ROBERT A TOIGO FOUNDATION

As part of its 35th Anniversary milestone, the Toigo Foundation proudly welcomed a new cohort of young professionals into its Milestone Class, selected from an applicant pool of 253 finalists. These future leaders represent a broad spectrum of finance-focused graduate students committed to careers in investment, advisory, and asset management. In alignment with our strategic goals and continued innovation in candidate engagement, the Foundation invested $[$11,731] in the development and implementation of a new applicant platform and customer relationship management (CRM) system. These tools were designed to capture applicant and student data, foster a sense of community, and provide employers with direct access to talent through job postings and curated career-focused events. The system also features integrated video content, targeted candidate assessments-particularly around coachability-and robust applicant reporting dashboards. The Foundation launched the "Catapult" program as the first-tier industry education event, hosted virtually over 2.5 days to accommodate the financial and time constraints of today's graduate student population. Delivered via a high-functioning virtual event platform, the program included general sessions, skill-building breakout groups, chat forums, and structured networking spaces-creating a rich, accessible learning experience. From this broader group, [60] students were selected as our final Toigo Legacy Fellows and invited to attend an in-person onboarding event held in New York. This immersive experience provided deeper program orientation, exposure to senior industry executives, and a realistic preview of graduate school expectations in the context of their Fellow responsibilities. The Fellows were also recognized during Toigo's annual industry dinner, further elevating their visibility and affirming their accomplishments. To support students' career preparedness, the Foundation engaged a team of subject matter experts who delivered individual and group sessions focused on self-assessment, navigating a competitive job market, and managing priorities during graduate studies. In addition, our signature APEx (Advancing Professional Experience) leadership development events continued to serve as critical in-person programming, welcoming 150 students for two days of master classes centered on executive presence, communication, and strategic thinking. Participants also took part in coaching engagements and technical workshops tailored to current market demands. Toigo's Learning Intensive in Alternatives was expanded in 2024. The program now includes three sector - focused tracks that offer deep dives into specific investment strategies. Students participated in team-based investment presentations, national case competitions, and coursework aligned with preparation for industry-recognized certifications. The Foundation's financial investment in curriculum design, contractor-led instruction, and asset-class specialization enabled the creation of a scalable, high-value program. Finally, through the Foundation's proprietary Talent Management Portal, members of the Class of 2025 and Class of 2026 gained immediate access to internship and full-time job opportunities from leading financial services firms. This portal serves as an essential bridge between education and employment, underscoring our commitment to creating pathways to leadership in the investment profession.

The Foundation's success in identifying and developing next generation leaders for careers in Finance was celebrated in several ways in 2024. The impressive group of past participants - referred to as alumni exemplify the success of Toigo's work and their own leadership impact with Finance. The Foundation retained a noted journalist to interview 30 alumni to present their viewpoints on investment markets, areas of their expertise and amplification of Toigo. These were produced and posted on social media. Additionally, 35 individuals were showcased for their excellence in their careers, their stewardship of the non-profit and their bright futures ahead. Two successful convening events were hosted in 2024 drawing in the investment community in celebration of the non-profits 35 years of service and impact. Details which surround two celebrations hosting a total of 1,600 professionals was a testament to the deep relationships established and the marker of excellence. The dinner program featured prominent authors and industry notables; followed by a gathering of past participants and guests. Each dinner event was preceded by an industry gathering of approximately a total of 250 guests to discuss critical topics which impacted the mission of the Foundation and its talent. Representatives from the plan sponsor and asset management community; past Toigo participants; board members and investment community.