Luke Gittemeier

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.

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.

Eagle Capital Management LLC (Eagle) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1988 by Beth and Ravenel Curry. They provide asset management services to public funds, corporate clients, endowments and foundations, union plans, pension funds, high-net-worth individuals, and pooled investment vehicles. Eagle is a signatory to the UN Principles for Responsible Investment (PRI).

Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients.

Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments.

The Mercatus Center at George Mason University offers various programs for doctoral and graduate students interested in political economy and public policy. The Mercatus Center is located in Arlington, VA. The center conducts research on various topics such as urban development, healthcare reforms, regulation, international trade, and government-granted privileges. The center also hosts a podcast that discusses macroeconomic issues.

Cushing Asset Management LP is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Jerry Swank in 2003 and they are a wholly-owned subsidiary of Swank Capital LLC. Cushing Asset Management provides investment management services on a discretionary basis to high net-worth individuals and institutional investors through Private Funds, Mutual Funds, ETFs, Closed-End Funds and Managed Accounts. They also offer discretionary investment management services as part of various wrap fee programs offered by investment advisers/broker-dealers.

eVestment Alliance LLC engages in the development of cloud-based financial and investment application. Its products and service capabilities include manager research and selection, ongoing manager monitoring, private markets due diligence, risk analysis, portfolio construction and modeling, liquidity analysis, data aggregation, capital raising, competitive analysis, holdings analysis, peer group comparisons, and professional marketing materials. The company was founded by Karen Minnick, Matt Crisp, James Minnick, and Heath Wilson in 2000 and is headquartered in Atlanta, GA.

TPG Capital LLC is a Private Equity firm, a subsidiary of TPG Capital Advisors LLC founded in 1992 by William S. Price and James George Coulter. The firm is headquartered in Fort Worth with additional offices in London and São Paulo.

Bryan Cave Leighton Paisner LLP provides legal services. It is a business and litigation firm with a diverse client base, includes business, financial institutions and not-for-profit organizations, government entities and individual clients. The firm represents business, financial, institutional and individual clients, including publicly held multinational corporations, large and mid-sized privately held companies, partnerships and emerging companies. The company was founded by Robert D. Klingler in 1873 and is headquartered in St. Louis, MO.

B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies.

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).

Eurasia Group Ltd. is a private global political risk research and consulting firm headquartered in New York. The firm was founded by Ian Bremmer in 1998. Eurasia Group provides advisory and consulting services for business decision-makers and investors. They offer unique and integrated products and services that combine best-in-class political risk advisory with the tools required for success in today's politically charged global economy.

Verity Venture Partners LLC (Verity Venture Partners) is an venture capital firm founded by Tina S. Bou-Saba and Matt S. Levin in 2021. Verity Venture Partners LLC is headquartered in San Francisco, California.

Southern First Bank operates as a nationally chartered commercial bank. It provides cash management services, such as online banking; automated clearing house and wire transfers; business checking accounts; money market accounts; and certificates of deposit. The company was founded by Art Seaver in 2000 headquartered in Greenville, SC.

The Norman Foundation provides social services. The company was founded by Aaron E. Norman and is headquartered in New York, NY.

Greater Greenville Chamber of Commerce operates as a chamber of commerce. Its focus areas include advocate, connect, develop, advance, and stakeholders initiatives. The company is headquartered in Greenville, SC.

Boom Technology, Inc. manufactures supersonic passenger flight and aircraft for business travel. The company was founded by Blake Scholl, Joe Wilding, and Joshua Krall in September 2014 and is headquartered in Englewood, CO.

Sole Source Capital LLC (Sole Source Capital) is a private equity firm founded in 2016 by David Fredston. The firm is headquartered in Dallas, Texas.

Patient Square Capital is an Independent Private Equity/Venture Capital firm founded by Jim Momtazee and Maria Walker. Patient Square Capital is headquartered in Menlo Park.

Prime Movers Lab LLC (Prime Movers Lab) is a venture capital firm founded in 2018 by Dakin Sloss. The firm is headquartered in Jackson, Wyoming.

United Way of Greenville County, Inc. provides nurturing and leadership programs. It offers and supports for children for school readiness, high school graduation, and financial stability. The company is headquartered in Greenville, SC.

Integrity Financial Corp. (Integrity) is an independent registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 2004 and is wholly-owned by Kristofer R. Gray. Integrity provides financial planning, asset management, retirement plan consulting, and investment advice to individuals, high net worth individuals, business owners and corporate pension and profit-sharing plans. Their service lines include wealth management, business financial planning, and legacy planning.

Battle Investment Group LLC (Battle Investment Group) is a private equity firm founded in 2015 by David Battle. The firm is headquartered in Atlanta, GA.

Forthright Wealth Management LLC (FRWM) is an independent SEC-registered investment advisor headquartered in Alpharetta, Georgia. Founded in 2015, FRWM offers investment advisory services to individuals, high net-worth individuals, trusts, estates and businesses.

TD Bank NA provides investing and banking services. Its offerings include personal, small banking, and commercial services through online banking, bills payments, mobile banking, savings & deposit, digital payments, loans and lines of credit, treasury and management services, checking accounts, government banking, and leasing and equipment finance. The company was founded in 1852 and is headquartered in Cherry Hill, NJ.

272 Capital LP is a SEC-registered investment advisor and hedge fund manager headquartered in Dallas, Texas. Originally founded in 2017 as 272 Capital LLC, the firm merged with B. Riley Capital Management LLC in 2021 and renamed as B. Riley Asset Management LLC. Effective February 4, 2024, Wesley “Wes” Cummins is the sole owner of the firm. The firm was also renamed 272 Capital LP. 272 Capital provides investment management services to private pooled investment vehicles and a separate account for an institutional investor.

H.I.G. Growth Partners LLC (High Growth Partners) is a private equity/venture capital firm, a subsidiary of H.I.G. Ventures LLC founded in 1993 by Sami W. Mnaymneh and Anthony A. Tamer. H.I.G. The firm is headquartered in San Francisco, California.

Resurgens Technology Partners LLC (Resurgens Technology) is a private equity firm founded in 2016 by John Baumstark, Fred Sturgis and Adi Filipovic. The firm is headquartered in Atlanta, Georgia.