Clients and colleagues provided testimonials praising the consultant's management of bond portfolios, generation of returns, insights into the bond market, professionalism, and partnership. They note sustained strong performance over a decade, generating rewards that benefited students and grantees. The consultant's style of communicating complex fixed income information in an easy to understand way is also highlighted.

1. Client and Colleague Testimonials:
“Your overall counsel and management of the Trust’s bond portfolio have been critical to our sustained
performance over the past decade. We wouldn’t be in the solid position we are today if it weren’t for you.”
Consultant
“You have been an excellent partner, and a great source for bond market information.”
Colleague
“I know that I speak for all of us when I say that we have valued your service, insight, professionalism and,
most of all your, friendship. Please know that throughout your 15+ years working with us that you always had
the complete trust of our committee members. Your management of our portfolio reaped rewards that
benefited the College and, most especially, our students, affording them transformational opportunities.”
Client
“You’ve been one of the best fixed income managers I’ve ever worked with.”
Colleague
“Our mutual clients really appreciated your style of delivering the message about such a complex asset class
as fixed income, in an easy to understand fashion.”
Colleague
“You have been a wonderful and talented partner to work with over the years.”
Colleague
“Thank you for all of the income and appreciation you have generated for the Foundation’s grantees during the
period you were managing the fixed-income portion of our portfolio.”
Client