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Soleil Securities Group, Inc. was founded in 2003 and is based in New York, New York with additional offices in Boston, Massachusetts; Cleveland, Ohio; Stillwater, Minnesota; Tampa, Florida; and San Francisco, California. Soleil Securities Group, Inc. is an equity research firm specializing in fundamental and strategy and policy research. The firm provides macro-economic and Washington policy research comprising of real-time, proprietary insights on the investment implications in Washington. It focuses on the growth sectors of the economy including basic materials, capital goods, consumer, energy, financials, healthcare, media, special situations, technology, telecommunications, and utilities sectors. The firm offers its clients real time information and intelligence regarding stock price movements, published research, indications of interest, overhang issues, liquidity, and road show feedback through electronic execution products. It offers institutional sales, trading, and corporate services. The firm caters to institutional and corporate clients.

Solium Capital Inc. provides technology and services for the administration of equity-based incentive and savings programs for public corporations in Canada and the United States. The company services its clients through a Web-based, realtime application called Shareworks. Shareworks is an online solution that integrates the management of multiple equity plan types, including stock options, share appreciation rights (SARs), share units, restricted stock awards, and employee share purchase and holdings plans on one platform. As of December 31, 2008, the company had approximately 8,998 participants. For corporate clients, Shareworks streamlines an administrator’s workflow with regards to the issuance of incentives, the exercise of incentives, reporting of incentives, and day-to-day maintenance of the incentives database. It provides constant online access to reports for securities regulators, internal management, and financial disclosure purposes. Shareworks empowers plan participants by providing direct access to the financial markets through its national online brokerage partners. StockVantage StockVantage is a Web-based solution, which uses the company’s Shareworks technology to deliver solutions for companies with smaller stock option plans.

St. James's Place plc, through its subsidiaries, provides financial and wealth management services in the United Kingdom. It offers pensions, protection, and investment products; unit trust investment products, including ISAs and PEPs; and financial products, such as annuities, mortgages, and stakeholder pensions from third party providers. The company, formerly known as St. James's Place Capital plc, was founded in 1977 and changed its name to St. James's Place plc in May 2006. The company is headquartered in Cirencester, the United Kingdom.

Standard Life Investments are committed to achieving positive outcomes for SLIL clients, through a robust investment process and the quality of our people. A strong track record and proven industry expertise underpin our determination to deliver on the promises we make to you. SLIL experience of different investment cycles and a variety of market conditions reflects SLIL durability and resilience. SLIL unique, proven and repeatable Focus on Change philosophy affords us the freedom to think independently. While we listen to the same market noise and analyse similar data to SLIL industry peers, it’s what SLIL do with it that makes us different. Based in Edinburgh, SLIL have a number of offices worldwide including Boston, Dublin, London, Montreal, Hong Kong and Sydney. SLIL also have representative offices in Beijing and Seoul and a joint venture in India. Worldwide, over five million clients have entrusted us to look after assets of £138.7 billion*, based on SLIL ability to meet their needs.

Standish Mellon Asset Management Company was founded in 1933 and is based in Boston, Massachusetts. Standish Mellon Asset Management Company LLC (SMAM) primarily provides its services to pension and profit sharing plans. It also manages accounts for pooled investment vehicles, corporations, high net worth individuals, banking or thrift institutions, investment companies, charitable organizations, state or municipal government entities, insurance reserves, nuclear decommissioning trusts, healthcare organizations, insurance companies, other taxable institutions, sub advised and commingled funds, taxable individuals & trusts, unions & Taft Hartley plans, corporate retirement plans, public funds, endowments, and foundations. The firm manages separate client-focused fixed income portfolios. It also manages mutual funds for its clients. Standish Mellon Asset Management Company LLC also manages hedged fixed income portfolios. It invests in the fixed income markets across the globe. The firm selects the debt instruments on the basis of a quantitative and qualitative analysis with a top-down approach to create its debt portfolio mix. It invests in repurchase agreements, commercial papers, certificates of deposits, floating rate notes, treasuries, agencies, bank deposits, asset-backed securities, municipal bonds, corporate bonds, mortgage-backed securities, money market instruments, Guaranteed Investment Contracts (GICs), government instruments, Yankee bonds, futures, options, and swaps to create its debt portfolio mix.

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