Toby Joe Loftin

Carlson Capital LP is an independent, SEC-registered investment advisor and alternative asset management firm headquartered in Dallas, Texas. The firm was founded by Clinton Carlson in 1993. Carlson Capital provides discretionary investment advisory services to privately-offered pooled investment vehicles and certain managed accounts.

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.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, pooled investment vehicles, and sovereign wealth funds.

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).

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, 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.

Business Council of Canada provides program for research and consultation and advocacy of economic and social fabric. The company was founded in 1976 and is headquartered in Ottawa, Canada.

Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

C.D. Howe Institute is a registered charity and an independent not-for-profit research institute based in Toronto, Canada. The Canadian company's mission is to raise living standards by fostering economically sound public policies. The Institute is widely considered to be the most influential think tank and a source of trusted policy intelligence. The company's research is nonpartisan, evidence-based, and subject to definitive expert review. The research area covers the impact of revenue-raising measures, fiscal balances and debts of governments, and the broad choices they make among major spending areas. The CEO of the company is William B. P. Robson.

Southwest Research Institute is a research and development organization. It offers technical services in engine design and development, emissions certification testing, fuels and lubricants. The firm provide services to automotive and transportation, biomedical and health, chemistry and materials, defence and security, electronics and automation, energy and environment, manufacturing and construction industries. The company was founded in 1947 and is headquartered in San Antonio, TX.

Cushing Asset Management LP is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Jerry Swank in 2003 and they are a wholly-owned subsidiary of Swank Capital LLC. Cushing Asset Management provides investment management services on a discretionary basis to high net-worth individuals and institutional investors through Private Funds, Mutual Funds, ETFs, Closed-End Funds and Managed Accounts. They also offer discretionary investment management services as part of various wrap fee programs offered by investment advisers/broker-dealers.

Royal Bank of Canada operates as a a global financial institution. It engages in corporate banking services for financial institutions and treasury. The company was founded in 1910 and is headquartered in London,the United Kingdom.

The Canadian Institute for Advanced Research engages in the provision of global research networks. Its research programs include Azrieli program in brain, mind and consciousness, bio-inspired solar energy, child and brain development, cosmology and gravity, genetic networks, humans and the microbiome, institutions, organization and growth, microbial biodiversity, learning in machines and brains, quantum information science, quantum materials, and social interactions, identity and well being. The company was founded in 1981 and is headquartered in Toronto, Canada.

International Council of Shopping Centers, Inc. serves the global retail real estate industry. Its programs include webinars, global awards program, exhibit, sponsorship and advertising, opportunities. The company was founded in 1957 and is headquartered in New York, NY.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

RBC Dexia Investor Services Trust operates as a provider of performance measurement and fund administration tools. RBC Dexia Investor Services Trust operates as a subsidiary of RBC Dexia Investor Services Ltd. The company was founded in 2006 and is headquartered in Calgary, Canada.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

The Canadian Bankers Association operates a professional banking association that provides services. The private company is located in the US.

Symcor, Inc. provides business process outsourcing services. It provides physical and electronic check processing, statement production, document management services, and payment processing. It offers mail and distribution, check image, capture, retail & wholesale lockbox processing, image remittance, bill and statement design, as well as document archive and access. The company was founded in 1996 and is headquartered in Mississauga, Canada.

Professional Services Council is a non-profit company that provides policy leadership, advocacy, business intelligence, executive networking, and branding and exposure services to its members since 1972. The company is based in Arlington, VA and has subsidiaries in the United States. The company's recent activities include submitting comments on CISA's draft secure software common attestation form, signing comments on rare earth element rule, and releasing its fifth annual federal business forecast scorecard. The company also offers various events and resources for government contracting. The company's CEO is David J. Berteau, who has been in the position since 2016.

Argonaut Private Equity LLC (Argonaut Private Equity) is a private equity firm founded in 2002 by Jason Martin and George B. Kaiser. The firm is headquartered in Tulsa, Oklahoma.

Netherland, Sewell & Associates, Inc. provides geological, geophysical, petrophysical, engineering, and economical solution for all facets of the upstream energy industry. Its services include acquisition and divestiture evaluations, coalbed methane development studies, deepwater development studies, enhanced recovery projects, midstream services, operations engineering services, pipeline supplies studies, and equity determinations services. The company was founded by Clarence M. Netherland in 1961 and is headquartered in Dallas, TX.

DDL OMNI Engineering LLC provides engineering and technical services. It specializes in alteration design and installation; environmental; materials and structures engineering; program and strategic management; sensor and electronics development; software, web and systems development; technical documentation; and training and simulation services. The company was founded in 1967 and is headquartered in McLean, VA.

First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. They are a subsidiary of First Eagle Holdings, Inc., owned by BCP CC Holdings LP. FEIM provides investment advisory services mainly to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), and to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies.

Cantillon Capital Management LLC (Cantillon) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by William von Mueffling in 2003 and is a subsidiary of Cantillon Management LP. Cantillon is an investment manager and provides discretionary investment management services to pooled investment vehicles and separately managed accounts intended for institutional investors and other sophisticated investors.