10/16 Industry Roundtable Event Industry Area Rankings Question Title * 1. Please rank the Industry Areas you'd like to learn more about from 1-8 (1 being the most interested in and 8 the least). 1 2 3 4 5 6 7 8 Wealth Management - Carol Schleif, CFA (DCIO, Abbot Downing) 1 2 3 4 5 6 7 8 Asset Management - Michael Lee, CFA (CIO, RBC Global Asset Management) 1 2 3 4 5 6 7 8 Banking - Dan Zaczkowski, CFA (CFO, TruStone Financial) 1 2 3 4 5 6 7 8 Retirement Plan & Consulting - Kent Peterson, CFA, FSA, MAAA, AIF (CFO & Actuary, Securian Financial Group) 1 2 3 4 5 6 7 8 Investment Strategy - Thomas Lee, CFA (Managing Director, Parametric Clifton) 1 2 3 4 5 6 7 8 Foundation & Endowment - Shawn Wischmeier, CFA (CIO, Margaret A. Cargill Philanthropies) 1 2 3 4 5 6 7 8 Family Office & Private Equity - Brian Gustafson, CFA (Managing Director Investments, Carlson Family Office) 1 2 3 4 5 6 7 8 Fixed Income (High Yield) - Brian Lavin, CFA (Senior Portfolio Manager, Columbia Threadneedle Investments) Question Title * 2. Please share your name so we can notify you of your event schedule on 9/26. Done