TJ Shepherd

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).

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.

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.

KRG Capital LLC (KRG Capital Partners) is a private equity subsidiary of the Kite Realty Group Trust founded in 1996 by Mark M. King, Charles R. Gwirtsman, and Bruce Rodgers. The firm is headquartered in Denver, Colorado.

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.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds.

Diesslin Group, Inc. (DG) is an asset management firm headquartered in Fort Worth, Texas. The firm was founded by David Diesslin in 1980. DG provides fee-only financial advisory services and wealth management to individuals, closely held businesses, private foundations, and endowments.

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.

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.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Rural Partners in Medicine LLC provides ambulatory health care services. The company is based in Broomfield, CO. The company was founded in 2010 by Bryan Scheer. Bryan Scheer has been the CEO since 2010.

Athenix Body Sculpting Institute provides plastic surgery options to patients. The company is based in Beaverton, OR and has subsidiaries in the United States. Athenix likes their patients to be well-informed and confident in their cosmetic surgery practices. For FAQs, insurance information, and more, patients can visit their website. The company was founded in 2010 by James M. Haefiner, who has been the CEO since then.

Tailwind Advisors LLC (Tailwind Advisors) is a private equity firm founded in 2008 by Jeff R. Dillard, Stewart Henderson and Mark Page. The firm is headquartered in Fort Worth, Texas.

Restoration Counseling & Community Services LLC engages in the provision of substance abuse treatment services. It offers chemical health, behavior modification through cognitive restructuring, mental health support and diagnostic assessments, transitional support and case management services. The company was founded in 2011 and is headquartered in Minneapolis, MN.

Healthcare Building Solutions, Inc. collaborates with healthcare organizations and their partners to provide comprehensive strategies and solutions for healthcare facilities projects. The company is based in Langhorne, PA and has subsidiaries in the United States. The company's team members, who are former hospital administrators and facility managers, have been involved in the development, design, equipment planning and procurement, management, and operation of facilities of all sizes. The company offers a suite of services to help healthcare, science, and higher education organizations bring new projects online. The company was founded in 2006 by Jay Hornung, who has been the CEO since 2006.

Beacon Behavioral Hospital, Inc. is a Louisiana-based leader in behavioral health services, offering inpatient, intensive outpatient, and health and wellness programs. The American company provides inpatient psychiatric care to adults and seniors with acute mental health needs, as well as an intensive outpatient program with comprehensive mental health treatment. Beacon Behavioral's mission is to provide unsurpassed patient care in a compassionate, cost-effective, and ethical manner. The company also offers counseling services for individuals, couples, and families through its healing and wellness outpatient locations. Beacon Behavioral has multiple locations throughout Louisiana, including Lutcher, Lacombe, Bunkie, Metairie, Bogalusa, Slidell, Hammond, Houma, and Alexandria. The company was founded in 1998, and Sean Wendell has been the CEO since 2000.

Crestline Investors, Inc (Crestline Investors) is a private equity firm founded in 1997 by Douglas Bratton. The firm is headquartered in Fort Worth, Texas.

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.

Longwater Opportunities LLC (Longwater Opportunities) is a private equity firm founded in 2009 by Jordan Bastable and Brooks Burgum. The firm is headquartered in Dallas, Texas, with an additional office in Fargo, North Dakota.

Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC.

AB Private Credit Investors LLC (AB Private Credit Investors) is a private equity/venture capital subsidiary of Alliance Capital Management LLC founded in 2014. The firm is headquartered in Austin, Texas.

BIOS Capital Management LP (BIOS Partners) is a venture capital firm founded in 2014 by Stella Robertson, Aaron Fletcher and Leslie Kreis. The firm is headquartered in Fort Worth, Texas.

Lone Star Investment Advisors LLC (Lone Star Investment) is a private equity firm founded in 2005 by Arthur W. Hollingsworth. The firm is headquartered in Dallas, Texas.

Part of BIOS Capital Management LP, Steelhead Capital Management LLC is an alternative investment manager. The company is based in Fort Worth, TX and was founded in 2008.

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.

SIRPant Immunotherapeutics, Inc. is a clinical-stage immuno-oncology company based in Hummelstown, PA. The company specializes in developing next-generation macrophage-based immunotherapies for the treatment of hematological malignancies and solid tumors. The cell therapy technology employed by SIRPant is based on the reduction of SIRP? expression combined with activation of the patient's own macrophages. This population of SIRP?low activated macrophages is designed to attack the tumor following injection by activating the patient's immune system to produce broad-spectrum anti-tumor activity that utilizes patient T-cells and antibodies targeting cancer neoantigens. The company was founded by Richard F. Fitzgerald, and the CEO is Robert J. Towarnicki.

Trinity Forge, Inc. manufactures closed-die forgings and machined parts. Its capabilities are solid value, forging, design, assembly, dies and molds and materials. The firm also provides provide value-added machining to forgings as well as job-shop machining services and die-and-mold machining. The company was founded in 1955 and is headquartered in Mansfield, TX.

Satori Capital LLC (Satori Capital) is a private equity firm founded in 2008 by Sunny Creek Vanderbeck and Randy Marc Eisenman. The firm is headquartered in Dallas, Texas.

US Trust (Private Equity) (US Trust ) is a private equity firm a subsidiary of Bank of America NA (Private Banking) founded in 1853. The firm is headquartered in New York.

LKCM Headwater Investment (LKCM Headwater Investment) is the private equity arm of Luther King Capital Management Corp, founded by John Bryan King. The firm is headquartered in Fort Worth, Texas.

Pearl Energy Investment Management, LLC (Pearl Energy Investment) is a private equity firm founded in 2015 by William J. Quinn and Chris Aulds. The firm is headquartered in Dallas, Texas.

Main Street Capital Partners LLC(Main Street Capital Partners) is a private equity firm founded in 1990 by Vincent Foster. The firm is headquartered at Houston, Texas.

The CapStreet Group LLC (Capstreet Group) is a private equity firm founded in 1990 by George B. Kelly and Fred R. Lummis. The firm is headquartered in Houston, Texas.