News Brian Duhn Joins M.D. Sass as Senior Managing Director of Institutional Sales - We are pleased to welcome Brian Duhn as a Senior Managing Director of Institutional Sales, strengthening the firm’s Marketing and Client Service team. Brian has a successful track record in sales and client service across a variety of major relationships… June 28, 2021 Press Release Webinar: “Finding Value in a Pandemic” - On August 12, 2020, Ari Sass, President of M.D. Sass and Senior Portfolio Manager of our Concentrated Value strategy, led a webinar entitled “Finding Value in a Pandemic” where we reviewed Concentrated Value’s guiding principles, discussed our key tenets in managing through a period of crisis, and reviewed our two largest positions… Finding Value Webinar “The Value of Quality: Sometimes Forgotten, Appreciated When It Matters Most” – With our Short Term Agency strategy having produced positive absolute returns in each of the 27 years since its inception including the current COVID-19 crisis, we take the opportunity to review the Agency Mortgage Backed Securities market and discuss our differentiated approach and “edges” in identifying value… Value of Quality M.D. Sass Announces Move to New Offices - On October 29, 2018, M.D. Sass will move its headquarters to new office space on the 28th floor of Tower 46, a state-of-the-art office tower at 55 West 46th Street (near Avenue of the Americas), New York, N.Y. 10036… Office Move Invested in Student Success - "Martin D. Sass '63, the company's founder, chairman, and CEO, has been a stalwart supporter of his alma mater, committed to helping its students gain opportunities to follow in his footsteps. His generous donation to Brooklyn College..." MDSII Past performance is not indicative of future results. M.D. Sass does not guarantee any minimum level of investment performance or the success of any of its investment strategies, and investors may incur losses. M.D. Sass does not provide tax or legal advice, or determine an investor’s investment objectives, risk tolerance or suitability. While the information provided during the webinar and contained in the webinar’s presentation slides from third parties were from sources we believe to be reasonably reliable as of the date of the webinar, M.D. Sass accepts no responsibility or liability for any errors or omissions or misstatements however caused related thereto. Certain statements made during the webinar and contained in the webinar’s presentation slides represent forward-looking statements that involve risks and uncertainties. These risks and uncertainties could cause actual results or outcomes to differ materially from those expressed in such forward-looking statements. In particular, the portfolio characteristics and case studies stated during the webinar and contained in the webinar’s presentation slides contain certain expected portfolio valuations that reflect the opinion and judgment of the presenters, and while based on the information available to the presenters as of the date of this presentation, such valuations can only be considered reasonable predictions given the stated assumptions of what may take place in the future. Some assumptions inevitably will not materialize and unanticipated events and circumstances may occur. The actual results achieved, therefore, may vary from the expected portfolio valuations and those variations could be material. Accordingly, the expected portfolio valuations should not be relied upon as a prediction of actual results. Returns referenced during webinar and contained in the webinar’s presentation slides represent composite level performance, net of fees. Actual client results may differ from composite level returns. M.D. Sass Securities, L.L.C. is a member of Financial Industry Regulatory Authority, Inc. and Securities Investor Protection Corporation. All securities products and services are offered through M.D. Sass Securities, L.L.C. Form CRS