Issue link: https://read.uberflip.com/i/1494883
© 2022 SEI 1 Michael Holtsberg Portfolio Manager, Investment Management Unit - Portfolio Management Team 610-676-3523 SEI Investments Management Corporation 1 Freedom Valley Drive, Oaks, Pennsylvania 19456, 1-800-DIAL-SEI www.seic.com This Brochure Supplement provides information about Michael Holtsberg that supplements the SEI Investments Management Corporation ("SIMC") brochure. You should have received a copy of that Brochure. Please contact 1-800-DIAL-SEI if you did not receive SIMC's Brochure or if you have any questions about the contents of this supplement. Education Background and Business Experience: Year of Birth: 1971 Professional designations held: CFA CAIA Formal education after high school: Michael Holtsberg earned a Bachelor of Arts in Mathematics from the University of Pennsylvania. Business Background: Mr. Holtsberg works in the Oaks office. Mr. Holtsberg works in the Oaks office as an Associate Portfolio Manager for the SEI multi-asset strategy funds within the Investment Management Unit. Prior to joining SEI in 2017, he spent five years as a brokerage tax specialist at Vanguard. Previously, he was a head trader within the active portfolio strategies groups for both Whitebox Trading Systems and Banque Nationale Paribas/Cooper Neff, where he managed a series of long/short equity portfolios in the US, Japan, and Australia. Disciplinary Information: SIMC is required to disclose any material facts regarding any legal or disciplinary events that would materially impact a client's evaluation of Michael Holtsberg. No events have occurred that are applicable to this item. Other Business Activities: SIMC is required to disclose any outside business activity or occupation for compensation that could potentially create a conflict of interest with clients. Michael Holtsberg is not actively engaged in any such activities. Additional Compensation: Additional compensation is not received beyond salary and regular incentive compensation (which may include stock options) for providing advisory services. An additional factor contributing to the incentive compensation calculation may include growth of assets managed by the team. Supervision: The IMU's Portfolio Management Team works in a team environment and is supervised by Mr. Anthony Karaminas. The telephone number for Mr. Karaminas is +44 203 810 8471. The Chartered Financial Analyst ("CFA") areas of study include accounting, economics, ethics, equity analysis, fixed income analysis, portfolio management, and statistics. To obtain the CFA designation, a candidate must: (1)have four years of qualified investment work experience;(2)pledge to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct annually; and (3)complete the three levels of the CFA Program, each culminating in a six-hour exam. To become a Chartered Alternatives Investment Analyst (CAIA) member, candidates are required to do the following: (1)Pass both the CAIA Level I and Level II exams.(2)Hold a bachelor's degree, or the equivalent, and have more than one year of professional June 30, 2022 Institutional Group.