HOLISTIC ADAPTATIONOF THE INVESTMENT MANAGEMENT INDUSTRYIMEA LEADERSHIP SUMMIT • NOVEMBER 8 • LEGG MASON • BALTIMORE, MD

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Aberdeen Standard Investments

Katie CowleyHead of Marketing-Americas

American Century Investments

Glen CaseySenior Vice President,Global Head of Products and Marketing

Bill RaderNational Sales Manager

AMG Funds

Christopher TownsendVice President, Head of Business Finance

AQR Capital Management

Marco HanigPrincipal

The Boston Consulting Group

Brent BeardsleySenior Partner & Managing Director

Charles Schwab & Co.

Jeff NortonVice President,Head of Channel Management for CSIM

Charles Schwab & Co. (cont’d)

Lynn PaschenManaging Director, Senior Portfolio Manager

John SturialeSenior Vice President,Head of Sales & Client Relations

Michael WinnickHead of Institutional Sales

Columbia Threadneedle Investments

Vicki LesterHead of Intermediary Marketing

Diamond Hill Capital Management

Alex GardnerManaging Director, Product

Federated Investors

Hans LangeSenior Vice President,Director of Product Management

Paul UhlmanPresident

Fenimore Asset Management

Debra PollardPresident & Chief Operating Officer

HOLISTIC ADAPTATIONOF THE INVESTMENT MANAGEMENT INDUSTRYIMEA LEADERSHIP SUMMIT • NOVEMBER 8 • LEGG MASON • BALTIMORE, MD

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Franklin Templeton Investments

Jennifer BallSenior Vice President,Global Product Marketing and Insights

Bob GeppnerExecutive Vice President,Head of National Sales-U.S.

Jeff KelloggSenior Vice President, Global Product Management

FS Investments

Shauna MaceVice President, Sales Strategy and Analytics

Goldman Sachs Asset Management

Rachel SchnollManaging Director

Troy ThorntonManaging Director

Harbor Capital Advisors, Inc.

John YannoneExecutive Vice President,National Sales Manager

Janus Henderson Investors

David MasterChief Marketing Officer

K&L Gates

Cliff AlexanderPartner

Legg Mason

Frances CashmanExecutive Vice President, Global Head of Marketing and Communication

Karen CorsoManaging Director, U.S. Product Management

Regina CurryChief Diversity Officer

Thomas GallowayDirector, National Accounts Manager

Sean MackleyHead of Wealth Management,Institutional Sales & Service

Macquarie Investment Management

David BrennerChief Administrative Officer

James HinkleyHead of Product Development

Rachel JacobsDivisional Director, Head of Strategic Relationship Management, Americas

HOLISTIC ADAPTATIONOF THE INVESTMENT MANAGEMENT INDUSTRYIMEA LEADERSHIP SUMMIT • NOVEMBER 8 • LEGG MASON • BALTIMORE, MD

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Matthews Asia Funds

Frank WheelerHead of Global Distribution & Marketing

MFS Investment Management

Jim AdamsManaging Director

Natixis Global Asset Management

James CoveSenior Vice President

Nuveen

Greg BottjerSenior Managing Director, Head of Product Management and Development

OppenheimerFunds

Kamal BhatiaChief Executive Officer & Co-Head of OC Private Capital, LLC

John McDonoughHead of Distribution & Marketing

Adam RochlinSenior Vice President & Co-Head of Investment Products

Practical Perspectives

Howard SchneiderPresident

Principal

Karen NeuwaldManager

Jeff VorwerkDirector

Saturna Capital

Monem SalamExecutive Vice President

Segall, Bryant & Hamill

Mark ReweyManaging Director

Mike SpitzDirector of National Accounts & Distribution

T. Rowe Price

Heather DzielakHead of USI Product and Marketing

George RiedelHead of U.S. Intermediaries

HOLISTIC ADAPTATIONOF THE INVESTMENT MANAGEMENT INDUSTRYIMEA LEADERSHIP SUMMIT • NOVEMBER 8 • LEGG MASON • BALTIMORE, MD

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Thrivent Mutual Funds

Kristine MogollonDirector, Investment Product Management

William Blair Funds

Michael JansocekHead of Advisor Solutions

IMEA

Kimber LintzDirector

Tim SullivanCouncil Director

Ellen ShermanEvent Specialist

Laura KloverAccount Coordinator