Jonathon Miller

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Luther King Capital Management Corp. (LKCM) is the investment advisory firm headquartered in Fort Worth, Texas and has additional offices in Austin, San Antonio, and Dallas. The firm was founded in 1979 by J. Luther King, Jr. and is a subsidiary of Southwest JLK Corp. LKCM provides investment management services to high-net-worth individuals, foundations, endowments, investment companies, pension and profit-sharing plans, trusts and estates, among other organizations.

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.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

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.

Part of Energy Transfer LP, Penntex Midstream GP, LLC is a company that provides investment services. The company is based in Houston, TX.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

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.

Réseau Sans Fil Otodata, Inc. was founded in 2008 and is based in Montréal, CA. and has subsidiaries in United States, Poland and Israel. The Canadian company provides precise and reliable tank level data through their RTLMTM communicator, which is being rapidly deployed all over. The company has designed and developed their communication infrastructure from the ground up with wireless data communication in mind, making them unique amongst their peers. The company is the largest internet of things network operator and offer proprietary products and technologies with ultra-low hardware costs to sectors ranging from automotive to agriculture. The company's network coverage reaches more than 95% of the population of Ontario and they have plans to offer nation-wide coverage in the near future. The company offers the possibility of "no monthly fees" or "micro monthly fees" payment plans.

Rochester Gauges LLC manufactures liquid level gauges and sensors. It offers fuel, water, anhydrous, LP gas, refrigeration, and industrial gas level. The company was founded on 1913 and is headquartered in Dallas,TX.

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).

Madison Atlantic Partners LLC provides turnaround, crisis management, financial advisory and wind-down management services. The company was founded in 2008 and is headquartered in New York, NY.

Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela.

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.

Global Radar Acquisition LLC provides pre-hire intelligence solutions. It offers GlobalHiRe, GHRR group connect, GlobalHiRe mobile, GHRR on-boarding and transportation, and vendor screening solutions. It serves the education, energy and utilities, government, financial services, healthcare, non-profit and volunteer, staffing, retail, sharing economy, and transportation industry. The company was founded by Brandon G. Phillips in 2005 and is headquartered in Fort Myers, FL.

Leading Quality Assurance Ltd. provides quality assurance audits, benchmarking analyses, and online training services. The company is based in Orpington, UK. The British company was founded in 2000 by Trent Walsh. James Moyle has been the CEO of the company since 2019.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

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.

Natural Gas Partners LLC (NGP) is a private equity firm, a subsidiary of NGP Energy Capital Management, LLC founded in 1988 by David Russell Albin and Kenneth Alfredo Hersh. The firm is headquartered in Dallas, Texas.

Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded in 1990 by Kenneth Griffin and is wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors.

Leucadia Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 as Jefferies Private Client Advisers LLC. They changed their name to Jefferies Investment Advisers LLC in 2006 and to Leucadia Asset Management LLC in 2021. The firm is a wholly owned subsidiary of Jefferies Financial Group, Inc. (NYSE: JEF). LAM provides advisory services to high net-worth individuals, trusts, estates, foundations, charitable organizations, corporations and other business entities.

bswift LLC provides software and services that streamline benefits, human resources and payroll administration services. It offers critical tasks, including the compilation of your benefit program details and rules, system configuration, data conversion, quality assurance and testing, data exchange and service integrations such as call center. The firm’s solutions cover audits, benchmarking, benefit portal, benefits administration, benefits information system, plan advisor, billing and business process outsourcing. The company was founded by Michael A. Sachs in 1996 and is headquartered in Chicago, IL.

RoseCap Investment Advisors LLC (RoseCap) is a SEC-registered investment advisor headquartered in Grand Junction, Colorado. The firm was founded by Matthew H. Rosenberg in 2010 and is wholly owned by RoseCap Financial Advisors LLC. RoseCap provides portfolio management and financial planning services to individuals, families, and institutions. Additionally, the firm offers retirement plan solutions for businesses, such as 401(k) and 403(b) plans.

Trive Capital LLC (Trive Capital) is a private equity firm founded in 2012 by Conner Searcy and Chris Zugaro. The firm is headquartered in Dallas, Texas.

Dos Rios Management LLC (Dos Rios Partners) is a private equity firm founded in 2012 by William W. Patterson. The firm is headquartered in Austin, Texas.

VCP I Inc (VCP) is a private equity firm, a subsidiary of Vestar Management Corp. II founded in 1988 by Norman W. Alpert, Daniel S. O’Connell and Robert L. Rosner. The firm is headquartered in New York.

CanEra, Inc. provides oil and gas exploration services. It focuses on the acquisition, exploration, development and production of petroleum and natural gas primarily in Western Canada. The company was founded in 2015 and is headquartered in Calgary, Canada.

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.