Dick Loebig

Brandywine Global Investment Management LLC (Brandywine Global) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors.

Pacific Income Advisers, Inc. (PIA) is an independent, employee-owned registered investment advisory firm headquartered in El Segundo, California. The firm was founded by Lloyd McAdams and Heather Baines in 1986. PIA provides professional investment management services for public funds, Taft-Hartley plans, corporations, insurance companies, endowments, foundations and private clients.

Part of Janus Henderson Group Plc, Berger Financial Group LLC is a company that manages funds. The company is based in Kansas City, MO.

Research Affiliates LLC is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2002 by Robert Arnott and Jason Hsu. They are a subsidiary of Research Affiliates Global Holdings LLC. Research Affiliates provides discretionary management and advisory services to private funds and discretionary and non-discretionary sub-advisory services to an independent, third-party investment adviser for unaffiliated registered investment companies, separately managed accounts and private funds.

Pacific Corporate Group LLC operates as an investment management and advisory firm. The company provides private equity investment management services to institutional and high-net worth clients worldwide. The company was founded by Christopher Bower founded the company in 1979 and is headquartered in Colorado, CA.

Goldman Sachs Asset Management Co. Ltd. (Japan) (GSAM-Japan) is a wholly-owned subsidiary of Goldman Sachs Asset Management International Holdings LLC, ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1996 as Goldman Sachs Investment Trust and was renamed into Goldman Sachs Asset Management Co., Ltd. when the Goldman Sachs’ investment trust management and investment advisory companies merged in 2002. Headquartered in Tokyo, GSAM-Japan manages a range of mutual funds for clients such as pension funds, sovereign wealth funds, central banks, insurance companies, financial institutions, foundations, individual investors, and high net-worth individuals.

JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.

Investment Performance Services LLC specializes in providing performance monitoring and reporting, investment policy development, investment manager search and oversight, and asset allocation analysis services to Taft-Hartley benefit funds. The private company is based in Savannah, GA.

Meketa Investment Group, Inc. provides investment consulting and advisory services. The company was founded in 1978 and is headquartered in Westwood, MA.