Tom Brokaw. Television Journalist and Author Former: NBC News

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1 Tom Brokaw Television Journalist and Author Former: NBC News Tom Brokaw has spent his entire distinguished journalism career with NBC News beginning in 1966 in the Los Angeles bureau where he covered Ronald Reagan s first run for public office, the rise of the Sixties counter culture, the assassination of Bobby Kennedy and the 1968 presidential campaign. From Los Angeles, Brokaw went to Washington as the White House correspondent during Watergate and as the principal back up for John Chancellor as anchor of NBC Nightly News. Next stop: New York and TODAY followed by his appointment as anchor and managing editor of NBC Nightly News with Tom Brokaw. He took over Meet the Press for the 2008 campaign when his close friend and colleague Tim Russert died. In addition to his daily news gathering responsibilities, Brokaw reported on more than thirty documentaries covering subjects ranging from AIDS, Los Angeles gangs, race, education, medicine, immigration and global warming. He has an impressive list of firsts, including the first interview with Mikhail Gorbachev; the first network report on human rights abuses in Tibet accompanied by an exclusive interview with the Dali Lama; the only American network anchor to report from Berlin the night the Berlin wall came down. In 1998, Brokaw published his first book, The Greatest Generation, one of the most popular non-fiction books of the 20th century. He followed that with five other books, including BOOM! Voices Of The Sixties, The Time Of Our Lives. He is also a popular

2 essayist for publications ranging from The New York Times to Rolling Stone and a wide assortment of other periodicals and newspapers. Brokaw has won every major award in his craft, including Peabody, Duponts, Emmys and lifetime achievement recognition. In 2014, President Barack Obama awarded Brokaw with the Presidential Medal of Freedom. Brokaw s latest book is A Lucky Life Interrupted (Random House, 2015). In this powerful memoir of a year of dramatic change, the best-selling author and former NBC anchorman chronicles a year spent battling cancer and reflecting on his long, lucky life.

3 Harold E. Ford, Jr. Managing Director, Senior Client Relationship Manager Morgan Stanley Harold Ford, Jr. joined Morgan Stanley in March 2011 as a Managing Director and senior client relationship manager across Institutional Securities, Wealth Management and Investment Management. Harold served five terms in the U.S. Congress representing the 9th district of Tennessee. First elected in 1996, Harold served on the House Financial Services, Budget and Education Committees. Harold was a member and leader of the Blue Dog Democrats, and was active with the Democratic Leadership Council. Harold is a frequent contributor to NBC News. He is a board member at Lincoln Center, the Posse Foundation, Weill Cornell Medical College and America s Promise. Harold is an overseer at the International Rescue Committee and a member of the Council on Foreign Relations. Harold earned a B.A. from the University of Pennsylvania and a law degree from the University of Michigan. Harold and his wife, Emily, live in New York City with their two kids, Georgia Walker and Harold.

4 Lisa Shalett Managing Director Head of Wealth Management Investment Resources Head of Investment and Portfolio Strategies Lisa Shalett is Head of Investment & Portfolio Strategies and Head of Wealth Management Investment Resources for Morgan Stanley Wealth Management and a member of both the Global Investment Committee and the Wealth Management Operating Committee. She works to develop portfolio solutions that leverage the firm s strategic and tactical asset allocation advice to meet client goals delivered through both scaled and customized solutions. As part of her role, Lisa leads the development of all asset allocation models, global investment due diligence and portfolio analytics. She also has responsibility for managing the Global Investment Committee s models and Outsourced Custom Investment Office mandates, which collectively have more than $100 billion in assets under management. Prior to joining the firm in September 2013, Lisa served as chief investment officer of Bank of America Merrill Lynch Global Wealth Management. Previously, she held several senior roles at AllianceBernstein during her 18-year tenure with the firm, including chairman and chief executive officer of Sanford C. Bernstein, LLC, and served as chief investment officer and head of Alliance Growth Equities. Lisa holds a dual Sc.B. degree in applied mathematics and economics from Brown University and an MBA from Harvard Business School. She is a Henry Crown fellow of the Aspen Institute and a founding member of the Financial Fellowship. Shalett recently joined the International Advisory Board of the EDHEC Risk Institute and the NYC Advisory Board of imentor.

5 Andrew Slimmon Managing Director, Head of Applied Equity Advisors Morgan Stanley Investment Management Andrew Slimmon is a managing director of Morgan Stanley Investment Management where he is the lead senior portfolio manager on all long equity strategies for Applied Equity Advisors. Andrew is also a member of the Global Investment Committee. He has more than 30 years of investment management experience. He began his career at Morgan Stanley in 1991 as a Private Wealth Advisor in Private Wealth Management, and later served as the chief investment officer of the Morgan Stanley Trust Company. Prior to joining the firm, Andrew was a buy-side equity research analyst with ARCO Investment Management. He began his investment career as an analyst and then portfolio manager for Brown Brothers Harriman, a private bank. He is a regular guest on CNBC. Additionally, he has appeared on CNBC Europe and Bloomberg TV and is quoted regularly in The Wall Street Journal and Barron s, Bloomberg and Reuters. Andrew holds a BA degree in economics from the University of Pennsylvania and an MBA from the University of Chicago. from Harvard Business School.

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