GEORGE D. APPLEBY SENIOR INVESTMENT STRATEGIST Accomplished and charismatic family office expert and trusted advisor with 25 years of successful experience providing leadership, maturity, and vision in the selection and implementation of private equity and other alternatives while building and managing global portfolios.Effective in delivering high impact presentations with a proven ability to create, maintain, and expand relationships with impeccable integrity and confidentiality. • Proven success in creating asset allocation strategies and a disciplined investment style for portfolios from $100 million to $4 billion. • Extensive exposure to capital markets through the lens of family office and wealth management, institutional consulting, and investment banking. • Sophisticated knowledge of private equity, venture, and other alternative investments. • Highly effective leader with infectious passion, enthusiasm, and drive. PROFESSIONAL EXPERIENCE & ACHIEVEMENTS BURR OAK GROUP, INC., Minneapolis, Minnesota 2001 — Present Chief Investment Officer A family office providing investment management services to four generations of a prominent Midwestern family, their trust company, and their charitable foundations. Recruited by the family to design, implement, and manage an investment program to broadly diversify their concentrated stock portfolios and to incorporate industry best practices for portfolio management, SEC compliance, reporting, risk management, and manager selection and monitoring. • Provide investment leadership to the family Investment Committee, the Board of Directors of the trust company, and the boards of each of the foundations, successfully achieving consensus and overwhelming agreement in meeting the interests of family members, fiduciaries, and beneficiaries. • Resolved significant issues impacting four generations of family membersand built a strong and trusting relationship across all generations by taking a proactive