Peter K. Hendrick

Mackenzie Income Trust is a closed-end investment fund/investment trust and its purpose is to provide financing to Mackenzie Financial Corporation to enable it to pay selling commissions on the distribution of redemption charge of funds managed by Mackenzie. It sells commissions payable to dealers on redemption charge securities issued by mutual funds managed by Mackenzie Financial Corporation. Mackenzie Income Trust loans money to Mackenzie through a secured note to pay selling commissions to dealers selling redemption charge securities. The company was founded on March 23, 1998 and is headquartered in Toronto, Canada.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability.

Canada Pension Plan Investment Board Private Investments is a private equity firm, a subsidiary of Canada Pension Plan Investment Board, founded in 1966. The firm is headquartered in Toronto, Canada.