Clark Poole

Weitz Investment Management, Inc. (Weitz) is an independent, SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded by Wallace R. Weitz in 1983 as Wallace R. Weitz & Co. Weitz provides investment management services on a discretionary basis to registered investment companies and to a number of separate accounts.

Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN.

Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals.

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.

OIC LP (Orion Energy) is a private equity firm founded in 2015 by Nazar Massouh, Gerrit Nicholas. The firm is headquartered in New York.

Scotia Capital (USA), Inc. (SCUSA) is a SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of Scotia Holdings (USA) LLC, which is owned by The Bank of Nova Scotia (NYSE: BNS; TSE: BNS) in Canada. They provide debt research coverage on US investment grade and high yield debt markets. SCUSA focuses on 6 industries which includes automotive, financial services, healthcare, media and communications, REGAL - real estate/gaming and leisure and technology. They also focus on 4 main global sectors such as power, mining, infrastructure and oil & gas/energy.

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 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.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Leeds Equity Partners LLC (Leeds Equity Partners) is a private equity firm founded in 1993 by Jeffrey T. Leeds and Bernstein Robert. The firm is headquartered in New York.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Main Street Capital Partners LLC(Main Street Capital Partners) is a private equity firm founded in 1990 by Vincent Foster. The firm is headquartered at Houston, Texas.

Part of Icahn Associates Holding LLC, CVR GP LLC is a company that manufactures and supplies fertilizer. The company is based in Sugar Land, TX. Mark A. Pytosh has been the CEO of the company since 2011.

iHeartCommunications, Inc. provides outdoor advertising services and operates as radio broadcasting stations. It operates through the following segments: IHM, Americas Outdoor Advertising, International Outdoor Advertising, and Other. The IHM segment focuses on media and entertainment services via broadcast and digital delivery. The Americas Outdoor Advertising Segment consists operates in the United States and Latin America. The International Outdoor Advertising segment includes operations in Europe and Asia. The Other segment consists of Company’s media representation business. The company was founded by Lowry Mays and B.J. McCombs in 1972 and is headquartered in San Antonio, TX.

Sapphire Ventures LLC (Sapphire Ventures) is a private equity and venture capital firm, subsidiary of SAP Ventures Investment GmbH founded in 1996 by R. Douglas Higgins and Andreas Markus Weiskam. The firm is headquartered in Palo Alto, California.

The Baylor Angel Network (The Baylor Angel Network) is a venture capital firm founded in 2008. The firm is headquartered in Waco, Texas.

Keller Capital LLC (Keller Capital) is a private equity and venture capital firm founded in 2012 by Gary W. Keller. The firm is headquartered in Austin, TX.

LP First Capital LLC (LP First Capital) is a private equity firm founded in 2018. The firm is headquartered in Austin, Texas.

EPC Power Corp. provides power conversion system services. The firm's products include power modules, cabinet systems, and automotive. The company was founded on September 10, 2010 and is headquartered in Poway, CA.

Gauge Capital LLC (Gauge Capital) is a private equity firm founded in 2013 by Drew Johnson and Tom McKelvey. The firm is headquartered in Southlake, Texas.

Unity Partners LP (Unity Partners) is a private equity and venture capital firm founded in 2022 by John A. Block and Bryan W. Adams. The firm is headquartered in Dallas, Texas.

Part of Tellimer Ltd., Tellimer Capital Ltd. is a brokerage services provider. The company is based in Lagos, Nigeria.

Align Capital Partners, LLC (Align Capital Partners) is a private equity firm founded in 2016 by Steve Dyke, Chris Jones and Rob Langley. The firm is headquartered in Shaker Heights, Ohio.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Tritium Partners LLC (Tritium Partners) is a private equity firm founded in 2013. The firm is headquartered in Austin, Texas.

Carnelian Energy Capital Management LP (Carnelian Energy Capital) is a private equity firm founded in 2015 by Tomas Ackerman and Daniel Goodman. The firm is headquartered in Houston, Texas.

Clavis Capital Partners LLC (Clavis Capital Partners) is a private equity firm founded in 2013 by Todd Dauphinais. The firm is headquartered in Dallas, Texas.

Maverick Capital Ventures LLC (Maverick Capital Ventures) is a global investment firm, a subsidiary of Maverick Capital Ltd. founded in 2014. The firm is headquartered in San Francisco, California.

Strait Lane Capital Partners LLC (Strait Lane Capital Partners) is a private equity firm founded in 2009 by Mark King, Warren Edwards and Richard Diamond. The firm is headquartered in Dallas, Texas.

Permanent Equity Management (Permanent Equity) is a private equity firm founded in 2007 by Brent Beshore. The firm is headquartered in Columbia, Missouri.

Founded in 2022, Icon Wealth Advisors LLC is a part of Focus Financial Partners, Inc. that provides investment advice. The company is based in Houston, TX.

Community Bank & Trust (Waco Texas Invt Mgmt) (CB&T-IM) is the investment management subsidiary of Community Bank & Trust, itself a subsidiary of The Community Co. The firm was founded in 1952 and headquartered in Waco, Texas. CB&T-IM provides investment management services to Central Texans.