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Transcription:

LATEST ATTENDEE LIST Deputy Assistant Director - Cyber Intelligence Outreach Chief Operations Officer COO COO CTO CTO & CISO Chief Information Officer Chief Marketing Officer Chief Technology Officer Chief Counsel, Office of Investor Education & Advocacy Director, Product Management Analyst, Portfolio Analysis & Reporting Assistant Vice President, Client Services Associate Chief Technology Officer AVP AVP Financial Services AVP- Fixed Income & Equity Trading Systems AVP IT Business Applications AVP, Client Reporting and Proxy AVP, RFP Manager Business Technology Manager Client Operations Manager Client Reporting Specialist Client Service Manager Client Service Specialist Client Services Co-Head of Client Services and Marketing Data Architect Development Services Manager Director - Prime Fund Services Director Analytics Performance Attribution Director IT Product Management Director of Architecture and Innovation, Chief Architect Director of Asset Management Strategy & Business Dev Director of Brand Marketing FBI Venus Capital Management Inc Congress Asset Management Aegon Asset Management JP Marvel Investment Advisors Hotchkis & Wiley Capital Management Firm Capital Corporation Janus Capital Group Causeway Capital Management LLC Mesirow Financial Nisa Investment Advisors L.L.C U.S. Securities & Exchange Commission Paraport Sun Life Financial Nisa Investment Advisors Income Research + Management MD Financial Management MFS Investments Jennison Associates LLC. Jennison Associates Artisan Partners Wells Fargo Asset Management Advantus Capital Management Ramius BNP PARIBAS CORPORATION Babson Capital Management Northern Trust Eaton Vance

Director of Client Reporting Director of Corporate Technology Director of E-Business Director of Institutional Client Management Director of Marketing Director of Marketing & Communications Director of Performance & Analytics Director of Software Engineering Director of Software Engineering Director Performance Office Director Performance Reporting Dir. Performance Reporting & Process Improvement Director US Marketing Director, Communications Director, Data Architecture Director, Global head of performance and risk analysis Director, Global Investment Performance Standards Director, Institutional Marketing Director, Investment Risk Director, Investment Services & Operations Director, IT Product Management Director, IT Product Management Director, Marketing and Investor Relations EVP Global Head of Technology & Operations Strategy Financial Services IT Executive Founding Member & Senior Consultant Global Chief Data Officer Global Head of Perf. Analysis & Investment Valuation Head of Data Governance Head of Data Management, US Head of Equity Risk Head of Front Office Data Intelligence Head of Global Reporting Head of Institutional Client Operations Head of Institutional Marketing Head of Institutional Shared Support Head of Investment Operations for Alternative Products Head of Marketing - Americas Head of Operations Head of Performance ATLANTA CAPITAL MANAGEMENT COMPANY LLC Janus Capital Group Harbor Capital Advisors BMO Asset Manager RBC Global Asset Management Deutsche Asset & Wealth Management Prudential Investments WMSG Makena Capital Fidelity Investments Citi CFA Institute Russell Investments Deltec Asset Management LLC Janus Capital Management Franklin Templeton Investments Rockwell Risk Advisors, LLC. Pioneer Global Investments Income Research & Management Legal & General Investment Management America Allianz Global Investors Pioneer Investment Management Aberdeen Asset Management Legal & General Investment Management MFS Investments

Head of Performance Head of Performance - Americas Head of Performance and Reporting, US Head of Private Client Service Head of Relationship Management Head of Sales Institutional Administration Manager Institutional Client Services Manager Investment Marketing, Comms & Relationship Profess Investment Production Manager Investments Control IT Manager Lead Enterprise Architect Lecturer - Economics Manager, Business and Technology Solutions Manager, IMSS Data Management Manager, Investment Operations Manager, Marketing And Communications Managing Director - Head of Institutional Distribution MD, BMO AM U.S. Managing Director, Enterprise Change Services MD, Global Head of Marketing & Strategy MD, Retail, Advisor & Institutional Marketing & Comms Managing Director. Business Services Managing Partner Marketing Marketing Associate Marketing Director Marketing Manager MD - Compliance for Asset Management N.America Head of Client Reporting & Servicing Global Head of Client Communication Platform Operations Operations Operations Analyst Operations Manager Operations Specialist Performance Analyst Performance Analytics Performance & Attribution Specialist, Performance & Attribution Atlantic Trust Aberdeen Asset Management HSBC Global Asset Management Brown Advisory Jackson Square Partners Rainier Investment Management Thompson, SIegel & Walmsley LLC Thompson, SIegel & Walmsley LLC Breckinridge Capital Advisors GMO LLC CAPITAL GROUP Tufts University TD Asset Management Franklin Templeton Investments Artisan Partners Boston Partners Oaktree Capital Management Guggenheim Partners Charles Schwab Investment Management TD Asset Management ACA Compliance Group GMO BNP Paribas Investment Partners BNY-Mellon Asset Servicing INVESCO Ltd Makena Capital Management Brown Advisory Panagora Asset Management LLC

Performance Measurement Officer Performance Specialist Portfolio Manager President President Principal Operations Principle Quant Business Systems Analyst Program Management Project Manager Project Manager, Client & Prospect Communications Publishing Manager Sales and Marketing Consultant Section Chief - National Cyber Outreach Section Senior Associate Senior Communications Consultant, Marketing & Coms Senior Data Steward Senior Institutional Publishing Specialist Senior Manager Senior Manager, Performance & Analytics Senior Market Data Consultant Senior Marketing Manager Senior Manager Content Administration Senior Partner Senior Performance & Attribution Analyst Senior Policy Advisor Senior Research Coordinator Senior Risk Analyst Senior Systems Analyst Senior Technology Specialist Senior VP - Director of Global Operations & IT Senior Vice President, Institutional Marketing Sr. Mgr. Investment Data Operations SVP SVP, Head of US Inst. Sales & Relationship Management Systems Architect Team Leader of Client Reporting U.S. Institutional Marketing Manager, VP Vice President Vice President - Global Business Analysis Vice President Client Service Aflac Group Insurance PanoVista.co LLC Frontline Compliance Wellington Management Company, LLP Sales and Marketing Consultant Federal Bureau of Investigation Mesirow Financial Inc InvestTech Systems Consulting, LLC Market Data Services Limited Schaffer Consultants Federal Reserve Bank of Chicago Mesirow Financial Inc American Century Investments Ariel Investments Ariel Investments OFI Global Asset Management/OppenheimerFunds Northern Trust Acadian AM MFS Investment Management PineBridge Investments

Vice President Distribution Client Services Vice President Marketing Vice President, Architecture Vice President, Compliance Vice President, Distribution Client Services Vice President, Head of Performance Measurement Vice President, Implementation & Reporting Vice President, Marketing and Communications Vice President, Performance Vice President, Performance & Analytics Vice President, Risk Management Vice President, Systems Development VP VP - Big Data Specialist - Global Market Operations Tech VP - Global head of GIPS VP - Process Excellence VP Investment Performance Measurement VP, Global Publishing Operations VP, Social Media, Global Marketing VP/Director of Data Governance Account Manager, Asset Management Marketing OFI Global Asset Management/OppenheimerFunds Fidelity Investments OppenheimerFunds Inc Hartford Investment Management Company TD Asset Management Inc Charles Schwab Investment Management State Street Global Services Affiliated Managers Group Inc Landmark Partners Bank of America Legg Mason Global Asset Management Eaton Vance