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SENIOR DELEGATE DIRECTORY as of January 2011 Aberdeen Asset Management Inc. Gary Marshall Head of the Americas and Head of Collective Funds 1735 Market Street, 32nd floor Philadelphia, PA 19103 [email protected] (215)405-5707 Affiliated Managers Group Sean Healey President & Chief Executive Officer 600 Hale Street Prides Crossing, MA 1965 [email protected] 617-747-3302 Affiliated Managers Group, Inc. Jennifer Borggaard Senior Vice President of Affiliate Development 600 Hales Street Prides Crossing, MA 01965-1000 [email protected] (617)747-3330 AGF Investments Rob Badun Executive Vice-President Toronto Dominion Bank Tower 66 Wellington Street West Toronto, Ontario M5K 1E9 [email protected] 416-865-4227 American International Group Monika Machon SVP & CIO 70 Pine Street, 13th Floor New York, NY 10270 [email protected] 212 770 6733 Analytic Investors, LLC Marie Nastasi Arlt Director & COO 555 West Fifth Street 50th Floor Los Angeles, CA 90013 [email protected] Analytic Investors, LLC Harindra de Silva President, Portfolio Manager 555 West Fifth Street 50th Floor Los Angeles, CA 90013 [email protected] (213)688-3015 Aviva Investors North America, Inc. Patrick J. O'Brien Chief Executive Officer 300 North LaSalle Street Suite 1700 Chicago, IL 60654 [email protected] (312)660-2200 Babson Capital Management LLC Thomas M. Finke Chairman & CEO 201 South College Street Suite 201 Charlotte, NC 28244 [email protected] 704 805 7201 BNY Mellon Asset Management Mitchell E. Harris Interim Head 1 Boston Place 201 Washington Street Boston, MA 2108 [email protected] 617 248-6000 Babson Capital Management LLC James Masur Chief Financial Officer 470 Atlantic Avenue 9th Floor Boston, MA 2210 [email protected] 617 761 3834 BNY Mellon Asset Management Curtiss Arledge Chief Executive Officer New York, [email protected] Baron Capital Management, Inc. Linda Martinson President & COO 767 Fifth Avenue 49th Floor New York, NY 10153 [email protected] 212 583 2013 BNP Investment Partners/FFTW Deborah Hazell Chief Executive Officer - FFTW 200 Park Avenue 11th Floor New York, NY 10166 [email protected] 212 681 3124 BNPP Investment Partners/FFTW Michel Anastassiades Head of US & Canada - BNPP Investment Partners, Executive Chairman - FFTW 200 Park Avenue New York, NY 10166 [email protected] (212)681-3018 BP America Inc. Gregory T. Williamson Chief Investment Officer & Director, Trust Investments 30 South Wacker Drive, Suite 900 Chicago, IL 60606 [email protected] (312)594-3156 Brandywine Global Investment Management David F. Hoffman Chairman 2929 Arch Street 8th Floor Philadephia, PA 19104 [email protected] undefined Capital Guardian Trust Company David I. Fisher Chairman 11100 Santa Monica Blvd Suite 15 Los Angeles, CA 90025 [email protected] (310) 996-6331 Champlain Investment Partners, LLC Judith W. O'Connell Managing Partner 346 Shelburne Road 6th Floor Burlington, VT 5401 [email protected] (802) 846-6201 Forward Management Paul David Schaeffer Director of Strategy 101 California Street Suite 1600 San Francisco, 94111 [email protected] (415)869-6304 Charles Schwab Investment Management Randall W. Merk President & Chief Executive Officer 211 Main Street 17th Floor San Francisco, CA 94109 [email protected] (415)667-9855 Forward Management Alan Reid Chief Executive Officer 101 California Street Suite 1600 San Francisco, CA 94111 [email protected] (415)869-6301 DuPont Capital Management Valerie J. Sill President & Chief Executive Officer Delaware Corporate Center One Righter Parkway Wilmington, DE 19803 [email protected] 302-477-6007 Franklin Templeton Investments William Y. Yun Executive Vice President, Head-Alternative Investments 600 Fifth Avenue 5th Floor New York, NY 10020 [email protected] 212-632-4002 FAF Advisors Thomas S. Schreier, Jr. Chief Executive Officer U.S. Bancorp Center, 800 Nicollet Mall 800 Nicollet Mall Minneapolis, MN 55402 [email protected] 612-303-6403 Fidelity Investments Institutional Services Company Peter Cieszko President 200 Seaport Blvd. ZW8C Boston, MA 2210 [email protected] 4012924455 GAMCO Investors Inc. Douglas R. Jamieson President and COO One Corporate Center 401 Theodore Frend Rye, NY 10580-1442 [email protected] 914-921-5020 GE Asset Management James Ireland President & Chief Executive Officer 3001 Summer Street Stamford, CT 6904 [email protected] 203 326 2348 GMO LLC Marc Mayer Partner & CEO 40 Rowes Wharf 5th Floor Boston, MA 2110 [email protected] (617)346-7541 Goldman Sachs & Co. Stephen McGuinness Managing Director 200 West Street, 37th Floor New York, NY 10282 [email protected] 212-902-3928 Goldman Sachs & Co. Ernest Gong Chief of Staff 32 Old Slip 31st floor New York, NY 10006 [email protected] (212)902-4831 Harris Investment Management, Inc. Barry S. McInerney President & Chief Executive Officer 190 S. LaSalle Street 4th Floor Chicago, IL 60603 [email protected] (312)461-7720 Hartford Investment Management Company Gregory McGreevey President 55 Farmington Avenue 10th Floor Hartford, CT 6105 [email protected] (860)297-6336 ING Investment Management Americas Jeffrey T. Becker Chief Executive Officer 10 State House Square SH 14 Hartford, CT 6103 [email protected] (860)275-2088 Invesco Institutional Mark Armour Senior Managing Director & Head of Worldwide Institutional 1555 Peachtree Street, NE Suite 100 Atlanta, GA 30309 [email protected] 404-479-2902 J.P. Morgan Investment Management, Inc. George C.W. Gatch CEO - Investment Management Americas 270 Park Avenue 15th Floor New York, NY 10017-2014 [email protected] (212)648-2357 Jennison Associates Dennis Kass Chairman & CEO 466 Lexington Avenue 18th Floor New York, NY 10017 [email protected] 212-833-0796 Lazard Asset Management John R. Reinsberg Deputy Chairman 30 Rockefeller Plaza 58th Floor New York, NY 10112-6300 [email protected] (212)632-6315 Legg Mason, Inc. David R. Odenath Head, Americas Asset Management-Sr Executive Vice President 100 Light Street 35th Floor Baltimore, MD 21202 [email protected] (410)454-5245 Loomis, Sayles & Company, L.P. Robert J. Blanding Chairman & Chief Executive Officer 555 California Street Suite 3300 San Francisco, CA 94104 [email protected] (415)956-2424 MacKay Shields, LLC Lucille Protas Acting CEO, COO, Senior Managing Director 9 West 57th Street 33rd Floor New York, NY 10019 [email protected] (212)230-3879 Manning & Napier Advisors, Inc. Patrick Cunningham Chief Executive Officer 290 Woodcliff Drive Fairport, NY 14450 [email protected] (585)794-5161 McLean Budden Ltd. Roger Beauchemin President & Chief Executive Officer 145 King Street West Suite 2525 Toronto, ON M5H 1J8 [email protected] 416-361-7270 MFS Investment Management Carol Geremia President, MFS Institutional Advisors 500 Boylston Street 21st Floor Boston, MA 2116 [email protected] 617-954-6821 MFS Investment Management Robert J. Manning CEO, President & CIO 500 Boylston Street 23rd Floor Boston, MA 2116 [email protected] (617)954-5952 Morgan Stanley Gregory Fleming President of Investment Management & Global Research 1585 Broadway, 40th Floor New York, NY 10036 [email protected] (212)761-5270 Neuberger Berman Group LLC George H. Walker Chairman & Chief Executive Officer 605 3rd Avenue 42nd Floor New York, NY 10158 [email protected] (212)476-8815 New York Life Investment Management LLC John Y. Kim Chairman 51 Madison Avenue 13th Floor New York, NY 10010 [email protected] (212)576-5296 New York Life Investment Management, LL Drew Lawton CEO - Traditional Investments 690 Canton Street Westwood, MA 2090 [email protected] Northern Trust Global Investments Stephen N. Potter President 50 S. LaSalle Street Suite B-3 Chicago, IL 60603 [email protected] (312)444-5912 O'Shaughnessy Asset Management, LLC Jim O'Shaughnessy Chairman & Chief Executive Officer 6 Suburban Avenue Stamford, CT 6901 [email protected] (203)975-3301 O'Shaughnessy Asset Management, LLC Chris Loveless President and COO Six Suburban Avenue Stamford, CT 6901 [email protected] (203)975-3304 OFI Institutional Asset Management Amy Harl President 6801 S. Tucson Way Centennial, CO 80112 [email protected] (303)768-5777 Old Mutual Asset Management Linda T. Gibson Interim CEO 200 Claredon Street 53rd Floor Boston, MA 2116 [email protected] (617)369-7307 Pacific Alternative Asset Management Company Jane Buchan Chief Executive Officer 19540 Jamboree Suite 400 Irvine, CA 92612 [email protected] 949-261-4900 PineBridge Investments Win Neuger Chief Executive Officer 399 Park Avenue 4th Floor New York, U.S.A 10022-4605 [email protected] (646)857-8766 Pioneer Investment Management USA Inc. Daniel K. Kingsbury President & Chief Executive Officer 60 State Street 13th Floor Boston, MA 2109 [email protected] (617)422-4900 PNC Capital Advisors LLC Kevin McCreadie President & CEO Two Hopkins Plaza 4th Floor Baltimore, MD 21201 [email protected] 410-237-5875 Principal Global Investors James P. McCaughan Chief Executive Officer 888 7th Avenue 25th Floor New York, NY 10019 [email protected] (212) 603-3609 Research Affiliates, LLC Robert D. Arnott Chief Executive Officer 620 Newport Center Drive Suite 900 Newport Beach, CA 92660 [email protected] (949)325-8701 Prudential Investment Management Charles F. Lowrey President & Chief Executive Officer Gateway Centre 3 100 Mulberry Street Newark, NJ 7102 [email protected] (973)367-5174 RidgeWorth Capital Management David H. Eidson Chairman & Chief Executive Officer 50 Hurt Plaza Suite 1400 Atlanta, GA 30303 [email protected] 404-588-8017 Putnam Investments Robert L. Reynolds President & Chief Executive Officer One Post Office Square Boston, MA 02109-2103 [email protected] (617) 760-8800 Russell Investments Andrew Doman Chief Executive Officer 909 A Street Tacoma, WA 98402 [email protected] (253)439-5599 Pyramis Global Advisors Kevin Uebelein President & Chief Executive Officer 900 Salem Street Smithfield, RI 2917 [email protected] 401-292-5722 Security Global Investors/ Rydex|SGI Richard Goldman Chief Executive Officer Six Landmark Square Suite 471 Stamford, CT 6901 [email protected] 203-359-5622 RBC Global Asset Management (U.S.) Inc. Michael T. Lee President and Chief Investment Officer 100 South Fifth Street Suite 2300 Minneapolis, MN 55402-4108 [email protected] (612)376-7133 Sentinel Investments Christian W. Thwaites President & Chief Executive Officer 1 National Life Drive Montpelier, VT 05604-1000 [email protected] (802) 223 9360 Sionna Investments Kim Shannon President & CIO 8 King Street East Suite 1600 Toronto, ON M5C 1B5 [email protected] (416)203-8812 Third Avenue Management David M. Barse Chief Executive Officer 622 Third Avenue 32nd Floor New York, NY 10017 [email protected] (212)888-5222 Standard Life Investments USA Ltd. William H. Perry Chief Executive Officer One Beacon Street 34th Floor Boston, MA 02108-3106 [email protected] 617-720-7949 Transamerica Investment Services, LLC Jeffrey A. McCroy President & Chief Operating Officer 230 West Monroe Street Suite 1450 Chicago, IL 60606 [email protected] (312)596-5338 State Street Global Advisors Scott Powers President & Chief Executive Officer State Street Financial Center One Lincoln Street Boston, MA 2111 [email protected] (617)664-6069 Trilogy Global Advisors, LLC Ryan Burrow Executive Officer 400 Park Avenue South Suite 320 Winter Park, FL 32789 [email protected] (407)660-6110 T. Rowe Price Global Investment Services Ltd. R. Todd Ruppert President & CEO, T. Rowe Price Global Investment Services 100 East Pratt Street 8th Floor Baltimore, MD 21202 [email protected] (410)345-2006 Turner Investment Partners Thomas R. Trala Chief Operating Officer & CFO 1205 Westlakes Drive Suite 100 Berwyn, PA 19312 [email protected] 484-329-2319 TD Asset Management Brian Murdock Chairman & CEO TD Canada Trust Tower 161 Bay Street Toronto, Ontario M5J2T2 [email protected] (416)308-4849 UBS Global Asset Management (Americas) Shawn Lytle Head of the Americas; Managing Director one north Wacker Drive Chicago, IL 60606 [email protected] (312)525-7366 Victory Capital Management Robert L. Wagner President & Chief Executive Officer 127 Public Square Cleveland, OH 44114 [email protected] 216-689-7733 Virtus Investment Partners George Aylward President & Chief Executive Officer 100 Pearl Street Hartford, CT 6103 [email protected] (860)263-4705 Wellington Management Company, LLP Perry M.Traquina President & Chief Executive Officer 75 State Street Boston, MA 2109 [email protected] 617-951-5455 Wellington Management Company, LLP Michael J. Boudens Senior Vice President, Partner, and Associate Director of Global Relationship Group, Worldwide 75 State Street Suite 2400 Boston, MA 2109 [email protected] (617)263-4161 Wentworth, Hauser and Violich Judith R. Stevens, CFA President and CEO 301 Battery Street Suite 400 San Francisco, CA 94111 [email protected] (415)288-6121 Westwood Holdings Group, Inc. Brian O. Casey President & Chief Executive Officer 200 Crescent Court Suite 1200 Dallas, TX 75201-1890 [email protected] (214) 756-6987 Westwood Holdings Group, Inc. Susan M. Byrne Chairman and CIO 200 Crescent Court Suite 1200 Dallas, TX 75201-1890 [email protected] (214)756-6950 William Blair & Company Michelle R. Seitz, CFA Principal & Head of Investment Management 222 West Adams Chicago, IL 60606 [email protected] (312)364-8129