Parvez Panjwani

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.

Part of U.S. Capital Advisors LLC, USCA Securities LLC is a financial services boutique based in Houston, TX. USCA Securities offers securities, investment advisory, and municipal advisory services through its subsidiaries. The primary business lines of the company are wealth management and capital markets. The company has a team of wealth management advisors and advisor teams in Houston, Austin, and Dallas, and also offers institutional sales and trading, investment banking, merchant banking, public finance, and asset management services. The company was founded in 1999 by Patrick Michael Mendenhall, who has been the CEO since then.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

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.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Netchemia LLC provides cloud-based talent management software. It offers TalentEd Perform for management solutions for teacher evaluation; TalentEd Recruit & Hire for teacher recruitment and hiring and; netIEP for special education solutions. The firm serves the K-12 school districts. Netchemia was founded in 2001 by Juan Carlos Antequera, Eric Diebold and Christopher Weber and is headquartered in Overland Park, KS.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Outreach Strategists LLC operates as a full-service public affairs and communications firm. It specializes in public relations, business development, campaigns, marketing and development, multimedia production, non-profit management, and communications. The company was founded by Mustafa Tameez in 2002 and is headquartered in Houston, TX.

Invesco Dynamic Credit Opportunity Fund is a closed-end fund, which seeks to gain a high level of current income, with the secondary objective of capital appreciation. The company was founded on November 1, 2021 and is headquartered in Houston, TX.

Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.

Energy Transition Ventures LLC (Energy Transition Ventures) is a Venture Capital firm founded in 2020 by Craig Lawrence. The firm is headquartered in Houston, Texas.

Allied Orion Group LLC is a fully integrated, multifamily real estate investment, construction, and property management firm. The private company is based in Houston, TX, and has subsidiaries in the United States. Allied Orion Group has provided investment, construction, and property management for all types of multi-family communities for over 30 years. The company was founded in 1985, and the CEO is Ricardo Rivas. The company has acquired or developed over 18,000 multifamily units with a total aggregate value of approximately $2 billion and has a growing portfolio of more than 25,000 apartment homes under management throughout the nation.

Part of First Financial Bankshares, Inc., First Financial Bank, NA is a nationally chartered commercial bank based in Abilene, TX. The company's main focus is providing commercial banking services. F. Scott Dueser has been the CEO of the company since 1991.