Erdin Dean Guma

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

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.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

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.

Founded in 1990, Capital One Southcoast, Inc., formerly Hibernia Southcoast Capital, is a full-service investment banking firm and broker/dealer located in New Orleans, Louisiana with an additional office in Houston, Texas. The firm is a subsidiary of Capital One Financial Corp. (NYSE: COF). They are provide corporate finance, equity research, institutional equity sales and trading services to private and mid-market public companies. The firm offers broad coverage of over 1,000 domestic and foreign institutional accounts for mutual funds, pension funds, hedge funds, insurance firms and other institutional investors. Capital One Southcoast's analysts provide coverage across the energy sector including energy infrastructure, oilfield services and oil & gas exploration and production.

Burkenroad Reports provides Research. The company was founded by Peter F. Ricchiuti in 1993 and is headquartered in New Orleans, LA.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Founded in 2009, IBERIA Financial Services LLC is a broker/dealer located in Lafayette, Louisiana. The firm is a wholly-owned subsidiary of IBERIABANK Corp. (NasdaqGS: IBKC). The firm offers securities and other financial products to IBERIABANK Corp.'s clients' needs. Through their own subsidiary, Finesco LLC, IBERIA Financial Services offers insurance premium financing to retailers and other commercial customers.

BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.

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.

IHS Global Insight (USA), Inc. (IHS Global Insight USA) is an investment research firm headquartered in Lexington, Massachusetts. The firm was founded in 2001 and is owned by S&P Global, Inc. (NYSE: SPGI). IHS Global Insight USA provides economic and financial analysis, market forecasting and market intelligence to a variety of clients in the industry, finance and government sectors. The firm provides coverage for over 170 industries in over 200 countries. Their coverage area includes North and South America, Europe, Africa, the Middle East and Asia. Research focuses on the following industries: agriculture, automotive, commerce/transportation, construction, consumer goods, energy, healthcare and pharmaceuticals, lending and payment services, manufacturing, steel, technology, telecommunications and travel/tourism.

Wayfinder Resources LLC provides oil and gas exploration and production services. The company was founded in 2017 and is headquartered in Houston, TX.

Part of Transocean Ltd., Liquila Ventures Ltd. is a Bermudian company that provides water purifying services. The company is based in Pembroke, Bermuda. Liquila Ventures was founded in 2022. Liquila Ventures was acquired by Transocean Ltd. on September 15, 2023 for $98.41 million.

Arena Energy GP LLC supplies oil and natural gas. The firm focuses on pursuing the lower-risk prospect opportunities that remain in the Gulf after 50 years of drilling by larger oil companies. The company was founded by Michael J. Minarovic, Todd L. Stone, and Bryan Nelson in 1999 and is headquartered in The Woodlands, TX.

SDI Gas LLC provides oilfield services. It operates through the following divisions: MEC and HDD. The MEC offers engineering, construction, and repair of natural gas compression stations. The HDD provides directional drilling of gas pipelines under obstructions. The company was founded in 2015 and is headquartered in Mt. Morris, PA.

Silixa Ltd. provides fiber optic monitoring solutions. It delivers data from distributed fiber-optic acoustic (iDAS™) and temperature (ULTIMA™ DTS and XT-DTS™) measurements. The firm offers products and services in the area of Oil & Gas, Pipeline Surveillance, Flow Metering, and Distributed Sensing. The company was founded by Mahmoud Farhadiroushan, Tom Parker, and Sergey Shatalin in April 2007 and is headquartered in Elstree, United Kingdom.

Baceline Investments LLC (Baceline Investments) is a private equity firm founded in 2003 by Douglas Arnold, Craig Zoellner and David Puchi. The firm is headquartered in Denver, Colorado.

WM Partners LP (WM Partners) is a private equity firm founded in 2015 by Alejandro Weinstein M and Jose Minski. The firm is headquartered in Aventura, Florida.

Primerock Resources LLC operates as oil exploration and production company. The firm acquires and develops undeveloped assets in core areas of Southeastern New Mexico and Texas. The company was founded by Manny Sirgo in April 2017 and is headquartered in Midland, TX.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

B-29 Investments LP (B-29 Investments) is private equity firm founded in 1997 by John D. Schmitz and Steve M. Schmitz. The firm is headquartered in Addison, Texas.

Frontdesk, Inc. offers securely-managed short-term stays at the apartments in cities for both business and leisure travelers. It bridges the world between short-term and long-term stays in urban apartment communities by managing guest suites with custom-built technology. The company was founded by Jesse DePinto and Kyle Weatherly in January 2017 and is headquartered in Milwaukee, WI.

Axis Energy Services LLC provides energy services. Its services include completion, pressure, pumping, nitrogen, and chemical services. The company was founded in 2018 and is headquartered in Longview, TX.

Reveal Energy Services, Inc. provides maps of hydraulically induced fractures to the energy industry. Its flagship IMAGE Frac pressure-based fracture geometry service and companion DiverterSCAN technology and ProppantSCAN technology solutions, the company offers unparalleled diagnostic insight into well and stage spacing decisions, completions design effectiveness, and the influence of nearby hazards. The company was founded in January 2016 and is headquartered in Houston, TX.

Cor4 Oil Corp. provides oil and gas drilling services. The company is headquartered in Calgary, Canada.

Inflexxion, Inc. develops healthcare information technology services. It offers behavioral change programs that reduce health-related risks, improve clinical outcomes and positively influence quality of care and improve public health. The firm develops evidence-based Software as a Service (SaaS) products designed to collect information in real-time at the clinical setting. The company was founded by Simon Budman in 1989 and is headquartered in Newton, MA.

Wi2Wi, Inc. provides advanced microsystems, miniaturized embedded wireless connectivity solutions. Its products include wireless connectivity, timing and frequency control, and antennas and connectors. The company is headquartered in San Jose, CA.

Periscope Equity LLC (Periscope Equity) is a private equity firm founded in 2013 by Steven B. Jarmel. The firm is headquartered in Chicago, Illinois.

Lone Star Funds engages in investing in real estate, equity, credit and other financial assets. The firm organizes private equity funds that are structured as closed-end, private-equity limited partnerships. The company was founded by John Patrick Grayken in 1995 and is headquartered in Dallas, TX.