Jimmy Watson

Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides US and global equity and fixed income management strategies to institutional investors, mutual funds, and other clients. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI).

EFI Electronics Corp. manufactures and supplies business and industrial power protection products, including plug-in surge protectors and industrial hardwired products. The company was incorporated on October 20, 1987 and is headquartered in Salt Lake City, UT.

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.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

Founded in 1980, American Municipal Securities, Inc. is a registered broker/dealer located in St. Petersburg, Florida. American Municipal Securities provides personalized service to individual investors. The firm offers municipal and corporate bonds, government securities, mutual funds and annuities, as well as individual stocks.

Moss Adams Capital LLC provides investment banking services. Its services include mergers and acquisitions, debt and equity financing, and corporate finance advisory services. The company is headquartered in Seattle, WA.

Clinical Trials Management Group, Inc. provides clinical trial systems for private practice physicians. The firm provides the functional expertise, controlled systems, and personnel for physician to conduct clinical trials on patients. The company was founded by Anton-Lewis Usala in April 2004 and is headquartered in Greenville, NC.

CPMG, Inc. is a SEC-registered investment advisor and hedge fund manager headquartered in Dallas, Texas. The firm was founded in 1972 and was known as Cardinal Investment Company, Inc. until 2005. CPMG provides investment management and other services to various private pooled investment vehicles and separately managed accounts.

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.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Ivy NextShares is non-diversified open-end management investment company that currently consists of three separate series. The company was founded on July 17, 2015 and is headquartered in Overland Park, KS.

Part of Warrington Advisors LLC, Warrington Asset Management is an alternative asset manager based in Dallas, TX. Warrington's alternative investment strategy focuses on trading options on S&P 500 Index Futures, primarily using spreads, and has a 20+ year track record delivering consistent, non-correlated returns with a strong focus on risk management. The company was founded in 1997 by Scott C. Kimple.

Morgan Stanley Capital Partners (Morgan Stanley Capital) is a private equity subsidiary of Morgan Stanley founded in 1985. The firm is headquartered in New York.

Part of International Business Machines Corp., Dialexa LLC is a company that provides digital product engineering services. The company is based in Dallas, TX. The company was founded by Scott Harper, Mark Haidar. Scott Harper has been the CEO since incorporation. Dialexa was acquired by International Business Machines Corp. on October 03, 2022.

Ridgedale Ventures Inc (Ridgedale Ventures) is a venture capital firm founded in 1900 by Doug Platts. The firm is headquartered in Frisco, Texas.

Hersh Family Investments (Hersh Family Investments) is a venture capital firm founded in 1997. The firm is headquartered in Irving, Texas.

NLM Capital Partners is a private equity firm founded by Randy Chappell in 2004. The firm is headquartered in Irving, Texas.

CORE Industrial Partners LLC (CORE Industrial Partners) is a private equity firm founded in 2016 by John May. The firm is headquartered in Chicago, Illinois.

Havencrest Capital Management LLC (Havencrest Capital) is a private equity firm founded in 2017 by Christopher W. Kersey. The firm is headquartered in Dallas, Texas.

iCrossing, Inc. offers planning services. The company blends digital marketing services- including paid search, search engine optimization, Web development, social media, mobile, research and analytics - to create integrated digital marketing programs that engage consumers and drive ROI. It was founded in 1998 and is headquartered in New York, NY.

BuildingIQ Pty Ltd. develops desktop software applications for reducing energy cost and emissions. Its technology is built on innovations across various fields including thermal modeling of buildings, machine learning, predictive analysis, building control, and human comfort modeling. The company was founded by Michael Zimmerman in 2009 and is headquartered in Sydney, Australia.

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.