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AGREEMENTS Asset Allocation Program Agreement Cash Referral Agreement Investment Management Agreement Research Agreement DISCLOSURE DOCUMENTS Brochure Supplement (Sample) Firm Brochure (Sample) Form 3 Form 4 Form 5 Form ADV - Instructions Form ADV - Part 1A Form ADV - Part 1B Form ADV - Part II Form ADV - Schedules A-H Form ADV - Schedule I Form ADV-E Form ADV-W Form ID Schedule 13D Schedule 13G Schedule C (Sample Language) Schedule D (Sample Language) Schedule F (Sample Language) Wrap Account Brochure (Sample Language)

ORGANIZATIONAL DOCUMENTS Agreement of Limited Partnership Articles of Incorporation Articles of Organization Bylaws Certificate of Limited Partnership Operating Agreement Private Placement Memorandum Purchaser Questionnaire for Entities Purchaser Questionnaire for Individuals Shareholders Agreement Subscription Agreement PROCEDURES Agency Cross Transaction Procedures Employee Trading Procedures (Code of Ethics) Insider Trading Policies and Procedures Proxy Voting Procedures Securities Orders Aggregation Procedures Trade Allocation Procedures Valuation Procedures

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