Suzanne C. Ferguson

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.

Populus Financial Group, Inc. provides financial services. Its services include payday loans, installment loans, auto insurance, bill payments and money orders. The company was founded in 1968 and is headquartered in Irving, TX.

Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors.

Endowment Advisers LP (dba Cypress Creek Partners) is a registered investment advisor and hedge fund manager headquartered in Houston, Texas. The firm was founded in 2004 and was acquired by CCP Operating LLC in 2021. Cypress Creek Partners provides investment advisory services to private funds and registered investment companies.

Triumph Financial Services LLC provides factoring services. It offers business loans, financing, and alternative funding for small businesses. The company was founded by Steven J. Hausman in 2004 and is headquartered in Coppell, TX.

Bridgevine, Inc. provides web marketing solutions. Its technology aids brands with two solution sets, new customer acquisition and up-sell/cross-sell optimization. The first solution is focused on digital customer acquisition through a closed-loop platform that optimizes SEO, SEM, mobile, social, and display marketing. The second solution enables brands to better monetize their customers through its up-sell and cross-sell web services solution. The company was founded by R. Vincent Olmstead, Alfred J. Koontz and Mark Weibel in 2003 and is headquartered in New York, NY.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

CenturyLink Communications LLC provides communications services and products. It offers local and long distance voice, data and Internet services. The company was founded in 1991 and is headquartered in Denver, CO.

TBK Bank SSB engages in the provision of consumer and commercial banking services. It offers business and personal checking, savings and loans, treasury management, and business services. The company was founded in 1981 and is headquartered in Dallas, TX.

Apexedge LLC is a company that provides concierge enablement solutions to deepen relationships with personalized conversations and real results. Apexedge is based in Hopkinton, MA and enables a direct-to-consumer innovations lab, Billshark, and is configurable for integrations ranging from simple affiliate to complete white label. The company's active intelligence platform powers financial institutions, PFMs, fintechs, and other innovators to deliver subscription and bill management to customers. The company's white-label solution allows banks and fintechs to grow revenue, increase customer satisfaction and retention, and users to stop subscription waste. Apexedge simplifies users’ lives by empowering them to take control of their spend through an embedded bill management and financial insights platform. The company was founded by Brian Keaney, Steven A. McKean, Michel Mora Lozano, and Steven A. McKean has been the CEO since incorporation.

Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007.

Part of Independent Bank Group, Inc., Independent Bank (McKinney, TX) is a bank that offers a variety of credit and debit cards, loans, mortgages, personal and business banking services across several locations in the US. Independent Bank provides personal loans, business loans, and solutions for mortgage payment difficulties. The bank also offers business savings accounts and small business checking accounts. Independent Bank Financial Services aims to help customers achieve their financial goals and provides tools and resources to make smart financial decisions.

Trinitas Capital Management LLC operates as collateralized loan obligation management firm. The company was founded in 2015 and is headquartered in Dallas, TX.

China Huadian Group Capital Holding Co., Ltd. engages in the management of equities and assets of the group. It provides in investment and asset management, trust management of assets, investment planning, consulting services and property brokerage services. The company was founded on May 31, 2007 and is headquartered in Beijing, China.

Weil, Gotshal & Manges provides its clients with legal services. The firm offers services to areas including consumer, financial, government and non-profit, health care, industrial, and technology. The company was founded by Claude Serra in 1931 and is headquartered in New York, NY.

ACE Cash Express, Inc. is a private financial services company based in Irving, TX. The company provides a range of services including payday loans, installment loans, title loans, and prepaid debit cards. ACE Cash Express, Inc. is led by its management team and a private group.

Triumph Insurance Group, Inc. provides transportation and equipment insurance products and services. It offers primary liability insurance that protects the client from damage or injuries to other people caused by trucks the client own or operate; physical damage insurance that pays to fix or replace damaged tractors and trailers; downtime coverage for owner-operators that want to protect any revenue lost during the repair of their equipment due to an accident; and motor truck cargo insurance that protects transporters for their responsibility in the event of damaged or lost freight. The company was founded in 2014 and is headquartered in Dallas, TX.

The Bank of The West operates as a state chartered commercial bank. The firm provides checking, savings, IRA accounts, Certificates of Deposit, as well as several types of consumer and commercial loans to its customers in those areas. The company was founded in 1984 and is headquartered in Thomas, OK.

Whitestar Asset Management LLC (Whitestar) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2013 and is wholly-owned by WSAM Holdco LLC. Whitestar is the collateralized loan obligations (CLOs), structured products, and broadly syndicated credit arm of Clearlake Capital Group LP.

Part of EnLink Midstream LLC, EnLink Midstream GP LLC explores for oil and gas and also provides oil pipeline transportation services. The company is based in Dallas, TX. Barry E. Davis has been the CEO of the company since 2002.

The Independent Bankers Association of Texas is a state community banking organization that represents more than 2,000 banks and branches in 700 communities. The non-profit company is based in Austin, TX. The association was formed in 1974 with the aim of collectively creating value for community banking. The company's mission is to help protect the future of the industry for the good of the places they call home. The association provides safe and reliable services to its members and is dedicated exclusively to community bank advocacy. Christopher Williston has been the CEO of the company since 2018.

Salient Advisors LP is an independent, SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and provides investment advisory services to Investment Funds, which includes the Westwood Broadmark Tactical Plus Fund.

Victoria Express Pipeline LLC engages in construction of crude petroleum pipelines. The company was founded on May 7, 2014 and is headquartered in Dallas, TX.