The Company - Eldridge Financial Eldridge Financial is a diversified financial services firm.

We aim to understan d, anticipate and meet our clients' changing financial needs with a multitude of high-quality products and services. Since our founding in 2004, Eldridge Financ ial has grown to become: 1) A multiproduct money manager of assets for instituti ons as well as investment advisory for private clients, with expertise in hedge fund strategies, private equity, currency management, institutional real estate, equities and fixed income; 2) One of the largest Swiss-based broker/dealers for institutions and other financial entities; and 3) A national leader in consulti ng services, offering a broad range of financial advisory capabilities, compensa tion and executive benefit strategies, as well as real estate consulting. Our firm is well capitalized and has been consistently profitable, with capital of $302 million, revenues totaling $510 million for fiscal 2011 and $59.1 billio n in assets under management as of September 30, 2011, broken down as follows: C urrency Management - $30.0 billion; Advanced Strategies - $14.0 billion; Investm ent Advisory - $5.6 billion; Fixed Income - $3.8 billion; Private Equity - $3.3 billion; Commodities - $1.0 billion; US Value Equity - $0.6 billion; Institution al Real Estate Multi-Manager - $0.3 billion; International Equity - $0.3 billion ; Institutional Real Estate Direct - $0.2 billion. *Currency also advises internally on another $3.4 billion of client funds. For the past years our firm has remained committed to the defining characteristi cs and core values upon which it was founded. Why Eldridge Financial Eldridge Financial has achieved success over the years by viewing change as an o pportunity to evolve and grow. At the same time, we have remained steadfast to o ur defining characteristics and our core values. These principals guide us as we pursue our most important goal: to provide clients with exceptional performance and service. The Distinguishing Characteristics of Eldridge Financial are: 1) Independent Wit hout pressure from outside interests, we provide unbiased and objective advice; 2) Diversified With a uniquely deep and broad range of services, we provide comp rehensive and integrated solutions; and 3) Well-Capitalized Our financial streng th allows us to offer objective advice and make thoughtful investment in the fut ure. The Core Values of Eldridge Financial are: 1) Innovation Applying proven strateg ies in novel ways, we create sound solutions to address today's complex challeng es; 2) Integrity In everything we do, we work to earn and keep our clients' trus t; 3) Long-Term Relationships We build lasting, stable relationships with our cl ients and partners, based on trust and transparency ; and 4) Social Responsibil ity We believe in using our success to support stronger communities and a health ier planet.