David Fenno Hoffman

Brandywine Global strives to provide investors with competitive risk-adjusted long-term performance relative to the relevant index. The firm offers an array of equity, fixed income, and balanced portfolios that invest in US, international, and global markets. Accounts are primarily constructed based on bottom-up stock selection although several of their portfolios, specifically global portfolios, include top-down/macro considerations.

CCI is a bottom-up, growth-oriented equity manager that manages Large-Cap, Mid-Cap, SMID, Small-Cap, and Custom-Cap equity portfolios for clients. They utilize a growth-oriented, investment philosophy of Positive Momentum & Positive Surprise, which strives to invest in good companies getting stronger and in companies whose fundamentals are exceeding investor expectations. The firm invests in securities of non-US issuers, including through investments in American Depository Receipts. They typically manage equity portfolios on a long-only basis, with the exception of certain accounts including the CCI Private Funds, which are managed according to a long/short strategy. CCI manages their affiliated private funds and other US and foreign accounts with additional investment strategies including the trading of derivatives, foreign currency, hedging, leverage and short sales.

Candlewood is a mid/small-cap manager that uses a contrarian approach to invest long/short primarily in U.S. equities.

Functions as a College/University

Pennsylvania Ballet is a ballet company that features 45 dancers from around the world and presents an ever-changing repertoire of works. The company is based in Philadelphia, PA. The company performs on Philadelphia's Avenue of the Arts and provides arts education activities to more than 17,000 individuals across the region each year, serving children and adults regardless of socioeconomic background or abilities.

Operates as a national bank