Weiley Ong

Founded in 1999, Trilogy Global Advisors LP is a registered investment advisor located in New York City. Trilogy’s institutional partner, Affiliated Managers Group, Inc. (NYSE: AMG) holds a majority equity interest in Trilogy and is the parent corporation of Trilogy’s general partner, Trident NYC Acquisition LLC. Trilogy provides services to a variety of institutional clients, including employee benefit plans, public pension plans and university endowments. The firm also acts as advisor or sub-advisor to several mutual funds or other collective investment vehicles. Trilogy is the investment manager for the International Group Trust I, a common law group trust vehicle designed to permit employee pension or profit-sharing plans and qualifying governmental plans or units to commingle all or a portion of their assets for investment. They are also the investment manager for Trilogy Investment Funds PLC, an umbrella fund constituted in Ireland and authorized by the Central Bank of Ireland as a UCITS. Trilogy has also been hired as an advisor or sub-advisor for various collective vehicles sponsored by third parties. These vehicles may be registered or not, and may be offered in the US or in other jurisdictions.

Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN).

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

Semper Capital Management LP (Semper) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by John Utendahl and Tom Mandel in 1992 and was formerly known as UCM Partners LP and as Utendahl Capital Management LP. Semper offers institutional and high-net-worth individuals multiple securitized debt-centric investment platforms that range from private absolute return and index-based strategies to registered mutual funds and custom managed accounts.