Benjamin W. Atkins

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Chilton Capital Management LLC (Chilton Capital) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 1996 and they are a subsidiary of Knapp Brothers LLC. Chilton Capital provides a diversity of investment strategies, customized wealth management solutions, and trust company services to individuals, family offices, business owners, endowments, foundations, retirement plans and trusts on a fee-only basis.

Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles.

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.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Salient Capital Advisors LLC (Salient) is an asset management firm headquartered in Houston, Texas. The firm was founded when their direct parent, Salient Partners LP acquired RDG Capital LLC in December 2010. Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors.

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.

Salient Advisors LP is an independent, SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and provides investment advisory services to Investment Funds, which includes the Westwood Broadmark Tactical Plus Fund.

University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX.

Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions.

EIV Capital LLC (EIV Capital) is a private equity firm co-founded by Anthony Annunziato and Patricia B. Melcher in 2009. The firm is headquartered in Houston, Texas.

Endowment Advisers LP (dba Cypress Creek Partners) is a registered investment advisor and hedge fund manager headquartered in Houston, Texas. The firm was founded in 2004 and was acquired by CCP Operating LLC in 2021. Cypress Creek Partners provides investment advisory services to private funds and registered investment companies.

Salient Capital Management LLC provides asset and wealth management services. It offers services to high net worth and affluent individuals and smaller institutions including financial and estate planning, trusts and custody services. The company was founded on May 28, 2003 and is headquartered in Houston, TX.

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).

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Tudor, Pickering, Holt & Co. Securities LLC (TPH) is a broker/dealer headquartered in Houston, Texas. The firm was founded in 2007 by Robert Tudor III. They are a subsidiary of Perella Weinberg Partners Group LP, which is ultimately owned by Perella Weinberg Partners (NASDAQ: PWP). TPH provides a full array of trading and execution services for their institutional and corporate clients in the energy sector. They focus on the upstream, midstream and oilfield service sectors.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

EIG Global Energy Partners LLC (EIG Global Energy Partners) is a private equity firm founded in 2011. The firm is headquartered in Washington, District of Columbia.

Tudor, Pickering, Holt & Co. LLC provides investment banking services. The company was founded in 2007 and is headquartered in Houston, TX.

Natural Gas Partners LLC (NGP) is a private equity firm, a subsidiary of NGP Energy Capital Management, LLC founded in 1988 by David Russell Albin and Kenneth Alfredo Hersh. The firm is headquartered in Dallas, Texas.

Rod & Tubing Services LLC provides oilfield production services. It offers sucker rod inspection, tubing inspection, well-site electromagnetic inspection, well-site hydrostatic testing, and artificial lift advisory services. The firm’s products include new sucker rods, inspected sucker rods, and tubular goods. It also offers inventory management and in-house trucking services. The company was founded in 1997 and is headquartered in Houston, TX.

Lime Rock Management LP is Private Equity firm founded in 1998 by Jonathan Clark Farber and John T. Reynolds. The firm is headquartered in Westport with additional office in London.

Axis Energy Services LLC provides energy services. Its services include completion, pressure, pumping, nitrogen, and chemical services. The company was founded in 2018 and is headquartered in Longview, TX.

CSIdentity Corp. provides identity protection and fraud detection solutions. Its protection solutions include identity validation, comprehensive background screenings, identity theft protection and data breach management. The firm also provides government solutions, including international identity verification and fraud detection, domestic identity verification and fraud detection, breach mitigation, and integrated identity and risk framework methodology. Its products encompass CSIdentity Security Suite, CSIdentity SAFE, CSIdentity Breach and CSIdentity Protector. The company was founded by William E. Morrow, Joe C. Ross and Harold Gottschalk in 2006 and is headquartered in Austin, TX.

Stakeholder Midstream LLC provides midstream services. It offers in-field natural gas gathering, compression, treating and processing services; NGL processing & takeaway solutions; and crude oil gathering, transportation & storage. The company was founded in 2015 and is headquartered in San Antonio, TX.

Greenfield Midstream LLC engages in operation of an independent energy company. It focuses on the development of midstream assets across North America. The firm provides investment services for natural gas gathering, processing, treating & compression, crude oil gathering, transportation, water handling and product marketing. The company was founded in 2017 and is headquartered in Houston, TX.

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.

Flatrock Energy Advisors LLC (Flatrock Energy Advisors) is a private equity firm founded by William D. Waldrip, William Robert Lemmons and Dennis F. Jaggi in 2008. The firm is headquartered in San Antonio, Texas.

EnCap Investments LP (EnCap Investments) is a private equity firm founded in 1988 by Gary Peterson and Robert Zorich and The firm is headquartered in Houston, Texas.