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J. Alan Reid, Jr. is currently the CEO of Forward Management, LLC. Forward Management offers sophisticated retail investors access to the intelligence and experience of uniquely qualified portfolio managers. Mr. Reid is also CEO of ReFlow Management Co., LLC, a service provider that helps mutual funds meet their short-term liquidity needs. Previously, Mr. Reid was Principal of eBusiness Development at Morgan Stanley Dean Witter, where he designed and implemented Morgan Stanley’s aggregation strategy. Prior to that, Mr.

Minimum 3 years of experience in a graphic/visual design role such as web design, display advertising and web animation. Prior experience in financial services a plus.

While the stories conveyed by our customers in the testimonials that appear on our website represent the actual experience of the investor, we do not represent that everyone will have a similar experience or that the testimonial is representative of the experiences of our other customers. Results will vary. These stories should not be considered investment advice and are not a guarantee of future performance or results.

Matt Lynch is a Principal at Tiburon Strategic Advisors. With over 25 years of financial services experience, Mr. Lynch is viewed as a thought leader and change agent known for his innovative approach to the financial services business. At Tiburon, Mr. Lynch has led numerous corporate strategy engagements for a wide range of financial services firms. Previously Mr. Lynch served as president & CEO of Capital Analysts and prior to that as a director of the business consulting group at Moss Adams.

Bruce W. Shewmaker is a Managing Director of MVC Capital, Inc., a publicly traded business development company listed on the NYSE. Prior to his tenure at MVC, he co-founded and advised CrossBow Ventures, a private investment fund and SBIC with committed capital of $160mm. Previously, he was the Managing Director of E*Offering, an investment banking firm that was later merged into WIT Sound View Group. Mr. Shewmaker also served as President and Director of the U.S.

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