SALT 2010 KNOWLEDGE PARTNERS

Casey, Quirk & Associates LLC ("Casey Quirk") is a management consulting firm that focuses exclusively on serving investment management organizations. Our mission is "to work with our clients and partners to build great investment management companies." The firm, founded in February 2002 by the senior principals of Barra Strategic Consulting Group, draws on over 20 years of experience advising asset management companies. Based in Darien, Connecticut, Casey, Quirk & Associates is led by its four founding members. John Casey, founder of both RogersCasey and Barra Strategic Consulting Group, serves as the firm's Chairman. The other founding members include David Bauer, Jeb Doggett, and Kevin Quirk, all of whom have worked as a team since the mid-1990's. A new partner, Yariv Itah, was appointed in 2006; and Ben Phillips was appointed partner and director of research in 2008. The firm's services include:

• Firm Evaluation & Business Strategy Design
• M&A/Transaction Advisory
• Strategic Investments & Partnerships
• Investment Monitoring Advisory Services
• Ongoing Strategic/Business Advisory Services

Our broad knowledge of the marketplace is unique, and we are committed to continually researching the industry. Our members have authored many leading industry white papers including: Success in Investment Management: Building and Managing the Complete Firm (with Merrill Lynch in June, 2000), Style is dead. Long live style! (August, 2001), Fund of hedge funds-Rethinking resource requirements (September, 2001), The Search for Investment Quality-A Survey of Investors, Consultants, and Managers (May, 2003), Success in Investment Management: Three Years Later (with Merrill Lynch in October, 2003), Institutional Demand for Hedge Funds: New Opportunities and New Standards (with The Bank of New York in September, 2004), 2005 Business Benchmarking Survey: Long-Term Incentive Alignment Drives Success (with McLagan in July, 2006), Institutional Demand for Hedge Funds 2: A Global Perspective (with The Bank of New York in October, 2006), The Brave New World: Winning Product Strategies for a Changing Global Market (with Merrill Lynch in September, 2007), Crisis in Asset Management: Industry Profitability Under Siege (with McLagan in November, 2008), The New Gatekeepers: Winning Business Models for Investments Outsourcing (December, 2008), The Hedge Fund of Tomorrow: Building an Enduring Firm (with The Bank of New York Mellon in April, 2009), and Target-Date Retirement Funds: The New Defined Contribution Battleground (November 2009).

Our members use proprietary strategic frameworks, leading investment analytic tools, and broad market perspective to support our advisory services. The firm's members have broad experience working in all of the major global markets, in all of the industry's primary market segments, and in every asset class.

Oxford Analytica is an international consulting firm drawing on over 1,000 senior faculty members at Oxford and other major universities and research institutions around the world. Founded in 1975 by Dr. David Young, Oxford Analytica has built an international reputation as the industry standard for strategic intelligence and analysis of geopolitical, macroeconomic and social developments worldwide. The experience of our worldwide team of contributors is harnessed to provide business and government leaders with timely and authoritative analysis of the highest quality.

• Oxford Analytica Daily Brief: Oxford Analytica typically publishes eight analytical articles each business day, available online and by email. They provide executive-level decision makers in government and international organisations, as well as business and financial leaders, with analysis of the meaning and implications of the most significant current developments. Also published daily are a series of Executive Summaries, analysing in brief the day’s developments by region and sector.


• OxWeb: Access to an integrated archive containing more than 33,000 articles and 75,000 summaries published since the first issue was published on September 27 1984. All articles in the Oxford Analytica database are searchable by country, region, topic area and sector.


• Oxford Analytica consultancy and research engagements are designed to help clients manage risks and exploit opportunities. Services are individually tailored to provide high value-added, cost-effective analysis, with each project deploying the resources of Oxford Analytica to best meet the client’s needs. These include country risk or sectoral analysis; scenario planning; client briefings and seminars; research outsourcing; multi-client research projects, and risk monitoring services.


• Oxford Analytica Client Conference Calls and Questions: Clients can participate in conference calls on issues of concern to them. The calls involve members of Oxford Analytica’s global network of scholar experts and full-time professional staff who deliver structured presentations followed by question and answer sessions. Clients also have priority access to our experts via the website. A button in each article allows clients to pose questions directly to the analysts and authors, which are normally answered the same day.

For more information on these services then please contact us at:

Oxford Analytica

5 Alfred Street, Oxford OX1 4EH

Tel 01865 261600 Fax 01865 242018

www.oxan.com