III. Investment Professionals Please provide brief biographies of the investment professionals in the firm dedicated to transition management. Please indicate which investment professionals will service the MEABF account. Please list your branch office locations that house investment professionals dedicated to transition management. List ownership and % held by the investment professionals dedicated to transition management at your firm. Please identify the key personnel on the list. List directorships or board positions held by investment professionals at other firms. Please complete the following table. Functional area # Staff Trading Analysis (e.g., pre- and post-trade) and trading coordination Transition Strategists Transition Portfolio Management Trading and Execution Transition Support and Custody Interface Compliance and Risk Management Client Service/Relationship Management Sales and Marketing Legal Counsel and Support All Other: Identify by functional area, including administrative support; add lines as necessary and provide totals. Total as of June 30, 2015
III. Investment Professionals Please provide brief biographies of the investment professionals in the firm dedicated to transition management. Please indicate which investment professionals will service the MEABF account. Please list your branch office locations that house investment professionals dedicated to transition management. List ownership and % held by the investment professionals dedicated to transition management at your firm. Please identify the key personnel on the list. List directorships or board positions held by investment professionals at other firms. Please complete the following table. Functional area # Staff Trading Analysis (e.g., pre- and post-trade) and trading coordination Transition Strategists Transition Portfolio Management Trading and Execution Transition Support and Custody Interface Compliance and Risk Management Client Service/Relationship Management Sales and Marketing Legal Counsel and Support All Other: Identify by functional area, including administrative support; add lines as necessary and provide totals. Total as of June 30, 2015
3_Investment_Consultant_Questionnaire_Final.docx