Jenny Qian

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).

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

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.

Sonen Capital LLC (Sonen) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Stuart Davidson and Raul Pomares in 2011. Sonen provides fee-based investment advisory and investment management services to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations, private funds, and other business entities.

Revelstoke Capital Partners LLC (Revelstoke Capital Partners) is a private equity firm founded in 2013 by Simon A. Bachleda and Dale J. Meyer. The firm is headquartered in Denver, Colorado.

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.

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.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

First Round Capital (First Round Capital) is a venture capital firm founded in 2004 by Josh M. Kopelman. The firm is headquartered in West Conshohocken, Pennsylvania.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Citi Ventures Inc. (Citi Ventures) is a venture capital subsidiary founded in 2007 by Deborah C. Hopkins. The firm is headquartered in San Francisco, California.

NextGen Venture Partners LLC (NextGen Venture Partners) is a venture capital firm, a subsidiary of Brown Advisory Inc, founded in 2011 by Daniel Mindus and Grant Allen. The firm is headquartered in Baltimore, Maryland.

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.

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.

Packed Party, Inc. is a a lifestyle gifting business. It provides bags and totes, confetti, drinkware, home and office products and accessories. The company was founded by Jordan Jones and is headquartered in Austin, TX.

Part of Audio Visual Management Solutions, Inc., Pinnacle Live LLC is a company that creates and executes meetings and live events for the hospitality industry, event organizers, and corporate productions. The company is based in Arlington Heights, IL. The company customizes solutions to ensure the best possible live experience every time. Pinnacle Live is a premium in-house AV partner that elevates in-person event expectations for people, hotels, and event professionals who demand better. The company was founded in 2021. Eddy Eisenberg has been the CEO of the company since 2023. Pinnacle Live was acquired by Audio Visual Management Solutions, Inc. on August 03, 2023.

Ironspring, LLC (Ironspring) is a venture capital firm founded in 2019 by Ty Findley, Adam Bridgam and Peter John Holt. The firm is headquartered in Austin, Texas.

SV Latam Capital LLC (SV Latam Capital) is a venture capital firm founded in 2013 by Consuelo Valverde. The firm is headquartered in San Francisco, California.

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.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

Avisto Capital Partners LLC (Avisto Capital Partners) is a private equity firm founded in 2019. The firm is headquartered in San Antonio, Texas.

Part of Magnolia Tribe Ventures Corp, Clearwater Payments LLC provides cloud-based electronic billing and payment solutions. The company is based in Columbus, GA. Clearwater Payments was acquired by Magnolia Tribe Ventures Corp on April 12, 2021. The CEO of the company is David S. Kesler.

One Cypress Energy LLC provides oil and gas consulting services. The company is based in San Antonio, TX. Gregory A. Wright, Bruce A. Smith has been the CEOs since incorporation. The company was founded by Gregory A. Wright, Bruce A. Smith.