Tim O'Hara

Strategic Investment Management, Inc. (Strategic) is an independent, SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1987 by Hilda Margarita Ochoa-Brillembourg, Joseph Oricoli, Carol Grefenstette, Antoine van Agtmael and Michael Duffy. Strategic offers discretionary investment management and planning services to both US and non-US individual and institutional investors, such as employee pension and benefit plans, foundations, endowments, government entities, pooled investment vehicles and family and general corporate funds.

Strategic Investment Group LLC provides integrated portfolio solutions. The company was founded by Mary Claire Choksi, Hilda Margarita Ochoa-Brillembourg, Michael Anthony Duffy and Carol Ann Grefenstette in 1987 and is headquartered in Arlington, VA.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.