Jeanne Phillips

Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries.

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, and pooled investment vehicles.

GWG Life LLC engages in the provision of life insurance services. Through LifeCareXchange, it offers protection, income, LTC benefit, and lump sump benefits. The company was founded in 2006 and is headquartered in Minneapolis, MN.

Triumph Aerostructures LLC manufactures and distributes aerostructures. It products include fuselages, wings, empennages, nacelles, and helicopter cabins. The company was founded in June 2010 and is headquartered in Arlington, TX.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

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.

CenterPoint Ventures Co. LLC (CenterPoint Ventures) is a venture capital firm founded in 1996 by Robert J. Paluck and Kent A. Fuka. The firm is headquartered in Austin, Texas.

BAE Systems, Inc. provides support and service solutions for defense, intelligence and civilian systems. The firm offers ship repair, maintenance, modernization, conversion and overhaul services for the U.S. Navy, government, commercial and private customers. It operates full-service shipyards in Alabama, Florida, California, Virginia and Hawaii. The company was founded on November 30, 1999 and is headquartered in Arlington, VA.

State of Texas operates as a regional level government authority. It offers vehicle registration renewal, driver records, driver license/ID/renewal/replacement, license to carry a handgun, vital records, and commissary purchase and deposit. The company is headquartered in Austin, TX.

Houston Astros LLC owns and operates a professional baseball franchise. The firm offers game tickets and mobile games. It also sells and auctions jerseys, caps, collectibles, baseball cards, baseballs and bats, equipment, line-up cards, photos, and game used items. The company was founded in 1962 and is headquartered in Houston, TX.

The University Corp. for Atmospheric Research provides research and support in the field of atmospheric sciences. The company was founded in 1950 and is headquartered in Boulder, CO.

CIC Partners LP (CIC Partners) is an independent private equity firm founded in 1993. The firm is headquartered in Dallas, Texas.

Baylor Health Care System Foundation provides community healthcare information services. The non-profit company is based in Dallas, TX.

United Way of Metropolitan Dallas, Inc. raises and distributes funds for nonprofit organizations. It is a charitable organization, working with local service providers and agencies to deliver programs and services that center on the building blocks of a good life: Education, Income and Health. The firm also provides volunteer opportunities for people to help their neighbors, giving everyone tools to become informed advocates for addressing the pressing issues in North Texas. The company was founded in 1924 and is headquartered in Dallas, TX.

Part of Westwood Holdings Group, Inc., Westwood Trust Co. is a company that provides investment advice. The company is based in Dallas, TX. The company was founded in 1983. Brian O'Connor Casey has been the CEO of the company since 1992.

Texas Scottish Rite Hospital for Children provides healthcare services. It offers pediatric orthopedics, dyslexia and other medical services. The company was founded in 1921 and is headquartered in Dallas, TX.

The Texas Chamber of Commerce is a business organization that serves as a Chamber of Commerce.

Cooper Aerobics Enterprises, Inc. is a health and wellness resource that provides recommendations based on its world-leading body of data and expertise. The private company is based in Dallas, TX and serves as the headquarters for six health and wellness companies and a research and education nonprofit, The Cooper Institute® 501 (c) (3), founded in 1970 by Kenneth H. Cooper. Cooper Wellness Strategies has been helping build healthier communities since 1995 by providing its services to medical and commercial fitness centers, residential, and senior living communities. The company offers an array of services under the leadership of President and CEO Tyler C. Cooper, MPH, inspiring millions to make good health a habit and improve their quality and quantity of life. The CEO is Tyler C. Cooper.

The North Texas Commission is a public-private partnership that manages the region's unified advocacy voice at the state and federal levels. The private company is based in Irving, TX. The commission is dedicated to advancing the vibrancy of the region and achieves impactful outcomes benefiting the 13-county area it serves. As the lead convener of subject matter experts, the NTC improves the workforce pipeline and cultivates future leaders. The CEO of the company is Chris Wallace.

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.

McLane Group LP owns a grocery and food distribution network. It operates through its companies portfolio such ad Classic Foods, McLane Ford Dealership of Fredericksburg LLC, McLane Global, McLane Intelligent Solutions, McLane Ranch, and Sports in Action. The company was founded by Drayton McLane Jr. in 1992 and is headquartered in Temple, TX.

Accudyne Industries LLC produces engineered pumps and compressors for energy business and other industries. Its serves in the area of oil and gas production, hydrocarbon processing, chemical processing, water and waste water treatment and power generation and manufacturing industries. The company was founded in 2013 and is headquartered in Dallas, TX.

Turbocombustor Technology, Inc. manufactures precision machined components for gas turbines. The company is headquartered in Stuart, FL.

Part of The Carlyle Group Inc., CP Prime Holdings LP is an investment holding American company. The company is based in Washington. The CEO of the company is Louis F. Burr.

Victory Acquisition Corp. is a blank check company. It was formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded on February 12, 2021 and is headquartered in Dallas, TX.