Firm Overview. 10+Years of Thematic Investing

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1 Firm Overview CAZ Investments was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding the best opportunities to invest our personal capital and then providing the ability for our clients to co-invest with us. Individually we are small, but collectively we are the equivalent of a large institutional investor with access and buying power. Our Philosophy We Invest Our Own Capital We always invest our personal capital alongside our clients. We have more than $200 million of our capital committed to our investment vehicles and are typically the largest investor in each of them. We Provide Access to Innovative Investing Because of the scale of the investments we make, we have access to opportunities generally unavailable to families with less than $ million of investable assets. Quite simply, there are many investment opportunities we can provide for our clients that they typically could never access on their own. We Align Our Interests with Our Clients The majority of our compensation is performance-based. In many cases, if our clients don t make money we don t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available. 10+Years of Thematic Investing Our investors are given access to best-of-breed investment managers through vehicles created to benefit from themes we expect to provide the best return on our capital, including:

2 CAZ Executive Committee Christopher Zook Chairman and Chief Investment Officer Isaiah Massey Managing Director Chief Financial Officer Heather Delgado Managing Director Matt Lindholm Director Investment Management Christopher Zook is the founder and Chairman of CAZ Investments. He has more than twenty five years of investment management experience and has served in senior leadership positions with several global investment banks. Isaiah L. Massey, Managing Director - Chief Financial Officer, is responsible for directing the firm s efforts in all financial matters as well as leading the firm s interface with auditors and vendors. He also serves on the firm s Executive Committee. Heather Delgado is a Managing Director - with CAZ Investments. Her responsibilities include evaluating, streamlining and maintaining efficient, regulatory compliant operations. Matt Lindholm, CAIA, serves as Director - Investment Management, with a focus on portfolio management of both traditional and alternative investments. He also serves as a member of the Executive Committee and the Investment Committee. Emily van Keppel Director - Investor Relations Jay Van Ert Principal Aimee McCrory Executive Vice President Don McCrory Executive Vice President Emily van Keppel is a Director Investor Relations for CAZ Investments. Emily s focus is overseeing the strategic initiatives related to investor relationships. She also serves as a member of the Executive Committee. Jay Van Ert is responsible for leading the firm s efforts in Alternative Investments and serves on the firm s Executive Committee and Investment Committee. Aimee McCrory is an Executive Vice President - Investment Strategies for CAZ Investments, as well as a member of the Executive Committee and the Investment Committee. Don McCrory is an Executive Vice President - Investment Strategies for CAZ Investments, as well as a member of the Executive Committee and the Investment Committee.

3 CAZ Investment Strategy Group Clark Edlund Lila Ontiveros David Sawyer Mark Wade Clark Edlund is a Senior Vice President for CAZ Investments. Clark Lila Ontiveros is a Senior Vice President for CAZ Investments. Lila those themes. She also facilitates David Sawyer is a Senior Vice President for CAZ Investments. David is responsible for evaluating investment Mark Wade is a Senior Vice President for CAZ Investments. Mark Lucia Hwang Alison Morris Associate - Investor Relations Lucia Hwang serves as Vice President for CAZ Investments. Lucia those themes. She also facilitates Alison Morris serves as Associate Investor Relations at CAZ Investments. Her focus is on the strategic initiatives related to investor relationships.

4 CAZ Operations Team Emerald Lewis Vice President - Financial Operations Debby Singleton Senior Vice President - Client Administration Joshua Blount Senior Associate - Ryleigh Quintana Associate - Emerald Lewis is a Vice President - Financial Operations at CAZ Investments. Her responsibilities include accounting, human resource, and financial management for the firm. Debby Singleton is a Vice President Client Administration for CAZ Investments. Debby s responsibilities include investor, firm and fund account openings for traditional and alternative investments, maintenance of existing accounts/investments, and trade allocations. Joshua Blount is an Associate at CAZ Investments. His responsibilities include processing and monitoring money movements for traditional and alternative investments. Ryleigh Quintana is a Junior Associate at CAZ Investments. His responsibilities include processing and monitoring money movements for traditional and alternative investments.

5 Investment Partners* EnCap Investments OrbiMed Healthcare Fund Mgmt. Paulson & Co. Halcyon Asset Management Dyal Capital Partners Sequoia Capital W.L. Ross & Co. The McNair Group Foundation Capital Medina Capital Palladium Equity Partners Accel Partners Andreessen Horowitz Silver Lake Partners H.I.G. Capital Vista Equity Partners Accel Partners Kleiner, Perkins, Caufield & Byers Benchmark Greylock Partners KPS Capital Partners Index Ventures August Capital Starwood Capital Matrix Partners Redpoint Ventures TCV Service Partners *includes, but not limited to CAZ Investments, L.P. One Riverway, Suite 2000 Houston, TX (866) (713)