Summary of Q2, 2009 Manager Research Activity

Below is a tally of the existing managers we have met with and investment opportunities we have considered over the quarter. While we receive unsolicited calls or emails daily, we only list those investment opportunities which pass an initial screen and which we then review in depth.

Traditional

9

Hedge Fund

8

Private Equity

6

Real Estate

24

Other

7

Total

54

 

Selected Manager Research Activity

In the 2nd Quarter of 2009, activity included initial investment decisions for the following specific opportunities. The investments below may not have been considered for every client’s portfolio. We nevertheless describe them to show all our clients the breadth of our investment research which supports our work for all clients. We have declined to identify them by name to avoid inadvertent publicity for the specific investment situation.

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