Virtus Investment Partners, Inc

Founded in 1989, SCM Advisors is an independently operated investment management firm located in San Francisco. The firm provides investment management services to foundations, endowments, corporations, public funds, multi-employer plans, private clients and high-net-worth individuals. SCM utilizes an active, bottom-up, research-intensive approach to portfolio management. Its 50-plus investment managers oversee approximately $10.3 billion in assets for the company s international client base. The company offers a variety of equity and fixed-income investments, such as cash management, tax-advantaged, small/large cap, tax-sensitive and earnings-driven investments.

Founded in 1912, Conning & Company is a provider of insurance expertise, which it offers through advisory and research/consulting groups. The company also offers financial investment products and capital and risk management services, including structured securities, derivative strategies and investment banking. Conning & Company is headquartered in Hartford, Conn.

As part of one of the oldest financial services companies in the United States, Hartford Investment Management has developed a strong results-oriented culture based on delivering superior investment solutions to our clients. It thrives on the firm s ability to harness the insights and experience garnered over several decades to help clients face the challenges of today s financial markets. Hartford Investment Management, with its wholly-owned subsidiary, is entrusted with over $107 billion in assets under management on behalf of institutions, sub-advised mutual funds affiliated and non-affiliated insurance companies. It has more than 80 investment professionals, providing extensive coverage of the global fixed income market. The firm s portfolio managers average 17 years of investment experience; credit analysts average 14 years of investment experience; and traders average 12 years of investment experience. The firm has 60 professionals who have earned the CFA designation or are currently enrolled in the Chartered Financial Analyst program.