Brandon Kunz

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.

Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA).

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.

Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors.

CSIdentity Corp. provides identity protection and fraud detection solutions. Its protection solutions include identity validation, comprehensive background screenings, identity theft protection and data breach management. The firm also provides government solutions, including international identity verification and fraud detection, domestic identity verification and fraud detection, breach mitigation, and integrated identity and risk framework methodology. Its products encompass CSIdentity Security Suite, CSIdentity SAFE, CSIdentity Breach and CSIdentity Protector. The company was founded by William E. Morrow, Joe C. Ross and Harold Gottschalk in 2006 and is headquartered in Austin, TX.

Integrity Capital, Inc. is an alternative investment manager. The private company is based in San Diego, CA. The company was founded by Lee George Partridge.

Mesirow Advanced Strategies, Inc. (MAS) is a hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Dr. Howard M. Rossman in 1990 and is a wholly-owned subsidiary of Mesirow Financial Holdings, Inc. MAS provides investment management services to institutions, corporations, business owners, individuals and families.

Salient Capital Advisors LLC (Salient) is an asset management firm headquartered in Houston, Texas. The firm was founded when their direct parent, Salient Partners LP acquired RDG Capital LLC in December 2010. Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

DE Guardiola Advisors LLC is a private company based in New York, NY.

Asset Management Finance LLC engages in the provision of capital to investment firms. It includes institutional asset managers, alternative asset managers, wealth managers and private equity firms that are seeking funding for recapitalizations, growth initiatives, management buy-outs, acquisition financing, owner liquidity and other strategic investment objectives. The company was founded by Robert Jakacki and Norton H. Reamer in 2003 and is headquartered in New York, NY.

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

The Lincoln National Life Insurance Co. (Investment Portfolio) (LNLIC-IP) is the investment portfolio division of The Lincoln National Life Insurance Co., an insurance company headquartered in Fort Wayne, Indiana. The firm is a subsidiary of Lincoln National Corp. (NYSE: LNC). LNLIC-IP manages the investment portfolio of various clients.

Peak Rock Capital LLC (Peak Rock Capital) is a private equity firm founded in 2012. The firm is headquartered in Austin, Texas.

Salient Capital Management LLC provides asset and wealth management services. It offers services to high net worth and affluent individuals and smaller institutions including financial and estate planning, trusts and custody services. The company was founded on May 28, 2003 and is headquartered in Houston, TX.

Part of Corrigo Investment Holdings LLC, Corrigo Investment Partners LLC provides investment advice. The company is based in Austin, TX. Grant Douglas Birdwell has been the CEO of the company since 2018.

University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX.

CFA Society of Houston engages in the provision of chartered financial analyst programs. It offers CFA prep courses, wall street prep course, mentorship program, and scholarship. The company was founded in 1955 and is headquartered in Bellaire, TX.

National Assessment Governing Board operates as an independent, nonpartisan board to set policy for the National Assessment of Educational Progress. The firm is an independent, bipartisan board whose members include governors, state legislators, local and state school officials, educators, business representatives, and members of the general public. The company was founded in 1988 and is headquartered in Washington, DC.

Dorchester Capital Advisors LLC provides investment services. The private company is based in Los Angeles, CA and has subsidiaries in the United States.