James Hom

Combined Insurance Co. of America engages in the provision of health and life insurance products. The firm specializes in hospital essentials accident or sickness, cancer disability, critical conditions, short term disability, and supplemental life insurances. The company was founded by Clement W. Stone in 1922 and is headquartered in Chicago, IL.

Lombard International Agency, Inc. provides life insurance products through private placement. Its services include wealth planning, portability, non-traditional assets and institutional solutions. The company is headquartered in Philadelphia, PA.

Lombard International Life Assurance Co. (Invt Portfolio) (Lombard International-IP) is the investment portfolio division Lombard International Life Assurance Co., an insurance company headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Tiptree, Inc. (NASDAQ: TIPT). They provide superior customized insurance-based solutions to help individuals and institutions ensure their assets are protected, portable and can be passed on. Lombard International-IP manages the investment portfolio.

MetLife Investment Management LLC (MIM) is a registered investment advisor headquartered in Whippany, New Jersey. The firm was founded in 2006 and formerly known as MetLife Investment Advisors LLC. They are a subsidiary of MetLife Investment Management Holdings LLC, which is owned by MetLife, Inc. (NYSE: MET). MIM provides advisory services to institutional clients, pension and profit-sharing plans (which include government plans), sovereign funds, limited partnerships, and MetLife affiliated accounts such as MetLife’s domestic insurance company subsidiaries, registered investment companies, and pooled investment vehicles.

Located in Chicago, Aon Advisors manages taxable and tax-advantaged assets, including in-house assets for parent Aon Corporation (NYSE: AOC) and outside clients. Outside clients range from non-affiliated insurance companies to municipal clients.

The Travelers Cos., Inc. (Investment Portfolio) is the investment portfolio division of The Travelers Cos., Inc. (NYSE: TRV), an insurance company headquartered in St. Paul, Minnesota. The firm manages the investment portfolio of their clients.

PricewaterhouseCoopers Corporate Finance LLC provides financial advisory services. The company is headquartered in Chicago, IL.

Lombard International Life Assurance Company of New York provides life insurance services. The company is headquartered in Philadelphia, PA.