Andersen Investments

[Chadwick Bosse]

Akey component of financial management is the presence of an independent voice that considers your needs and your vision, while maintaining a holistic view of your current financial situation. Andersen is a fee-only tax and financial planner; we do not sell any investment or insurance products, nor do we earn commissions. Our investment consultants, therefore, can provide a candid assessment of the performance of your portfolio and determine whether or not it is supporting your financial strategies.

Frequently, our clients ask us to sit alongside them to assist in making effective, informed choices that reflect their unique financial and investment goals. Our independence gives us a broad perspective on the various players in the market and you can feel confident in our assessment knowing we have investment consulting experience but no financial interest in the choices we present to you, or in the decisions you make. Our clients feel confident that the advice they receive is coming from an independent source.

The views and strategies described may not be suitable for all investors. All investments carry a certain degree of risk, and there is no assurance that an investment will provide positive performance over any period of time. Past performance is not necessarily indicative of future results. Any estimates, projections, or forward-looking statements are subject to numerous assumptions and uncertainties and actual results may differ materially. Any references to the attributes or qualities of Andersen or its employees should not be construed as being unique to Andersen or its employees. Any risk management process discussed does not imply low risk or the ability to control certain risk factors.

Since 2007, Kayne Anderson Real Estate has invested in alternative real estate sectors including medical office, high-end seniors housing, off-campus student housing/multifamily, and self-storage. Our vertically integrated team brings expertise in all aspects of real estate investing and management to each of our investments.

Kayne Anderson Real Estate focuses on medical office, high-end seniors housing, off-campus student housing/multifamily, and self-storage, all of which exhibit strong demographic trends and historical resistance to economic downturns.

Kayne Anderson Real Estate is dedicated to delivering attractive risk-adjusted returns to our investors and contributing to a more sustainable world. The best way we can fulfill our commitments to our investors, the environment, and society is by integrating ESG principles into the management of our investments and company.

"We're proud Renewal by Andersen is growing its footprint in Georgia and choosing to bring its first Southeast manufacturing facility to our state," said Governor Brian Kemp. "Thanks to our robust infrastructure network, companies are able to reach 80 percent of the U.S. market within a two-day drive or two-hour flight from the Peach State. This manufacturing facility will be just the latest to benefit from this unique advantage of our No. 1 state for business. We're also looking forward to the opportunities this project will bring to hardworking Georgians in Locust Grove and the surrounding area."

Andersen Corporation and its subsidiaries operate more than 20 manufacturing and distribution facilities in North America, with an industry-leading portfolio of window and door products serving customers across the new residential, light commercial, home improvement, and remodeling segments. The Renewal by Andersen division manufactures, sells, and installs an exclusive replacement window solution to customers across the United States.

"This project not only represents the largest single investment by a company in our community's history, but also opportunities for our citizens who are interested in advanced manufacturing positions," said Henry County Board of Commissioners Chair Carlotta Harrell. "The company will be an outstanding anchor for our new I-75/Bethlehem Rd. interchange, with our partnership consisting of Locust Grove, state, and federal partners on this critical transportation project already paying dividends for our community. Henry County is excited to welcome Renewal by Andersen to Locust Grove."

About Renewal by Andersen

Renewal by Andersen LLC is the full-service window replacement division of Andersen Corporation. Renewal by Andersen offers a replacement process that includes an in-home consultation, custom manufacturing, and installation through one of the largest nationwide networks of window replacement specialists. Learn more about Renewal by Andersen at renewalbyandersen.com.

Prior to joining Akin, Kirk served as in-house counsel at Dimensional Fund Advisors, specializing in fund investments and global regulatory compliance. Kirk also has extensive experience representing registered investment funds and their independent board members.

His practice includes advising investors, fund managers and other financial market participants on all legal, regulatory and tax aspects related to this sector. His focus is on advising initiators of closed-end funds as well as institutional investors on fund investments.

We welcome your email, but please understand that if you are not already a client of K&L Gates LLP, we cannot represent you until we confirm that doing so would not create a conflict of interest and is otherwise consistent with the policies of our firm. Accordingly, please do not include any confidential information until we verify that the firm is in a position to represent you and our engagement is confirmed in a letter. Prior to that time, there is no assurance that information you send us will be maintained as confidential. Thank you for your consideration.

Under normal market conditions, we expect at least 90% of our portfolio (including investments purchased with proceeds from borrowings under credit facilities and issuance of senior unsecured notes) to be invested in first lien senior secured, unitranche and split-lien loans. We expect that a majority of these debt investments will be made in core middle market companies and will generally have stated maturities of three to six years. We expect that the loans in which we principally invest will be to companies that have principal business activities in the United States.

Founded in 1984, Kayne Anderson is a prominent alternative investment management firm which is registered with the SEC under the Advisers Act, focused on real estate, credit, infrastructure, energy, energy and growth capital. Investment vehicles managed or advised by Kayne Anderson had $35 billion in assets under management as of 12/31/23 for institutional investors, family offices, high net worth and retail clients. Kayne Anderson has over 330 professionals located in five offices across the United States. Kayne Anderson has 140 investment professionals, of which approximately 35 are dedicated to credit investing.

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. financial advisors. Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Andersen Capital Partners acquires real estate assets opportunistically for investment. We seek real estate investments that are undervalued or where there is opportunity to add value through entitlements, repositioning, leasing, development or recapitalization. Our firm combines our reputation and local experience in the Arizona market with creativity and hard work to create exceptional results.

Michael R. Andersen is the founder and president of Andersen Wealth Management, a Registered Investment Adviser. He holds a bachelor of arts degree in political science and a master's degree in business administration, both from Salisbury University in Maryland. He is an Investment Adviser Representative and a licensed fiduciary. A firm believer in financial education, Andersen holds regular informational seminars for clients and the community, and he is the host of the Wise Money radio show.\n\nPhone: 410.690.4894\nE-mail: in...@andersenwm.com\nwww.andersenwm.com"}), " -0-10/js/authorBio.js"); } else console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); Michael Andersen, Investment AdviserSocial Links NavigationFounder and President, Andersen Wealth ManagementMichael R. Andersen is the founder and president of Andersen Wealth Management, a Registered Investment Adviser. He holds a bachelor of arts degree in political science and a master's degree in business administration, both from Salisbury University in Maryland. He is an Investment Adviser Representative and a licensed fiduciary. A firm believer in financial education, Andersen holds regular informational seminars for clients and the community, and he is the host of the Wise Money radio show.

This additional settlement, negotiated separately from the previous $65 million settlement Arthur Andersen agreed to pay to settle the case back in April 2005, thereby satisfies a contingent clause inserted into the 2005 settlement agreement entitling the class to additional future payments if Andersen ever distributed money to its former partners on certain subordinated notes.

This is the only case out of numerous litigations against the now-defunct auditor in which such a contingency was included to ensure that guilty parties are held accountable, and that the Class recovers its due share of any future financial distributions from funds Andersen had on hand. In sum, Andersen has now contributed $103 million to the final settlement, resolving all claims against it in the case.

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