State of South Carolina The Palmetto State Tiburon

State of South Carolina: The Palmetto State Tiburon Research February 1, 2012

State of South Carolina Comments • Founded in 1788 – Founded as the eighth state • Governor: Nimrata Haley • Web sites: www. sc. gov & www. doi. state. sc. us Source: 8/5/11 Net. State. Com; 8/5/11 Wikipedia; 3/17/11 South Carolina Web Site; Tiburon Research & Analysis 12. 01 – State of South Carolina © Tiburon Strategic Advisors, LLC™ 1

The State of South Carolina was Founded as the Eighth State in 1788 and Has Evolved Through Three Phases, Including its Early, Middle, & Recent Phases State of South Carolina History State of South Carolina Founded Approximate Dates: Key Steps: 1788 • 1788: State of South Carolina founded Middle Phase Early Phase XXXX - XXXX • XXXX: -- Recent Phase XXXX - XXXX • XXXX: - XXXX - 2012 • State of South Carolina Today 2012 XXXX: - Source: 8/5/11 Net. State. Com; 8/5/11 Wikipedia; 3/17/11 South Carolina Web Site; Tiburon Research & Analysis 12. 01 – State of South Carolina © Tiburon Strategic Advisors, LLC™ 2

The State of South Carolina was Founded as the Eighth State in 1788 Comments • Founded in 1788 – Founded as the eighth state • Governor: Nimrata Haley Source: 8/5/11 Net. State. Com; 8/5/11 Wikipedia; 3/17/11 South Carolina Web Site; Tiburon Research & Analysis 12. 01 – State of South Carolina © Tiburon Strategic Advisors, LLC™ 3

The State of South Carolina Has a Number of Departments, Including its Department of Insurance & Department of Education State of South Carolina Departments -- -- -- Department of Insurance Department of Education Source: Tiburon Research & Analysis 12. 01 – State of South Carolina © Tiburon Strategic Advisors, LLC™ 4

The State of South Carolina Runs the South Carolina State Department of Insurance Comments • Based in Columbia, SC • Executive: Ernst Csiszar Source: 12/05 South Carolina State Department of Insurance Web Site; 12/04 Deloitte Insurance Industry Report; Tiburon Research & Analysis 12. 01 – State of South Carolina © Tiburon Strategic Advisors, LLC™ 5

The State of South Carolina Runs the South Carolina State Department of Education Comments • -- Source: Tiburon Research & Analysis 12. 01 – State of South Carolina © Tiburon Strategic Advisors, LLC™ 6

The State of South Carolina’s Department of Education Offers a 529 Plan Comments Closed prepaid tuition plan • -- Source: 2/20/10 Wall Street Journal; Tiburon Research & Analysis 12. 01 – State of South Carolina © Tiburon Strategic Advisors, LLC™ 7

The State of South Carolina Has a Web Site with Eight Primary Sections, Including Government, Education, Facts & History, Health, Travel & Recreation, Agriculture & Environment, Employment, & Public Safety State of South Carolina Web Site Government Education Facts & History Health Travel & Recreation Agriculture & Environment Employment Public Safety Source: 3/17/11 South Carolina Web Site; Tiburon Research & Analysis 12. 01 – State of South Carolina © Tiburon Strategic Advisors, LLC™ 8

The State of South Carolina is Led by its Governor Nimrata Haley State of South Carolina Organizational Chart Nimrata Haley Governor -- -- -- Source: 7/21/11 Net. State. Com Web Site; Tiburon Research & Analysis 12. 01 – State of South Carolina © Tiburon Strategic Advisors, LLC™ 9

Tiburon Strategic Advisors Comments • Focus on corporate-level strategy - Serve senior executives only at financial services companies - Key services: market seminars, market research, & strategy consulting - Served over 300 corporate clients and completed over 1, 400 projects since 1998 - Host semi-annual CEO Summits, offer free weekly research releases, and offer free business benchmarking tools for all types of advisors • Chip Roame background - Mc. Kinsey & Company - Charles Schwab & Company - Tiburon since 1998 Source: Tiburon Research & Analysis 12. 01 – State of South Carolina © Tiburon Strategic Advisors, LLC™ 10