Miles C. Cortez

Kerr-McGee Corp. is an energy and inorganic chemical. It subsidiaries, joint ventures and other affiliates have operations throughout the world. The company core business, which include exploration, production of oil and gas resources. It was founded in 1929 and is headquartered Oklahoma City, Ok

Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities.

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

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.

United Way of San Antonio & Bexar County operates as a non-profit organization which helps children, families and individuals. It offers basic needs and helps change lives through strong, well-managed programs. The company was founded in 1940 and is headquartered in San Antonio, TX.

H. C. Wainwright & Co. LLC (H. C. Wainwright) is a full-service broker/dealer headquartered in New York City. The firm was founded in 1868 and is a subsidiary of HCWHC, Inc. H. C. Wainwright delivers industry insights and real-time execution to both public and private small and middle-sized global emerging market companies. With a focus on identifying buyers and sellers in illiquid and difficult to trade equities, the firm specializes in block trading and providing liquidity in these securities with as little market impact as possible.

Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Southwest Research Institute is a research and development organization. It offers technical services in engine design and development, emissions certification testing, fuels and lubricants. The firm provide services to automotive and transportation, biomedical and health, chemistry and materials, defence and security, electronics and automation, energy and environment, manufacturing and construction industries. The company was founded in 1947 and is headquartered in San Antonio, TX.

EFG Asset Management (Americas) Corp. (EFG Americas) is a SEC-registered investment firm headquartered in Miami, Florida. The firm was founded in 2011 as EFG Asset Management (US) Corp. They are a wholly owned subsidiary of EFG International AG (SWX: EFGN) in Switzerland. EFG Americas offers investment advisory services primarily to non-US individuals, corporations, and other business entities.

Holt Texas Ltd. sells, services, and rents caterpillar equipment, engines, generators, and trucks for construction, mining, industrial, petroleum, and agricultural applications. Its products include heavy equipment, industrial engines, power systems, cranes, land management tools, water trucks, grade control system, fleet management solutions, work tool attachments, trucks and trailers, crusher products, road equipment, and light towers. The company was founded by Benjamin D. Holt on November 24, 1904 and is headquartered in San Antonio, TX.

EFG Asset Management (North America) Corp. (EFGAM NA) is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 2021 and is owned EFG International AG (SWX: EFGN) in Switzerland. EFGAM NA provides investment sub-advisory services on a discretionary basis to offshore pooled investment vehicles, which are not offered in the US, and separately managed accounts for US institutional clients.

Energy Spectrum Capital (Energy Spectrum) is a private equity firm subsidiary of Energy Spectrum LLC founded in 1995 by Thomas O. Whitener. The firm is headquartered in the Dallas, Texas.

Part of Chevron Corp., Chevron Singapore Pte Ltd. is an international leader in finding, producing, and marketing oil. The company is based in Singapore, Singapore. Chevron works to meet the world's growing demand for energy by exploring for oil and natural gas, refining and marketing gasoline, producing chemicals, and more. Chevron has played a major role in helping meet the world's energy needs for more than a century and is developing the next generation of legacy producers.

The National Bureau of Asian Research offers the Chinese Language Fellowship Program, which provides fellowships for American graduate students to undergo a year of intensive Chinese language training. The non-profit company is based in Seattle, WA. The program is open to PhD and current or recent MA students.

Part of Chevron Corp., Chevron Energy Technology Co. provides business consulting services.

Part of NOV, Inc., National Oilwell Varco Norway AS is a Norwegian company that manufactures and distributes oil and gas field machinery and equipment. The company is based in Kristiansand, Norway. The CEO of the company is Clay C. Williams.

Southern Finance Association operates a finance association that focuses on developing scientific and literary works in finance, improving teaching, and enhancing communication. The private company is based in Jacksonville.

Part of The Capital Group Cos., Inc., American Funds Distributors, Inc. provides investment advice. The company is based in Los Angeles, CA.

Scotia Capital (USA), Inc. (SCUSA) is a SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of Scotia Holdings (USA) LLC, which is owned by The Bank of Nova Scotia (NYSE: BNS; TSE: BNS) in Canada. They provide debt research coverage on US investment grade and high yield debt markets. SCUSA focuses on 6 industries which includes automotive, financial services, healthcare, media and communications, REGAL - real estate/gaming and leisure and technology. They also focus on 4 main global sectors such as power, mining, infrastructure and oil & gas/energy.

OFI Steelpath, Inc. is an investment management firm headquartered in Dallas, Texas. The firm was founded in 1959and formerly known as Shareholder Financial Services, Inc. They are a subsidiary of Oppenheimer Acquisition Corp., ultimately held by Invesco Ltd. (NYSE: IVZ). OFI Steelpath provides investment advisory services on a discretionary and non-discretionary basis to a wide variety of clients.