Service Providers

ASB Real Estate Investments
Real Estate Investment
ASB Real Estate Investments (ASB), a division of ASB Capital Management, LLC, is a leading U.S. real estate advisor, managing $7.3 billion* in gross assets under management for over 360 institutional clients. Headquartered in Washington DC and operating since 1984, ASB employs a highly disciplined tenant-centric strategy focused on managing assets in major U.S. urban markets, concentrating in office, multifamily, retail and industrial properties. A veteran portfolio team manages the ASB Allegiance Real Estate Fund, a core open-end fund; the ASB Meridian Real Estate Funds, a series of value creation vehicles; and a development separate account. The companyÃ¢â‚¬â„¢s investment approach is based on a deep understanding of local markets and tenant trends, a focus on building property cash flows, and careful use of leverage. ASB also undertakes development and redevelopment projects as targeted components of its investment strategy. For more information about the company, visit http://www.asbrealestate.com/.
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Barings LLC
Barings is a $288 billion* global asset management firm dedicated to meeting the evolving investment and capital needs of our clients. We build lasting partnerships that leverage our distinctive expertise across traditional and alternative asset classes to deliver innovative solutions and exceptional service.

Barings Real Estate Advisers is part of Barings LLC, one of the world's largest diversified real estate investment managers with assets managed or serviced in North America, Europe and Asia Pacific. Barings Real Estate Advisers offers institutional and other qualified investors a diverse range of opportunities across the four quadrants in both public and private real estate equity and debt markets. Our expertise extends to all major property sectors including office, multifamily, retail, industrial, hotels, student housing, storage, assisted living and parking and ranges from stable property investments to value add and development.
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BTIG
Transition Manager
BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. Located throughout the U.S., and in Europe, Asia and Australia, our professionals leverage their expertise to service clients at every stage of the investment lifecycle. Fueled by our passion to help maximize results for our institutional and corporate clients, BTIG offers personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firmâ€™s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.

Transition Management
Bridging the Gap to the Target Portfolio

BTIG Transition Management is dedicated to providing global multi-asset class transition solutions for asset-owners undergoing portfolio realignments, asset allocation adjustments or changes to their investment manager lineup. Our mission is to help asset owner clients protect the value of their assets from unnecessary transaction costs and unintended risk exposures and upholds the integrity of overall fund performance throughout the duration of their transitions. Leveraging proprietary order routing, index rebalancing technology and BTIGâ€™s natural liquidity, our team maintains transition order flow anonymity and provides clients with a cost-effective and seamless end-to-end transition management solution.
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Capital Institutional Services
Recapture Agent
Headquartered in Dallas, Texas, Capital Institutional Services is an institutional brokerage firm, which has provided professional, agency trading for plan sponsors and their managers since 1977.

We have made it our goal to assist plan sponsors in meeting their fiduciary responsibility of managing fund expenses. CAPIS allows plan sponsors, such as the Sunrise Police Officersâ€™ Retirement System to lower their transaction costs through our commission recapture, discount brokerage and transition management programs. To facilitate this endeavor, the firm provides trading in domestic listed, Nasdaq, fixed income, as well as international equities to hundreds of clients throughout the world.

The firm is a member of the New York Stock Exchange, the American Stock Exchange, and the National Association of Securities Dealers and maintains offices in Dallas, New York, and London.

Visit us at http://www.capis.com.
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Ceredex Value Advisors
Ceredex Value Advisors, located in Orlando, Florida, is an independently managed subsidiary of RidgeWorth Capital Management, Inc. Prior to 2008, Ceredex Value Advisors was known as the Value Equity division of Trusco Capital Management, Inc., which became RidgeWorth in 2008. Ceredex manages individual accounts and sub-advises mutual funds.

Ceredex strives to deliver superior investment performance by combining a well-crafted, methodical stock selection process with the dexterity to adapt to changing market conditions. Our proven ability to identify catalysts for appreciation in undervalued, dividend-paying stocks, coupled with our strict enforcement of our investment guidelines, have enabled us to construct value-oriented portfolios that help our clients achieve their goals.

www.ceredexvalue.com

Â© 2011 Ceredex Value Advisors LLC. Ceredex Value Advisors is a registered investment adviser with the SEC, a member of the RidgeWorth Capital Management, Inc. network of investment firms (www.ridgeworth.com). Ceredex Value Advisors and its employees do not provide tax or legal advice.
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ConvergEx
Recapture Agent
OVERVIEW
Convergex provides global solutions considered to be among the best in the businessâ€”including our commission recapture programs. As one of the pioneers in commission recapture, we are a global leader with a long history of providing value-added execution services to institutional investors.

RECAPTURE WITH CONVERGEX
  º Commission recapture was originated by a Convergex predecessor in 1986.
  º Client funds include annuities, pension plans, endowments, mutual funds, etc.
  º Customers are supported by an assigned client service representative, a sales person, direct access over the web to their records through our own proprietary accounting system specifically designed for commission recapture.

Commission recapture is widely recognized as a highly effective way to help control transaction costs. As the U.S. Department of Labor noted in a 1997 report on commission recapture and pension funds, a properly structured commission recapture program can assist investment managers (and) reduce plan costs.

With a Convergex commission recapture program, a significant portion of commission dollars is returned to your fund, directly benefiting its participants. Our commission recapture programs are easy to start and maintain. They give your investment managers maximum flexibility, are backed by a superb execution environment, are designed to conform to legal and regulatory requirements and are capable of delivering measurable savings for your fund.

GLOBAL LIQUIDITY
As a recapture provider, Convergex has always been a leader in finding ways to support our customers' recapture efforts. We were one of the first to expand recapture programs to include international equities. Today we continue to expand recapture opportunities for our customers by providing recapture through electronic execution which includes direct market access and program trading.

We do not engage in "at risk" proprietary trading or market making. Our mission is to provide our customers with market efficiency and best execution. We aim to improve customers' execution performance by leveraging our global liquidity and lowering their transaction costs, so they have the opportunity to obtain the best execution.

Our customers also have the option of executing through our Global Trading Network which provides access to over twenty brokers worldwide.
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Donaldson & Co. Incorporated
Recapture Agent
Donaldson & Co., Incorporated (DCI), an Institutional Brokerage Firm, administers a Commission Recapture Program for the City of Sunrise Police Retirement Plan. Our Atlanta, Georgia based firm was founded in 1984 and was identified by INC. Magazine as one of the fastest growing privately owned companies in the United States.

Pensions, foundations and endowments have begun looking for ways to reduce trading costs. A growing number of these institutional funds have implemented cost-containment strategies such as Commission Recapture Programs. In fact, recent research indicates that more than half of institutions already direct their brokerage transactions.

Brokerage commissions, an asset of the pension plan, are directed through a program such as ours to secure the lowest possible commission rates while insuring fast and accurate execution for the directed managers. These funds can be used to offset plan expenses such as training or education, or simply to reduce the transaction costs of the plan.

Among the advantages we offer over other brokerage firms are Independence, Specialization and Dedication. Our steady growth for the past eighteen years attests to our continued commitment to excellence.

Please visit our website at www.dciatlanta.com to learn more about Donaldson & Co., Incorporated.

Contact information:

Donaldson & Co., Incorporated

2859 Paces Ferry Road, Suite 2125

Atlanta, Georgia 30339

Phone: (800) 438-4284

Fax: (770) 333-9050

Joanne Mascellino, President

Jennifer Hamilton, Client Service/Marketing Manager.
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Fiduciary Trust International
Fiduciary Trust was founded in 1931 to provide trust, investment management and custodial services to both individual and institutional clients. We serve as investment manager for approximately 45 billion in assets and as custodian for over 60 billion. Now serving over 45 police and fire pension funds throughout Florida. Fiduciary Trust provides state-of-the-art multi-currency accounting services incorporating a personalized approach. We offer our clients customized reporting, recordkeeping services, on-line access, and distributions either by check or ACH transfer.

For further information contact:
  Fiduciary Trust International of the South
  2 Alhambra Plaza, Penthouse #1
  Coral Gables, Florida 33134
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Gabriel, Roeder, Smith & Company
Actuary
Gabriel, Roeder, Smith & Company (GRS) is a leading provider of actuarial and benefits consulting services that focuses on serving the public sector. GRS provides pension, OPEB, health & welfare, and benefit technology services. GRS has served the public sector for over 70 years. Our client base includes more than 800 public sector agencies. GRS' Ft. Lauderdale office serves over 200 clients. The company is headquartered in Southfield, Michigan and has offices in Colorado, Florida, Illinois, and Texas. GRS has an exceptional reputation for quality work and commitment to the public sector community. A trusted partner to its clients, GRS brings innovative, practical solutions to the challenges faced by benefit plans and plan sponsors.
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Garcia, Hamilton & Associates
Investment Manager
Founded in 1988, Garcia Hamilton & Associates (GH&A) offers fixed income strategies for institutional investors. We manage only investment quality fixed income across the yield curve using no derivatives or leverage. Our diversified client base includes public funds, jointly trusteed plans, endowments and corporations. The firm is 100% employee-owned, with approximately 91% held by minority and women partners and is certified as a MBE firm. GH&A was named Intermediate-Term Fixed Income Manager of the Year by Institutional Investor in 2016 and 2015, Fixed Income Investment Grade Manager of the Year by Institutional Investor in 2014, and Core Fixed Income Manager of the Year by Emerging Manager Monthly in 2010.

GH&A employs a top-down approach in its fixed income portfolio construction. A broad fundamental analysis of duration, yield curve, and sectors results in a defined set of parameters for the individual issues that fit the portfolio. The portfolios are dominated by treasuries, agencies and agency guaranteed mortgage pass-through securities. As an internal rule, all corporate bonds must be rated a minimum of single or better. The high quality bias of the issues utilized reduces credit risk while ensuring ample liquidity. In addition, GH&A does not invest in non-dollar bonds, Yankees, high yield securities, zero coupon bonds, nor derivatives in its strategies. Likewise, the strategy does not utilize any leverage.
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Janna Hamilton

J.P. Morgan
J.P. Morgan Global Institutional Asset Management is a global leader in investment management, dedicated to creating a strategic advantage for institutions by connecting clients with J.P. Morgan investment professionals globally. The firm seeks to deliver first-class investment results to some of the world's most sophisticated organizations, including corporate pension plans, endowments, foundations, insurance companies, sovereign wealth funds and government-affiliated institutions.

J.P. Morgan Global Institutional is distinguished by its capital markets knowledge, global investment expertise and the long-term, proactive partnerships it establishes with clients. Our investment strategies span equity, fixed income, real estate, private equity, hedge funds, infrastructure and asset allocation.
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Labaton Sucharow
Labaton Sucharow prosecutes precedent-setting class and direct actions, recovering billions of dollars on behalf of defrauded consumers and investors.
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Lorium Law
The Labor and Employment Group at Lorium Law provides legal advice and representation on all aspects of the employment relationship. With a combined 70 years of practice in the field, the Group is chaired by Board Certified attorney Ronald J. Cohen, and includes experienced attorneys Brent Chudachek and Richelle Levy. The expertise we provide to our clients extends to all matters of employee benefits. Among others, we advise our clients on health issues, retirement issues, fiduciary matters, contested disability claims, and pension forfeiture matters. Furthermore, our practice especially excels at public pension law and employee benefit plans, which is displayed by the numerous public pension funds and VEBAs we represent throughout Florida. An unfortunate, but all too common issue arises when a public pension plan is denying or withholding benefits to someone who is entitled to those benefits. Our attorneys will vigorously litigate cases as general and special counsel, always seeking the most beneficial outcome for our clients. Our attorneys regularly provide fiduciary counseling, ethics training and compliance, and lectures on public pension law. As advocates, it is our passion and profession to devote a significant amount of its time and focus on employees and their benefit plans. With this in mind, we have extensive experience in handling day-to-day advice as well as navigating complex benefits-related and fiduciary litigation for all types of public retirement systems.
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Mariner Institutional
Investment Manager
Our Mission: Putting Clients First.

When we founded our privately held national advisory firm in 2006, our top priority was to keep the client at the center of everything we do and that mission continues today under CEO Marty Bicknell's leadership.

We have built our firm around what our clients need. We began by offering wealth planning resources and then added services from tax planning to insurance, all under one roof. We believe this integrated approach to wealth management helps simplify our clients' lives.

Our client-first approach is carried out by our wealth advisors in offices across the country. Because our teams, including individual and business, tax planning and preparation, estate planning, trust services, investment management, personal insurance solutions, Mariner Institutional and specialized business services are in-house, we can provide clients with a coordinated, customized experience.

Visit us at: https://www.marinerwealthadvisors.com/
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Mutual of America Capital Management Corporation
Mid-Cap Index Manager
Mid-Cap Index ManagerMutual of America Capital Management Corporation is an indirect wholly owned subsidiary of Mutual of America Life Insurance Company. Since 1945, Mutual of America has been providing retirement and investment services to various institutions and their employees. In 1993, Mutual of America Capital Management was established to offer quality investment advisory services directly to institutions.

Capital Management is a growing investment organization with $9.76 billion assets under management as of December 31, 2009.

The foundation of our investment philosophy is that security selection, combined with disciplined investment processes and an active approach to risk management are critical to generating consistent performance results.

Our strategies combine time-tested fundamental analysis with proprietary quantitative models, which are consistently applied across all investment strategies.

We believe in focusing our efforts on long only domestic fixed income and domestic equity and will not attempt to be all things to all people.

Our success is driven by offering outstanding investment strategies produced by a stable, well-financed, well-led and motivated investment organization.

For more information, visit us at: www.capitalmanagementcorp.com.
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Polen Capital
Large Cap Growth Active Manager
Polen Capital is a global, independently-owned equity boutique serving institutional investors, financial professionals and high net worth individuals with a focus on long-term growth and superior service. At Polen Capital, we believe earnings growth is the primary driver of long-term stock appreciation. We strive to identify the highest quality companies, holding them for the long-term and letting the businesses do what they do best - work to achieve sustainable above-average growth.

Our strategies utilize an innovative bottom-up, concentrated approach to growth stock investing, led by experienced teams of investment professionals. Our Investment Process is active, disciplined, time-tested, and repeatable.
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RhumbLine Advisers
Founded in 1990, RhumbLine Advisers is a Boston based investment firm specializing in managing index based strategies for institutional investors. Our strategies include pure index tracking as well as customization to meet client needs. As of 03/31/2015, RhumbLine manages over $35BB in equity and fixed income assets for over 170 clients.
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Robbins Geller
Robbins Geller Rudman & Dowd LLP is one of the world's leading complex class action firms representing plaintiffs in securities fraud, antitrust, breach of fiduciary duty, consumer fraud, and privacy cases. The Firm is ranked #1 on the 2021 ISS Securities Class Action Services Top 50 Report for recovering nearly $2 billion for investors last year alone - more than triple the amount recovered by any other plaintiffs' firm. With 200 lawyers in 9 offices, Robbins Geller is one of the largest plaintiffs' firms in the world, and the Firm's attorneys have obtained many of the largest securities, antitrust, consumer, and privacy class action recoveries in history, including the largest securities class action recovery ever - $7.2 billion - in In re Enron Corp. Sec. Litig.
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Saltmarsh, Cleaveland & Gund
Saltmarsh is one of the largest locally-owned CPA and business advisory firms in the Southeast, serving clients throughout the United States and worldwide from offices across Florida and in Nashville, Tennessee. The firm offers a full range of professional services, including specialized consulting services for many industries and high net worth individuals with investment management affiliate, Saltmarsh Financial Advisors, LLC. We serve over thirty governmental pension plans (police, fire, and general employee) throughout the State of Florida. Saltmarsh has been recognized as one of the Top 200 Firms in the United States by INSIDE Public Accounting and a Regional Leader by Accounting Today.
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Saxena White
Attorney
Saxena White P.A. was founded in 2006 by Maya Saxena and Joseph White. After spending many years at one of the country's largest class action law firms, we wanted to do business a different way. Our goal in forming the Firm was to successfully handle prominent and complex litigation while offering each client responsive, ethical and personalized service.

Today our Firm's capabilities rival those of our largest competitors. We obtain victories against major corporations represented by the nation's top defense firms. We represent some of the largest state and pension funds in major securities fraud cases and have recovered over two billion dollars on behalf of investors. We have succeeded in changing how corporations do business by requiring the implementation of significant corporate governance changes. We have formed long lasting relationships with our clients who know we are only a phone call away. However, the most important attribute of the firm, and the key to its continued success, is the people. Saxena White was built upon the quality, integrity and camaraderie of its people - attributes that continue to be its greatest legacy.
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Vanguard
Investment Manager
Vanguard clients are served by the most exceptional people in the investment industry. Our employees, known internally as crew members, provide loyalty-inspiring service and low-cost investment products to millions of clients around the globe. Their passion and commitment ensure that we continually improve our quality and cost-efficiency.

Visit us at https://investor.vanguard.com.
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