Evaluation Associates, LLC

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1 Firm: Evaluation Associates, LLC Evaluation Associates, LLC Evaluator Founded in Hidden Hidden Hidden Hidden Company Overview of Evaluation Associates LLC Headcount: Hidden Assets Under Management: Hidden As of June 30, 2011, Evaluation Associates LLC was acquired by Mercer Investment Consulting, Inc. Evaluation Associates LLC, an investment consulting company, offers investment guidance to institutional investors in the United States. The company offers... Bloomberg April 30, 2015 Corporate pension plans battered in 08 "The decrease in equity allocations is primarily due to market declines and, to a much lesser extent, a change in investment policies," study co-author Paul Morgan, a senior consultant and director at Evaluation Associates LLC, a Norwalk, Conn.-based... Investment News March 24, 2009 Milliman USA Will Acquire Evaluation Associates Consulting; Top-Ranked Firm to Strengthen Institutional Investment Consultancy The organization to be acquired, which will become Evaluation Associates LLC, a Milliman Company, will add depth to Milliman s consulting practice, which currently serves clients in the life insurance, property and casualty insurance, employee benefits... Hedgeco.net November 9, 2003

2 School board reviews report In fall 2004, the school board commissioned HB Consultation and Evaluation Associates, LLC to conduct an evaluation of the curriculum. In addition to presenting school board members with a 139- page explanation, evaluators Annalisa Batson, Schurkey Swanke... The Bismarck Tribune September 12, 2005 Mercer to acquire second U.S. consulting firm Mercer Investment Consulting, Inc. is set to acquire investment consulting firm Evaluation Associates LLC. This will be Mercer s second acquisition of an investment consulting firm in 2011, having completed its acquisition of Hammond Associates... Benefits Canada Endurance Specialty Holdings Ltd. Chief Operating Officer by Verizon Investment Management Corp., and Chief Administrative Officer & Research Director by Evaluation Associates LLC. He received his undergraduate degree from Lafayette College and an MBA from the University of Pennsylvania. Market Watch April 22, 2015 Mercer To Acquire Evaluation Associates, Further Strengthening Its US Investment Consulting Position The Street

3 Key Executives for Evaluation Associates LLC To contact Evaluation Associates LLC, please visit. Company data is provided by Capital IQ. Please use this form to report any data issues. Bloomberg September 28, 2015 John Smith Joins Evaluation Associates LLC NORWALK, Conn., Dec. 20, 2010 /PRNewswire/ -- Evaluation Associates LLC (EAI), a Milliman Company, announced today that John Smith has joined the firm as Senior Consultant. In making the announcement, Evaluation Associates Managing Director Bryan Decker... prnewswire.com December 19, 2010 evestment Alliance Selected by Evaluation Associates as the Primary Source for Global Investment Data About Evaluation Associates LLC ( Established in 1976, Evaluation Associates is one of the largest and most experienced investment consulting firms. Evaluation Associates provides a full range of consulting services to more... Reuters January 26, 2011 Bryan R. Decker Mr. Bryan R. Decker serves as Principal, Chief Investment Strategist, Director of Alternative Research and Managing Director of Evaluation Associates LLC. Mr. Decker joined the Evaluation Associates LLC in Mr. Decker has been Managing Director and Co...

4 Bloomberg November 28, 2015 John Smith Joins Evaluation Associates LLC NORWALK, Conn., Dec. 20, 2010 /PRNewswire/ -- Evaluation Associates LLC (EAI), a Milliman Company, announced today that John Smith has joined the firm as Senior Consultant. In making the announcement, Evaluation Associates Managing Director Bryan Decker... Insurance News Net December 19, 2010 John Smith Joins Evaluation Associates LLC NORWALK, Conn., Dec. 20, 2010 /PRNewswire/ Evaluation Associates LLC (EAI), a Milliman Company, announced today that John Smith has joined the firm as Senior Consultant. In making the announcement, Evaluation Associates Managing Director Bryan Decker... redorbit December 19, 2010 Milliman USA acquires Evaluation Associates doing business as Evaluation Associates LLC, Milliman said. The purchase -- the second Milliman has announced in a week -- is expected to close by Jan. 1. Earlier, Milliman announced its purchase of Focus Solutions Inc., an insurance technology software... The Business Journal November 10, 2003 MMC to Buy Part of Evaluation Focusing on investment consulting,yesterday, Marsh & McLennan Companies Inc. (MMC - Analyst ) announced its definitive agreement to purchase a part of Evaluation Associates LLC, which

5 is a subsidiary of Miliman Inc., for an undisclosed amount. ZACKS May 27, 2011 Mercer to acquire Evaluation Associates, further strengthening its US investment consulting position International Business Times May 27, 2011 Appeal of life settlement securitizations seen as limited Decker, managing director and chief investment officer at Evaluation Associates LLC. The consulting firm works with endowments, retirement plans and other institutional investors. Mr. Decker said that he hasn't seen the firm's clients demonstrate interest... Investment News September 12, 2009 Marsh & McLennan's (MMC) Mercer to Acquire Second Investment Consulting Firm in 2011 Marsh & McLennan's (NYSE: MMC) Mercer Investment Consulting, Inc. reports that it has signed a definitive agreement with Milliman, Inc., to acquire portions of its wholly-owned investment consulting subsidiary, Evaluation Associates LLC. In a related... StreetInsider Mercer completes acquisition of Evaluation Associates

6 Inc. announced that it completed its acquisition of portions of Evaluation Associates, LLC, from Milliman, Inc., effective June 30, In a related transaction, Callan Associates Inc. acquired from Evaluation Associates its public sector investment... Consultant News June 30, 2011 MARSH&MCLN : Mercer to acquire Evaluation Associates, further strengthening its US investment consulting position 4 Traders May 25, 2011 Show me the money: Investment consultants are paid too little Much has been written about the market s travails in 2008, and the impact that the hugely negative returns had on retirement programs worldwide. However, little has been written about the impact that the economics of the relationship between the plan... Pensions & Investments April 5, 2009 Richard J. Zaccaro Joins Evaluation Associates LLC NORWALK, Conn.--(BUSINESS WIRE)--Aug. 3, Evaluation Associates LLC (EAI), a Milliman Company, announced today that Richard J. Zaccaro has joined the firm as Senior Consultant. In making the announcement, Evaluation Associates Managing Director... Business Wire August 2, 2004

7 Mercer to acquire Evaluation Associates, further strengthening its US investment consulting position Reuters Mercer to acquire Evaluation Associates, further strengthening its US investment consulting position Evaluation Associates LLC. In a related transaction, Callan Associates Inc. will acquire from Evaluation Associates its public sector investment consulting business. Upon completion, this will be Mercer's second acquisition of an investment consulting firm... Benzinga May 25, 2011 No news for Evaluation Associates, LLC right now. Check back soon! Powered by DISCLAIMERS

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