Stephanie S. Ingersoll

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

OFI Advisors LC is a registered investment advisor located in Philadelphia, Pennsylvania. The firm was founded in 2004 by Vincent T. Lowry as VTL Associates LLC. On December 2, 2015, VTL and their wholly-owned subsidiary, Index Management Solutions LLC (IMS), were acquired by OppenheimerFunds, Inc. (OFI). OFI is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC), itself an indirect subsidiary of MassMutual Life Insurance Co. (MassMutual). OFI Advisors generally provides investment consulting and investment advisory services to pension and profit sharing plans; municipal, local and state governments, agencies and authorities; other governmental entities; and other investment advisors. OFI Advisors also provides investment advisory services to an alternative weight equity index investment program and to seven series of the Oppenheimer Revenue Weighted ETF Trust.