Tax and Accounting Conference

September 24–27 | JW Marriott San Antonio Hill Country Resort and Spa | San Antonio, TX

Attendee List: Sorted by Company

Panayiotis Andreou 1199SEIU Funds Rajesh Misra BBD, LLP James Raymond AB Matthew Romano BBD, LLP Eric Olsen Aberdeen Asset Management Cory Stewart BBD, LLP Mike Kerrigan Accenture Diane Osborne BBH Fred Kosanovic Access Data, a Broadridge Company Charles Schreiber BBH Trust Brian Hook Adams Funds Ronald Fisher BlackRock Phyllis Clarke AllianceBernstein Linda Novak BlackRock Sean McLean ALPS Fund Services Charles Pulsfort BlackRock Yelena Kalmykov ALPS Fund Services, Inc. Boyd Wilson BMC Fund, Inc. Mike Wenger ALPS Mutual Fund Services, Inc. Timothy Bonin BMO Funds, Inc. Clay Bell American Beacon Advisors George Martinez BNP Paribas Shelley Dyson American Beacon Advisors Brian Curran BNY Mellon Sonia Bates American Beacon Advisors, Inc. Jennifer Goerlich BNY Mellon Melinda Heika American Beacon Advisors, Inc. Lia Koopman BNY Mellon Michael Degen American Century Investments Christopher Lacey BNY Mellon Heather Hassett American Century Investments Gregg Manning BNY Mellon Mike Horn Ameriprise Financial, Inc. Victoria McGowan BNY Mellon John Starace AMG Funds William McManus BNY Mellon Mark Bradley Amundi Pioneer Asset Management Alexander Ramos BNY Mellon Gregory McNeil AQR Capital Management LLC Chris Richmond BNY Mellon Melissa Schlisman AQR Capital Management LLC Alan Rubinstein BNY Mellon Tara Bongiorni AQR Capital Management LLC Gary Iwamura Brandes Investment Partners, L.P. Heather Bonner AQR Capital Management LLC Nathan Proulx Brandywine Global Investment Management Joseph Dimaggio Aquila Investment Mgmt. LLC Deborah Hanna Bridgeway Funds James Rooney Ariel Investments Sanjeev Doss Brighthouse Financial Katie Jones ArrowMark Partners Adnani Johari Brighthouse Financial Robin Rettschlag Artisan Partners Angela Ghantous Brookfield Investment Management Inc. Blake Rigel Artisan Partners Mohamed Rasul Brookfield Investment Management Inc. Chris Tsutsui Ashmore Kevin Bengtson Brown Brothers Harriman Frank Maresca AST Fund Solutions, LLC Timothy Bosco Brown Brothers Harriman Karen Shaw Atlantic Fund Services Ross Connell Brown Brothers Harriman Greg Surette Atlantic Fund Services Vanessa Cuozzo Brown Brothers Harriman Uljana Molitor-March Atoz Brian Fitzgerald Brown Brothers Harriman Michelle Gallo AXA Julie Flynn Brown Brothers Harriman Roselle Ibanga AXA Equitable Funds Management Group Scott Huebl Brown Brothers Harriman Lindsay Cockburn Baillie Gifford Jim Lacasse Brown Brothers Harriman Lisa Lapsley Baillie Gifford Jonathan Mack Brown Brothers Harriman Robert Gaffney Baron Capital Melissa McDonough Brown Brothers Harriman Peggy Wong Baron Funds Joe Pennini Brown Brothers Harriman Gregory Kieselowsky BBD, LLP Traci Presley Brown Brothers Harriman James Kaiser BBD, LLP Michael Saunders Brown Brothers Harriman Jesse Lagrossa BBD, LLP Lisa Snider Brown Brothers Harriman Benjamin Ernst Calamos Investments Tom Pfister Confluence David Mangefrida Calamos Investments Joan Tesla Confluence Sandra Chuon Capital Group Elizabeth Uhlig Confluence Brian Janssen Capital Group Elizabeth Uhlig Confluence Dori Laskin Capital Group Michelle Kaufmann CRM Mutual Fund Trust Greg Niland Capital Group Douglas Haines Davis Selected Advisers, L.P. Deidra Hewardt Capital Growth Management John Reichert Davis Selected Advisers, LP Neal Berkowitz CBIS Gregory Boccio Deloitte Ron Casciello CBRE Clarion Securities LLC Theresa Brockelman Deloitte John Welsh CBRE Clarion Securities LLC Gavin Bullock Deloitte Jeremy Sloane CBRE Clarion Securities, LLC Rajan Chari Deloitte Jem Hudgins CGM Funds Greg Comeau Deloitte Christie Galinski Chapman & Cutler LLP Robert Guarnieri Deloitte Morrison Warren Chapman and Cutler LLP Patrick Henry Deloitte Derek Debenedictis Charles Schwab Investment Management Amy Huber Deloitte James Pierce Charles Schwab Investment Management Pete Joyce Deloitte Dana Smith Charles Schwab Investment Management Kenneth Kess Deloitte Brian Szilagyi Charles Schwab Investment Management Susan Klink Deloitte Jon Gezotis Citi Dmitriy Koza Deloitte Jim Keenan Citi Paul Kraft Deloitte Jim Nolan Citi Paul Li Deloitte John O'connor Citi Mark Melito Deloitte Allan Shaer Citi Fund Services Daniel Rooney Deloitte Robert Darmanin Citibank NA Vishal Shah Deloitte David Rumph Clarkston Capital Ryan Sturma Deloitte Kent Crittenden CNL Financial Group Tom Wines Deloitte Jay Laurila Cohen & Company Mon Chau Deloitte & Touche LLP Peggy McCaffrey Cohen & Company Kelly McGovern Deloitte & Touche LLP Ravi Singh Cohen & Company Jason Greenlee Deloitte & Touche LLP Robert Velotta Cohen & Company Stacey Wilson Deloitte & Touche LLP Marcy Kempf Cohen & Company, Ltd. Katelyn Yorra Deloitte & Touche LLP Lori Novak Cohen & Company, Ltd. Michael Brodsky Deloitte Advisory Myra Mercado Cohen & Steers Svetlana Bazhenova Deloitte LLC Joe Beranek Columbia Threadneedle Investments Olga Valadon Deloitte LLP Martha Skinner Columbia Threadneedle Investments Teresa Matter Deloitte Tax Rovena Ashiku Columbia Threadneedle Investments Jason Postlewait Deloitte Tax Melissa Elfstrom Columbia Threadneedle Investments Eric Byrnes Deloitte Tax LLP Nancy Mah Columbia Threadneedle Investments Baruch Cohen Deloitte Tax LLP Julian Quero Columbia Threadneedle Investments Barnet Cohen Deloitte Tax LLP John Kunka Columbia Wanger Asset Management Nicole Crowley Deloitte Tax LLP Johnny Gong Command Financial Cameron Gunderson Deloitte Tax LLP Stephen Penders Command Financial Allie Hanson Deloitte Tax LLP Michael Townson Command Financial Zhuan Qi Lee Deloitte Tax LLP Ann Macdonald Commonwealth Shareholder Services, Inc. Eric Marmoll Deloitte Tax LLP Gary Casagrande Confluence Rand Parker Deloitte Tax LLP Lou Delverme Confluence Kenneth Sandgren Deloitte Tax LLP Mark Evans Confluence Lisa Shields Deloitte Tax LLP Kelli Geyer Confluence Bob Stack Deloitte Tax LLP Domenic Ionadi Confluence Maryna Turkova Deloitte Tax LLP Patrick Kane Confluence Casey Yantosca Deloitte Tax LLP Arielle Lilley Confluence Eric Marmoll Deloitte Tax LLP - Chicago David Moore Confluence Paul Schubert Deutsche Asset Management Todd Moyer Confluence Jeff Berry Deutsche Bank

ATTENDEE LIST 2 Julie Roach Diamond Hill Funds Stephen Fisher EY Joy Lopez Dimensional Brenda Fleissner EY Erin Digby Dimensional Fund Advisors Brian Godoy EY Gregory Hinkle Dimensional Fund Advisors Mara Lamanna EY Jay Taylor DImensional Fund Advisors Joseph McCarney EY Tina Chan Dodge & Cox Lisa Parnell EY Nam Le Dodge & Cox Ashley Porrazzo EY John Loll Dodge & Cox Allie Southard EY Sean Harrington Donnelley Financial Solutions Mitch Walter EY Jennifer Hough Donnelley Financial Solutions Calvin Hall EY Bermuda Ltd. Bryan Nicosia Donnelley Financial Solutions Troy Walker Fairholme Capital Management LLC Jay Nusblatt Donnelley Financial Solutions Shari Clifford FCI/Clearwater Jeffrey Phillips Donnelley Financial Solutions Christopher Dijulia Fidelity Noah Rogers Donnelley Financial Solutions John Bourgeois Fidelity Investments Diane Swonk DS Economics Craig Brown Fidelity Investments Michael Maltby Eagle Investment Systems Jonathan Davis Fidelity Investments Kristen Abruzzese Eaton Vance Colm Hogan Fidelity Investments Jennifer Flynn Eaton Vance Amy McDonald Fidelity Investments Michael Hebert Eaton Vance David Morris Fidelity Investments Jason Schumacher Eaton Vance James Wegmann Fidelity Investments Mary Barsoom Eaton Vance Management Ori Porat Fiducia Optime Michelle Green Eaton Vance Mgmt. John Bartlett FilePoint David Fougerousse Edward Jones Brent Smith First American Funds Inga Nitsche EFAMA Tricia Larkin First Eagle Investment Management Carly Allen Ernst & Young Sami Ghusein First Trust Advisors Michael Barkman Ernst & Young Megan Baker First Trust Advisors Mike Barry Ernst & Young Joshua Dreyer First Trust Advisors Chanell Brown Ernst & Young John Rockenstein First Trust Advisors L.P. Peter Bush Ernst & Young Mi Yong Lang First Trust Portfolios L.P. Adeel Jivraj Ernst & Young Derek Maltbie First Trust Portfolios LP Ryan Ross Ernst & Young Katherine Urevig First Trust Portfolios LP Michael Russo Ernst & Young Justin Feuerstein FIS - Wall Street Concepts Mary Stephenson Ernst & Young Monique Labbe Foreside Sarah Belin-Zerbib Ernst & Young LLP Josh Hunter Foreside Financial Group, LLC Saji Chirammal Jose Ernst & Young LLP William Nakashima FPA Jeremy Foss Ernst & Young LLP Gaston Gardey Franklin Templeton Investments Rachna Mehta Ernst & Young LLP Heather Heller Franklin Templeton Investments Robert Mulhall Ernst & Young LLP Matt Hinkle Franklin Templeton Investments Ed Schall Ernst & Young LLP Robert Kubilis Franklin Templeton Investments Sheila Williams Ernst & Young LLP Mark Otani Franklin Templeton Investments Stacy Witcher Ernst & Young LLP Maria Sell Franklin Templeton Investments Wai Man Chan Ernst & Young US LLP Sergio Pavone Fred Alger & Co. Joo Chin Ernst & Young US LLP Ted Gallivan FS Investments Kyle Burrell Ernst & Young Jeffrey Hurok FS Investments Michelle Leffler Ernst & Young John Ball Gabelli Funds Harpreet Singh Experfy Christine Casares Gemini Fund Services LLC Amy Adam EY Erik Naviloff Gemini Fund Services LLC Peter Adams EY Diane Radosti General American Investors Company, Inc. Margie Arnst EY Michael Finck GlobeTax Danielle Clark EY Thomas Grande GlobeTax Michael Crossen EY Betty Maganzini GMO Chhaya Desai EY Kenneth Curran Goldman Sachs Jaime Eichen EY Peter Fortner Goldman Sachs

ATTENDEE LIST 3 Neelam Gupta Goldman Sachs Mallory Werthamer Investment Company Institute Judd Wright Grant Thornton LLP Kirstin White Investment Company Institute Robert Dunne Grant Thornton LLP Mary Baker-Balady J.P. Morgan Jennifer Brandhorst Great-West Financial Shawn Correia J.P. Morgan Ann Filkowski Great-West Financial Paul Desalvo J.P. Morgan Nate Mandeville Great-West Investments John Durso J.P. Morgan Quinn Brunk GuideStone Financial Resources Karen Gillogly J.P. Morgan Jennifer Dempsey GuideStone Financial Resources Lars Heise J.P. Morgan Nicole Veale GuideStone Financial Resources Josh Jacobs J.P. Morgan Onyekachi Kane Harbor Capital Advisers, Inc. Paul Larkin J.P. Morgan Anmarie Kolinski Harbor Capital Advisors Matthew Mackay J.P. Morgan Diane Johnson Harbor Capital Advisors, Inc Mary Messer J.P. Morgan David Donofrio Harbor Capital Advisors, Inc. Rick Millard J.P. Morgan Lora Kmieciak Harbor Capital Advisors, Inc. Catherine Nitschke J.P. Morgan John Paral Harbor Capital Advisors, Inc. Kelli O'brien J.P. Morgan Aaron Bellish Harding Loever Michael Piszczek Jackson National Denise Lauber Hartford Funds Chad Beaty Jackson National Asset Management Michael Zima Hartford Funds Eric Bjornson Jackson National Asset Management Stephen Shay Harvard Law School Jeff Creedon Jackson National Asset Management Donny Overton Hilliard Lyons Brian Doorn Jackson National Asset Management Jay Menvielle Hotchkis and Wiley Funds Mia Nelson Jackson National Asset Management Mark Osterheld HVIT Funds Stephanie Samuelson Jackson National Asset Management Robert Haddad ICE Data Services Karen Huizenga Jackson National Asset Management LLC Douglas Levinson ICE Data Services Mark Nerud Jackson National Asset Management LLC David Scalzetti ICE Data Services Andrew Meiklejohn Janus Henderson Global Investors Peter Brady Investment Company Institute Allen Welch Janus Henderson Group Laurie Cipriano Investment Company Institute Katrina Evans Janus Henderson Investors Steffi Steiner Investment Company Institute Lee Hillman Janus Henderson Investors Katie Sunderland Investment Company Institute Brian Vogel Janus Henderson Investors Brian Harding ICON Advisers, Inc. Steve Birch JNAM Glen Bergert ICON Funds Maggie Haskell John Hancock Adefolahan Oyefeso IndexIQ Advisors LLC Eric Zizza John Hancock Financial Services Susan Raymondi Interactive Data Gordon Shone John Hancock Investments Chris Hine International Value Advisers, LLC Debra Antonangeli JP Morgan Kelli Gallegos Invesco Maria Zeolla JPMorgan Asset Management Mary Juenke Invesco Aleksandr Fleytekh JPMorgan Investment Management Inc. Jason King Invesco Theodore Press K&L Gates LLP Tanya Loden Invesco Matthew Giordano KPMG Sheri Morris Invesco Gohar Khan KPMG Ron Robertson Invesco Philip Langenderfer KPMG Tracy Sullivan Invesco Kari Palmer KPMG Bruce Crockett Invesco Funds Group Christy Yeung KPMG Steven Hill Invesco PowerShares Capital Management Tim Achtstatter KPMG LLP Mary Benson Invesco, Ltd. Brandon Andres KPMG LLP Nathalie Atkins Investment Company Institute Sarah Batdorf KPMG LLP Matthew Beck Investment Company Institute Stefano Borsi KPMG LLP Tonya Bouley Investment Company Institute Jamaica Burke KPMG LLP Karen Gibian Investment Company Institute Jennifer Cantrell KPMG LLP Jane Heinrichs Investment Company Institute Deirdre Fortune KPMG LLP Keith Lawson Investment Company Institute Cindi Fuller KPMG LLP Brent Newton Investment Company Institute Marc Gallagher KPMG LLP Sakshi Sethi Investment Company Institute Chad Gazzillo KPMG LLP Greg Smith Investment Company Institute Daniel Mayo KPMG LLP

ATTENDEE LIST 4 Sean McKee KPMG LLP Georgia Hiotis Northern Trust Brent Oswald KPMG LLP Jill McFate Northern Trust Debra Panzarella KPMG LLP Jon Papajcik Northern Trust Anthony Polselli KPMG LLP Kerry Thiede Northern Trust Bud Rein KPMG LLP Ofelia Potter Northern Trust Company Patrick Senfuma KPMG LLP Kevin Bath Northwestern Mutual Sonia Shahdadpuri KPMG LLP Michael Atkinson Nuveen Todd Watchmaker KPMG LLP Scott Meissner Nuveen Kim Zavislak KPMG LLP Gina Spunder Nuveen Ann Kick KPMG, LLP Stephen Foy Nuveen Investments Marie Shaver KPMG, LLP Andrew Tedeschi Oakmark Funds Christopher Snively Lazard Asset Management Philip Kerfs OECD Christopher Berarducci Legg Mason Aaron Masek Olive Street Investment Advisers Jennifer Berg Legg Mason Sarah Norman Olive Street Investment Advisers, LLC Denisa Birzan Legg Mason Bob Suh OnCorps Lisa Carucci Legg Mason James Kennedy OppenheimerFunds Edward Quigley Legg Mason Brian Petersen OppenheimerFunds John Triolo Legg Mason Dustin Rose OppenheimerFunds Heather Ziff Legg Mason Angela Schmitt Oppenheimerfunds Shelby Alexaki Lincoln Financial Group Karen Stuckey OppenheimerFunds Michael Galvin Linedata Dorothy Militar Osterweis Capital Management LLC Vito Fronda Lord, Abbett & Co. LLC Henrik Westrell Pacific Life Kenneth Lauria Lord, Abbett & Co. LLC Bonnie Boyle Pacific Life Insurance Company Renee Hitchcock Massachusetts Mutual Life Insurance Company Trevor Smith Pacific Life Insurance Company Jim Daigle MassMutual Stephanie Mahon Parnassus Investments Shai Malka Matthews Asia Robert Silva Pax World Elizabeth Bayston MFS Investment Management Steven Viola Penn Mutual Asset Management Kasey Phillips MFS Investment Management Robert McCormack PGIM Investments Michael Refkofsky MFS Investment Management Elizabeth Moffa PIMCO Steven Buller MFS Mutual Funds Rachael Gorski PNC Capital Advisors Robert Kearney Milestone Group Shannon Boles PricewaterhouseCoopers Russell Warren Milestone Group Scott Borchardt PricewaterhouseCoopers Paul Brook Miller/Howard Investments Declan Byrne PricewaterhouseCoopers Sarah Carney MJE Advisors Nicholas D'onfro PricewaterhouseCoopers William Zimmerman Morgan Lewis John Griffin PricewaterhouseCoopers Michael Conklin Morgan Stanley Katie King PricewaterhouseCoopers Robert Creaney Morgan Stanley Robert Lehr PricewaterhouseCoopers Brian Swanson MUFG Union Bank Tomoko Nagashima PricewaterhouseCoopers Peter Muldoon Multifonds David Trerice PricewaterhouseCoopers David Webster Multifonds Katherine Yantosca PricewaterhouseCoopers Lyna Phan Mutual Fund Administration, LLC Kristin Allender PricewaterhouseCoopers LLP Harold Gannon Mutual of America Joseph Diangelo PricewaterhouseCoopers LLP Melissa Bruns Nationwide Funds Joshua Johnson PricewaterhouseCoopers LLP Joseph Finelli Nationwide Funds Lei Lin PricewaterhouseCoopers LLP Denise Dibella Natixis Global Asset Management, L.P. Christina Lizza PricewaterhouseCoopers LLP John Sgroi Natixis Global Asset Management, L.P. Scott Lovering PricewaterhouseCoopers LLP John McGovern Neuberger Berman John Morano PricewaterhouseCoopers LLP Joseph Zolofra New York Life Insurance Company Brandon Satoren PricewaterhouseCoopers LLP Lori Anello Northern Trust Edward Sloyer PricewaterhouseCoopers LLP John Barry Northern Trust Jonathan Uva PricewaterhouseCoopers LLP Brian Chojnacki Northern Trust Melody Wolske PricewaterhouseCoopers LLP Richard Crabill Northern Trust Pi Wu PricewaterhouseCoopers LLP Brian Harmon Northern Trust Megan Hoffmann Principal Funds

ATTENDEE LIST 5 Andrea Rochford Principal Funds Daniel Puts PwC John Conrad Prudential James Richard PwC Marygrace Wilce Prudential Jacob Rose PwC Deborah Ziadie Prudential Elizabeth Savino PwC Brian Kennedy Putnam Investments Aaron Schwartz PwC Christopher Kotyla Putnam Investments Joseph Schwarz PwC Thomas Alberg PwC Jacob Smith PwC Andrew Apfelbaum PwC Tina Smolarz PwC Shawn Baker PwC Mike Spiryda PwC Ramzan Bashir PwC Chad Tallant PwC Jason Boyce PwC Taishiro Tezuka PwC Dave Camp PWC Will Tipton PwC Melissa Chorey PwC Kevin Trifilo PwC Thomas Clougher PwC Michael Valdes PwC Andrew Cox PwC Karen Visco PwC Nicole Culp PwC Hadassah Wagner PwC Michael Dasilva PwC Michael Williams PwC Kit Dickson PwC Megan Wood PwC Charles Digisi PwC Nelson Hall PwC LLP Brian Donahue PwC Jedidiah Marshall PwC LLP Paul Fisher PwC Kathy Hegna RBC Global Asset Management (U.S.) Inc. Jennifer Ford PwC Ryan Newman ReFlow Kevin Frank PwC Susan Johnston Ropes & Gray Jonathan Franke PwC James (Jim) Brown Ropes & Gray LLP Kevin Freitas PwC Franziska Hertel Ropes & Gray LLP Nancy Gogan PwC Jacky Higgins RSM Kathryn Gonner PwC Scott Mackey RSM Pam Gordon PwC Wendy Boneau RSM US LLP Reilly Grellas PwC Jason Kellogg RSM US LLP Rusty Helton PwC Candace Mantelli RSM US LLP Thomas Higgins PwC Dan Mohrbacher RSM US LLP Miguel Hipolito PwC Joseph Palombo RSM US LLP Tracee Jones PwC Sarah Shaw RSM US LLP Tracey Keevan PwC Jason Sibley RSM US LLP Katie Knapp PwC Tracy Whetstone RSM US LLP Edward Ledoux PwC Jacob Rogala Russell Investments Rebecca Lee PwC Paul Vendoloski Russell Investments Lisa Long PwC Marcy Tsagarakis SA Funds - Investment Trust Lindsey Long PwC John Price salient Mindi Lowy PwC Barbara Tolle Salient Tom Lyons PwC Robert Sanville Sanville & Company Simbarashe Machona PwC Rochelle Wolber Saturna Capital Melissa Maher PwC David Marshall Schroders Christopher May PwC Janine Stelzer-Cooper Schroders Patrick McConnell PwC Daniel Wirig Securian Financial Group Megan McCurdy PwC Stephen Connors SEI Investments Peter McNamara PwC Prashant Gangwal SharesPost 100 Fund Olga Mitnik PwC Ryan Hocker Southeastern Asset Management, Inc. John Moore PwC John Roberts State Farm Mike O'Connor PwC Danielle Adamson State Street Jeffrey Peloquin PwC Kevin Collins State Street Stephen Perazzoli PwC Lauren Davides State Street Robert Prado PwC Corey Groves State Street

ATTENDEE LIST 6 Jane Kirkland State Street Shobana Gopal Tortoise Capital Advisors, LLC Joshua Lovell State Street Terri Lucas Touchstone Investments Elisa O'keefe State Street Terrie Wiedenheft Touchstone Investments Kyle Smith State Street Vincent Toner Transamerica Kyle Hubbard State Street Bank Elizabeth Strouse Triloma Brett Fernquist State Street Bank and Trust Lester Lay Tweedy, Browne Company LLC Michael Andriolo State Street Corporation Joseph Bree U.S. Bancorp Fund Services Susan Feit State Street Corporation Dana Armour U.S. Bancorp Fund Services, LLC Brenda Lyons State Street Corporation Andrew Rappl U.S. Bancorp Fund Services, LLC Brian O'sullivan State Street Corporation George Sapp U.S. Bancorp Fund Services, LLC Purcell Won State Street Corporation Eric Vanandel U.S. Bancorp Fund Services, LLC Arthur Jensen State Street Global Adivsors Ryan Moore U.S. Securities and Exchange Commission Darlene Anderson-Vasquez State Street Global Advisors Alison Staloch U.S. Securities and Exchange Commission Todd Miller Sterling Capital Management LLC Mick Grunewald Ultimus Fund Solutions Domingo Encarnacion Stone Ridge Asset Management LLC Brian Lutes Ultimus Fund Solutions, LLC Kristin McKenna Stradley Ronon Leo Payne Ultimus Fund Solutions, LLC Roger Wise Stradley Ronon Stevens & Young Robert Dorsey Ultimus Managers Trust Christopher Scarpa Stradley Ronon Stevens & Young, LLP Michael Yanke UMB Fund Services Alan Dupski T. Rowe Price Bruce Little UMB Fund Services, Inc. Brian Hoover T. Rowe Price Linda Carlisle Unicom Capital Paul Krug T. Rowe Price James De Vries USAA Mutual Funds Trust Tony Lam T. Rowe Price Sue Scheel USBank James Lorden T. Rowe Price James Parker Van Eck Krista Beaver Tait Weller John Crimmins Van Eck Associates Corporation Leonard Di Pietro Tait Weller Toai Chin Vanguard Linda Kaufmann Tait Weller Thomas Higgins Vanguard Marie Lostocco Tait Weller Ryan Lovin Vanguard James Mahoney Tait Weller Deborah Perch Vanguard Elisabeth Martinetz Tait Weller Daryl Vansyckle Vanguard Jonathan Mather Tait Weller Elizabeth Wong Vanguard Richard Wagner Tait Weller Jason Brosnan Virtus Investment Partners Emily Foster Tax Analysts Amy Hackett Virtus Investment Partners Keith O'Donnell Taxand Craig Wheeler Voya Investment Management George Winn TCW Funds, Inc. Jason Kadavy Voya Investments LLC Brian Bullard The Capital Group Todd Modic Voya Invetment Management Jude Vieira The Capital Group Louis Anderson Vulcan Value Partners Sam Singh The Gemini Companies Joseph Kauten Waddell & Reed James Shaw The RBB Fund, Inc. Ryan Casey Waddell and Reed Ranga Narayanan The Vanguard Group Dave Hall Waddell and Reed Michael Gangwer The Vanguard Group, Inc. Mark Woodworth Waddell and Reed / Ivy Sarah Baumgartner Thompson IM Funds, Inc. Cindy Firestone Wasatch Funds Penny Hubbard Thompson IM Funds, Inc. Shar Bennett Weitz Investment Management, Inc. Christopher Luckham Thornburg Investment Mgmt Timothy O'brien Wellington Management Company Steve Barnier Thrivent Financial Jeremy Depalma Wells Fargo Asset Management Sarah Bergstrom Thrivent Financial Antonio Loh Wells Fargo Funds Management Ryan Burnett Thrivent Mutual Funds Peter Schiltz William Blair Mary Xiong Thrivent Mutual Funds John Raczek William Blair & Co Adam Elmore TIAA Joseph Riley Willkie Farr & Gallagher LLP Bryan Williams TIAA John McDonnell Wilmington Funds Scott Wickerham TIAA/Nuveen David Castano WisdomTree Asset Management John Clunan Toppan Vite Steve Boyle Wolters Kluwer Dean Privetera Toppan Vite Evans Cazeau Wolters Kluwer Brad Adams Tortoise Capital Advisors, LLC Anthony Diecidue Wolters Kluwer

ATTENDEE LIST 7 Paul Keith Wolters Kluwer Tara Masek Michael McBrinn Wolters Kluwer Financial Lauren May Arthy Kumar Workiva Erin McClafferty Chris Mancini Workiva Maureen McKenna Larry Beaver Lisa McManus Tracy Bonin Samantha Meissner Rachel Brady Mitsue Nakashima Claudia Bush Gregory Nelson Frank Carr Kristen Nerud Paul Casares Marytheresa O'connor Christopher Chiusolo Elisa O'keefe Kevin Cote Danil Ponomarev Eileen Crimmins Ray Schmitt Gwynn Crittenden Robert Schwaba Joanne Dipietro Henry Seduski Eric Doyle Donna Shaw Megan Fougerousse Wendy Smith Danielle Ghusein Linda Strano David Girouard Stephanie Tanguay Tracy Hans Julie Tedeschi Sharon Higgins Paul Torre Linda Hill Liza Villarreal Dale Huizenga Randi Welch Deirdre Johari Anita Wilson Dennis Kane Edward Wong Ernie Lang K Yohe Danielle Laythrop

View attendee list: sorted by name

ATTENDEE LIST 8