2022 Trust Forum Presentations

,,, ,QGXVWU\ 'HYHORSPHQWV

2WKHU 5HFHQW ,QGXVWU\ 'HYHORSPHQWV ‡ )LGHOLW\ ± $SULO DQQRXQFHG SODQV WR DOORZ FRPSDQLHV WR RIIHU HPSOR\HHV WKH RSWLRQ WR LQYHVW XS WR RI N SODQV LQ %LWFRLQ ‡ 7HUUD /XQD DOJRULWKPLF VWDEOHFRLQ FROODSVH ± 0D\ ‡ &RLQEDVH OD\RIIV ± -XQH FU\SWRFXUUHQF\ H[FKDQJH DQQRXQFHG LW ZDV OD\LQJ RII RI ZRUNIRUFH ‡ &HOVLXV PHOWGRZQ ± -XQH QRQEDQN GHFHQWUDOL]HG ILQDQFH 'H)L FU\SWRFXUUHQF\ OHQGHU VXIIHUV OLTXLGLW\ FULVLV SDXVHV ZLWKGUDZDOV VZDSV DQG WUDQVIHUV

,,, ,QGXVWU\ 'HYHORSPHQWV

)UDXG DQG 6FDPV

2YHUDOO 7RWDO

/DUJHVW +DFNV

1RWDEOH +DFNV

ELOOLRQ

3RO\ 1HWZRUN PLOOLRQ 3DQFDNH%XQQ\ PLOOLRQ %LWPDUW PLOOLRQ

7KURXJK -XQH ELOOLRQ

5RQLQ 1HWZRUN PLOOLRQ 0DUFK

%LQDQFH PLOOLRQ 2FWREHU :RUPKROH )HEUXDU\ PLOOLRQ 1RPDG PLOOLRQ $XJXVW %HDQVWDON PLOOLRQ $SULO

‡ ,5$ )LQDQFLDO 7UXVW ± )HEUXDU\ PLOOLRQ î &U\SWR UHWLUHPHQW DQG SHQVLRQ SODWIRUP î +DFNHUV DFFHVVHG ³PDVWHU NH\´ WKDW E\SDVVHG DOO VHFXULW\ PHDVXUHV WR FXVWRPHU DFFRXQWV î ,5$ )LQDQFLDO 7UXVW VXLQJ *HPLQL FU\SWR H[FKDQJH VWRULQJ FXVWRPHU IXQGV IRU DOOHJHG QHJOLJHQFH