John J. Holmgren

Zebra Capital Management LLC (Zebra Capital) is an independent, SEC-registered investment advisory firm headquartered in Stamford, Connecticut. The firm was founded by Roger Ibbotson and Zhi Wu Chen in 2001. Zebra Capital provides discretionary investment management services primarily to pooled investment vehicles and separate accounts.

Founded in 1987, DSI International Management, Inc. (DSI) is an indirect, wholly owned subsidiary of UBS Global Asset Management (US) Inc., a subsidiary of UBS AG (NYSE: UBS). They are a registered investment advisor located in Stamford, Connecticut. DSI serves as the investment advisor for the UBS Structured US Equity Portfolio

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.

American Independence Financial Services LLC provided investment advisory or sub-advisory services to proprietary registered investment funds. The firm also provided investment sub-advisory services in connection with certain wrap programs. It offered investment advisory and sub-advisory services to institutional and individual clients through their separate account management services. The company was founded by John J. Pileggi and Eric M. Rubin in 2005 and was headquartered in Rye, NY.