Lisa K. Burton

NewSouth Capital Management, Inc. (NewSouth) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1985 by David Morrow and Paul Gillespie, Jr. NewSouth manages assets for institutional and private clients across four concentrated equity strategies.

UMB Bank, NA engages in provision of banking and financial services. It offers private wealth management, commercial, personal and business banking services. Its services include credit cards, overdraft enrollment, mortgages, loan calculator, investment tools, podcasts, and health savings accounts. The company was founded on August 28, 1902 and is headquartered in Kansas City, MO.

Capital Directions LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. Founded in 1985, the firm was acquired in 2023 by Savant Wealth Management LLC, which is ultimately held by SCMI, Inc. provides financial planning, advisory services and investment management to individuals and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Sales Performance International LLC engages in the provision of sales management consulting services. It offers sales training, sales enablement technology, and sales consulting. The company was founded by Keith M. Eades in 1988 and is headquartered in Charlotte, NC.

Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations.

Steven D. Bell & Co. provides commercial property brokerage and management services. It offers sales and finance services including transaction structuring and development. The company focuses on the acquisition, financing, ownership, management and disposition of quality apartment communities, shopping centers and senior housing properties in the Southeastern United States. The company was founded in 1976 by Steven D. Bell and is headquartered in Greensboro, NC.

Cherokee Investment Partners LLC is a Private Equity and Venture Capital firm founded in 1996 by John A. Mazzarino and Thomas F. Darden. The firm is headquartered in Raleigh.

Institute of Management Accountants, Inc. provides accountants and financial services. The company was founded in 1919 and is headquartered in Montvale, NJ.

ATCOM, Inc. (North Carolina) provides business technology solutions. It offers information technology support, unified communication, and virtualization. The company was founded in 1979 and is headquartered in Durham, NC.

Mid-South Food Bank, Inc. operates as a food banks and food rescue organizations that are members of Feeding America. It provides activities that include feeding programs. The company was founded in 1981 and is headquartered in Memphis, TN.

InVue Security Products, Inc. engages in the design and manufacture of security devices for electronic merchandise displays. It also offers secure fixtures, electronic locka and key system, and digital signage. The company was founded by Richard Sankey in 1972 and is headquartered in Charlotte, NC.

TIAA-CREF Real Estate is a private equity firm located in New York City. The firm is a subsidiary of TIAA-CREF Asset Management LLC and their ultimate parent is Teachers Insurance & Annuity Association of America

Redwood Real Estate Income Fund operates as an interval fund. It's investment objective is to provide current income and preserve shareholders’ capital. The company was founded on December 19, 2022 and is headquartered in Milwaukee, WI.