Susan E. Farris

Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors.

Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston

Atlantic Trust Co., NA is a nationally chartered commercial bank. The company is based in Boston, MA.

UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.