Issue link: https://read.uberflip.com/i/1494883
© 2022 SEI 1 Daisy Lac Portfolio Manager, Investment Management Unit - Fixed Income Portfolio Management Team (610) 676-3950 SEI Investments Management Corporation 1 Freedom Valley Drive, Oaks, Pennsylvania 19456, 1-800-DIAL-SEI www.seic.com This Brochure Supplement provides information about Daisy Lac 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: 1974 Professional designations held: NA Formal education after high school: Daisy Lac graduated Phi Beta Kappa and Summa Cum Laude from Tufts University with a Bachelor of Arts in International Relations with focus on Economics. Business Background: Ms. Lac works in the Oaks office. Daisy Lac is a Portfolio Manager with primary responsibilities of trading and management of client portfolios that focus on money market and short term taxable strategies in both US dollar and non-dollar markets. Prior to joining SEI, she was a Senior Trader at Investors Bank and Trust Company, Boston, MA, with responsibilities that included management and trading of $14-billion in cash collateral generated by the securities lending program. 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 Daisy Lac. 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. Daisy Lac 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: Sean Simko, Managing Director of the Fixed Income Portfolio Management Team, supervises the team's advisory activities through the review of reports generated by the team's trading systems, and by participating in recurring meetings with team members to discuss, among other things, market conditions and investment strategies managed by the team. The telephone number for Mr. Simko is (610) 676-3571. June 30, 2022 Institutional Group.