Stefanie R. Moyers

Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles.

LaSalle Investment Management Securities LLC (LaSalle Securities) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of LaSalle Investment Management, Inc. and their ultimate parent is Jones Lang LaSalle Inc. (JLL) (NYSE: JLL). LaSalle Securities was founded in 1985 as Alex. Brown Realty Advisors, a subsidiary of the investment bank of Alex. Brown & Sons in Baltimore. LaSalle Partners acquired Alex. Brown Realty Advisors in 1994. In 1999, LaSalle Partners completed a merger with Jones Lang Wootton to form JLL. LaSalle Securities provides portfolio management services with respect to real estate securities to high-net worth and institutional clients.

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.

Lyons Wealth Management LLC (Lyons) is an independent registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 2009 and is primarily owned by Alexander Read. Lyons primarily provides customized investment management services to high-net-worth individuals, associated trusts, estates, mutual funds, and other legal entities. It serves as sub-advisor to an open-end mutual fund series’ Catalyst/Lyons Tactical Allocation Fund, which utilizes the Lyons Tactical Allocation Portfolio.

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.

ISN Software Corp. provides online contractor management database services. Its services includes information collection, accuracy verification and results reporting. It is designed to meet internal and governmental record keeping and compliance requirements. The firm is a global resource for connecting hiring clients with safe and reliable contractors. The company was founded in 2001 and is headquartered in Dallas, TX.

Algert Global LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Peter Algert in 2002 as Algert Coldiron Investors LLC. Algert Global manages global absolute return and active long-only strategies for institutional investors.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

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

Decisive-Point LLC (Decisive Point) is a venture capital firm founded 2018 by Thomas E. Hendrix and Eric Horan. The firm is headquartered in Beacon, New York.

CROSSMARK, Inc. provides sales and marketing services. It offers insights and intelligence, headquarter sales, retail merchandising, shopper, and consumer engagement. The company was founded by Willis Johnson and E. Leslie Hunt in 1905 and is headquartered in Plano, TX.

Unite USA, Inc. owns and operates an online platform for interaction between public and private agencies for post-service careers and settlement. The company was founded by Daniel M. Brillman, Taylor Justice, Andrew Price and Kareem Elsirafy in 2013 and is headquartered in New York, NY.

Stratfor Enterprises LLC engages in the provision of publishing services. It offers geopolitical analysis, industry, country forecasts, and terrorism intelligence. The company was founded by George Friedman in 1996 and is headquartered in Austin, TX.

MidFirst Bank engages in the provision of commercial banking services. It offers online and mobile banking, credit and debit cards, private banking and wealth management, commercial loans, and investment services. The company is headquartered in Oklahoma City, OK.

Marlin Management Co LLC (Marlin Equity Partners) is a private equity firm founded in 2005 by David McGovern. The firm is headquartered in Hermosa Beach, California.

Part of Mapp Digital US LLC, Mapp Digital UK Ltd. is a company that develops marketing technology platforms. The company is based in London, UK and was founded in 2016.

Kimmeridge Energy Management Co., LLC (Kimmeridge Energy Management) is a Private Equity firm founded in 2012 by Benjamin P. Dell, Henry Makansi and Neil McMahon. The firm is headquartered in New York.

Oklahoma Tobacco Settlement Endowment Trust (TSET) is an endowment trust headquartered in Oklahoma City, Oklahoma. The Trust was founded in 2000 with payments from the 1998 Master Settlement Agreement (MSA) between 46 states and the tobacco industry. As a state grantmaking trust, TSET funds prevention, research and emerging opportunities to improve the health of every Oklahoman.

The GHK Co LLC operates as a natural gas and oil company. It engages in exploration and development of natural gas. The company was founded by Laurence Glover, Robert A. Hefner, III and David O’D. Kennedy in 1959 and is headquartered in Oklahoma City, OK.