Jamie Houghton

Scotia Capital, Inc. (Broker) (Scotia Capital-Broker) is the broker-dealer division of Scotia Capital, Inc., a full-service financial services firm headquartered in Toronto, Canada. The firm is owned by The Bank of Nova Scotia (NYSE, TSE: BNS). Scotia Capital-Broker delivers a broad range of electronic trading products such as high-touch, low-latency, market access and a broad algorithmic trading suite for a wide range of clients globally. They publish monthly indexes to help investors track the performance of Canadian Hedge Funds and Alternative Mutual Funds.

The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature.

LSV Asset Management (LSV) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1994 by Josef Lakonishok, Andrei Shleifer and Robert Vishny. They are affiliated with SEI Investments Co. (SEI) (NASDAQ: SEIC), because SEI Funds, Inc., a wholly-owned subsidiary of SEI, owns a minority interest in LSV. LSV provides discretionary investment management services in portfolios of publicly traded global equity securities to a variety of institutional investors and commingled investment funds.

Roynat Capital, Inc. is a Private Equity/Venture Capital firm, a subsidiary of The Bank of Nova Scotia founded in 1962. Roynat Capital, Inc. is headquartered in Toronto.

The Defense Commissary Agency operates a worldwide chain of commissaries that provides groceries to military personnel, retirees, and their families. The company was founded May 5, 1990 and is headquartered in Fort Lee, VA.

Berkshire Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Wyomissing, Pennsylvania. The firm was founded by Jay R. Kemmerer in 2003. They provide asset management, financial planning, and institutional asset management exclusively to corporate clients, individuals, institutional investors, family office clients, and non-profit organizations.

The Municipal Advisory Council of Texas is a non-profit membership corporation which collects, maintains and distributes information related to Texas municipal debt issuers through a variety of programs. The council was organized in 1954 and is headquartered in Austin, TX.

Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY.

PAX Financial Group LLC (PAX) is an independent, SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 2007 by Darryl Lyons, Joseph Schuetze, and Andres Gutierrez. PAX offers portfolio management services and retirement plan consulting services for individuals and high net worth individuals (together with their trusts and estates) and small businesses, corporations and their pension and profit-sharing plans.

Edge196, Inc (Edge196) is a venture capital firm founded in 2018 by Dr. Jay Patel. The firm is headquartered in Sugar Land, Texas.

Market Concepts LLC (dba mConcepts) is an independent investment management firm headquartered in Arlington, Virginia. The firm was founded by Douglas Stewart in 2007 as Sherwood Forest Capital Management LLC. mConcepts provides non-correlated liquid alternative investment solutions to individual clients.

Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans.

TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations.

Laurentian Bank Securities is an independent broker/dealer located in Montreal. They are a subsidiary of Laurentian Bank of Canada (TOR:LB). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.

Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies.

SEAMARK Asset Management 2013 Ltd. (SEAMARK) is an independent Canadian investment management firm headquartered in Halifax, Nova Scotia. Founded in 1982, SEAMARK provides investment management services to clients throughout Canada such as pension funds, endowments, foundations, group retirement plan sponsors, mutual funds and private high net-worth private investors including those that participate managed portfolio advisory programs (wrap programs).

RBC Global Asset Management, Inc. (RBC GAM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario. They are an indirect, wholly-owned subsidiary of the Royal Bank of Canada (TSX, NYSE: RY). The firm was founded in 2008 following the merger of RBC Asset Management and Phillips, Hager & North Investment Management in Canada, together with the US-based institutional asset management company, RBC Global Asset Management (US). RBC GAM provides global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies.

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.