SPEAKERS. Juan currently serves on the Robert Morris Associates (RMA) Florida board of directors.

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1 SPEAKERS JUAN ALONSO Senior Vice President and Chief Banking Officer Northern Trust, NA Juan Alonso is a senior vice president and chief banking officer for Northern Trust, NA. In his role as chief banking officer, Juan oversees the lending and depository business for Northern Trust in Florida, Texas, Arizona, Colorado and California. Juan joined Northern Trust in 1988, serving as Florida s credit policy officer for seven years prior to being named senior lender for Florida in Juan has more than 30 years of banking experience, having begun his career in Houston, Texas. Juan received his bachelor s degree in finance from the University of Houston and his master s degree in finance from Florida International University. Juan currently serves on the Robert Morris Associates (RMA) Florida board of directors. MARY G. BOEHLER Senior Vice President Director of Family Business Group Mary G. Boehler is a senior vice president and director of Northern Trust s Family Business Group. Mary assists new business representatives in addressing the needs of closely held business owners, works with business owners and families in developing strategies for businesses held in trust and searches for buyers and executes sales of companies held in trust when necessary. She also serves on the board of directors of certain companies held in the Family Business Group s portfolio. Mary has extensive experience in working with partnerships and other pass-through entities, including family limited partnerships, in the context of investment strategies and estate planning. She also works with trust investments in venture capital and various types of private equity funds. Mary joined Northern Trust in 1987 and has managed the Family Business Group since She has more than 34 years of experience in the financial services industry including 14 years devoted to trust services. Mary holds a bachelor s degree from St. Mary s College, Notre Dame, Indiana, and a master s degree in finance from the University of Chicago. The Northern Trust Experience

2 CHRISTOPHER W. CARLSON Senior Vice President and Managing Director Northern Trust Global Investments Christopher W. Carlson is managing director and head of global strategic development of Northern Trust Global Investments (NTGI) at Northern Trust in Chicago. He is responsible for the development and implementation of Northern Trust s new business strategy which increases NTGI s strategic focus and delivers improved market segmentation in the institutional and personal market channels. Prior to joining Northern Trust, Chris served as executive director and chief of staff at UBS, AG global asset management division in Chicago. Chris received a bachelor s degree in finance from Indiana University and an M.B.A from Northwestern University Kellogg Graduate School of Management. LOUISE F. DILL Managing Director Sales and Marketing Eastern Region Louise F. Dill, senior vice president, has relocated to the Miami, Florida office as managing director, sales and marketing Eastern Region. In this role, Louise is responsible for overseeing all eastern seaboard marketing and sales activities for Northern Trust s personal wealth management business. From 2003 until recently, Louise was located at the Chicago headquarters as the director of marketing for Personal Financial Services with responsibility for creating and implementing Northern Trust s marketing strategy for its national network of 84 offices in 18 states. Louise also serves as a director of Northern Trust Bank. Louise joined Northern Trust in Chicago in 1990 with extensive private and commercial banking experience. She was division manager of the private bank s corporate executive division in Chicago. From , Louise served as Northern Trust s president of Broward County, Florida and as a member of the board of directors of Northern Trust Bank of Florida. She has been noted for her community leadership and civic philanthropy in both Chicago and Broward County. In 2002, Louise was named one of South Florida s most successful businesswomen by Fast Track magazine and in 2003 was named a Silver Medallion Honoree by the National Conference of Community and Justice in recognition of her community involvement and support for diversity. Louise received her bachelor s degree from the University of Wisconsin, Milwaukee and a CFP from the College of Financial Planning in Denver, Colorado. The Northern Trust Experience

3 NANCY FELTON-ELKINS Senior Vice President The Wealth Management Group Nancy Felton-Elkins is a senior vice president in the Wealth Management Group, a specialized unit of Northern Trust that addresses the complex financial requirements of families who utilize multiple money manager investment programs and have complex investment, reporting and planning needs. In her current position, Nancy is responsible for the management of the fiduciary client servicing division within the Wealth Management Group. Prior to joining Northern Trust as a trust officer in 1981, Nancy was head of research for the Iran Financial and Consulting Service based in Tehran. Nancy is a member of the probate practice and trust law committees of the Chicago Bar Association. She also serves on the boards of Mather Lifeways and the Public Interest Law Initiative and is a member of the planned giving advisory committee of the Chicago Symphony Orchestra. She received her bachelor s degree from Wellesley College, her master s degree from Harvard University and a J.D. degree from the University of Virginia School of Law. She received the Certified Financial Planner designation in 1986 and Certified Trust and Financial Advisor designation in BEVERLY J. FLEMING Senior Vice President Director of Investor Relations Beverly Fleming is a senior vice president and director of investor relations for Northern Trust Corporation, Chicago. Prior to assuming her current position in 2001, she managed the marketing department of Personal Financial Services for Northern Trust, including product management and development, database marketing and advertising. Beverly joined Northern Trust in 1981, was named an officer in 1983 and a second vice President in She left Northern Trust in 1987 and joined Navistar International Corporation in Chicago. In 1990, she rejoined Northern Trust as a vice president in the subsidiary banks administration division. She was named a senior vice president in Beverly received a bachelor s degree from the University of Michigan and an M.B.A. from Northwestern University. The Northern Trust Experience

4 PAUL L. KASRIEL Senior Vice President Director of Economic Research Paul L. Kasriel joined Northern Trust in 1986 and become senior vice president and director of economic research in He co-authored the book Seven Indicators that Move Markets and received the 2006 Lawrence R. Klein Award for having the most accurate economic forecast among Blue Chip survey participants for 2002 through A member of the American Economic Association and the National Association of Business Economists, Paul also serves on the Economic Advisory Committee of the American Bankers Association. He currently is a lecturer at the DePaul University Kellstadt Graduate School of Business and was a lecturer at the Northwestern University Kellogg Graduate School of Management. He earned a bachelor s degree in economics, with honors, from the University of South Florida and a master s degree from Indiana University. DANIEL F. LINDLEY President The Northern Trust Company of Delaware Daniel F. Lindley is president of Northern Trust of Delaware, a limited purpose trust company in Wilmington, Delaware. He is responsible for managing the Delaware location and growing Northern Trust s trust and wealth management business in the Northeast, an integral part of serving our affluent clients. Prior to joining Northern Trust in 2005, Daniel was managing director and trust counsel at U.S. Trust Company of Delaware. Daniel also had his own private law practice in Delaware for nearly 25 years, assisting institutional clients with fiduciary product development and fiduciary litigation, as well as the enactment of Delaware legislation dealing with fiduciary law. In that role, he was the principal author in 1997 of the Qualified Dispositions in Trust Act, Delaware s asset protection trust statute, and the 1995 legislation repealing Delaware s Rule against Perpetuities. Daniel holds a juris doctor degree from the University of the Virginia School of Law and a bachelor s degree, magna cum laude, from Williams College. Admitted to the bars of the Supreme Court of the State of Delaware and the United States Supreme Court, he is a member of the asset protection planning committee of the real property, probate and trust law section of the American Bar Association. He also is a member of the Estate Planning Council Delaware, the estates and trust section of the Delaware State Bar Association and the section s drafting committee for fiduciary legislation. Daniel also serves a director, secretary, member of the executive board and chairman of the audit committee of Blood Bank of Delmarva, Inc. The Northern Trust Experience

5 R. HUGH MAGILL Executive Vice President and Chief Fiduciary Officer Personal Financial Services R. Hugh Magill is an executive vice president and chief fiduciary officer at Northern Trust where he oversees Northern Trust s fiduciary services for the Personal Financial Services group which includes management of personal trust and estate settlement services. Prior to joining Northern Trust in 1989, Hugh practiced law privately in Chicago and worked in the trust department at the First National Bank of Chicago, where he served as assistant to the chief investment officer. He received his bachelor s degree, cum laude, from St. Olaf College in Northfield, Minnesota, and his law degree from the University of Minnesota, where he was named a distinguished alumnus in Hugh is a member of the Chicago, Illinois and American Bar Associations, the Chicago Estate Planning Council and the Christian Legal Society. He is licensed to practice law in Illinois and Minnesota and admitted to practice before the United States Tax Court. He is a faculty member of the American Banker s Association National Trust School and lectures for the Illinois Institute for Continuing Legal Education, Chicago-area Bar Associations and for Northern Trust on estate and charitable planning, trust administration and fiduciary risk management. Hugh also serves on the boards of the Creator Arts Center, the Block Museum of Art and several foundations. He is a member of the site council for the Gaylord Building of the National Trust for Historic Preservation and a scoutmaster with the Boy Scouts of America. WILLIAM L. MORRISON President Personal Financial Services William L. Morrison is president of Personal Financial Services for Northern Trust and a member of the management committee. From 1996 to 2003 he served as chairman, president and chief executive officer of Northern Trust of Florida. Prior to joining Northern Trust, Bill was president and a director of Intercontinental Bank. He began his banking career in 1973 with Pan American Banks, Inc. and held various positions including senior vice president in corporate banking and executive vice president for corporate lending. Bill received his bachelor s degree in finance from the University of Pennsylvania, Wharton School. Bill has been a permanent resident of Miami since 1973 and has been involved in many civic activities, including being a former board member of Mercy Hospital, Inc., Children s Foundation of Greater Miami, Inc. and Local Initiatives Support Corporation. He is an honorary director of The Miami Lighthouse for the Blind. Bill currently serves on the boards of the University of Miami, New World Symphony, The Northern Trust Experience

6 Community Television Foundation of South Florida, Inc., Miami Children s Hospital Foundation, Miami Heart Research Institute, the Community Partnership for the Homeless, Inc., Miami Art Museum and Palmer Trinity School. W. BRETT REES Senior Vice President and National Director of Sales Personal Financial Services W. Brett Rees is the PFS national director of sales for Northern Trust s Personal Financial Services Division. He is responsible for overseeing the PFS Wealth Strategists Group and national sales initiatives focused on attracting new highnet-worth clients to Northern. Brett has been a commercial lender, private banker and trust new business officer in the financial services industry for 21 years. He joined Northern Trust in He is formerly the director of sales and marketing for the Southeast Region at Northern Trust, NA, having worked directly with affluent families, corporations, endowments and nonprofit corporations on developing comprehensive, custom and innovative financial solutions to meet each client s unique goals. Brett received his bachelor s degree in economics with a minor in mathematics from the University of Texas in Austin. During college, he completed a summer internship on Capitol Hill with Congressman Bob Davis Representative for Michigan. Based in Sarasota, Brett is active in the local business and philanthropic community. He currently holds Series 7 and 24 licenses with the Financial Industry Regulatory Authority (FINRA). The Northern Trust Experience

7 DOUGLAS P. REGAN Executive Vice President The Wealth Management Group Douglas P. Regan is executive vice president of Northern Trust s Wealth Management Group. Prior to this role, Doug served as chairman and chief executive for Northern Trust s Southeast Region where he was responsible for 25 locations throughout Florida as well as Northern Trust s location in Atlanta, Georgia. He has also served as president of the Palm Beach and Martin County Region for Northern Trust of Florida and as the managing executive in Boca Raton and head of the trust and investment management sales group for Palm Beach and Martin Counties. Doug earned his bachelor s degree from the University of Notre Dame and his law degree from the Chicago Kent College of Law. He has instructed at the National Trust School at Northwestern University and in the master s program at the Graduate School of Business Administration at the University of Notre Dame. Doug currently serves on the board of The Old Town School in Chicago and has served on the boards of the Kravis Center for the Performing Arts, the Harid Conservatory, United Way of Palm Beach County and the Miami Art Museum. LORI R. RUNQUIST Senior Vice President and Director of Alternative Investment Strategies Northern Trust Global Advisors Lori R. Runquist is Northern Trust s senior alternative investments specialist, responsible for both hedge funds and private equity. Lori s role is to help investors achieve diversification through inclusion of both alternative asset classes. She is also responsible for the development of Northern Trust s hedge fund-of-funds for both personal and institutional markets. Prior to joining Northern Trust in 2000, Lori served as senior vice president and managing director of Hedge Fund Research, LLC where her responsibilities included manager research, portfolio construction and product structuring. She received both her bachelor s degree and master s degree from the University of Chicago and holds NASD Series 82 and 63 licenses. Lori is a frequent conference speaker on alternative investments and contributor to a variety of financial publications, including Pensions & Investments,American Banker and Risk Magazine. The Northern Trust Experience

8 JOHN D. SKJERVEM Senior Vice President and Chief Investment Officer Personal Financial Services John D. Skjervem is the chief investment officer for Personal Financial Services at Northern Trust in Chicago. John s responsibilities include investment policy development with a particular focus on portfolio construction and implementation. He also directs the investment management activities of over 200 Northern Trust portfolio managers. John joined Northern Trust in 1991 as a portfolio manager in the Northern Trust s Santa Barbara location where he managed financial asset portfolios for individuals, pension plans, foundations and nonprofit agencies. In 2002 he was appointed chief investment officer for the Northern Trust s Western Region, supervising 30 portfolio managers across three western states. Prior to his tenure at Northern Trust, John worked in Los Angeles as an associate economist for consultants Natelson Levander Whitney and as a public finance specialist for investment bankers Ehrlich Bober & Co. John received his bachelor s degree in economics from the University of California at Santa Barbara and earned his master s degree in finance and statistics from the University of Chicago s Graduate School of Business. He holds the Chartered Financial Analyst (CFA) designation and is a member of both the Chicago and Los Angeles CFA Societies. The Northern Trust Experience

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