Rob Chisholm

Operates as a holding company whose subsidiaries involved in manufacturing, refining and distribution of petroleum, chemicals, fiber and polymers & paper products

Transports crude oil and natural gas liquids

Acts as Closed-End Investment Fund/Investment Trust

Functions as a College/University

Morgan Keegan & Co. focuses on investments in established service and manufacturing companies. They do not invest in real estate, financial services or high-technology industries. The Morgan Keegan Mezzanine Fund provides mezzanine financing to small and mid-sized companies. Investments are used to finance buyouts, recapitalizations, strategic acquisitions and later stage growth and range from $1 million to $10 million. The Fund may make co-investments to complete larger transactions. Companies must have revenues of at least $10 million. The Fund focuses on established service and manufacturing companies and will not invest in real estate, financial services or high-technology industries. Preferred locations are the Southeast, Mid-Atlantic, Midwest and Southwest. The most common form of security used is subordinated debt with detachable warrants to purchase an equity ownership position. The Fund does not actively manage the businesses but does require a board seat or observation rights. Targeted maturity is 3 to 5 years.

Center Coast Capital Advisors (CCCA) focuses on energy-related master limited partnerships (MLPs) and infrastructure investments. The firm manages MLP/energy infrastructure assets with an investment process based on due diligence from an owner-operator perspective. The goal of this process is to produce a portfolio of the highest quality MLPs and energy infrastructure investments possessing the most durable cash flows, transparent growth prospects and quality management teams in order to generate a high level of risk-adjusted returns. CCCA primarily allocates clients’ investment management assets among the marketable securities of issuers of energy-related MLPs, MLP affiliates, and other midstream or infrastructure energy companies, particularly those participating in the business of operating oil and gas pipelines, terminals and storage facilities and other energy infrastructure assets. They may also invest clients’ assets in ETFs and options and use derivatives such as total return swaps.

PSG is a global alternative investment manager that focuses on specialized equity and fixed income real assets securities investments and energy-related master limited partnerships or MLPs and infrastructure investments. The firm's fixed-income strategies include investments below investment grade and investment grade publicly traded debt securities of global real estate, infrastructure and natural resources companies. For their equity strategies, PSG incorporates a value-based approach and a long-term investment horizon. They utilize proprietary valuation tools, as well as fundamental, bottom-up research, to identify mispriced securities.

Functions as a College/University