Third Party Marketers ‐ US Firm Name Profile ARK Global ARK Global LLC is a leading provider of institutional sales, marketing consulting and competitive positioning services dedicated to the investment management industry. Established in 2007, ARK Global has raised billions in assets for a broad spectrum of investment management firms across asset classes, product structures and geographies. With more than a decade of direct representation expertise delivered by a team with a combined 150+ years in investment management marketing and distribution, ARK Global provides strategic and tactical marketing planning and execution to a limited number of best in class organizations. ARK Global is a broker‐dealer, and a member of FINRA and SIPC. The firm is registered as an Investment Adviser in the state of Massachusetts, and operates as a SEC Municipal Advisor. As a broad based marketing resource, ARK Global serves as a strategic partner to the firms it elects to represent.

Arrow Partners Founded in 1995, Arrow is focused on providing active, long only managers with comprehensive sales and marketing services. Our target market and best relationships are with US Investors and gatekeepers including: consulting and advisory firms, subadvisors, emerging and multi‐manager programs, wealth platforms as well as direct institutional investors. Arrow is an established thought and industry leader.

Butler Capital Investments Butler Capital Partners is a capital placement firm that works with talented asset managers to help grow their assets. Founded in 2001; the firm’s 21‐person team, including eleven Affiliates, have assisted Managers in raising approximately $7 billion to‐date. Butler Capital Partners can support Managers by leading their capital raising efforts through the use of their dedicated sales team that leverages the firm’s investor relationships. Butler Capital tailors its capital raising efforts contingent upon a fund’s target AUM, time commitment to the capital raising effort, current AUM, and business infrastructure. Butler Capital leads fundraising while providing direction on issues encountered during a successful offering, to aid the Manager in meeting increasing requirements of institutional investors. Butler Capital’s sales team and its Affiliates provide marketing strategy and capital raising assistance for emerging and established Managers by accessing their extensive network of over 1,200 investors (inclusive of family offices, endowments, foundations, pension funds, companies, fund‐of‐funds and private banks).

Cedar Partners Cedar Partners is a third party marketing firm providing institutional sales and marketing services to a limited number of style‐diversified money managers. Centerpoint Capital Management Centerpoint Capital Management assists top institutional investment management firms in sourcing, closing and servicing institutional investment management mandates. Our client focus is insurance company, commercial banking and corporate/bank owned life insurance investors. Our investment offerings currently include broadly syndicated loans, middle market direct lending and global dynamic credit. Connors & Company Connors & Company is a Third Party Marketing / Placement Agent firm with 25 years experience in the DB institutional pension plan space. We've been successful in raising over $9 billion in assets for a variety of products. Cumberland Partners, LLC Cumberland Partners, established in 2010. works alongside investment management firms looking to increase their footprint within the institutional investment community. Our partners each bring 25 years of relevant experience as investment mangers, investment consultants and sales and marketing professionals. We typically pattern with 2‐3 firms at any point to assist them through thrift growth, using existing relationships which include endowments, foundations, family effaces, consultants and pension funds. We have raised in excess of $5 billion for our investment managers through these relationships, using a focused, predetermined, tailored course of action for each manager to meet their specific needs and goals. Fitzgibbon Toigo Partners Fitzgibbon Toigo & Co. LLC (FTCO) is an independent investment bank and FINRA registered broker dealer dedicated to raising assets for a select group of domestic and international investment managers and corporations. We act as a placement agent for alternative managers seeking access, credibility and funding from institutional investors in North America and overseas. Additionally, we assist corporations find investment partners or buyers to achieve their goals.

Fortress Group, Inc Fortress Group is an independent placement agent that raises funds for experienced alternative asset fund managers with established track records. Fortress is an SEC‐registered broker‐dealer / FINRA member firm. We are a third‐party placement agent; we do not offer or manage our own investment funds. Our firm has been in business since 2000 and is known for marketing high quality fund offerings sought after by institutional investors. We are dedicated to serving the needs of sophisticated institutional investors and assisting them at all stages of their evaluation process relating to each offering that we bring to market. The firm’s typical fund marketing assignments range from $250 million to $2.0 billion in targeted fund size. Fortress has been placement agent on $18 billion in successful fund raises since formation in 2000. Our investor network and relationships include endowments, foundations, corporate pensions, public pensions, insurance companies, funds‐of‐funds, private banks, trust companies, family offices, and gatekeepers/advisors in North America and overseas. Fortress also works with independent (fundless) sponsors in arranging equity and debt financing on a deal‐by‐deal basis.

Genesis Marketing Group For more than 2 decades, Genesis Marketing has enables boutique and emerging managers to build solid client foundations, gather critical mass of assets and realize business success. The organization remains at the forefront of the third‐party marketing industry, known and respected for expertise, professionalism and the success Genesis has achieved for a select group of investment managers. Genesis has raised over $12 billion in assets for investment manager clients.

Havener Capital Partners Havener Capital Partners LLC provides outsourced sales and marketing for high quality investment managers interested in the wealth management / RIA channel. The firm has specialty expertise with breakaway firms and institutional managers launching mutual funds for the first time.

Hamersley Partners Hamersley Partners was founded in 2004 in Boston, Massachusetts. In 2005, we began marketing our initial clients to the institutional marketplace. Since then we have expanded our client roster to include other complementary high‐conviction managers. We strongly believe that our diverse experiences allow us to view institutional investment manager marketing in both a traditional as well as a 21st century way. Our duality gives us many advantages; the knowledge to select high‐conviction managers, the foresight to direct our marketing efforts to the appropriate types of investors, the tools to create compelling marketing collateral, the ability to innovate and continually leverage technology to improve our marketing efforts, and the energy to build relationships with key decision‐makers across the entire investor‐spectrum. We have the ability to reach our distribution channels efficiently and effectively.

JLT Capital Partners LLC JLT Capital Partners focuses exclusively on Fundraising for highly selective, exceptional asset managers in the alternatives space. We bring integrity, credibility, and professionalism to the process of fundraising, focusing on investors best suited for our clients' particular Funds. We partner with only a few managers at any given time, and provide highly dedicated fundraising services working closely with our clients to achieve their asset raising goals. We focus on the institutional marketplace and have extensive experience with Investment Consultants and other important intermediaries, as well as investors at Pension Funds, Endowments and Foundations, Family/Multi‐Family Offices, Insurance Companies, and Fund‐of‐Funds' Capital Partners has a long history of success. Our strong credentials, extensive experience, and large diverse network of relationships built over 25+ years in the business give a significant edge to any Manager that partners with us. Mvision Advisors Founded in 2001, MVision is widely recognized as one of the world’s leading independent international advisory firms, focusing on raising capital for Private Equity, Real Estate, Real Assets, Credit and Direct transactions in both the developed and emerging markets. MVision’s continued expansion in the US, making us one of the region’s largest advisers, is driven by our ability to identify and attract outstanding clients who are current and future market leaders. MVision’s global team of over 50 professionals deliver valuable bespoke advice, strategic industry insights, and creative solutions to our clients, as well as nurturing close working relationships with investors, providing them access to our diversified and high‐ quality client base. Together we represent 19 nationalities, speak 21 languages and operate out of offices in London, New York, San Francisco, Hong Kong and Sydney. The depth of our expertise across all areas of the market allows our clients privileged access to the strategic industry insights vital to achieving success.

Northbridge Capital North Bridge Capital’s sole focus is to raise institutional assets for a select group of investment managers. Since 1993 we have been successfully introducing quality firms to a sophisticated, recognizable array of endowments, foundations, corporate pension funds and other institutions. Retail and hi‐net worth investors are a different undertaking and we do not dilute our efforts in those arenas. Specialization has generated a depth of knowledge and understanding about our market that drives results. We thrive when our managers thrive.

Perkins Fund Marketing Perkins Fund Marketing (PFM) provides professional alternative investment marketing services to fund managers. Our manager clients are in the absolute return/hedge fund arena and private equity. Our investor contacts include endowments, foundations, pension funds, wealth management, investment advisors, consultants, family offices, high net worth individuals, and focused primarily in North American and Western Europe with select contacts in South America, Asia and the Middle East. We have raised $6.5 billion for our managers since our firm's inception including several managers that have grown from $10‐150 million to over $1 billion in AUM. Our full‐service approach includes acting as a placement agent for the managers and funds we represent as a FINRA/MSRB/NFA registered broker/dealer. All of our marketing representatives are Series 7, 82, and Series 63 licensed with many having additional Series 24, 31, 50 and 99 licenses.

Pursuit Capital Marketing, LLC Pursuit Capital Marketing. located in Medfield MA, was established with the sole purpose of providing centralized, full service sales and marketing to a select group of investment managers looking to raise assets in the institutional marketplace. Our objective is to provide an accurate and thoughtful representation of a money manger's strengths which results in long‐lived, successful relationships. We represent a manger's style with the detailed understanding and enthusiasm of the investment team and execute a marketing plan for our clients with a clear understanding of the complexity and demands of the institutional manager search process. Our team has worked together for over 20 years in institutional investment marketing and has over 30 years of investment and sales experience. The team has raised in excess of $10 billion from over 300 accounts which include pensions, endowments, foundations, family offices, sub‐advisory and wrap programs.

Sondhelm Partners LLC Sondhelm Partners helps asset managers, mutual funds, ETFs ‐ and others looking to raise capital ‐ attract investors, strengthen distribution and build brands through marketing, public relations and sales strategies. We also support 3PMs with key programs so they can focus on what they do best. Programs include: Custom websites designed for engagement, Pitch books and fact sheets to better tell your story, Ongoing news coverage for visibility, credibility and thought leadership, Timely content such as articles, white papers and videos for creative ideas to stay top of mind, Advanced digital strategies to engage your target audience and provide actionable warm leads, Sales strategy and coaching to support distribution heads and wholesalers and National accounts for targeted platform access. We have raised billions of dollars for clients directly and helped internal and external sales teams be more effective. Because we are licensed and registered, we can offer flexibility in investments including project, monthly, or performance‐based. South Avenue Investment Partners South Avenue Investment Partners is an institutional marketing specialist representing a select list of boutique investment managers. We have one mission ‐ growing our client’s . Executing this mission with excellence is our single focus. Our clients have significant expertise in institutional investment management. We represent firms that have high aspirations and excellent business skills. Returns are cyclical but good business judgment is not. Our clients primarily value our fund‐raising tenacity and we seek long‐term relationships with our clients earned through asset raising success. Stonehaven Stonehaven is a leading global alternative asset placement agent platform founded in 2001. We focus on raising capital from institutional investors for Reg D private offerings. Tessera Capital Partners, LLC Tessera Capital Partners, is a premier third party marketing firm that was founded in 2004. Tessera Relationship Managers have raised $5 billion for investment managers across a variety of alternative and traditional asset classes and have on average more than 25 years of experience working in sales and marketing. Tessera also offers other 3PMs the opportunity to join our Partner Platform, allowing them to focus their efforts on sales and marketing while we take care of the compliance and operational aspects of running a third party marketing firm. Our Platform Partners are also a benefit to our manager clients, helping us to broaden our outreach to the universe of potential investors and financial intermediaries seeing your product. In additions to sales services, Tessera offers its manager clients a suite of marketing support services which includes the creation of a suite of collateral marketing materials, population of industry databases, completion of RFPs and proposals, website evaluation and design, implementation of digital marketing strategies and campaigns, product positioning and brand strategy, and much, much more.

Thomas Capital Group Thomas Capital Group was formed in 1997 as a placement agent and registered broker‐dealer to assist private equity and alternative investment managers in accessing qualified limited partners compromised of advisors/gatekeepers, corporate and public pension plans, endowments, family offices, foundations, fund‐of‐funds, insurance companies and sovereign wealth funds. Our relationships are broad yet deep, having facilitated client introductions to over 700 LPs located in 24 countries. TCG advantages: our deep understanding of the LP community and their unique investment qualifications and processes; and a core team of experienced and dedicated private equity experts who are committed to helping our clients achieve an efficient and effective fundraise. We have raised billions of dollars from U.S. and international institutional investors for over 40 clients. TCG senior professionals have over 100+ years of collective fundraising and investment experience in alternative investments. Our team understands how limited partners evaluate opportunities, and how to position our clients to meet the criteria LPs apply to their decision‐making.

XT Capital XT Capital Partners LLC is a privately owned firm dedicated to providing asset gathering services for alternative asset managers who are seeking to increase their exposure to the US Institutional and markets. XT is a registered broker/dealer, a Member of the NASD and a Member of the National Futures Association. The Principals began XT Capital in October of 2001 following many years of well documented success in asset accumulation for several well‐known investment management firms. XT has long standing professional and personal relationships with over 500 Defined Benefit Plan Sponsors including Corporate, Public and Taft Hartley plans and Endowments and Foundations. Of particular significance are XT’s relationships with over 50 asset consulting firms whose manager search activity accounts for over 95% of all asset placements each year in the US Institutional and Family Office markets. XT is uniquely positioned to bring a highly experienced, client centric, and consultative approach to asset gathering.

Third Party Marketers ‐ Non‐US Firm Name Profile ALFI Partners Created in 2004, ALFI Partners is a leading Third Party Marketer focused on France, Switzerland, Luxembourg, Belgium, Monaco, Liechtenstein and Austria with offices in Luxembourg, Paris and Geneva ‐ 9 person team. ALFI Partners also oversees partnerships with other Parties to cover Germany, Italy and Spain ‐ 4 person team. Our Partners are top quartile asset managers in the US, UK, and Asia in different areas of expertise. We give them access to the qualified investors of our zone. We operate with a limited number of asset management companies in order to achieve a high level of technicality and a deep knowledge of their funds. We serve hundreds of qualified investors, thus no retail, that we know well including Multi Managers, Family Offices, Private Banks, Insurers, pension Funds, Banks, Mutual, Large IFAs, Larger Corporates with whom we have developed trusted relationships over numerous years. Several billion Euros of assets have been invested in our Partners funds and mandates by dozens of institutional investors.

AMADE Global Partners Amadé Global Partners’ goal is to introduce and manage long term investor relationships for asset management companies, by proposing a superior proprietary marketing and sales service. We offer third party marketing services to asset management companies involved in long only and alternative fund management. To fast growing and established local asset managers and asset managers with no local representation, Amadé Global Partners offers a marketing and sales process which takes into account individual managers needs and objectives in asset size and target client base. Amadé Global Partners offers exclusive partnerships and an efficient and cost‐ effective way to distribute investment products to across the board qualified investors in France, Belgium and Luxembourg.

My Funds Office Industry Associates Firm Name Profile DG Analytics DG Analytics has helped Investment Management firms meet marketing deadlines and growth goals since 2004. We provide experienced and efficient assistance on database updates, marketing materials and RFP/Questionnaire responses. We will support to your marketing team as‐needed, or jump in to relieve professional workloads during a period of personnel transitions or rapid firm growth.

Dier Associates Dier Associates provides integrated marketing support that is customized to the individual needs of investment management firms. We work with investment managers to help them differentiate and distinguish themselves from their peers. Dier Associates helps managers develop marketing plans, create or improve responses to RFPS and DDQs, sharpen presentation books and other collateral and improve consultant database profiles. We have helped involvement mangers improve their success rate. Dier Associates can provide RDP and other marketing support on an ongoing basis and can act as an extension of your staff. We also work closely with emerging managers who are starting firms or seeking institutional assets. We provide advise on marketing strategy, back‐office operations, IT options, client reporting, compliance, GIPS, and industry best practices, as well as assistance in raising assets across channels.

Investment Management Support IMSS_LLC was developed to bring organized marketing and database support to investment management Solutions (IMSS) and third party marketing firms. We support a firm's efforts with database management, RFP and DDQ completion, Presentation and Factsheet creation and operations. Background includes 24+ years of experience in facets of institutional sales and marketing. Investment Managers Firm Name Profile Gyroscope Capital Management Group Gyroscope Capital Management Group is an RIA that provides alternative equity income and low volatility strategies as Separately Managed Accounts. Gyroscope offers these strategies on TAMPs, RIA and Broker/Dealer platforms. last update 3/13/2019