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Executive Team  | Capital Markets Team
Richard S. Berg – Chief Executive Officer
Performance Trust Capital Partners, LLC

Rich is CEO and co-founder of the Performance Trust Companies.  Performance Trust Capital Partners trades and invests over $10 billion annually in fixed-income securities primarily for middle market institutions.  Prior to this, he was a Managing Director with Clayton Brown & Associates, Inc. where he directed the Portfolio Analytics Group, a division of the company dedicated to providing and executing commercial bank client investment and funding strategies.  Rich was a Contributing Editor for the ABA Banking Journal for five years, and authored various feature articles in this and other banking and regulatory publications.  He is a featured speaker at numerous banking, insurance and professional conferences and seminars throughout the United States.  Rich was also one of the original faculty members of the highly acclaimed Principles of Performance™* course and the Advanced Course®.  He has appeared on Bloomberg TV & Radio, MSNBC, CNBC, Fox Business News, WLS, WTTW and Reuters as a guest commentator.

Rich received his BS in mathematics from Wheaton College, and an MBA from Northwestern University’s Kellogg Graduate School of Management.
Philip M. Nussbaum – Chairman of the Board
Performance Trust Capital Partners, LLC

Phil is one of the founding members and partners of the Performance Trust Companies. His passion led him to help create a company where bond portfolio managers would consistently outperform through a disciplined, well-quantified risk/reward decision-making process. He has been a featured speaker and writer on the topic of bank investment portfolio management and regulation for numerous banking programs and seminars around the country. Currently, he leads the Analytics Group at Performance Trust.

Prior to joining Performance Trust in 1994, Phil was a Vice President at Clayton Brown & Associates, where he also served as the managing editor of The Bank Portfolio Manager®. Before that, he was a senior examiner with the Financial Markets Unit of the Federal Reserve Bank of Chicago, where he specialized in bank investment portfolios, asset/liability management, and off-balance sheet derivative trading.

Phil serves as a Trustee of PowerShares Exchanged-Traded-Funds since the fund’s inception in May of 2003. He currently chairs the fund’s Audit Committee. PowerShares' assets under management now exceed $5 billion.

Phil graduated with high honors from Wheaton College with a BS in mathematics. He received his MBA in finance from the University of Chicago.
James H. Matson – President and Chief Operating Officer
Performance Trust Capital Partners, LLC

Jim has been with the Performance Trust Companies since January of 2005.

Prior to joining Performance Trust, Jim spent nearly 12 years with a Chicago-based fixed-income broker, Griffin, Kubik, Stephens & Thompson as a Senior Vice President and Sales Manager. He was also head of the Portfolio Analytics Group at the firm and served on the Management and Operating Committees. In the late 80s and early 90s, Jim was President and General Manager of Combus, Inc, a business computer firm in the Chicago area.

Jim received his BA in economics from Wheaton College in 1984 and his MBA in finance and management from Loyola University Chicago in 2000.

Jason A. Elder – Managing Director of Corporate Strategy
Performance Trust Capital Partners, LLC

Jason joined the Performance Trust Companies in 1994, the new firm’s first year. Jason has developed innovative methods of educating investors at all levels from Board members and Directors to individual Portfolio Managers. Jason has been especially successful at teaching others how to communicate fixed-income principles within their organizations in a way that elicits change and has taught Principles of Performance™ for the OCC.

Jason has a Masters degree in business with a concentration in finance and statistics from the University of Chicago. He has undergraduate degrees in chemistry and English from Kansas University.

*Formerly known as Bond Math UniversityBond Math University®
Richard S. Berg
Chief Executive Officer

Philip M. Nussbaum
Chairman of the Board

James H. Matson
President and Chief Operating Officer

Jason A. Elder
Managing Director of Corporate Strategy
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The research and other information provided herein has been prepared for informational purposes only and is not an offer or solicitation to purchase or sell securities. Performance Trust Capital Partners (Performance Trust) may make a market, or have a position in the securities discussed herein and may purchase or sell the same on a principal basis or as an agent. Investing involves risks, including the potential for principal loss. There is no guarantee that the strategies and services will be successful or outperform other strategies and services. Investing in bonds includes assumption of risks, including rising interest rates to decrease the value of bonds. Certain assumptions may have been made in connection with the analysis presented herein, and changes to the assumptions may have a material impact on the analysis or results. Past performance is no guarantee of future results. The investments discussed herein may be unsuitable for investors depending on their specific investment objectives and financial position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances. With respect to the information contained herein that has been obtained from public sources, while Performance Trust believes this information to be reliable, Performance Trust does not guarantee its accuracy, adequacy or completeness and is not responsible for any errors or omissions or for the results obtained from the use of such information.
 
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