Andrew Gogerty

Newfound Research LLC (Newfound) is an independent registered investment advisor headquartered in Wellesley Hills, Massachusetts. The firm was co-founded by Thomas Rosedale and Corey Hoffstein in 2008. Newfound creates and manages rule-based, quantitative investment strategies. They serve as the adviser to a mutual fund and sub-adviser and model manager for other investment strategies and indices. Their clients include an open-end mutual fund, registered investment advisers, broker-dealers and other asset management firms and financial intermediaries.

National Futures Association is a self-regulatory organization for the derivatives industry. The non-profit company is based in Chicago, IL. The company's focus is on providing innovative and effective regulatory programs. The company was founded by Leonid Adolfovich Melamed.

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.