Rainier Investment Management, Inc. is an employee-owned investment firm dedicated to enhancing client returns through insightful and disciplined identification of growth companies. Independently owned since 1991, Rainier remains a boutique firm focused on providing high-value-added U.S. equity, fixed income and international portfolio management. Our experienced team, and highly collaborative approach, facilitates the construction of our clients’ portfolios.
Rainier is headquartered in Seattle, Washington with an office in New York City. The firm currently manages $12.5 billion in assets as of 3/31/2013, including separate accounts and the Rainier Funds.

The Edmond de Rothschild Group: a benchmark in the financial sphere
As heir to the traditions and values that have ensured the success of the Rothschild family for 250 years, the Edmond de Rothschild Group has established itself over time as a leading player in European finance.
The Edmond de Rothschild Group specialises in Private Banking and Asset Management as well as Private Equity, Institutional & Fund services and Corporate Finance.
Set up in 1953 by Baron Edmond de Rothschild and chaired today by his son Benjamin de Rothschild, the Group deploys its expertise in the leading international financial centres.

Founded in 1991, Federal Street has extensive knowledge of financial markets and is experienced in finding world-class money managers. A Boston-based team of investment and service professionals help our clients solve complex financial problems. Federal Street Advisors is owned and managed by its employees. The firm applies its expertise in a wide range of areas, including asset allocation, manager evaluation, portfolio contribution, and performance evaluation

A financial services firm with a focus in the Capital Markets for retail clients and institutional clients. The firm does syndicate underwritings.

FINRA Registered Broker-Dealer

ALM First is a $17 billion AUM fixed income investment management and advisory firm focusing primarily on the credit union indutry. This firm specializes in asset liability management, interest rate risk management, and portfolio management services. The firm also has an M&A desk focusing on financial institutions.

Convergent Wealth Advisors provides investment planning, portfolio construction, alternative investment, concentrated wealth strategies, equity risk management, tax-advantaged investments, tax management strategy, and performance reporting services to banks, trust companies, and independent advisory firms. The firm was formerly known as Lydian Wealth Management and changed its name on May 1, 2007 as a result of acquisition by City National Corporation. Convergent Wealth Advisors was founded in 1994 and is based in Potomac, Maryland.

Introduction
Pier Capital, LLC manages U.S. Small Cap Growth equity portfolios. We are
registered with the SEC as an Investment Advisor, and as of 12/31/11 had
firm-wide assets under management of approximately $752 million.

We manage portfolios primarily for institutional clients such as retirement funds,
endowments/foundations, municipalities, and also for a limited number of high net
worth individuals. We offer separately managed accounts for all products, as
well as a commingled fund for the Small Cap Growth product.

Founded in 1987, we have been managing equity portfolios in the same style and
with the same Chief Investment Officer since inception. Originally part of a large

Private Equity Fund

Asset Management Firm

Ethenea is a 2002-established, Luxembourg-based independent asset manager. Ethenea manages the Ethna Funds, a group of three mixed-asset funds available to both institutional and private investors.

Eaton Vance Corp., through its subsidiaries, engages in the creation, marketing, and management of investment funds in the United States. It also provides investment management and counseling services to institutions and individuals. Further, the company operates as an adviser and distributor of investment companies and separate accounts. It markets and distributes shares of funds through a retail network of national and regional broker/dealers, banks, insurance companies, and financial planning firms.

Sun Life Financial Inc. is an international financial services company known primarily as a life insurance company, but also has a strong presence in investment management with over $494 billion in assets under management. Based in Toronto, Canada, Sun Life and its partners provide insurance, retirement and investment solutions for individuals and businesses around the world including Canada, the United States, the United Kingdom, Hong Kong, the Philippines, Japan, Indonesia, India, China and Bermuda

Neptune Investment Management Limited is an employee owned investment manager.. The firm manages mutual funds for its clients. It invests in the public equity markets across the globe.

The firm employs combination of top-down and bottom-up stock picking approach to create its portfolio. It conducts in-house research to make its investments.

Neptune Investment Management Limited was founded in 2002 and is based in London, United kingdom

Safra National Bank of New York is among the leading New York-area banks (based on its holding company assets). Nationally recognized as one of the United States’s banks[citation needed], Safra National Bank of New York has a core business of private banking. It has branches in and around New York and in Florida, as well as representative offices in Mexico, Brazil, Argentina, Chile and Uruguay. Offering face-to-face service and customer-oriented business methods, Safra National Bank of New York serves a select group of high-net-worth individuals, large corporations and multinational companies.

Commonfund is the only institutional investment firm that delivers solutions for strategic investors within both the nonprofit and pension investment communities. Commonfund was founded in 1969 with a two-part mission, to create investment solutions for nonprofits that previously did not have the scale and access to the best managers. As importantly, our charter was to also create educational programs that would bring the current best investment practices to institutional investors of all sizes and segments. Insight that has helped grow fund values during an increasingly challenging investment environment. Commonfund has changed and grown dramatically since that time--expanding both our investment solution offerings and the client segments we serve.

Founded in 2010 by renowned economic forecaster and gold expert, Peter Schiff, Euro Pacific Precious Metals is a company dedicated to the philosophy that owning physical gold and silver are vital elements of a prudent investor's portfolio. The company is headquartered in New York City and managed by Michael Freedman, a successful entrepreneur and gold investor. We offer gold and silver coins and bullion in standard denominations.

Payden & Rygel provides a full range of investment strategies and services to investors around the globe. Headquartered in Los Angeles, California, Payden & Rygel has an international presence, with over 350 client relationships worldwide.

Established in 1983
$80 billion in assets under management
Headquartered in Los Angeles, California
Offices in Los Angeles, Phoenix, Boston, London, Dublin, Paris, Frankfurt, and Tokyo
Fully owned by 20 senior executives
A broad offering of investment strategies and products, including equity and fixed income
portfolios as well as open end mutual funds and offshore funds

CIBC is a leading Canadian-based financial institution. Through our three main business units – Retail and Business Banking, Wealth Management and Wholesale Banking – CIBC provides a full suite of financial products and services in Canada and around the world.

Vision:
To be the leader in client relationships

Mission:
To fulfill the commitments we have made to each of our stakeholders: clients, employees, communities and shareholders

Values:
Trust, Teamwork and Accountability

Formed by David Haber

CapTrust is a privately-held, independent, investment consulting practice headquartered in Tampa, Florida with consulting offices in Miami and Bonita Springs, Florida.
We provide a wide variety of investment consulting services for our clients. We create comprehensive investment solutions for Institutional Retirement Plans, Institutional Investors and Family Office Services.

THE CAPTRUST DIFFERENCE
Experience: We have over 300 years of combined investment experience in working with financial assets. Our combined experience has taken us through many difficult periods in the financial markets where experience is most valuable.

Founded in 1989 by Edouard Carmignac, Carmignac Gestion is one of the leading asset management companies in Europe, with its share capital held entirely by its managers and staff.
Fund asset classes include equities, fixed income and mixed portfolios. Clients include both institutional and private investors, including retail investors.
The company also offers PWM.

Leucadia National Corporation engages in beef processing, manufacturing, gaming entertainment, real estate activities, medical product development, and winery operations in the United States and internationally. The company processes, packages, and delivers boxed beef, ground beef, hides, tallow, and other beef and beef by-products. It is also involved in remanufacturing, manufacturing, and/or distributing dimension lumber, home center boards, pine decking, and other specialized wood products; and manufacturing and marketing lightweight plastic netting used in building and construction, erosion control, packaging, agricultural, carpet padding, filtration, and consumer products.