CDW Corporation

SEG offers a long-only equity management program that utilizes fundamental analysis to select stocks they believe will provide better than market returns over a complete market cycle. Money market reserves may comprise 0 to 50 percent of the account, but generally range from 0 to 20 percent, depending on market conditions. SEG generally limits their portfolio of securities to less than 40 than stocks in each account. SEG employs eight primary investment strategies. Their investment strategies are generally driven by a research-intensive, fundamental bottom-up process and draw upon a centralized research department. These strategies include: Small-Mid Cap /Long-Only, US Core, Concentrated Opportunistic, US Long/Short, International Long/Short, International Long-Only, Global Long-Only, and Private Equity. SEG obtains exposure to particular issuers or securities for their private funds (and may for individual clients) through various types of derivatives transactions, including swaps and contracts for differences. In addition, they may hedge exposure to currency fluctuations for foreign securities owned by the private funds by entering into currency forward or option transactions.

Mawer is a bottom-up, fundamental manager that aims to provide investors with above average, long-term, risk-adjusted returns. The firm seeks to identify excellent companies with sustainable competitive advantages, regardless of industry or economic conditions, and to invest in these companies when they are trading at a discount to their intrinsic value. Their portfolio is diversified across many different currencies, countries and yield curves.

Amundi US selects investments from a wide range of asset classes and employs a variety of styles in managing client assets. With respect to equity securities, they firm employ both fundamental and quantitative research to its portfolio management approach. From both the fundamental research and quantitative research groups, information flows to the portfolio managers, who are responsible for active portfolio management. With respect to fixed income securities, Amundi US’ investment professionals consistently apply well established means of identifying potentially rewarding securities, bolstered by access to information from their associates around the world and aided by technology. Whether applying top-down analysis that leads to selection of government bonds, or the bottom-up approach that ends with corporate bonds being selected, the investment management team's goal is portfolio construction that matches product objectives and supports investors’ goals.

Former Chief Executive Officer at InfoGroup Northwest LLC

Chief Executive Officer at InfoGroup Northwest LLC

Providence Equity Partners (PEP) focuses on investments across a range of companies in the media, entertainment and information sectors including broadband, broadcast, music, film, wireline, wireless, publishing and the Internet. The firm invests globally across all stages of companies' development. They employ a variety of financing structures and participate in a range of transaction types including growth capital financings, complex recapitalizations, large buyouts and take-private transactions. Equity investments typically range from $150 million to $800 million. PEP prefers prefer to lead their investments and serve on their portfolio companies' boards of directors.