Elizabeth T. McFadden

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors.

Brown Gibbons Lang & Co. LLC offers investment banking services. Its services include mergers & acquisitions, debt & equity placements, financial restructuring, financial advisory & valuation services. The company was founded by Michael Eugene Gibbons in 1989 and is headquartered in Cleveland, OH.

CCM Investment Advisers LLC (CCM) is a privately-owned SEC-registered investment advisor headquartered in Columbia, South Carolina. Formerly known as CCM Advisers LLC, the firm was founded by the late Fowler W. Cary, Jr. in 1986 under the name Companion Capital Management. CCM provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, trust programs, sovereign funds, and other US and international institutions, entities, or individuals.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

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).

Founded by Geoffrey Mavar in 2003, Chickasaw Capital Management LLC is a registered investment advisor located in Memphis, Tennessee. The firm provides investment management services to institutions, high net-worth individuals and the MainGate MLP Fund, an open end mutual fund.

FHN Financial Securities Corp. is a FINRA-registered broker/dealer headquartered in Memphis, Tennessee. They are the brokerage arm of First Tennessee Bank, ultimately owned by First Horizon National Corp. (NYSE: FHN). Formerly known as FTN Financial Securities Corp., the firm was founded in 1998 and offers fixed income sales and trading services to individual and institutional clients.

Medalogix LLC offers analytics-based population health management solutions that use a combination of predictive analytics, workflows and business intelligence engines. Its solutions include Touch, Bridge, and Nurture. The company was founded by Daniel Hogan in 2012 and is headquartered in Nashville, TN.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Blue Point Capital Partners LLC (Blue Point Capital Partners) is a private equity firm founded in 1990. The firm is headquartered in Cleveland, Ohio with additional offices in Charlotte and Seattle.

Brazos Private Equity Partners LLC (Brazos Private Equity Partners) is a private equity firm founded in 1999 by Patrick McGee. The firm is headquartered in Dallas, 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.

Amberjack Capital Partners LP (Amberjack Capital) is an independent private equity firm founded in 2006 by Charles R. Cherington and Curtis W. Huff. The firm is headquartered in Texas.

Resolution Capital Ltd. is the real estate securities investment subsidiary of Foray Enterprises Pty Ltd. in Australia. Formerly known as Bastion Lend Lease Ltd., the firm was founded in 2004 as a joint venture between key management executives and Lend Lease Corporation Ltd. Headquartered in Sydney, Resolution Capital manages a select range of investment strategies for their institutional clients who include pension funds, financial institutions, multi-manager groups and family offices. The firm also manages several Funds for Australian and New Zealand investors. Resolution Capital is a signatory to the United Nations initiated Principles for Responsible Investment (UNPRI).

The Production Board LLC (The Production Board) is a venture capital firm founded in 2015 by David Friedberg. The firm is headquartered in San Francisco, California.

Azalea Health Innovations, Inc. develops cloud based healthcare software solutions and services. It offers electronic health record software system, revenue cycle management billing services, prior-authorization services, telehealth, and professional consulting services. The company was founded by Baha Zeidan, Dan Henry and Douglas Swords in 2008 and is headquartered in Atlanta, GA.

Golden Section Ventures LLC (GSV) is a venture capital firm founded in 2012 by Dougal Cameron and Isaac Shi. The firm is headquartered in Houston, Texas.

Innovex Downhole Solutions, Inc. designs, manufactures and installs downhole products for oil and gas industries. Its products include wellhead systems, well construction, well completion, drilling and deployment, product solutions, fishing and interventions. The firm also supports upstream onshore and offshore activities. The company was founded in 2016 and is headquartered in Humble, TX.

CenterGate Capital LP (CenterGate Capital) is a private equity firm founded in 2014 by Stenning Schueppert. The firm is headquartered in Austin, Texas.

Sequel Holdings LP (Sequel Holdings) is a private equity firm founded in 2002 by John W. Madden. The firm is headquartered in Dallas, Texas.

Central Houston, Inc. engages in the collaboration and implementation of solutions for the challenges of the city. It focuses on the redevelopment and revitalization by enhancing collaboration among public officials, developers, and businesses. The company was founded in 1983 and is headquartered in Houston, TX.

Linx Partners LLC (Linx Partners) is a private equity firm founded in 1999 by Barbara M Henagan. The firm is headquartered in Atlanta, Georgia.

Glendower Capital LLP (Glendower Capital) is a private equity firm founded in 2017. The firm is headquartered in London, United Kingdom.

MidOcean US Advisor LP (MidOcean Partners) is a private equity firm founded in 2003 by James Edward Virtue. The firm is headquartered in New York.

Leyline Renewable Capital LLC (Leyline Renewable Capital) is a private equity/venture capital firm founded in 2016 by Erik Lensch . The firm is headquartered in Durham, Noth Carolina.

Cameron Management, Inc. operates as an investment and real estate management company. It offers brokerage, development service, and property management. The company was founded by William Henderson Cameron and Scott Sullivan and is headquartered in Wilmington, NC.

The Launch Partnership LLC (The Launch Partnership) is a venture capital firm founded in 2010 by Jason McCabe Calacanis. The firm is headquartered in San Francisco, California.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

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.

WilliamsMarston LLC operates as an accounting advisory and management consulting firm. It offers interim management, restructuring, technical accounting, and private equity services. The company was founded by Landen C. Williams and Jonathan T. Marston in January 2014 and is headquartered in Boston, MA.

Seam Group LLC engages in the provision of electrical and workplace training and safety services. It offers includes electrical safety training, on-site and online training, training class evaluation, basic industrial electricity, three phase motor basics, hands-on electrical troubleshooting, high voltage safty, and infrared thermography training. The company was founded by Daryn R. Lewellyn in 1993 and is headquartered in Indianapolis, IN.

iPROMOTEu.com, Inc. operates as a promotional products distributor. The firm’s services include order financing, back office support, sales and marketing, technology, print and packaging and graphic design. The company was founded by Ross S. Silverstein and Walter J. Schneider in August 1999 and is headquartered in Wayland, MA.

Pleatco LLC manufactures and develops water filtration systems. The firm specializes in the design of pump and filter technologies for pool and spa filtration applications. Its products include filter cartridges, antimicrobial filters, and grids used for diatomaceous earth filtration. The company was founded in 2006 and is headquartered in Glen Cove, NY.

Resource Environmental Solutions LLC provides ecological offsets to local government and corporate clients. The firm offers restoration and maintenance of wetlands, streams, and habitats. It supplies species of native coastal grasses and plants, such as giant cut grass, black mangrove, seaoats, and marshlay cordgrass. The company was founded in 2007 and is headquartered in Baton Rouge, LA.

Fielder Capital Group LLC (Fielder) is an independent SEC-registered asset management firm headquartered in Nashville, Tennessee. The firm was founded by Frank Byrd in 2009 as Fielder Management, Inc. Fielder provides asset management and investment counseling to individual investors.

Founded in 1962, Raymond James Financial, Inc. (NYSE: RJF) is a diversified holding company headquartered in St. Petersburg, Florida. The firm provides services to individuals, corporations and municipalities through their wholly-owned subsidiaries: Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. Raymond James operates through eight segments: Private Client Group (PCG); Capital Markets; Asset Management; Raymond James Bank (RJ Bank); Emerging Markets; Securities Lending; Proprietary Capital; and Other. The Private Client Group segment provides securities transaction and financial planning services to client accounts through the branch office systems of the company's subsidiaries. The Capital Markets segment's activities consist primarily of equity and fixed income products and services. The Asset Management segment provides asset management services for individual investment portfolios and mutual funds. The RJ Bank segment provides corporate, residential and consumer loans, as well as Federal Deposit Insurance Corp. insured deposit accounts, to clients of the company's broker-dealer subsidiaries and to the general public. The Emerging Markets segment operates securities brokerage, investment banking, asset management and equity research businesses. The Securities Lending segment conducts its business through the borrowing and lending of securities from and to other broker-dealers, financial institutions and other counterparties. The Proprietary Capital segment consists of the company's principal capital and private equity activities, including various direct and third-party private equity and merchant banking investments. Raymond James' capital markets reach within the financial institutions segment focuses on community and regional banks and thrifts including equity research, sales, trading and investment banking resources and services. Raymond James is one of the largest research organizations in the brokerage industry and serves institutional investors domestically and abroad. The firm's capital markets activities are based on insightful, timely and comprehensive equity research. They publish research on over 1,000 companies in their core industries. Raymond James seeks attractive niches within broader industries and then covers these sectors deeply to develop differentiated sector expertise and relationships. Although their focus is mid- and small-cap companies, their coverage includes large, medium and small companies across each sector. Raymond James' Institutional Trading division is organized into 3 specialty departments: Sales Trading, Principal trading and Agency Trading. Their Sales Trading division covers over 800 domestic and 1,300 international financial institutions throughout North America and Europe. The firm's Principal Trading division consists of industry-focused teams and their OTC Principal Trading department makes markets in over 680 domestic stocks, 85% of which are covered by Raymond James Institutional Research department. Their Agency Trading department services the trading needs of over 5,500 financial advisors located in 2,500 retail offices across the US.

Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses.