Spencer Lucas

MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI).

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.

Concentra, Inc. engages in the provision of healthcare solutions. It offers occupational health, physical therapy, health and wellness, physical exams, urgent care, and tests and screening services. The company was founded by Lois E. Silverman and John K. Carlyle in 1979 and is headquartered in Addison, TX.

Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.

Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients.

Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs.

Civitas Learning, Inc. develops education analytics software. It offers software such as illume, inspire faculty, inspire advisor, degree map, and college scheduler. The company was founded by Mark David Milliron and Charles D. Thornburgh in 2011 and is headquartered in Austin, TX.

Walker & Dunlop Investment Partners Inc is a Private Equity firm, a subsidiary of Walker & Dunlop, Inc. founded in 2008 by Maren Ruth Steinberg and Jay N. Rollins. Walker & Dunlop Investment Partners Inc is headquartered in Denver.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

NCH Capital, Inc. is a SEC-registered investment advisor headquartered in New York City. It was founded in 1993 by George Rohr and Moris Tabacinic. The firm is a subsidiary of Russian-based NCH Advisors, Inc. NCH Capital provides investment supervisory and management services on a discretionary basis to clients that are pooled investment funds intended for institutional and other sophisticated investors.

2M Companies LLC (2M Cos) is a venture capital firm is founded in 1985 by Morton H. Meyerson. The firm is headquartered in Dallas, Texas.

Plains Ventures (Plains Ventures) is a venture capital subsidiary of i2E Inc founded in 2002. The firm is headquartered in Oklahoma City.

Pensa Systems, Inc. operates as a stealth technology venture. It engages in building autonomous machine perception systems for inventory visibility. The company was founded by Sean D. Matthews and is headquartered in Austin, TX.

Sneaky Games, Inc. designs and develops online games. The company was founded by David Godwin in 2007 and is headquartered in Austin, TX.

Oklahoma Center for the Advancement of Science & Technology is the Oklahoma's technology-based economic development agency. The company is headquartered in Oklahoma City, OK.

ORIX Corporate Capital, Inc. is a private equity firm subsidiary of ORIX USA Corp founded in 1983. The firm is headquartered in Dallas, Texas.

Dipalo Ventures (Dipalo Ventures) is a Venture Capital firm founded in 2016 by Rafiq Ahmed. The firm is headquartered in Chicago, Illinois.

Part of Auctane, Inc., ShipStation is a shipping software company that helps tens of thousands of e-commerce retailers import orders and process shipments. The multi-channel and multi-carrier platform offers more than 300 partnerships with leading shopping carts, marketplaces, carriers, and fulfillment services, including USPS, UPS, FedEx, Amazon, Shopify, and BigCommerce. ShipStation is headquartered in Austin, TX, and is a member of the Auctane family of companies. Founded in 2011, ShipStation offers an intuitive online solution that allows online sellers to efficiently ship orders wherever they sell and however they ship. Auctane LLC was acquired by Auctane, Inc. on June 16, 2014 for $76.29 million.

BlueStone Natural Resources, Inc. explores oil and natural gas resources. It plans to actively acquire assets in South Texas, East Texas, the Texas panhandle and Western Oklahoma. It utilizing funds from the management team and Natural Gas Partners. The company was founded in February 2006 and is headquartered in Tulsa, OK.

BlueStone Natural Resources II LLC engages in the exploration of oil and natural gas resources. The company was founded on January 30, 2012 and is headquartered in Tulsa, OK.

The Austin Convention & Visitors Bureau is based in Austin, TX. The non-profit company promotes the city of Austin as a destination for tourists by highlighting its rich history and culture. The city is known for its live music scene and offers a variety of attractions, museums, outdoor spaces, and events. The company also provides information about local music organizations, choirs, orchestras, ensembles, and more through its Music Office.

Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN.

D Magazine Partners LP is a media company that has been the independent voice of the city for four decades. The private company is based in Dallas, TX. The company publishs various magazines such as D CEO, D Home, D Weddings, Medical Guide, and regional chamber publications. The company also has an award-winning website that serves as a daily resource for the best restaurants in the city, recommendations for things to do, local news, and commentary on life in the city.

Castlelake LP (Castlelake) is a private equity firm founded in 2005 by Rory Joseph O'Neill and Evan Andrew Carruthers. The firm is headquartered in Minneapolis, Minnesota.