Private and Confidential

1. Michael Lent, CIO Veris Wealth Partners 100 Women in Hedge Funds June 2009 Private and Confidential

2. Sustainability. What do we mean? Sustainability focuses on meeting the needs of the present without compromising the ability of future generations to meet their social, economic and environmental needs. Sustainabilityissues are critical to a company’s ability to generate returns. When investing in companies these issues must be fully integrated into fundamental equity analysis Sustainability Issues Global Transition: Abundance to scarcity Natural resource preservation Climate change Health & Wellbeing Human Capital, Empowerment & Creativity Pandemics: HIV/AIDS Poverty/Development needs Water & Energy Corporate governance Demography/Urbanization

3. Socially Responsible Investing in the United States $2.7 Trillion in 2007 • Individual Separate Accounts in 2007 • High Net Worth Individuals: $39 Billion • Institutional Investors: $1.88 Trillion Source: Social Investment Forum Foundation

4. UN PRI Signatories by Region UN PRI formed in 2005 and consists of the world’s largest institutional investors joining together to develop principles for responsible investment Institutions 360 institutions / $14 trillion in assets Increasing role of consultants Integration of ESG into RFPs

5. Solutions to Sustainable Investing SRI/Sustainable Managers: Long-term investment view integrating sustainability research within a rigorous fundamental equity analysis framework aiming for superior investment results   Traditional Managers with customized overlay screens: SRI Strict and SRI Best in Class Impact & Community Investing: Micro-finance, community loan funds & notes, social equity funds and venture philanthropy focused on social enterprises and community development creating positive sustainable solutions to society’s most intractable problems in the U.S. and globally

6. Solutions to Sustainable Investing Sustainable Alternatives: Private equity, venture capital, real estate and hedge funds focused on sustainable business development including:  Climate Change, Green & Responsible Real Estate, Clean Technology, Health & Wellbeing and New Lifestyle businesses Shareholder Advocacy: Promoting corporate responsibility through the proxy voting process, by initiating shareholder resolutions, encouraging shareholders to vote their proxies responsibly and shareholder dialogue and engagement

7. Sustainability Investing Performance SUSTAINABILITY CAN OUTPERFORM Cumulative Outperformance in % Source: SAM The results do not represent returns of an actual portfolio. Results are shown gross of fees. Results would be reduced by application of fees and expenses incurred in the management of an account. • TERMINOLOGY • Outperformance (p.a. in %) refers to the average annualized outperformance of a given portfolio relative to the overall sample • of companies (Portfolios 1, 2, 3, 4, and 5). • Tracking Error (in %) refers to how closely a portfolio follows the wider sample to which it is benchmarked, as measured by the standard • deviation of the relative stock returns. • Information Ratio = outperformance/tracking error. This is basically a measure of risk-adjusted returns. • T-Stat in this context is a measure of statistical significance Source: Sustainable Asset Management

8. Resource Page Social Investment Forum: www.socialinvest.org KLD Research and Analytics, LLC: www.kld.com SRI Studies: www.sristudies. Sustainable Asset Management: www.sam-group.com Global Impact Investing Network: www.globalimpactinvestingnetwork.org

9. Important Consumer Disclosure This presentation contains general information that is not suitable for everyone. Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed in this presentation will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Veris Wealth Partners, LLC (“Veris”) is an SEC registered investment adviser with its principal place of business in the State of New York. Veris and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Veris maintains clients. Veris may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This presentation is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by Veris with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Veris, please contact Veris or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about Veris, including fees and services, send for our disclosure statement as set forth on Form ADV from Veris using the contact information herein. Please read the disclosure statement carefully before you invest or send money.