Susan Moring

The Trust Company of Oklahoma (TCO) is an investment management firm headquartered in Tulsa, Oklahoma. The firm was founded in 1981 and is a subsidiary of American Trustcorp., Inc. TCO provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country.

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.

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.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media.

The Charles Machine Works, Inc. manufactures and distributes construction equipment and parts. It offers trenchers, vibratory plows, pneumatic piercing tools, backhoes, electronic guidance, and locating tools, horizontal directional drilling systems, and tandem-axle trailers. It also offers interchangeable and utility attachments, loaders, fluid management equipment, rod pushers, pipe busters, and replacement parts. The company was founded by Carl Frederick Malzahnin 1902 and is headquartered in Perry, OK.

Leader Ventures LLC (Leader Ventures) is a private equity/venture capital firm founded in 2005 by Patrick Gordan and Robert Molke. The firm is headquartered in Palo Alto, California.

Canaan Natural Gas Management LLC (Canaan Resource Partners) is a private equity firm founded in 2004 by Ryan Askew. The firm is headquartered in Oklahoma City.

Accounting Research & Analytics LLC, do-business-as Center for Financial Research & Analysis (CFRA), is an investment research firm headquartered in New York City. The firm was founded in 1994 and is a subsidiary of CFRA Research, Inc. CFRA provides independent and actionable research and analytics to their global subscribers to improve their investment and business decisions. The firm’s services also include forensic accounting research and analytics that identifies public companies with deteriorating earnings quality; and fundamental research and commentary focused on stocks, ETFs, mutual funds, sectors and industries.

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.

Advanced Capital Group, Inc. (ACG) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Charles L. Langowski 1998. ACG offers investment consulting services primarily to employer sponsored retirement plans, foundations/endowments and Native American Tribal Councils. They provide investment management services to corporations, banks and insurers.

Delta-v Capital LLC (Delta-v Capital) is a private equity firm founded in 2009 by Rand G. Lewis and David Schaller. The firm is headquartered in Boulder, Colorado.

Boyd Street Ventures LLC (Boyd Street Ventures) is a venture capital firm founded in 2021 by James Spann. The firm is headquartered in Norman, Oklahoma.

Caption Management LLC is an independent registered investment advisor and hedge fund manager headquartered in Oklahoma City, Oklahoma. The firm was co-founded by Jason Strasser and William Cooper in 2012. Caption Management provides discretionary investment advice to private funds (either through fund vehicles or separately managed accounts). Investors in such private funds are generally high net worth individuals, fund of funds, institutional investors, family offices, endowments and foundations.

Atento Capital LLC (Atento Capital) is a venture capital firm founded in 2020 by Michael Basch and William Gray. The firm is headquartered in Tulsa, Oklahoma.

Intrepid Investment Management LLC (Intrepid Investment) is a Private Equity firm, a subsidiary of Intrepid Financial Partners LLC founded in 2015 by Hugh McGee III and Christopher F. Winchenbaugh. The firm is headquartered in Houston, Texas.

Pearl Energy Investment Management, LLC (Pearl Energy Investment) is a private equity firm founded in 2015 by William J. Quinn and Chris Aulds. The firm is headquartered in Dallas, Texas.

Spicewood Partners LLC is an Independent firm founded in 2020 by W. Kyle Bebee and John Golden. Spicewood Partners LLC is headquartered in *.

HighSage Ventures LLC (HighSage) is an independent wealth investment firm headquartered in Boston, Massachusetts. The firm was founded by Jonathon S. Jacobson in 2019. HighSage provides investment advice to individual and institutional clents.

Monarch Investment & Management Group LLC provides commercial real estate investment services.

Part of PolySign, Inc., MG Stover & Co. is a full-service fund administration firm that services hedge funds, private equity funds, and venture capital funds. The company is based in Denver, CO. MG Stover delivers world-class solutions for institutional investors operating in the alternative investment space, including specialized fund accounting, treasury management, KYC/AML due diligence, and offshore compliance. The company has also built a leading proprietary back-office data aggregation and reconciliation software that supports the reporting process of hundreds of digital asset funds. The company was founded in 2007 by Matthew Stover. Matthew Stover has been the CEO since 2007. MG Stover was acquired by PolySign, Inc. on April 22, 2022.

PSG Equity LLC (PSG Equity) is a private equity firm founded in 2014. The firm headquartered in Boston, MA.