Mathew Calabro

Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts.

Hourglass Capital LLC (Hourglass) is an independent registered investment advisory and wealth management firm headquartered in Houston, Texas. The firm was founded in 1989 by the Institutional Equity Team from MCorp in Dallas. Hourglass provides investment management services to separately managed accounts.

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.

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.

Mercantile Securities (Scotland) Ltd. provides security brokerage services. The private company is based in Glasgow, UK.

Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia.

BakeMark USA manufactures and distributes bakery ingredients, products and supplies. It offers cake and cookie mixes, pie and pastry fillings and specialty pre-baked products to retail, wholesale and in-store bakeries, including bakery chains. The company was founded in 1928 and is headquartered in Pico Rivera, CA.

Omgeo LLC develops trade management software solutions. Is solutions include fixed income, equities, derivatives, repurchase agreements, managed accounts and private wealth. The company was founded in 2001 and is headquartered in Boston, MA.

Greyston Bakery, Inc. produces food, beverage and bakery products. It offers chocolate fudge, walnut fudge, espresso bean, brown sugar blondie and assorted brownies; baked ingredients for ice creams, frozen yogurts, ice cream cakes, smoothies, blizzards, cheese cakes, and other treats; and merchandise, such as cookbooks and T-shirts. The company also provides contract baking, custom flavor development, custom baking, extruding, depositing, stamping and die cutting services. Greyston Bakery was founded by Roshi Bernard Glassman in 1982 and is headquartered in Yonkers, NY.

Perforce Software, Inc. engages in the development of source code management and collaboration software platform. Its products include HelixCore, HelixTeamHub, HelixALM Suite and HelixSwarm. It offers version control, repository management, developer collaboration, and Internet protocol protection solutions. The company was founded in 1995 and is headquartered in Minneapolis, MN.

Part of Dorchester Minerals LP, Dorchester Minerals Management GP LLC provides management services. The company is based in Dallas, TX. William Casey McManemin has been the CEO of the company since 2001.

Clearlake Capital Group LP (Clearlake Capital) is a private equity firm founded in 2006 by Steven Chang, Behdad Eghbali and Jose Feliciano. The firm is headquartered in Santa Monica, California.

Greyston Foundation, Inc. operates as a not-for-profit public charity. It provides direct community services; supervision; oversight,;human resources; accounting and finance; information technology; and administrative support. The company was founded by Bernie Glassman in 1982 and is headquartered in Yonkers, NY.

StatPro, Inc. provides portfolio analytics solutions. The company was founded on February 12, 2009 and is headquartered in Boston, MA.

CFA Society of Oklahoma provides investment management services. The non-profit company is based in Oklahoma City, OK.

Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME.

FocalPoint Consulting Group LLC provides management and technology consulting services. It offers business processs improvement, performance assessment and management, and process outsourcing advisory. The company was founded by W. Eric Moore in 2002 and is headquartered in Washington, DC.

Part of Brown Brothers Harriman & Co., Brown Brothers Harriman Trust Co. NA is a banking services provider. The company is based in New York, NY.

Angel Oak Strategic Credit Fund is a closed-end investment fund/investment trust. Its investment objective is to invest in credit default swaps, total return swaps, interest rate swaps, equity swaps, currency swaps, options on foregoing swaps, and other types of swaps. The company is headquartered in Atlanta, GA.

Part of KKR & Co., Inc., KKR Real Estate Select Trust, Inc. is a closed-end management investment company. The company is based in New York, NY. The CEO of the company is Willard Carlisle Butcher.

SL Investment Corp. is engaged in providing investment services. The company is headquartered in New York, NY.

Angel Oak Credit Opportunities Term Trust is a newly organized, non-diversified, closed-end management investment fund. It plans to invest primarily in residential mortgage-backed, commercial mortgage-backed, asset-backed, and high yield securities; unsecured consumer loans; collateralized loan and debt obligations; and residential loans and mortgages. The company was founded in 2021 and is headquartered in Atlanta, GA.

North Haven Private Income Fund LLC is an American finance company that operates in the United States. Jeffery S. Levin has been the CEO of the company since 2021.

T Series Middle Market Loan Fund LLC provides financial services. The private company is based in New York, NY and has subsidiaries in the United States. Jeffrey Scott Levin has been the CEO of the company since 2021.

Vive Collective is an American company that believes health is a right. The private company has a new model to build, fund, and scale the best digital health companies. The company was founded by Cheryl Cheng, who has been the CEO since incorporation.

Victory Live, Inc. was founded in 2021 by Sam Soni, who has been the CEO since then. The American company provides yield management services, which include helping partners build a manifest to maximize the return on their inventory, using multiple products and platforms to sell and distribute inventory, and implementing the right allocation strategy. Victory Live also offers data and analytics tools, dynamic pricing, event management, travel and destination management, and customized partnerships to meet the unique goals and priorities of each partner. The private company's leadership team has pioneered many of the current ticketing and packaging models for live events, and in 2023, Victory Live acquired and integrated three recognized service providers to offer an end-to-end solution for ticket sellers.

North Haven Private Income Fund A LLC provides financial and investment services. The private company is based in New York, NY and has subsidiaries in the United States. The company was founded in 2022. Jeffery S. Levin has been the CEO of the company since 2023.