Announcement

April 17, 2020

SLC Management Announces Changes to Total Return Fixed Income Team

Media Advisory – SLC Management Announces Changes to Total Return Fixed Income Team

NEW YORK, NY(April 17, 2020) – SLC Management is pleased to announce the following updates to their Total Return Fixed Income Team.

The company is happy to share that effective immediately, Christy Whittington will join SLC Management as Managing Director, Business Development, reporting to Chris Adair, Head of U.S. Business Development and Client Relationships, SLC Management. Christy will be responsible for developing and managing relationships with institutional investors, including corporate and public pension plans, endowments and foundations, and consultants and OCIO teams. She will be located in Chicago with a focus on the Midwest and Southeast regions.

Christy brings over 20 years of experience working with plan sponsors and global investment consultants. Most recently, Christy was Senior Investment Director at Legal & General Investment Management America, where she was responsible for establishing, growing and maintaining relationships with institutional plan sponsors and consultants in the Southeast region. Her portfolio of work includes roles as Manager, Retirement Investments, FedEx Corporation and Senior Investment Consultant, Consulting Services Group, LLC.

Christy holds an MBA, Executive, from the University of Memphis and a BBA, majoring in banking, finance and managerial finance from the University of Mississippi.

In addition, SLC Management is pleased to announce that Annette Serrao has been promoted to Senior Director and Portfolio Manager, U.S. Total Return Fixed Income, SLC Management, effective immediately. In Annette’s new role, she will co-manage various strategies with a focus on corporate credit. Annette will be involved in the portfolio construction process as well as trading and will make investment decisions based on fundamental and technical credit research. Annette has held various roles within SLC Management and has been with the firm since 2010. Prior to her new role, Annette was a Credit Analyst at SLC Management, where she performed credit research and valuation on fixed income investments.

Annette holds an MBA from Pace University, Lubin School of Business, with a major in financial management. She will continue to report into Richard Familetti, CIO, U.S. Total Return Fixed Income, SLC Management, and will be based out of New York City.

About SLC Management

SLC Management is a global institutional asset manager that offers institutional investors traditional, alternative, and yield-orientated investment solutions across public and private fixed income markets, as well as global real estate equity and debt. SLC Management is the brand name for the institutional asset management business of Sun Life Financial Inc. (“Sun Life”) under which Sun Life Capital Management (U.S.) LLC in the United States, and Sun Life Capital Management (Canada) Inc. in Canada operate. BentallGreenOak is also part of SLC Management and is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. As of December 31, 2019, SLC Management has assets under management of C$227 billion (US$175 billion).