Leela R. Rao

GoodWin Asset Management, Inc. (GAM) is an independent wealth management firm headquartered in Pensacola, Florida. GAM was founded in 2004 and provides investment advisory and management services to high-net worth individuals.

Hinduja Bank (Switzerland) SA (Hinduja Bank) is the Geneva-based subsidiary of Hinduja Group India Ltd., headquartered in India. Established in 1978 to manage the funds of high -net worth individuals, the firm was registered as a bank in 1994 to increase their range of services and the security they could provide to their international client base. Hinduja Bank provides a full range of services including custodial services, portfolio management, investment banking, structured and trade finance, trust and fiduciary services, forex, precious metal dealings and stock market transactions to high-net worth individuals, institutional and retail investors. In addition to their office in Geneva, Hinduja Bank has offices in Zurich, Luzern, London and Paris and has additional subsidiaries worldwide.

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA.