Francis G. Waltman

Phoenix Investment Partners Ltd. provides investment management services. The firm provides institutional investment management services to corporations, public and pension funds, endowments, foundations and insurance companies. The company was founded in 1969 and is headquartered in Hartford, CT.

Prudential Retirement provides retirement plan solutions for public, private and non-profit organizations. It also offers services like record keeping, administration, investment management, comprehensive employee investment education and communications. The company is located in Hartford, CT.

Pepco Holdings LLC operates as a holding company, which engages in the provision of utilities services such as electricity and natural gas distribution through its subsidiaries. Its segments include Pepco, DPL, and ACE. The company was founded in 2000 and is headquartered in Washington, DC.

Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY.

Virtus Total Return Fund operates as a mutual fund closed-end investment. Its portfolio includes infrastructure in the communications, utility, energy, and transportation industries. Its objective is total return of capital appreciation and current income. The fund was founded on December 3, 2004 and is headquartered in Greenfield, MA.

Virtus Global Multi-Sector Income Fund is a diversified, closed-end management investment fund. Its objective is to maximize current income while preserving capital and seeks to generate current income and total return by applying credit research and a time-tested approach to capitalize on opportunities across undervalued sectors of the global bond markets. The company was founded on August 23, 2011 and is headquartered in Greenfield, MA.