Trevor Swindell

United Mortgage Trust operates as a real estate investment trust. It acquires mortgage investments from several sources, including from affiliates and advisors. The company's investment objective is to invest proceeds from their dividend reinvestment plan, financing proceeds, proceeds from the repayment of its loans, capital transaction proceeds and retained earnings in the investments. United Mortgage Trust was founded on July 12, 1996 and is headquartered in Irving, TX.

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.

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.

Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors.

Quantum Capital Group LLC (Quantum Capital Group) is a private equity firm founded in 1998 by Wil VanLoh, Toby R. Neugebauer and A. V. Jones. The firm is headquartered in Houston, Texas.

Chariot Resources Ltd. engages in the acquisition, exploration, and development of mineral properties in Peru. Its Marcona copper project includes five copper prospects. It was formerly known as Hyperion Resources Corp. The company was founded on November 12, 1996 and is headquartered in Toronto, Canada.

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.

Preston Ventures, Inc. provides real estate investment services. It funds and takes an active role in the day-to-day operations of growth-stage companies. The company is headquartered in Cambridge, MA.

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.

Hudson, Inc. is a private company based in Jackson, MS.

RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL.

Part of First Cincinnati, Inc., Legacy, Inc. is a company that builds entry level single family homes. The company is based in Roselle, IL. Legacy was acquired by First Cincinnati, Inc. on October 02, 1997.

Islay Capital Management LLC, dba McDonald Capital Management (MCM), is an independent SEC-registered investment advisor and wealth management firm headquartered in Lubbock, Texas. The firm was founded by Eric C. McDonald in 1990. MCM provides individually tailored investment portfolios and financial planning services for individuals, endowments, foundations, pensions and corporations. The firm also manages a private fund that invests primarily in a private equity fund.

McLane International LLC provides international trading and solution services. Its services include consolidating export containers worldwide, multi-llngual stickering program, expert logistics management, international trade show participation and the lady liberty brand. The company was founded by Drayton McLane in 1958 and is headquartered in Houston, TX.

Insight Equity Holdings LLC (Insight Equity) is a private equity firm founded in 2002 by Victor L Vescovo and Ted W. Beneski. The firm is headquartered in Southlake, Texas.

Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses.

Cresta Fund Management LLC (Cresta Fund Management) is a private equity firm founded in 2016 by Chris Rozzell, David Truett Miller and Drew Armstrong. The firm is headquartered in Dallas, Texas.

Stronghold Investment Management LLC (Stronghold) is a private equity firm founded in 2016 by Ryan A. Turner and William T. Fennebresque. The firm is headquartered in Dallas, Texas.

Bahama Buck's Franchise Corp. manufactures and supplies frozen desserts and ice cream products. Its products include Taste of paradise, Sno, Smoothies, Island Specialties, Paradise Fruit and Island House Coffee. The company was founded by Ryan Blake Buchanan in 1990 and is headquartered in Lubbock, TX.

Sidley Austin LLP is a premier legal adviser with over 2000 lawyers in 20 offices worldwide. Sidley Austin is based in Chicago, IL and has subsidiaries in Germany, Hong Kong, United States, United Kingdom, and Japan. The firm has been providing superior client service for over 150 years and has a diverse group of legal professionals from many cultures who are dedicated to teamwork and collaboration. Sidley Austin has forged enduring relationships with the business community and serves a varied and high-caliber group of market leaders, many of whom are pioneers in their respective industries and professions. The firm is committed to pro bono service and its lawyers and staff devote more than 100,000 hours annually to serving those most in need.