Seix Intermediate Bond Wrap

Jim Keegan is chief investment officer and chairman of Seix Investment Advisors LLC, an investment management affiliate of Virtus Investment Partners. Mr. Keegan has oversight responsibilities for the Seix investment teams and specific portfolio management responsibilities within the Investment Grade team. In addition, Mr. Keegan leads the Seix Investment Policy Group, which determines firm-wide asset allocation policy.

Prior to joining Seix in 2008, Mr. Keegan was head of investment grade corporate and high yield bond management for American Century Investments. In that role, he was responsible for portfolio management, strategy, credit research, and trading. Previously, Mr. Keegan was chief investment officer at Westmoreland Capital Management and managing director of investment grade and high yield fixed income at UBS Global Asset Management. At UBS, he was chairman of the investment strategy and credit policy committee and directly responsible for management of a number of funds. Earlier in his career, Mr. Keegan served as director of research and chairman of the credit strategy committee at Bankers Trust.

Mr. Keegan earned a B.S., magna cum laude, in business management from St. Francis College and an M.B.A, Beta Gamma Sigma, from Fordham University. He has been quoted or featured in a number of national publications, including the Wall Street Journal and Barron’s, is a frequent guest on CNBC and Bloomberg, and authors the “Seix Investment Advisors Perspective.” He has worked in the investment management industry since 1982.

Perry Troisi is a managing director and senior portfolio manager at Seix Investment Advisors, an investment management affiliate of Virtus Investment Partners, where he focuses on government-related and securitized (residential mortgage-backed, commercial mortgage-backed, and asset-backed securities) asset classes. He is also a member of the Seix Investment Policy Group, which determines firm-wide asset allocation policy.

Before joining Seix in 1999, Mr. Troisi was a portfolio manager at GRE Insurance Group, where he was responsible for all North American fixed income assets within the group. Prior to that, he was a portfolio manager and analyst at Home Insurance Company, focused primarily on mortgage-backed securities. Mr. Troisi began his career as an account analyst at Goldman, Sachs & Company.

Mr. Troisi earned a B.S. in economics and computer coordinate with economics from Trinity College and an M.B.A. in finance from New York University. He has worked in the investment management industry since 1986.

Michael Rieger is a managing director and senior portfolio manager at Seix Investment Advisors, an investment management affiliate of Virtus Investment Partners, where he focuses on the securitized sector. He is also a member of the Seix Investment Policy Group, which determines firm-wide asset allocation policy.

Prior to joining Seix in 2007, Mr. Rieger was a portfolio manager at AIG Global Investment, where he managed an asset-backed securities portfolio covering the full rating spectrum in addition to non-agency senior residential mortgage-backed securities (MBS), adjustable-rate senior mortgage portfolios, and international AAA residential MBS portfolios. He began his investment management career as an analyst in Aetna Life and Casualty’s Portfolio Hedging Group.

Mr. Rieger earned a B.A., cum laude, in mathematics from Dartmouth College. He has worked in investment management since 1986.

Carlos Catoya is head of investment grade credit research at Seix Investment Advisors, an investment management affiliate of Virtus Investment Partners.

Before joining Seix in 2001, Mr. Catoya was a vice president of the global banking energy group at Royal Bank of Canada (RBC), and responsible for rating agency relationships. Previously, he was director and group leader of Standard & Poor’s oil and gas corporate ratings team. Mr. Catoya was responsible for the ratings of independent oil and gas producers, refiners and marketers, and oilfield service companies. In addition, he led the corporate rating team’s input into rating decisions for certain sovereign and selected project finance ratings. Prior to joining the rating agency, he was a commercial banker having served in different analytical and lending relationship manager capacities as an officer at Credit Suisse U.S. and First Fidelity (now Wells Fargo).

Mr. Catoya earned a B.S., magna cum laude, from Rutgers University and an M.B.A. in finance, with a concentration in international business, and accounting, with a concentration in financial statement analysis, from New York University. He has worked in the investment management industry since 1987.

Jon Yozzo is a portfolio manager and head of investment grade corporate bond trading at Seix Investment Advisors, an investment management affiliate of Virtus Investment Partners.

Prior to joining Seix in 2000, Mr. Yozzo was a natural gas commodities broker at PVM Oil Associates, responsible for brokerage of domestic natural gas products and foreign and domestic crude oil. Previously, he was a member of the capital markets group and energy derivatives group at Prebon Yamane (USA) Inc., responsible for brokerage of short-term euro dollars and forward rate agreements. He also was a sales associate at J.P. Morgan Securities, Inc., working primarily on the investment grade corporate sales desk.

Mr. Yozzo earned a B.S. in history from Syracuse University. He began working in the investment management industry in 1991.