Mike Caffey

Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.

P. Schoenfeld Asset Management LP (PSAM) is an independent, SEC-registered investment advisor and alternative asset management firm headquartered in New York City. The firm was founded by Peter M. Schoenfeld in 1997. PSAM provides investment management services to pooled investment vehicles.

Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals.

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

SMH Capital Advisors LLC (SMHCA) is a registered investment advisor located in Fort Worth, Texas. The firm was formed in 1996 as Cummer/Moyers Capital Advisors, Inc. SMHCA was formerly a subsidiary of Sanders Morris Harris Group. The firm is now a wholly-owned by the Moyers Organization LLC.

Frost Bank provides banking services. The company was Founded in 1868 and is San Antonio, TX.

United Planners' Financial Services of America LP provides full brokerage insurance and investment advice and services. The firm serves as intermediary brokers for securities, equities, fixed-income products, derivatives, and commodities. The company was founded in 1987 and is headquartered in Scottsdale, AZ.

The Woman's Hospital of Texas, Inc. provides healthcare services. Its services include antepartum, breast care, clinical research, gynecology, imaging, infertility, labour and delivery, maternity care, multiples clinic, newborn nursery, NICU, patient education, pediatric center, physical therapy, postpartum, surgery, transport and urogynecology. The company was founded in 1976 and is headquartered in Houston, TX.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.

Genesis Park Management LLC (Genesis Park) is a venture capital firm founded in 1999 by Paul William Hobby, Neil E. Kelley and Peter T. Shaper. The firm is headquartered in the Houston, Texas.

Vista Equity Partners Management LLC (VEP) is a private equity firm founded in the year 2000 by Robert Frederick Smith, Stephen J. Davis and Brian Niranjan Sheth. The firm is headquartered in Austin with an additional offices in Oakland, Chicago, New York and San Francisco .

Dimensional Fund Advisors Ltd. (DFAL) is a mutual fund management firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Dimensional Fund Advisors LP (DFA), ultimately held by Dimensional Holdings, Inc. in the US. DFAL provides sub-advisory services to DFA, a registered investment advisor, primarily in connection with DFA’s management of the US Dimensional Funds, and also certain institutional separate accounts.

University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX.

CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families.

HPI Real Estate Services & Investments, Inc. operates as an real estate industry. Its services include Leasing, property management, tenant advisory, commercial development, strategic investments, and multifamily development. The company was founded by Richard E. Anderson, Kent Lance, and Richard S. Hill in 1992 and is headquartered in Austin, TX.

The Texas Business Hall of Fame Foundation engages in recognizing the accomplishments and contributions of Texas business leaders, to perpetuate and inspire the values of entrepreneurial spirit. The company was founded in 1982 and is headquartered in Houston, TX.

The Miner Corp. provides repair services, planned maintenance support, and installation of docks, doors, storefront glass, and warehouse equipment. It offers commercial doors, loading docks and docks safety, material handling equipment, security equipment, specialty doors, storefront doors and glass, warehouse accessories, and waste handling equipment. The company was founded by Philip T. Miner in 1994 and is headquartered in New Braunfels, TX.

Miner Fleet Management Group provides repair and maintenance services in docks, doors and glass. Its products include dock levelers, seals, lifts, truck shelters, truck restraints, auto wheel chocks, safety railing, pallet jacks, and many more. The firm offers comprehensive asset management, repairs, and maintenance services. The company was founded by Philip T. Miner and Jeff Schmeck in 2001 and is headquartered in San Antonio, TX.

Overton Enterprises LLC designs and sells the small personal item belt. It offers specialty SPIbelt, SPIband, SPI messenger belt and kids' SPIBelt, as well as DVD's titled, Love Your Legs and the Love Your Core. The company was founded by Kim Overton on September 17, 2006 and is headquartered in Austin, TX.

Part of Security Holding Co. (Texas), Security State Bank & Trust is a financial institution based in Fredericksburg, TX. The company offers personal and business banking services, including checking and savings accounts, credit cards, loans, and online banking. The company also provides trust services and financial literacy programs. Security State Bank & Trust has been serving the community for 82 years and is committed to helping customers save and invest in their future. Dan Kemp has been the CEO of the company since 2022.

Pioneer Bank SSB offers banking solutions. It provides personal and business banking services which include checking, savings, certificates of deposit, online and mobile banking, and treasury services. The firm also offers personal, home equity, business, mortgage, and agricultural loans. The company was founded by Whit Hanks and Jack Seifrick on May 14, 2007 and is headquartered in Dripping Springs, TX.

SK Capital Partners (SK Capital Partners) is a private equity firm founded in 2007 by Jamshid Keynejad and Barry B Siadat. The firm is headquartered in New York.

Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors.

Wine Market Council is a non profit organization which provides wine market knowledge, trends, insights, and intelligence to the wine industry. It conducts segmentation study and quantitative and qualitative trade and consumer surveys. The company was founded on June 21, 1996 and is headquartered in Yountville, CA.

Republic National Distributing Co. LLC distributes spirits and wines. Its services include national accounts, trade marketing, and category management. The company was founded in 1898 and is headquartered in Houston, TX.