Jeffrey K. Norman

Freeman Investment Management Co. LLC is a registered investment advisor located in San Diego, California. The firm was originally founded in 1985 as Investment Research Company (IRC). From March 1994 until January 2001, IRC was a wholly-owned subsidiary of United Asset Management. In January 2001, IRC became an independently owned and operated firm through an MBO and changed their name to Freeman Associates Investment Management. In February 2009, the firm merged with San Diego-based Investment Science Corp. (ISC) and became known as Freeman Investment Management Co. LLC.

Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments.

Mariner Investment Group LLC (MIG) is a SEC-registered investment advisor and alternative investment management firm headquartered in Harrison, New York. The firm was founded in 1992 by William Michaelcheck and is a wholly-owned subsidiary of MIG Holdings LLC which acquired them in 2007. They are ultimately held by ORIX Corp. (NYSE: IX; TYO: 8591) in Japan. MIG discretionary portfolio management and advisory services to institutional clients which are primarily privately offered pooled investment vehicles and, to a lesser extent, insurance companies, endowments, foundations and plan sponsors via managed account agreements. The firm is a socially responsible investor and signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).