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Mr. Gorman is Chairman and CEO of Morgan Stanley. Mr. Gorman became CEO in January 2010 and Chairman in January 2012. He joined the Firm in February 2006 and was named Co-President in December 2007. Before joining Morgan Stanley, Mr. Gorman held a succession of executive positions at Merrill Lynch. Prior to this, he was a senior partner of McKinsey & Co. and began his career as an attorney in Melbourne, Australia. Among his civic activities, Mr. Gorman serves as a Director of the Federal Reserve Bank of New York and the Council on Foreign Relations, and is a member of the Board of Overseers of the Columbia Business School, the Monetary Authority of Singapore International Advisory Panel, the Business Council, and the Board of the Institute of International Finance. He formerly served as President of the Federal Advisory Council to the U.S. Federal Reserve Board, Co-Chairman of the Partnership for New York City, Chairman of the Board of the Securities Industry and Financial Markets Association and Co-Chairman of the Business Committee of the Metropolitan Museum of Art. Mr. Gorman, who was born in Australia, earned a B.A. and Law degree from the University of Melbourne and an M.B.A. from Columbia University

Glenn is a strategic business / real estate lawyer and founding member of Williams, Graffeo & Stern, LLC. Previously, Glenn served as Executive Vice President and General Counsel to a global technology and communications company where he was instrumental in growing the company, which went public, established strategic alliances with industry notables Yahoo, Microsoft, AT&T, AOL, LG and Cisco, and raised $2 billion in capital in a series of public and private transactions before successfully going private via a merger transaction. He was responsible for the company's legal, human resources and real estate departments. Glenn previously served as Associate General Counsel to its affiliated parent company, a multifaceted global communications and entertainment company. Glenn has also held senior positions in commercial real estate involving consulting and brokerage services and with owner/operator/developers of franchised hotels, restaurants, and large-scale shopping centers, where he contributed to the successful expansion of real estate holdings and commercial operations via business and real estate acquisitions and development. Prior to going in house, Glenn represented the New Jersey Sports & Exposition Authority and Warren County Community College as outside general counsel. He was involved in a number of deals involving professional sports franchises Giants, Jets, Nets and Devils and sponsors Phillip Morris, Anheuser Busch and Coca-Cola, as well as the naming of Continental Airlines Arena, one of the first naming rights deals of the time, the expansion of Giants Stadium and development of the first college campus for Warren County Community College.Prior to becoming a lawyer, Glenn led business development for a commercial contracting firm where he was responsible for projects such as the Bridgewater Commons Mall, Morristown Memorial Hospital and Federal Express.Specialties: Business & Corporate Law, Real Estate

Walter W. Bettinger II, 60, has been President of The Charles Schwab Corporation since 2007 and Chief Executive Officer since late 2008.He leads a workforce of approximately 32,000 employees, with headquarters in Westlake, Texas and branch offices in more than 420 locations across the United States plus London, Hong Kong, Singapore and Puerto Rico.As measured by client assets, Schwab is the largest publicly traded investment services firm in the United States and one of the world’s largest financial services firms serving approximately:• $7.40 trillion in client assets • 32.1 million client brokerage accounts, 1.6 million bank accounts and 2.1 million retirement plan participants• ~12,000 independent investment advisors Mr. Bettinger’s duties include leading the development of strategies and services that assist tens of millions of people worldwide in their efforts to save and invest - either directly, with the help of an independent investment advisor or through a company-sponsored retirement or benefit plan. Under his leadership, the value of Schwab stock has grown from $13.59 on January 1, 2009 to approximately $75.00 as of May 31, 2021. During the same period, Schwab’s market capitalization has grown from ~$18billion to ~$140billion.Mr. Bettinger has been recognized throughout his career as a leader in financial services including: • in 2014, 2016, 2017 and 2018 he was recognized in Fortune magazine’s Businessperson of the Year listing - in 2018 he was ranked the #7 businessperson globally; • in 2010 to the Power 30 by Smart Money magazine of the world’s most powerful and influential players; and• the 2009 lifetime achievement award for contributions to the retirement security of working Americans by Plan Sponsor magazine.In 1983, at the age of 22, Mr. Bettinger founded The Hampton Company, a provider of retirement plan services to corporations and their employees. The Charles Schwab Corporation acquired Hampton in 1995.In addition to his professional duties, Mr. Bettinger is active in numerous charitable and philanthropic efforts. He and his wife, Teri, are founders of the Walt & Teri Bettinger Foundation and the parents of five children. A native of Ada, Ohio, Mr. Bettinger attended Delta State University in Cleveland, Mississippi and holds a bachelor of business administration degree with a major in finance, summa cum laude, from Ohio University. He has also completed the General Management program offered by the Harvard Business School.

John R. Ettelson became president of William Blair in 2003 and has been CEO since 2004. Under his leadership, the investment banking and asset management business has grown to more than 20 offices globally and annual revenues have tripled to over $1 billion. During his three decades at William Blair, Mr. Ettelson has held various leadership positions within the firm, including; head of mergers and acquisitions, chief financial officer, and chief operating officer. Mr. Ettelson has a deep commitment to his community and is a respected civic leader. He is the past chairman of the board of trustees for Lincoln Park Zoo and of the Economic Club of Chicago. He currently sits on the boards of the Northwestern Medical Group, Francis Parker School, the Executives’ Club of Chicago, and the Chicago Council on Global Affairs. He is a member of Commercial Club of Chicago, and is a member of its Civic Committee of the Commercial Club of Chicago. Additionally, he is also involved in industry trade organizations where he is on the board and executive committee of SIFMA and on the board of the American Securities Association. Mr. Ettelson received his Sc.B. from Brown University and his JD/M.B.A. from the University of Chicago.

Mortimer J. "Tim" Buckley (born 1969) is an American executive at The Vanguard Group. The Vanguard Board elected him unanimously to succeed F. William McNabb III as chief executive officer upon McNabb's retirement at the end of December 2017.

Tom Faust is chairman of the board, chief executive officer and president of Eaton Vance Corp. Tom joined Eaton Vance in 1985 as an equity research analyst and also served as a portfolio manager, director of equity research and management, and chief equity investment officer during his 16 years in the firm’s equity group. In November 2001, Tom assumed leadership of all investment functions at Eaton Vance with his appointment as chief investment officer. He was elected a vice president of Eaton Vance in 1987, executive vice president in 2000 and president in 2006. He became chairman and CEO on November 1, 2007. Prior to joining Eaton Vance, Tom was a research engineer with International Paper Company. Tom earned B.S. degrees in mechanical engineering and economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. He is a CFA charterholder and a member of the board of governors of the Investment Company Institute. He is a native of Helena, Arkansas.