Harbert Management Corporation (“HMC”) is an investment management firm focusing on alternative assets, with approximately $8.3 billion in Regulatory Assets Under Management as of December 31, 2024; asset classes include: U.S. Real Estate, European Real Estate, Seniors Housing, Seniors Housing Development, Infrastructure, Growth Equity, Credit Solutions, and Absolute Return Strategies. HMC is headquartered in Birmingham, AL, USA and has offices in Atlanta, Charlotte, Dallas, Nashville, New York, Richmond, San Francisco, London, Luxembourg, Madrid and Paris. HMC and its affiliates make significant co-investments on the same terms as other investors in all their sponsored funds helping ensure a sharp focus on returns and strict controls around fund administration, legal, compliance and reporting.

NBC Securities is a full-service broker-dealer and registered investment advisor catering to individuals and companies across the United States. They provide private wealth services and asset management strategies from financial consultants who average over 25 years of industry experience, in addition to technology-driven custodial solutions that streamline and optimize operations for advisors nationwide. Independent and employee-owned, NBC Securities is committed to building lasting relationships and legacies. The firm achieves this through the combined power of our network of advisors, sophisticated suite of business services, and in-house portfolio products and research that spans equities, fixed income, mutual funds, SMA’s, annuities, and life insurance. NBC Securities also specializes in providing financial services to independent brokers, independent investment advisors and financial service programs for community banks. With private ownership, NBC Securities advisors enjoy a boutique experience while also leveraging the financial strength and security of RBC Clearing and Custody, a division of RBC Capital Markets, LLC and one of the largest clearing and custody firms in the nation, enabling the firm to provide the highest level of service to its clients. NBC Securities manages or advises approximately $5 billion in assets with an operating footprint that spans the US with corporate headquarters is located in Birmingham, Alabama and offices in Alabama, Florida, Iowa, Maryland, Minnesota, Missouri, New Jersey, New York, Ohio, Tennessee, and Texas.

Important Disclosures: https://www.keelpoint.com/social-media-disclosure Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.