External Support

Accountant
Brian Deubel, accounting services, contracted

Auditor
RubinBrown LLP

Custodian Bank
UMB Bank, n.a.

Investment Consultant
William Lowery, Lowery Asset Consulting, LLC, Chicago, IL

Legal Counsel
Sheldon K. Stock, Greensfelder, Hemker and Gale, P.C.

Operating Bank
UMB Bank, n.a.

Prime Broker
Consolidated Financial Investments, Inc.

Equities Account Managers
DF Dent & Company, Baltimore, MD
Fiduciary Management Investment Counsel, Milwaukee, WI
Leuthold Weeden Capital Management, LLP, Minneapolis, MN
M.D. Sass Investors Services, Inc., New York, NY
Manning & Napier, Fairpoint, NY
Research Affiliates, LLC, Newport Beach, CA
Silchester International Investors, Inc., New York, NY
Van Eck Associates, New York, NY
The Vanguard Group, Valley Forge, PA
WP Global Partners, Inc., Chicago, IL
Wellington Management Co, LLP, Boston, MA

Fixed Income Account Managers
Brandywine Global Investment, Boston, MA
Dodge and Cox Funds, San Francisco, CA
Dreihaus Funds, Chicago, IL
EJF Capital, LLC, Arlington, VA
Metropolitan West Asset Management, Los Angeles, CA
PIMCO Funds, Newport Beach, CA
State Street Bank & Trust, Boston, MA

Updated October 2011

Board of Directors Delegates Staff External Support