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A Letter From the Founder & Chairman Welcome to the Expect Miracles East Coast Classic. We are thrilled to be supported by such a dynamic group of leaders in the financial services industry. In its 21st year, this tournament is a testament to your continued drive to make a lasting impact on cancer research and patient care.

In life’s chaotic momentum, it’s easy to forget how lucky we are. We keep the most pressing part of our days in the forefront of our minds: catching that plane, meeting with a client, revising that presentation. But what if the biggest part of your day was sitting through another painful round of drug therapy, or waiting on the results of a biopsy that could define the length of your life?

Thanks to your support of Expect Miracles Foundation, the Robert and Renée Belfer Center for Applied Cancer Science at Dana-Farber Cancer Institute has made great advances in its mission to hasten the time it takes to bring new therapies to cancer patients. Your generosity has helped facilitate the recent development of a new FDA-approved therapy for a rare type of lung cancer. Another drug is in Phase 3 trials. Your commitment to our mission has also helped develop a non-invasive liquid biopsy for diagnosis and assessment of drug efficacy in breast cancer patients.

And this year, thanks to your growing support and enthusiasm, Expect Miracles Foundation is also supporting the Center for Experimental Therapeutics at Memorial Sloan Kettering Cancer Center. You are saving lives and bringing people comfort and hope.

Twenty-one years later it is extremely evident that what we are doing is working. The discoveries being made in the field of cancer research are the most exciting in the history of the disease—we are getting closer to the cure. We need to continue to rally the industry, raise funds, and promote awareness, so that the results of a biopsy define a treatment—not a life.

We are incredibly grateful for your loyal support. On behalf of our Board of Directors and staff, I thank YOU!

YOU are the cure.

Frank Strauss Founder & Chairman Expect Miracles Foundation

“Every time I have an opportunity to engage with AGENDA Expect Miracles I am overwhelmed with its impact.”

Trick Shot Performance by Karan McClimans Peter Johncke at Driving Range T. Rowe Price 9:00am

Shotgun Start 10:00am

Post Golf Celebration Reception 3:30pm

Putting Contest Finals 4:15pm

Helicopter Ball drop 4:30pm

Event Concludes 6:00pm

Expect Miracles Foundation rallies the financial services industry to invest in life-saving cancer research and advance patient care programs nationwide.

Learn more at ExpectMiraclesFoundation.org

Event Emcee Special Guest

Jon Meterparel has established himself as Peter Johncke is known in golf circles as the one of the signature on-air personalities in Trickshot Master. He has entertained world- New England. Throughout his career, Jon has wide, performing exhibitions in 26 countries at showcased his versatility in covering sports professional tournaments, charity events, club both at the professional and collegiate levels. outings, golf expos, conventions, and junior clinics. He has been featured on all of the major Jon spent 12 years as an on-air personality at TV networks and leading golf outlets including Boston’s leading sports radio station, WEEI, Golf Digest and The Golf Channel. A native with the Dennis and Callahan show. This show of Sweden and a current Florida resident, was also simulcast on NESN weekday mornings. Peter learned the game of golf from his father Jon has also served as a Comcast Sports Net fill- who won the Swedish Championship seven in host on the NE Sports Tonight. consecutive years. Peter had an accomplished Jon has served as the BC football play by play professional career himself which included announcer for 10 years running and as the BC participation on the European Tour and wins basketball announcer the last 5 years. He is also and merits on smaller European and United currently the voice of Major League Lacrosse’s States tours. However, Peter attributes a cancer Boston Cannons. diagnosis as launching him into a career in golf entertainment. Diagnosed with testicular cancer Expanding on his impressive portfolio, Jon in 1993, Peter endured multiple surgeries and Meterparel became the face of the Metrowest treatments before recovering. The diagnosis gave Subaru and has performed TV and radio Peter a new perspective and appreciation for life commercial work for multiple Boston brands. and golf. Golf entertainment provided an outlet Jon has recently launched his own website for him to showcase his talents and new-found www.JonMeterparel.com and is the play by play appreciation. Peter performed his first show in talent for One World Sports TV network. 1994, and he has been bringing magic to the game of golf ever since! Board of Directors

Frank Strauss – Beacon Consulting Group, Chairman of the Board Jim Nolan – Citi

Scott Brady – Merrill Lynch Tim O’Sullivan – Deloitte & Touche

Peter Clothier – Computershare Fund Services Shaun Real – EY

Gary Enos – President of the Board Harvey Rosen – J.P. Morgan

John Griffin – PwC Nancy Rowe – Jimmy Fund Golf Program

Ben Huneke – Morgan Stanley Peggy Schooley – Broadridge

James Keenan – State Street Corp. Bruce Speca

Hugh Kelly – Harbor Capital Advisors Ken Starr – Interactive Data

Michael Kerrigan – Beacon Consulting Group Eileen Storz-Salino – Eaton Vance Management

Stephen Kraunelis – State Street Corp. Peter Thatch – Capital Group

Terri Labrecque – BNY Mellon Susan Theder – Cetera Financial Group

Rich Lenihan Paul Tillotson – Fiduciary Trust

Rich Linton – Voya Financial Lynette Turner – BNY Mellon

Lonnie R. Macdonald – UMB Fund Services Rheeta Wise – MFS Investment Management

Nick Nichols – DST Systems, Inc.

We lovingly remember our late Board Members & Expect Miracles Foundation supporters

Greg Cannon Don DeMarco Debralee Goldberg Steve Katzin Paula Pearlstein Brian Schmidt Guardian Angel Scholarship Named in memory of Paula J. Pearlstein, the Guardian Angel Award is given annually to the individual who best personifies Paula’s commitment and dedication to fighting cancer. Commencing in 2005, the award was given in the form of a scholarship to a cancer survivor.

Past Recipients

2014 – Fernando Morales 2009 – Larry Theriault, Judith Theriault 2013 – Monaa Leslie & James Gordon 2008 – Christopher Johnson 2012 – Emilyann Dearborn 2007 – Tori Rando 2011 – Andrew MacKinlay 2006 – Paul Lincoln 2010 – Tara Daniels 2005 – Christopher Johnson

Expect Miracles Award Awarded in memory of Steven Katzin, co-founder of Mutual Funds Against Cancer, this award recognizes the individual or organization that, in the spirit of Steve, best utilizes their influence on others and generous spirit for the betterment of society.

Past Recipients

2014 – Nick Nichols 2007 – Brian Schmidt, BlackRock 2013 – Lonnie Macdonald 2006 – Bruce Speca, John Hancock Financial 2012 – Ken Poudrier & Paul Timmins 2005 – Jim Keenan, State Street Corp. and 2011 – Anthony Kraunelis John Dennis, WEEI Radio 2010 – Jay Keeshan, Management Practice 2004 – Bruce Speca, John Hancock Financial 2009 – Ken Starr, Interactive Data Corp. 2003 – Alan Fish, Ernst & Young 2008 – Stan Bornstein, DiBona, Bornstein & Random 2002 – Lisa Onorato, JPMorgan Chase

CJ Award Named in honor of Christopher M. Johnson, the CJ Award is given to the individual who best exemplifies the humble, yet determined spirit of Chris, while generously donating their time to fight the worthy battle against cancer.

Past Recipients

2015 – Kevin Caravella 2006 – Don DeMarco (1945-2005) 2014 – Lisa Onorato & Ken Michaud 2013 – Paul Tillotson 2005 – Kevin Welby 2012 – Eileen Storz-Salino 2004 – Chris Lacey 2010 – Paul MacLellan 2003 – Gary Enos & Jeff Tompkins 2009 – Doug Quagliaroli 2002 – Steve Katzin 2008 – Nancy Stokes 2001 – Paula Pearlstein 2007 – Cindi Boudreau 2000 – Gerald Roche YPEM Award In recognition of a young professional whose exceptional contribution of time, resources, and energy rallies the next generation of financial executives to support the life-saving mission of Expect Miracles Foundation.

Foundation Award Presented annually to the Foundation Sponsor in sincere appreciation for its commitment to Expect Miracles Foundation in leading the financial industry in the noble fight against cancer.

Miracle Maker Leadership Council Highlights April 30, 2015 ‒ Boston, MA

Expect Miracles Foundation was proud to present the 4th Annual Miracle Maker Leadership Council Funding Award Celebration on April 30, 2015. This event is the annual highlight for the Council members as they hear from the doctors they support and recognize innovative organizations and programs they fund.

With the support of 14 new Miracle Maker Leadership Council members, who joined last year, the largest gathering to date of 75 MMLC Members and guests were on hand to join in the celebration. Through the addition of new members, the MMLC’s impact was also amplified, as this year’s funding cycle supported five charities with nearly $30,000—the most charities to ever be supported at one time by the MMLC.

Alicia Rose Victorious Foundation ($10,000) - Grant will provide at least 423 newly diagnosed teens and young adults with Teen Kits, which include a bandana pillow and a custom designed nylon cinch bag filled with age-appropriate items to entertain, distract, and comfort patients during treatment. Cancer Kiss My Cooley ($3500) - Grant will provide 1 family with a Kiss of HOPE™. The Kiss of Hope program gives children with brain tumors and their families the opportunity to create happy memories and moments together to escape the everyday battle of cancer through financial assistance and a custom memory making experience that is specific to that child.

Circle of Care ($3000) – Grant will support one family through the Lifeline Emergency Fund, which provides money to families impacted by cancer who have exhausted all other financial resources. These funds will be put towards essentials such as mortgage, rent, or utility payments. The grant will also provide 10 gas and grocery cards to families in need.

The Next Step Fund ($3000) – Grant will support the expansion of the Face2Face program which consists of conferences for young people, ages 16- 24, who are living with or have a history of cancer diagnosis within the last five years, and includes year round support and programming for young adult cancer survivors.

Lucy’s Love Bus ($10,000) - Grant will fund integrative therapies for 20 of the most vulnerable pediatric cancer patients outside of New England who require immediate comfort due to the relapse of their cancer or a transition to hospice care. Inaugural Expect Miracles in Manhattan Highlights February 24, 2015 ‒ New York, NY

With Interactive Data as Presenting Sponsor, Expect Miracles Foundation launched its inaugural event in New York City on February 24. Expect Miracles in Manhattan brought together New York’s prominent financial services community for a spirited evening of conversation and cocktails for a crucial cause – fighting cancer. The Foundation hosted executives from over 50 top financial firms at this sold- out event with sponsors including Interactive Data, BNY Mellon, Schroders, and Voya Financial.

Attendees had the opportunity to network with fellow executives at Harding’s NYC over a “Made in the USA” bar featuring craft beer from New York’s own Newburgh Brewing Company, wine courtesy of Good Wine Makers, cocktails from Tito’s Handmade Vodka and Bluecoat Gin, and a special tasting room featuring Hudson Whiskey. All guests were entered to win a door prize of a pearl and diamond pendant graciously donated by the Jewelry Partner, DeNatale Jewelers.

During the speaking program, Frank Strauss, Founder and Chairman of Expect Miracles Foundation, thanked the many sponsors and partners for making the evening such a success. Frank Heavey, Executive Director, proudly announced that

the event raised over $50,000 to support Memorial Sloan Kettering Cancer Center’s Center for Experimental Therapy.* The mission of the center, Heavey explained, is “to promote research into promising new therapies and speed the translation of discoveries from the laboratory to the bedside.” He encouraged the guests to join the rally within the industry to “bring about transformative change.”

*Disclosure: Memorial Sloan Kettering Cancer Center’s name is used with permission, which does not constitute endorsement of any product or service. MSK’s sole role is as beneficiary of the event, as Expect Miracles Foundation is the presenter of the event. MSK is not responsible or liable for any aspect of the event. Memorial Sloan Kettering Cancer Center is the world’s oldest and largest private institution devoted to prevention, patient care, research and education in cancer. Its scientists and clinicians generate innovative approaches to better understand, diagnose and treat cancer. The Center’s specialists are leaders in biomedical research and in translating the latest research to advance the standard of cancer care worldwide. For more information, go tomskcc.org 7th Annual West Coast Classic

October 22, 2015 ‒ Newport Beach, CA

Returning to Southern California for the 7th Annual West Coast Classic, Expect Miracles Foundation is looking forward to welcoming the West Coast financial community to a memorable charity golf outing. Featuring several holes on the ocean’s edge, golfers are treated to stunning views and enjoyable play.

Expect Miracles Wine & Spirits Event

November 5, 2015 ‒ Boston, MA

Expect Miracles Foundation - Financial Services Against Cancer is excited to present its 12th Annual Wine & Spirits Charity Event. This gala brings together more than 350 senior executives in the financial services industry for an evening of tempting libations, creative cuisine, and exceptional entertainment to raise funds for cancer research.

For more information regarding sponsorship or tickets, P: 978.760.4352 please contact Frank Heavey, Executive Director: E: [email protected] The Expect Miracles Discovery Fund Investing in Life-Saving Cancer Research

Expect Miracles Foundation directs its support to the heart of Dana-Farber Cancer Institute’s revolutionary research and development model, the Robert and Renée Belfer Center for Applied Cancer Science. Using a collaborative research approach that brings together resources from academia and the biomedical industry, the Belfer Center is leading the way in translating today’s science into tomorrow’s targeted therapies more quickly than ever, bringing new hope to cancer patients.

With your support, the Belfer Center: • Has identified novel targets for drugs • Is identifying strategies to overcome resistance to existing treatments • Built less invasive blood-based tests that help match drugs to address resistance as it develops • Built novel models based on DFCI patient tumors (including tumors that have become resistant to existing therapies) that are being used to prioritize which drugs and combinations should be evaluated in patients.

“Expect Miracles Foundation’s support has enabled us to move in directions that we couldn’t before.” - Pasi Jänne, MD, PhD, Scientific Director of the Belfer Center

How You Can Make A Difference Well, certainly you can start here today by generously supporting this event. However, we all need to think bigger than that. We can only raise so much money today. We need everyone to take the word back to your firms. We challenge you all to donate one hour over the next week. Spend the time thinking about how your firm can help:

Miracle Maker Donate

Leadership Council Invest in the cure and become part of the fight against cancer by making a Join this exclusive group of leaders tax-deductible contribution today. in the financial community providing funding to cancer fighting causes and patient care programs.

Attend an Event Fundraise

Support the fight against cancer Mobilize your friends, family and by attending one of our upcoming coworkers to support your passion signature events. to save lives and fight cancer.

Volunteer Connect

Interested in getting more involved Be the FIRST to know about with the cause? Learn about the everything happening at Expect different ways to volunteer with us. Miracles Foundation. Expect Miracles Foundation’s Miracle Maker Leadership Council gives individuals the opportunity to make an even greater difference in the fight against cancer. Join our major donor circles and be part ofan exclusive industry group that shares a powerful ideology. Your three-year pledge will be a critical component in moving our mission forward. The power of your industry, the magnitude of your leadership, and your vision will help us win the war on cancer.

Mission Statement:

The Miracle Maker Leadership Council (MMLC) is a select group of current and future leaders in the financial community whose mission is to lead Expect Miracles Foundation in providing funding for life-saving cancer research and advancing patient care programs nationwide, where such support is not always readily available. Each year, the MMLC grants Funding Awards to promising patient care charities to help increase their impact. The MMLC is charged with strengthening Expect Miracles Foundation’s position as the industry’s leading advocate in the war on cancer through financial support, example and leadership.

3-YEAR COMMITMENT LEVELS

Founder’s Chairman’s President’s Leadership Young Circle Circle Circle Circle Professionals Gifts of Gifts of Gifts of Gifts of (age 21-35) can now $10,000/year $5,000/year $3,000/year $1,000/year join the Leadership Circle for Gifts of $500/year

For more information on how you can join the MMLC Frank Heavey, Executive Director and make a personal difference in the fight against P: 978.760.4352 cancer, please contact: E: [email protected] In Loving Memory

Paula J. Pearlstein

Like many of those in attendance at the East Coast Classic, Paula spent her career in the financial services industry and for many years put her heart and soul into raising money for Expect Miracles Foundation.

On February 26, 2004 at the early age of 32, Paula Pearlstein lost her battle with cancer. Our Guardian Angel left this earth, however she is now in a better place, a place that is full of Guardian Angels - Just like Paula J. Pearlstein We are proud to sponsor the Expect Miracles East Coast Classic

True generosity cannot be measured in money alone. It’s also measured in people and commitment. At State Street, we believe being an industry leader carries with it a responsibility for good citizenship. That’s why actively engaging with our communities around the world — and close to home — is one of our fundamental values. Today, we’re very proud to sponsor this event.

To learn more about State Street, please visit www.statestreet.com.

©STATE STREET CORPORATION AST Fund Solutions is proud to sponsor the Expect Miracles Foundation

AST Fund Solutions, LLC, is the premier provider of proxy solicitation, shareholder communication and fund servicing for the mutual fund industry in North America.

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Beacon Consulting Group is a trusted advisor to global financial and investment firms seeking to achieve and sustain a competitive edge. We provide practical insights that reflect decades of hands-on experience driving change across business and technology.

MANAGEMENT CONSULTANTS TO THE INVESTMENT MANAGEMENT INDUSTRY

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At BNY Mellon, we believe there will always be opportunities to build a brighter future.

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Broadridge is Proud to Support the Expect Miracles East Coast Classic

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© 2015 Broadridge Financial Solutions, Inc., Broadridge and the Broadridge logo are registered trademarks of Broadridge Financial Solutions, Inc. 512_15 Brown Brothers Harriman Brothers Brown Financial Services Against Cancer Against Services Financial Foundation, Miracles Expect of supporter COMMITTED WWW . BBH . COM

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Eagle’s advanced technologies can help you transform your business. Some of the world’s most successful companies rely on our innovative data management, investment accounting and performance measurement solutions to make smarter decisions. We welcome the opportunity to introduce ourselves to your team - and to make you part of ours.

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FRANKLIN TEMPLETON UNDERSTANDS THE IMPORTANCE OF INVESTING IN OUR LOCAL COMMUNITIES.

As a leading global investment management organization, we are committed to helping investors reach their financial goals by providing world-class investment products and services. As a corporate citizen, we are also committed to helping enrich the local communities in which our employees work and live by extending a helping hand when possible. Our aim is to be a global organization with local heart. Make Any Hole A 19th Hole.

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We at J.P. Morgan know that the battle against cancer is not a sprint but a marathon. We applaud your leadership, strength and commitment to excellence in the battle against cancer.

J.P. Morgan is proud to sponsor the Expect Miracles Foundation — Financial Services Against Cancer.

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Keane is proud to support the Expect Miracles Foundation as one of the leading advocates in the fight against cancer within the financial services industry.

Congratulations on another outstanding event!

It feels good to give back And for us, $69 million a year feels great!

Together with the help and generosity of our customers and employees, that means we average more than a million dollars a week to charities nationwide.

Making magic wherever our star shines. Nationally, we’ve raised millions of dollars in partnership with Go Red for Women®, Make-A-Wish®, March of Dimes, Reading is Fundamental and United Way, just to name a few.

Giving back begins at home. Locally, we’re proud to be a good neighbor and support thousands of charities across the country. Our associates also volunteer more than 188,OOO hours of service through our Partners in Time program each year.

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TAKE YOUR BEST SWING AND EXPECT MIRACLES.

MFS® proudly supports the Expect Miracles Foundation – Financial Services Against Cancer and its mission to invest in cancer research and patient care.

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mfs_miracle_ad_5_15.indd 1 5/14/15 1:47 PM Milestone Group is a proud supporter of Expect Miracles

Reaching milestones is what we do Milestone Group is an innovative supplier of client account and funds processing solutions to the asset management industry. Our dedication to the structural relationship and ownership percentages among client accounts and funds, has enabled us to develop an unparalleled understanding of the upcoming challenges that our clients will face and the technology needed to meet them. pControl is Milestone Group’s advanced technology platform designed to support multiple business functions in a single environment and incorporates fully integrated data management, end-to-end process control and powerful exception management capabilities. Clients can select standard or tailored solutions including: · Fund Oversight · Fund Processing · Fund Distribution · Tax & Accounting · Investment Analytics For more information about Milestone Group, visit our website: www.milestonegroup.com.au Boston Sydney +1 617 986 0300 +612 8224 2600 London Hong Kong +44 20 7429 7800 +852 2159 7474 Navigate Fund Solutions is proud to sponsor the important work enabled by the Expect Miracles Foundation

©2015 Navigate Fund Solutions LLC. All rights reserved. Two International Place, Boston, MA 02110 877.341.9255 navigatefundsolutions.com We’re honored to lend a hand. Especially to those who already do.

As a financial partner who has valued meeting the needs of others for 125 years, we draw inspiration from those who do it everyday. That’s why we’re extremely proud to support the Expect Miracles Foundation. For more information, visit northerntrust.com or contact: Michael Blake

312-444-5655 [email protected]

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Seyfarth Shaw LLP is proud to support the Expect Miracles Foundation and its 21st Annual East Coast Classic.

Seyfarth Shaw is deeply committed to supporting the communities in which we live and work. We believe that leadership means taking the initiative to help our fellow citizens through charitable giving, community service, pro bono legal work and sustainable living.

The firm has more than 800 attorneys and provides a broad range of legal services in the areas of labor and employment, employee benefits, litigation, corporate and real estate. Our clients include over 300 of the Fortune 500 companies and reflect virtually every industry and segment of the economy.

We are proud to sponsor the Expect Miracles East Coast Classic

To learn more about State Street, please visit www.statestreet.com.

©STATE STREET CORPORATION We applaud Expect Miracles Foundation’s efforts in the ﬁ ght against cancer, and are proud to stand side by side with many of our friends, peers and survivors at this year’s Golf Classic.

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SunGard is Proud to support Expect Miracles. Together we can all make a difference.

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©UBS 2015. All rights reserved. LOCAL NATIONAL INTERNATIONAL Contact Jason Dornhoffer today to discuss your company’s needs. direct: 617-938-6522 email: [email protected] Financial Roadshows • Airport Transfers www.unitedprivatecar.com united worldwide • 214 Lincoln Street, Suite 211 • Boston, MA 02134

Wellington Management proudly supports the Expect Miracles Foundation 21st Annual Golf Classic