Bill M. Tartikoff

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

ICI Mutual Insurance Co. provides risk management studies and practical advice to help insureds improve the risk profiles of their organizations. The private company is based in Washington and has subsidiaries in the United States. The American company also publish an annual newsletter called Claims Trends that provides an overview of the fund industry claims environment, including recent litigation developments, court decisions, and recent claims data.

Founded in 1976, Calvert Investments, Inc. is an investment advisor located in Bethesda, Maryland. The firm is a subsidiary of Ameritas Life Insurance Corp. and their ultimate parent is UNIFI Cos. Calvert Investments provides investment services to financial advisors and their clients, as well as retirement plans and insurance carriers, and institutional investors. The firm's investment strategies are available through mutual funds, sub-advisory services, and separate account management.