Guggenheim Partners

Texas Capital

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Texas Capital is the premier full-service financial services firm headquartered in Texas delivering customized solutions to businesses, entrepreneurs and individual customers. Since our founding more than 25 years ago, the firm has undergone an enterprise-wide transformation to now offer a full suite of services in the areas of commercial banking, consumer banking, investment banking and wealth management with the goal of meeting clients' needs throughout their entire lifecycles. Headquartered in Dallas, with offices in Austin, Houston, San Antonio and Fort Worth, and a network of clients across the country, Texas Capital offers industry-leading expertise, global reach and a uniquely Texan approach to best serve our clients. Texas Capital is also committed to partnering with our local communities investing our time, resources and capital in Texas charities and communities through the Texas Capital Foundation. Texas Capital is the collective brand name for Texas Capital Bank (“TCB”) and its separate, non-bank affiliates and wholly-owned subsidiaries. For more information, please visit www.texascapital.com.

Milken Institute

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The Milken Institute was founded in 1991 by our chairman, Mike Milken. We operate out of six offices located in Santa Monica, Washington D.C., New York, London, Abu Dhabi, and Singapore. The Milken Institute is comprised of seven centers that lead our programmatic work across a range of issues that advance prosperity across the globe.

Portage Point Partners

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Portage Point is building the preeminent middle market focused business advisory, interim management and investment banking firm. We have attracted an elite team of professionals with deep expertise in consulting, operations, finance, investment banking, investing, lending and transaction advisory services. We are always seeking highly driven individuals who thrive in a high-performance environment. Our responsibility is to ensure our team members develop a sharp and diverse skillset, learn from the best and deliver high-impact work.

Osaic

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Osaic (formerly Advisor Group) is one of the largest networks of independent wealth management firms in the United States. We have an incredible diversity within our executive leadership team led by our President and Chief Executive Officer, Jamie Price. Our leaders are transparent, accessible and committed to growth and doing the right thing.

Morningstar

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Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $265 billion in assets under advisement and management as of Dec. 31, 2021. The Company has operations in 29 countries. Chicago Photo Credit: Design Architect Perkins+Will Photography Steve Hall © Hedrich Blessing Photographers. London Photo Credit: Marek Sikora Photography