PrismST

Region	Regional Rank	Research Rank	Trader Rank	Corp Acess Rank	Sales Rank
United States	10	14	20	25	30
Japan	10	14	20	25	30
Asia & Japan	10	14	20	25	30
Asia & Japan	10	14	20	25	30
Asia & Japan	10	14	20	25	30
Asia & Japan	10	14	20	25	30
Asia & Japan	10	14	20	25	30

Name	Region	Contacts	Rank
Affie Jarvis	ALL	Johnson	1a
Jack Blackham	ALL	Johnson	1a
Joey Palmer	ALL	Johnson	1a
McShane, Patrick	ALL	Johnson	1a
Burton, Frederick	ALL	Johnson	1a
John Cottam	ALL	Johnson	1a
Giffen, Walter	ALL	Johnson	1a
Jack Lyons	ALL	Johnson	1a

Biography & Education

Education :

Employment History : Prism Dashboard is a productivity-enhancing CRM tool for Research Analysts & Sales and Trading staff. The dashboard encompasses data from a variety of your firm's internal systems and provides a display of powerful analytics at your fingertips. Accessibility to the dashboard will be non-disruptive to your routine work by tightly integrating with Microsoft's Outlook.

Firms Formerly Managed :

Preference : -

Specialties

Market Cap	Mid Cap Large Cap Small Cap Micro Cap
Region	Africa Eastern Europe Global Middle East North America South/Central America
Country	-
Macro-Sector	-
Sub-Sector	Machinery Computer Services
Industry	-
Invesment Style	Hedges Mid Cap Large Cap Small Cap Emerging Markets Index Quantitative Value Growth Social Awareness Micro Cap ADR/GDR Sector Rotational GARP

Functions(S)

Executive Officer

Managed Funds

Fund Name	Eq Assets($US)
SEI Institutional Investments - World Equity Ex-US Fund	Old Westbury Small & Mid Cap Strategies Fund
$8,253,460,305	$5,348,571,900

Biography & Education

Education : -

Employment History : -

Firms Formerly Managed : -

Preference : -

Specialties

Market Cap
Region
Country
Macro-Sector
Sub-Sector
Industry
Invesment Style

Functions(S)

Managed Funds

Sector Based Subscriptions

Sector Name	Industry Note	Company Note	Company Basic Report	Multi-Company Industry Report	Multi-Company Industry Note	Multi-Company Industry Basic Report	Blairb
Consumer Service
Finance
Energy
Health Care

Analyst Based Subscriptions

Analyst Name	Industry Note	Company Note	Company Basic Report	Multi-Company Industry Report	Multi-Company Industry Note	Multi-Company Industry Basic Report	Blairb
Ader Jason
Napoli Robert
Ho Jonathan
Kreger John
Klauber Adam
Weinstein Bri
Suri, Bhavan
Shutler Chris

Industry Based Subscriptions

Industry Name	Industry Note	Company Note	Company Basic Report	Multi-Company Industry Report	Multi-Company Industry Note	Multi-Company Industry Basic Report	Blairb
Restaurants
Transportation Services
Energy
Oil & Gas Production
Investment Bankers/Brokers
Life Insurance
Medical Specialities
Medical/Dental Instruments

Ticker Based Subscriptions

Ticker Name	Industry Note	Company Note	Company Basic Report	Multi-Company Industry Report	Multi-Company Industry Note	Multi-Company Industry Basic Report	Blairb
AAPL
CACC
AMZN
INFY
AMD
BHVN

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Biography & Education

Education : Mr. Moore obtained BS in Finance from Babson College.

Employment History : Mr. John Moore is a managing partner and portfolio manager at Southfield Capital Advisors. Prior to founding the firm, he founded the firm's predecessor, Moore & Co. in November 2002. Previously, Mr. Moore was the head of leveraged finance focusing on high yield securities, leveraged bank loans, bridge loans and mezzanine/equity investments at Donaldson, Lufkin & Jenrette. Before that, he was a managing director of the leveraged buyout group at Drexel Burnham Lambert. Earlier, he was a vice president of the special finance group at Manufacturers Hanover Trust.

Firms Formerly Managed : -

Preference : Mr. John Moore prefers to be called "John"

Specialties

Market Cap	Mid Cap
Region	Global North America
Country	-
Macro-Sector	-
Sub-Sector	Business Staples Manufacturing
Industry	-
Invesment Style	Mid Cap Private Equity

Functions(S)

Executive Officer

Managed Funds

Fund Name	Eq Assets ($US)
Aditya Birla Sun Life Gold Fund	$8,619,681
Aditya BSL Financial Planning FoF-Aggrss-Div	$0

Account Name	Account Contact	Date	Location	Time Slot	Type	Requestor's Comment	Status
Eaton Vance Management	Baccei Kelley	06/06/2019	Atlanta	7:00 AM - 10:00 AM	Group Meeting	Testing	COMPANY CANCELLED
Eaton Vance Management	Baccei Kelley	06/06/2019	Atlanta	7:00 AM - 10:00 AM	Group Meeting	Testing	COMPANY CANCELLED
Eaton Vance Management	Baccei Kelley	06/06/2019	Atlanta	7:00 AM - 10:00 AM	Group Meeting	Testing	COMPANY CANCELLED
Eaton Vance Management	Baccei Kelley	06/06/2019	Atlanta	7:00 AM - 10:00 AM	Group Meeting	Testing	COMPANY CANCELLED
Eaton Vance Management	Baccei Kelley	06/06/2019	Atlanta	7:00 AM - 10:00 AM	Group Meeting	Testing	COMPANY CANCELLED
Eaton Vance Management	Baccei Kelley	06/06/2019	Atlanta	7:00 AM - 10:00 AM	Group Meeting	Testing	COMPANY CANCELLED

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Votes List - 2nd Quarter 2015

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John R.Chisholm

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