SPEAKERS. The Northern Trust Experience

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1 SPEAKERS SHELDON T. ANDERSON President and CEO Southeast Region Sheldon is president and chief executive officer of the southeast region of Northern Trust. In this position he has responsibility for managing the company s investment management, trust and estate planning, private and business banking and financial consulting business in Florida and Georgia. Prior to his current role, Sheldon served as president of Northern Trust for Miami- Dade County, Florida with responsibility for all banking, trust and investment activities. He has also served as senior vice president and senior banking officer for Miami-Dade County with responsibility for private banking, international banking, commercial lending and the Aventura, Coral Gables, Doral and Key Biscayne offices of Northern Trust. Sheldon joined Northern Trust in Prior to that he was senior vice president at Southeast Bank. Sheldon is active in many civic organizations. He is a board member of the Beacon Council; Miami Dade College Foundation, Inc.; the Museum of Contemporary Art (MOCA); the New World Symphony, the Adrienne Arsht Center for the Performing Arts; the UM Sylvester Board of Governors; Carrollton School of the Sacred Heart, and the 200 Club of Greater Miami. He is chairman of the board of United Way of Miami-Dade County. Sheldon is a trustee of the Cleveland Orchestra Musical Arts Association of Miami and also serves on the advisory board for the University of Miami School of Law Center for Ethics & Public Service. He is a member of the Council for Educational Change (Executive Pass Program). Sheldon, a Miami native, is a graduate of Ohio State University with a degree in international studies. He and his wife Florence have two sons.

2 SHERRY S. BARRAT President Personal Financial Services Sherry is based in Chicago and a member of the management committee. Prior to assuming her current responsibilities in 2006, Sherry was chairman and chief executive officer of Northern Trust of California, overseeing the organization s western region. She joined Northern Trust in Miami in 1990 and was president of the Palm Beach region prior to moving to California and Chicago. Sherry is also a director at NextEra Energy (a Fortune 500 electric utility), the Chicago Public Library Foundation, Goodman Theatre and The Joffrey Ballet. She is a member of advisory boards of Northern Trust of California, Arizona and Texas. She is a member of the president s advisory council at Columbia College Chicago. She is a member of The Economic Club of Chicago, The Chicago Network, The Committee of 200, Women Corporate Directors and is a founding member of the Los Angeles Donors Circle of the Women s Foundation of California. Sherry graduated from Barry University summa cum laude. DANIEL R. BARRON Senior Vice President and Managing Director of Family Business Services Daniel serves as division manager and asset manager in Northern Trust s family business division in personal financial services where he manages, values and serves in officer and director capacities for closely held businesses. He also heads the division, which is composed of 16 professionals. Daniel received his bachelor s degree from Knox College in Galesburg, Illinois, and his master s degree from the J.L. Kellogg Graduate School of Management at Northwestern University. He has also been granted the Accredited Senior Appraiser designation for business valuation by the American Society of Appraisers. He joined Northern Trust in Dan has, with two co-authors, published the book Selling Your Business for More, which offers a holistic overview of the preparation and process involved in selling a privately held business. The Northern Trust Experience

3 BOB BROWNE Executive Vice President and Chief Investment Officer Bob is an executive vice president and chief investment officer for Northern Trust Global Investments. He chairs the Investment Policy Committee and is responsible for investment performance, process and philosophy across multiple investment strategies including fixed income, active equity and passive investments. Bob has 25 years of experience including his former position at ING Investment Management as chief investment officer for fixed income and proprietary investments. In this capacity, he oversaw $120 billion in assets under management across retail and institutional clients, as well as the firm s own insurance assets. Prior to that, Bob was founder and managing partner of Picador Capital, an alternative investment firm. He has also held positions with Merrill Lynch and JP Morgan at international offices in Tokyo and London. Bob holds a bachelor s degree with a major in economics from the College of the Holy Cross. He also has a master s degree in international business studies from the University of South Carolina. Bob holds the Chartered Financial Analyst designation. LOUISE F. DILL Senior Vice President and Managing Director, Sales and Marketing East Region Louise is responsible for overseeing the eastern seaboard sales and marketing activities for Northern Trust s personal wealth management business. Prior to this appointment Louise served as director of marketing for Personal Financial Services with responsibility for creating and implementing Northern Trust s marketing strategy for its nationwide network. She also served as a director of Northern Trust Bank, FSB. Louise joined Northern Trust in Chicago in 1990 with extensive private and commercial banking experience. While in Chicago, she was division manager of the Private Bank s corporate executive division. From Louise served as Northern Trust s president of Broward County and as a member of the board of directors of Northern Trust Bank of Florida. Louise received a bachelor s degree from the University of Wisconsin, Milwaukee and a CFP from the College of Financial Planning in Denver, Colorado. Louise represented Northern Trust in the Leadership Greater Chicago program and is a Leadership Fellow. In Fort Lauderdale, she held numerous community and civic positions. Louise currently serves on the board of the Regional Business Alliance and Florida House.

4 ANN FREEL Vice President, Director of Family Education and Governance Ann works with Northern Trust s internal experts and outside partners to develop the firm s practice in the areas of family education and family governance. Prior to joining Northern Trust, Ann served as manager of programs and research for Family Office Exchange (FOX) where she was responsible for designing and implementing educational programs for ultra-high-net-worth family offices, their families and their advisors. Ann designed both distance learning and in-person programs, created a number of print and online resources and consulted frequently with family offices and their advisors regarding family education and governance issues. Prior to her position at FOX, Ann was the faculty and curriculum designer at Connected University (a division of Classroom Connect/Harcourt Publishers), where she designed and taught accredited on-line courses for educators, school administrators, school board members and community leaders, with a special focus on leadership development and family/school partnerships. Ann has also held the position of program and development director of North Central Regional Education Laboratory, part of the U.S. Department of Education s national research and development system. Ann received her bachelor s degree from Oberlin College and has completed focused graduate work at both the University of Chicago and DePaul University to build upon her expertise in education, adult learning and communication. The Northern Trust Experience

5 PAUL L. KASRIEL Senior Vice President and Chief Economist Paul joined the economic research unit of The Northern Trust Company in His economic and interest rate forecasts are used both internally and by clients. The accuracy of the Economic Research Department s forecasts has consistently been highly-ranked in the Blue Chip survey of about 50 forecasters over the years. To that point, Paul received the prestigious 2006 Lawrence R. Klein Award for having the most accurate economic forecast among the Blue Chip survey participants for the years 2002 through The accuracy of Paul s 2008 economic forecast was ranked in the top five of The Wall Street Journal survey panel of economists. In January 2009, The Wall Street Journal and Forbes cited Paul as one of the few who identified early on the formation of the housing bubble and foresaw the economic and financial market havoc that would ensue after the bubble inevitably burst. Through written commentaries containing his straightforward and often nonconsensus analysis of economic and financial market issues, Paul has developed a loyal following in the financial community. Northern Trust s economic Web site was listed as one of the top 10 most interesting by The Wall Street Journal. Paul is the co-author of a book entitled Seven Indicators That Move Markets. Paul began his career as a research economist at the Federal Reserve Bank of Chicago. He has taught courses in finance at the Northwestern University Kellogg Graduate School of Management and at the DePaul University Kellstadt Graduate School of Business. Paul has served on the Economic Advisory Committee of the American Bankers Association.

6 DANIEL F. LINDLEY President, The Northern Trust Company of Delaware Chief Fiduciary Officer, PFS EMEA and Cayman Dan is president of The Northern Trust Company of Delaware, a limited purpose trust company in Wilmington, Delaware. He is responsible for managing Northern Trust s Delaware office, and also serves as the chief fiduciary officer for Northern Trust s international private client business. Prior to joining Northern Trust in 2005, Dan was managing director and trust counsel at U.S. Trust Company of Delaware. During his four years at U.S. Trust, Dan was responsible for, among other things, the national development of U.S. Trust s Delaware trust business. Dan spent 25 years in private law practice in Delaware, beginning his career in 1975 with Potter Anderson & Corroon and later as an equity partner in the Delaware offices of Duane Morris LLP and Reed Smith LLP. Dan received his law degree from the University of 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, Dan is a member of the Asset Protection Planning Committee of the Real Property, Probate and Trust Law Section of the American Bar Association. He is also a member of the Society of Trust and Estate Practitioners (STEP), the Estate Planning Council of Delaware, and the Estates and Trusts Section of the Delaware State Bar Association. Dan is vice chairman, member of the Executive Board, and chairman of the Audit Committee of the Blood Bank of Delmarva, Inc., and is also a director and a member of the Executive Committee of the Delaware Theatre Company. The Northern Trust Experience

7 R. HUGH MAGILL Executive Vice President and Chief Fiduciary Officer Personal Financial Services As chief fiduciary officer and national director of trust services, Hugh is responsible for Northern Trust s fiduciary and philanthropic services to private clients nationally. 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. Hugh received a bachelor s degree, cum laude, from St. Olaf College in Northfield, Minnesota, and a law degree from the University of Minnesota Law School, where he was named a distinguished alumnus in He 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. Hugh is a member of the editorial advisory board of Trusts and Estates magazine, a faculty member of the ABA National Trust School, and lectures nationally for bar associations and estate planning councils, the Notre Dame Tax and Estate Planning Institute, and Northern Trust on estate and charitable planning, family governance, and fiduciary risk management. ROBERT P. MORGAN Senior Vice President and Director of Private Equity Northern Trust Global Investments Prior to joining Northern Trust Global Investments as director of private equity in 2000, Robert worked as a director at Frye-Louis Capital Advisors, LLC (FLCA), a Chicago-based private equity investment manager and was responsible for all of the operations of FLCA, including the management of a private equity fund-of-funds. Prior to joining FLCA, he worked for Heller Financial, Inc. and was responsible for its private equity programs. Daniel has invested in more than 100 private equity funds covering the buyout, venture capital, real estate and international markets. Robert sits on several fund advisory boards and is also a board member of the Illinois Venture Capital Association. He received a bachelor s degree in economics from Wake Forest University and his master s degree from Emory University.

8 WILLIAM L. MORRISON Executive Vice President and Chief Financial Officer Bill is chief financial officer of Northern Trust Corporation and is a member of the Management Group. From 1996 to 2003 he served as chairman, president and chief executive officer of Northern Trust Bank of Florida, and president and a director of Northern Trust of Florida Corporation. From 2003 through 2009 he served as president of Personal Financial Services and chairman of Northern Trust, NA. Prior to joining Northern Trust, Bill was president and a director of Intercontinental Bank until it was acquired by NationsBank in December 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 from the University of Pennsylvania, Wharton School in He was a resident of Miami from 1973 to Bill currently serves as vice chairman of the board of the University of Miami and New World Symphony, he is a board member of Junior Achievement of Chicago and is a recent chairman of the board of Palmer Trinity School. DOUGL AS P. REGAN President The Wealth Management Group Doug is 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 University Club of Chicago and The Old Town School in Chicago. He 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. The Northern Trust Experience

9 JOHN D. SKJERVEM Executive Vice President and Chief Investment Officer Personal Financial Services John is the chief investment officer for Personal Financial Services at Northern Trust in Chicago. His responsibilities include investment policy development with a particular focus on portfolio construction and implementation. He also directs the investment management activities of more than 200 Northern Trust portfolio managers. In 1991, he joined Northern Trust as a portfolio manager in the Santa Barbara office. He was appointed chief investment officer for Northern Trust s Western Region in 2002, supervising 30 portfolio managers across three states. Prior to joining 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 a bachelor s degree in economics from the University of California at Santa Barbara and earned a master s degree in finance and statistics from the University of Chicago Graduate School of Business. He holds a Chartered Financial Analyst (CFA) designation and is a member of both the Chicago and Los Angeles CFA Societies. ANTHONY M. ZANOLL A Senior Vice President and Senior Director of Hedge Fund Investments Northern Trust Global Advisors, Inc. Anthony is senior director of Hedge Fund Investments at Northern Trust Global Advisors, Inc. responsible for manager selection and portfolio construction. Prior to joining Northern Trust, Anthony was a principal at Allianz Hedge Fund Partners in New York where he was a member of the investment committee responsible for manager selection and portfolio construction. Anthony was previously at Citigroup Asset Management where he was a portfolio manager and at Norquest Capital, a New York-based hedge fund where he was a principal and analyst. He began his career at Chemical Bank and subsequently held positions at Bankers Trust and Kemper Investments. He holds a bachelor s degree in accountancy from Bernard M. Baruch College. He is a Chartered Financial Analyst and is a member of The New York Society of Security Analysts and the CFA Institute.