Kathy Mattina

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.

Dan Duncan LLC provides pipeline natural gas transportation services. The private company is based in Houston, TX and has subsidiaries in the United States.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

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.

Part of Fiserv, Inc., National Embossing Co., Inc. is a company that specializes in plastic cards and insurance services. The company is based in Houston, TX. The company was founded by Jorge Mario Diaz. National Embossing Co. was acquired by Fiserv, Inc. on April 27, 1994.

South Coast Terminals LLC provides blending, bulk liquid, and packaging services. The private company is based in Houston, TX. The company focuses on the health and safety of its employees while offering reliable services to its customers. The company specializes in toll manufacturing of specialty chemicals, lubricant building blocks, and finished products for heavy industry and OEM consumers. South Coast Terminals also offers warehouse storage for packaged raw materials and finished products. The company facilitates direct transfers from inbound railcars to commercial tank trucks, from imported ISO containers to railcars or tank trucks, or from marine vessels to shore tanks. The company was founded in 1964, and the CEO is Kenneth F. Owen. South Coast Terminals was acquired by KMCO LLC, a subsidiary of Brenntag SE, from Sudbury, Inc. on January 02, 1996 for $18.25 million.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Essex Woodlands Management, Inc. (EW Healthcare Partners) is a private equity firm founded in 1985 by Jim L. Currie and Martin P. Sutter. The firm is headquartered in Houston, Texas.

Boys & Girls Clubs of America offers school programs. The firm's programs include character and leadership, education and career, health & life skills, the arts, sports, fitness and recreation. Boys & Girls Clubs of America was founded in 1860 and is headquartered in Atlanta, GA.

Personix, Inc. provides communications services to the financial services, healthcare, telecommunications, investment services and retail markets. It offers customized credit cards, membership and ID cards, billing statements, personalized checks and informative materials. The company was founded by Jorge M. Diaz in 1983 and is headquartered in Stafford, TX.

PAGF GP LLC (PAGF GP) is a private equity firm founded in 2005 by Rodrigo Amare, Guido Caranti, and Richard Vaughan. The firm is headquartered in Houston, Texas.

Fiserv Output Solutions delivers business-critical communications, direct marketing, and payment card solutions for companies in the financial services, healthcare, billing, utility, insurance, lending, retail, travel and entertainment industries. The company is headquartered in Sugar Land, TX.

The Junior League of Houston, Inc. operates as an organization of women committed to promoting voluntarism and developing the potential of women. The company was founded in 1925 and is headquartered in Houston, TX.

TomorrowVentures LLC (TomorrowVentures) is a venture capital subsidiary of SCHMIDT ERIC E founded in 2009 by Eric E. Schmidt. The firm is headquartered in Palo Alto, California.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) 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). MLPF&S provides 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.

July Business Services, Inc. provides national retirement plan recordkeeping and administration services. The firm supports financial advisors and third-party administrators to deliver successful retirement plan strategies through its fully independent, open architecture retirement plan platform. The company was founded by Jim Hudson and John M. Humphrey in July 1994 and is headquartered in Waco, TX.

Exact Payments Opco LLC is an American company that offers payfac-as-a-service to monetize payments. The company aims to provide better experiences for their clients' platforms while handling the heavy lifting.

Lemnos Labs Inc (Lemnos Labs) is a venture capital firm founded in 2011 by Jeremy Conrad and Helen Zelman Boniske. The firm is headquartered in San Francisco, California.

Vortex Cos. LLC engages in the provision of civil infrastructure services. Its solutions include pipe inspection, pipe rehabilitation, facility maintenance, geopolymer lining, manhole rehabilitation, pipe bursting, point repair, polymer coatings, and turnkey bypass. The company was founded by Michael Vellano, Nick Banchetti, Craig Strawbridge and Neil Wisener and is headquartered in Houston, TX.

Expedition Water Solutions Colorado LLC operates as water midstream company. The firm has principal operations in the Denver- Julesburg Basin (“DJ Basin”) of Colorado and the Powder River Basin (“PR Basin”) of Wyoming. The company was founded by Jim Goddard in 2013 and is headquartered in Greeley, CO.

Beacon Funeral Holdings LLC is an investment holding private company. The company is based in Sugar Land, TX. The CEO of the company is Mark Bruce.

Aviditi Capital Advisors LLC provides banking and financial services. The company is headquartered in Dallas, TX.

Beneplace LLC provides voluntary benefits and employee discount programs. Its services include auto and home, critical illness, dental, disability, group legal, long-term care and other voluntary benefits. The firm serves employers, government agencies and institutions. The company was founded in 1995 and is headquartered in Austin, TX.

Part of NCR Corp., Cardtronics Ltd. is a British company founded in 2016 that provides access to a network of payments and people. The company is based in Hatfield, UK. The company offers solutions to help run businesses more effectively, giving greater access to the networks that run the business.