DIRECTORY OF INVESTMENT MANAGERS & OTHER PROFESSIONAL
SERVICE PROVIDERS
INVESTMENT MANAGERS
OTHER PROFESSIONAL SERVICE PROVIDERS
BAILLIE GIFFORD & CO
Edinburgh, Scotland UK
INVESTMENT STRATEGY: Emerging markets
DATE HIRED: March 2005
BENCHMARK: Citi BMI EM
CURRENT PORTFOLIO SIZE: $47 million
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CAUSEWAY CAPITAL MANAGEMENT
INVESTMENT STRATEGY: International Value
DATE HIRED: January 2004
BENCHMARK: S & P / Citigroup EPAC BMI Value Index
CURRENT PORTFOLIO SIZE: $93 million
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COOKE & BIELER INVESTMENT COUNSEL
Philadelphia, PA
INVESTMENT STRATEGY: Large Cap Value
DATE HIRED: July 2005
BENCHMARK: Russell 1000 Value
CURRENT PORTFOLIO SIZE: $35 million
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GOLDMAN SACHS
Boston, MA
INVESTMENT STRATEGY: Large Cap Growth
DATE HIRED: July 2004
BENCHMARK: Russell 1000 Growth
CURRENT PORTFOLIO SIZE: $30 million
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INTECH
Palm Beach Gardens, FL
INVESTMENT STRATEGY: Enhanced Index
DATE HIRED: June 2006
BENCHMARK: S&P 500
CURRENT PORTFOLIO SIZE: $64 Million
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LORD ABBETT
INVESTMENT STRATEGY: Small Cap Value
DATE HIRED: January 2004
BENCHMARK: Russell 2000 Value Stock Index
CURRENT PORTFOLIO SIZE: $85 million
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NORTHERN TRUST QUANTITATIVE ADVISORS
Chicago, IL
INVESTMENT STRATEGY: Fixed Income - Index
DATE HIRED: December 1997
BENCHMARK: Lehman Brothers Aggregate
CURRENT PORTFOLIO SIZE: $142 million
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PACIFIC INVESTMENT MANAGEMENT CO.
Newport Beach, CA
INVESTMENT STRATEGY: Fixed Income Manager
DATE HIRED: June 2003
BENCHMARK: Lehman Brothers Aggregate Bond Index
CURRENT PORTFOLIO SIZE: $54 million
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Pyramis Global Advisors
Boston, MA
INVESTMENT STRATEGY: International Equity
DATE HIRED: November 2002
BENCHMARK: S & P / Citigroup EPAC BMI Growth Index
CURRENT PORTFOLIO SIZE: $72 million
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Sterling Johnston Capital Management
INVESTMENT STRATEGY: Small Cap Growth
DATE HIRED: January 2004
BENCHMARK: Russell 2000 Growth Stock Index
CURRENT PORTFOLIO SIZE: $32 million
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BIXLER & CO.
Auditors
El Paso, TX
DATE HIRED: November 1997
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Buck Consultants
Actuary
Dallas, TX
DATE HIRED: May 1996
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Northern Trust
Custodian Bank
Chicago, IL
DATE HIRED: January 2007
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Summit Strategies Group
Investment Consultant
St. Louis, MO
DATE HIRED: 2002
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Klausner & Kaufman
Legal Counsel
Plantation, FL
DATE HIRED: 2002
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Lawson Fields McCue Lee & Campbell, P.C.
Legal Counsel
Addison, TX
DATE HIRED: 2002
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Eduardo Miranda
Legal Counsel
El Paso, TX
DATE HIRED: April 1994
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Sheehan Phinney Bass & Green Professional Association
Legal Counsel
Boston, MA
DATE HIRED: February 2004
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Updated March 2, 2007
