Neil M. McCarthy

Founded in 1988, Windham Capital Management is a New York City-based registered investment advisor. In 2003, the firm began to operate as a division of OFI Institutional Asset Management, the institutional arm of OppenheimerFunds, Inc. Their ultimate parent is Massachusetts Mutual Life Insurance Company.

Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs.

Founded in 1974, OFI Global Institutional, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm is also a commodity pool operator and commodity trading advisor registered with the U.S. Commodity Futures Trading Commission and the National Futures Association. OFI Global Institutional is a wholly-owned subsidiary of OppenheimerFunds, Inc. (OFI), which, in turn, is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC). Massachusetts Mutual Life Insurance Co. (MassMutual), through its subsidiary, is the indirect primary shareholder of OAC. The firm provides investment advisory services to various types of clients, including trusts, pension plans, insurance company separate accounts, foundations, corporations, ERISA qualified retirement plans, governmental plans, foreign entities (including governmental entities, corporations, investment companies and pension plans), mutual funds, private funds, and bank sponsored collective investment trusts.

Berkshire Taconic Community Foundation operates as a trust foundation. The firm provides funding for programs in education, health care and basic human needs. The company was founded in 1987 and is headquartered in Sheffield, MA.

OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY.