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OUR TRACK RECORD

Proven track record of value creation.

Selected Examples of Success

BGI & iShares

Scaled BGI into the largest global institutional asset manager, including launching and growing iShares into the global leader in ETFs.

Successfully operated and scaled BGI into an industry leader with over $1.5bn in profits, managed through the 2008 financial crises, and sold the business to BlackRock for $13.5bn in 2009.

Our strategic and operating playbook created one of the fastest growing asset management successes in recent history.

Launched iShares business with strategic goal of providing investment "tools" to US Wealth Advisors; grew the business into a multi channel, global leader.

During our time at iShares, the business grew from a start-up to the global leader in ETFs, with over $1tn in assets under management and over $3bn in revenue.

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20x Value Creation at BGI*
15x Profit Growth**

* As measured by BGI tracking stock between 2000 and 2007

** Between 2001 and 2008

"TRIUMPH OF THE NERDS"
(BARRON'S)

Barclays Global Investors has become America's largest money manager. The secret: a quantitative approach and hitting lots of singles and doubles.

"OUTSMARTING THE MARKET
(BLOOMBERG BUSINESSWEEK)

Behind Barclay's quest to build a world-class team of academic quants that systematically does the impossible.

"BARCLAYS GLOBAL INVESTORS AND EXCHANGE TRADED FUNDS"
(HARVARD BUSINESS REVIEW)

Provides an overview of the Exchange Traded Funds (ETF) industry and highlights the role BGI played in this developing asset class.

AssetMark

Transformed AssetMark into a premier WealthTech platform.

$32bn

PLATFORM ASSETS

$75bn

PLATFORM ASSETS

2016

AssetMark sold for $780mm in 2013

2021

AssetMark operating performance remains resilient through COVID-19

$21bn

PLATFORM ASSETS

2013

AssetMark is purchased from Genworth as a corporate "orphan"

$62bn

PLATFORM ASSETS

2019

AssetMark successfully lists at NYSE for its Initial Public Offering

Aon

Grew nascent outsourced OCIO business into a top-3 global player with over $150bn in AUM

Emerging client need around fully supported investment advice and outsourcing to help clients access best-in-class investments at scale.

Developed an outsourced CIO (OCIO) model, becoming a discretionary asset manager to fully serve clients with investment management strategies and implementation.

Sequentially built OCIO capabilities to serve the global defined benefit (DB), defined contribution (DC) and endowment and foundation (E&F) markets.