent hedge fund management firm headquartered in New York City. Founded in 2006, the firm provides investment advice to private investment funds that are intended for high net worth investors.

Quintana Capital Group (Quintana Capital) is a private equity firm founded in 2005. The firm is headquartered in Houston, Texas.

Vaco LLC provides staffing services. The firm offers consulting, executive search, permanent placement, strategic staffing and corporate relocation services. It serves to the technology, manufacturing, retail consumer, energy and utilities, and financial services industries. The company was founded by Jerry D. Bostelman, Brian Waller and Jay Hollomon in 2002 and is headquartered in Brentwood, TN.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

ICR LLC provides public relations and financial communications consulting services. Its practice areas include investor relations, corporate communications, transactions and special situations, crisis and issue management and capital advisory. The firm serves aerospace, defense and intelligence, building materials and home-builders, clean technology, energy, financial services and investment management, food and beverage, healthcare, professional services, restaurants, and technology sectors. The company was founded by Chad A. Jacobs and Thomas M. Ryan in 1998 and is headquartered in Norwalk, CT.

Founded in 2001 by Govan White, Covenant Capital Group is a real estate private equity fund located in Nashville, Tennessee

Onboard Dynamics, Inc. develops natural gas compressor technology for automotive engines. The firm develops a compressed natural gas system that integrates into automotive engines and enables natural gas vehicles to be refueled with gasoline gallon equivalent natural gas from a low-pressure source, such as a home or business gas line. It offers its products for private and public fleets of trucks. The company was founded in 2013 and is headquartered in Bend, OR.

Mesa Natural Gas Solutions LLC engages in provision of power solutions. It specializes in natural gas or liquid propane powered mobile generators. It also manufactures sound attenuated and temperature controlled generator sets. The company is headquartered in Evansville, WY.

Red Rocks Capital LLC /Private Equity/ (Red Rocks Capital) is the private equity division of Red Rocks Capital LLC, ultimately held by DST Systems, Inc. (DST:NYSE). The firm is located in Denver, Colorado.

TriVector Services, Inc. is engaged in space research and technology services. It specializes in unmanned and manned systems, project management, systems engineering and integration, test engineering services, avionics and software modeling and simulation, guidance navigation and control, risk management, configuration management, and educational outreach. The company was founded in 2008 and is headquartered in Huntsville, AL.

Lifteck International, Inc. engages in the design, manufacture and installation of downhole pumps for the oil and gas industry. The company was founded in 2011 and is headquartered in Okotoks, Canada.

Part of Oneascent Holdings LLC, OneAscent Investment Solutions LLC is a company that offers a values-aligned approach to planning, investments, and stewardship. The company is based in Birmingham, AL. The company serves faith-driven individuals, families, and organizations.

Gossamer Capital Management LLC (Gossamer Capital) is a venture capital firm founded in 2015 by Jonathan Sadlowe and Christopher Burger. The firm is headquartered in Denver, Colorado.

BCR Wealth Strategies LLC is an independent, SEC-registered investment advisor headquartered in Vestavia, Alabama. The firm was founded in 1995and formerly known as Berk Cleveland Rathmell Wealth Strategies LLC. BCR Wealth Strategies provides financial planning, consulting and investment management services to individuals, pension and profit-sharing plans, trust estates, charitable organizations, corporations and business entities.