Limited partner of the firm’s parent company

Analyst responsibilities on the Technology Research Team

Member of the Small-Cap Investment Committee

Investment experience began in 2001

Joined Brandes Investment Partners in 2001

Prior Career Highlights

Technology Officer with Citicorp

Technology Consultant with Hewlett Packard

Education and Skills

International MBA (with high honors) from the University of Chicago Booth School of Business

MS in electrical engineering from Johns Hopkins University

Fluent in Chinese

Limited partner of the firm’s parent company

Analyst responsibilities on the Financial Institutions Research Team

Member of the Small-Mid Cap and All-Cap Investment Committees

Investment experience began in 1994

Joined Brandes Investment Partners in 2001

Prior Career Highlights

Bank examiner with the Federal Reserve System

Education and Skills

MBA with a concentration in finance from Columbia Business School

BS in business with a concentration in finance from Indiana University

Limited partner of the firm’s parent company

Analyst and Team Leader responsibilities on the Telecommunications Research Team,

Member of the Emerging Markets and All-Cap Investment Committees

Investment experience began in 1995

Joined Brandes Investment Partners in 1999

Prior Career Highlights

Assistant Investment Officer in the Latin America Department with the International Finance Corporation (part of the World Bank Group)

Education and Skills

MBA from the Kellogg Graduate School of Management of Northwestern University

BSE (magna cum laude) from the Wharton School of Business of the University of Pennsylvania

Fluent in Spanish and Portuguese

Limited partner of the firm’s parent company

Managing Director, Investments Group, leading the firm’s overall research efforts and overseeing the product investment committees

Member of the All-Cap and Global Large-Cap Investment Committees

Analyst and Team Leader responsibilities on the Basic Materials and Utilities Research Teams

Member of the Senior Management Team, which is responsible for the firm’s day-to-day operations and long-term strategic direction

Member of the Corporate Governance Committee

Investment experience began in 1996

Joined Brandes Investment Partners in 1996

Prior Career Highlights

Senior Accountant with KPMG

Education and Skills

MBA from the Fuqua School of Business at Duke University

BS in accounting from the University of La Verne

Certified Public Accountant (inactive)

Member of the Emerging Markets Investment Committee

Develop and service relationships with institutional consultants and clients

Non-Executive Director of Brandes Investment Partners (Asia) Pte. Ltd. (“Brandes Asia”), which is headquartered in Singapore and is an affiliate of Brandes Investment Partners, L.P

Investment experience began in 1990

Joined Brandes Investment Partners in 2000

Prior Career Highlights

Chief Executive Officer and Institutional Portfolio Manager for Brandes Asia

Portfolio Manager/Analyst with Dupont Capital Management

Corporate Loan Officer with City National Bank

Corporate Loan Officer with First Interstate Bank of California

Education and Skills

MBA from Columbia University’s Columbia Business School

BS in finance from Arizona State University

Limited partner of the firm’s parent company

Analyst and Team Leader responsibilities on the Telecommunications Research Team,

Member of the Emerging Markets and All-Cap Investment Committees

Investment experience began in 1995

Joined Brandes Investment Partners in 1999

Prior Career Highlights

Assistant Investment Officer in the Latin America Department with the International Finance Corporation (part of the World Bank Group)

Education and Skills

MBA from the Kellogg Graduate School of Management of Northwestern University

BSE (magna cum laude) from the Wharton School of Business of the University of Pennsylvania

Fluent in Spanish and Portuguese

Limited partner of the firm’s parent company

Analyst responsibilities on the Financial Institutions Research Team

Member of the Emerging Markets Investment Committee

Product Coordinator for the Emerging Markets Portfolio

Investment experience began in 1998

Joined Brandes Investment Partners in 2004

Prior Career Highlights

Analyst with Goldman Sachs, in investment banking and equity capital markets

Education and Skills

MBA in finance and accounting (with honors) from the Wharton School of the University of Pennsylvania

Director of Research and Portfolio Manager of the Wharton Investment Management Fund, a student-run, U.S. small-cap value fund

BBA in finance (with merit) from the National University of Singapore

Studied at the University of Michigan (Ann Arbor) and New York University

Fluent in Chinese

Analyst responsibilities on the Utilities Research Team

Member of the Emerging Markets Investment Committee

Member of the Brandes Institute Advisory Board

Investment experience began in 2006

Joined Brandes Investment Partners in 2010

Prior Career Highlights

Senior Consultant with Deloitte

Education and Skills

MBA (with honors) from the Haas School of Business at the University of California, Berkeley

BS in systems engineering (with distinction) from the University of Virginia

Fluent in Spanish

Fixed Income Portfolio Manager and Analyst, involved in strategy development, portfolio management and trading

Member of the Fixed Income Investment Committee

Investment experience began in 1995

Joined Brandes Investment Partners in 2000

Prior Career Highlights

Assistant Vice President and Portfolio Manager with Scudder Kemper Investments (which later became Deutsche Asset Management)

S. Government/U.S. Agency Sector Team Leader

Investment Policy Committee member

Education and Skills

MBA in finance and economics from Loyola University

BS in finance from Marquette University

Associate Portfolio Manager and Analyst for the Brandes Fixed Income Group, involved in corporate bond research, strategy development, portfolio management and trading

Member of the Fixed Income Investment Committee

Investment experience began in 1988

Joined Brandes Investment Partners in 2002

Prior Career Highlights

President of VALUE Restoration (consulting to corporations in turnaround situations)

CFO of James Page Brewing

Bond Analyst with Fleet Securities and BancAmerica Robertson Stephens, covering high-yield media and telecommunications credits

Associate Fund Manager and Senior Analyst with American Express Financial Advisors, responsible for high-yield funds and an equity hedge fund

Education and Skills

BBA from Baylor University

Fixed Income Director for the Brandes Fixed Income Group, leading the group in all areas, including strategy development, portfolio management and trading

Member of the Fixed Income Investment Committee

Investment experience began in 1993

Joined Brandes Investment Partners in 1999

Prior Career Highlights

Senior Vice President and Portfolio Manager with Scudder Kemper Investments (which later became Deutsche Asset Management),

Provided accounting and financial management services to the portfolio companies of the Polaris Group, a mezzanine finance company

Auditor with Arthur Young

Education and Skills

BS in accounting from Marquette University

Limited partner of the firm’s parent company

Analyst and Team Leader responsibilities on the Technology Research Team

Member of the Global Large-Cap Investment Committee

Investment experience began in 1994

Joined Brandes Investment Partners in 1999

Prior Career Highlights

Financial Analyst and Controller with Raytheon/Amana Appliances

Education and Skills

MBA (with distinction) from Northwestern University’s Kellogg Graduate School of Management

BS in finance (with distinction) from the University of Iowa

Certified Public Accountant (inactive)

Certified Management Accountant (inactive)

Limited partner of the firm’s parent company

Analyst and Team Leader responsibilities on the Industrials Research Team

Member of the Global Large-Cap Investment Committee

Investment experience began in 2000

Joined Brandes Investment Partners in 2000

Prior Career Highlights

Product and Manufacturing Engineer with Ford Motor Company

Education and Skills

MBA from the Kellogg Graduate School of Management at Northwestern University

MS in system design and management from the Massachusetts Institute of Technology

BS in mechanical engineering from the Massachusetts Institute of Technology

Limited partner of the firm’s parent company

Managing Director, Investments Group, leading the firm’s overall research efforts and overseeing the product investment committees

Member of the All-Cap and Global Large-Cap Investment Committees

Analyst and Team Leader responsibilities on the Basic Materials and Utilities Research Teams

Member of the Senior Management Team, which is responsible for the firm’s day-to-day operations and long-term strategic direction

Member of the Corporate Governance Committee

Investment experience began in 1996

Joined Brandes Investment Partners in 1996

Prior Career Highlights

Senior Accountant with KPMG

Education and Skills

MBA from the Fuqua School of Business at Duke University

BS in accounting from the University of La Verne

Certified Public Accountant (inactive)

Limited partner of the firm’s parent company

Analyst responsibilities on the Telecommunications Research Team

Member of the Global Large-Cap Investment Committee

Investment experience began in 2000

Joined Brandes Investment Partners in 2002

Prior Career Highlights

Member of the Small-Cap Investment Committee with Brandes Investment Partners

Investment Banking Analyst with Merrill Lynch

Education and Skills

BS with concentrations in finance and management (summa cum laude) from the Wharton School of the University of Pennsylvania

Limited partner of the firm’s parent company

Analyst responsibilities on the Basic Materials Research Team

Member of the International Large-Cap Investment Committee

Investment experience began in 2001

Joined Brandes Investment Partners in 2001

Prior Career Highlights

Financial Analyst with Harcourt

CFO of Golf Destinations

Education and Skills

BS in business administration with a concentration in finance from the University of North Carolina at Chapel Hill

Limited partner of the firm’s parent company

Director, Investments Group, overseeing and directing equity research activities in the consumer sector, and covering the European retail and telecommunications services industries

Member of the International Large-Cap Investment Committee

Relevant experience began in 1986

Joined Brandes Investment Partners in 1998

Prior Career Highlights

Member of the Emerging Markets Investment Committee with Brandes Investment Partners

Member of the Investment Oversight Committee with Brandes Investment Partners

Member of the Brandes Institute Advisory Board

Education and Skills

MBA from the University of Chicago Booth School of Business

AB in economics (Phi Beta Kappa and cum laude) from the University of California, Davis

Limited partner of the firm’s parent company

Analyst and Team Leader responsibilities on the Health Care Research Team

Member of the International Large-Cap Investment Committee

Primary Product Coordinator for the Japan Equity strategy

Member of the Corporate Governance Committee

Investment experience began in 2001

Joined Brandes Investment Partners in 2005

Prior Career Highlights

Sell-Side Research Analyst (covering basic materials and utilities companies) in Japan

Education and Skills

MBA from the Haas School of Business at the University of California, Berkeley

BA in economics from Keio University in Tokyo, Japan

Limited partner of the firm’s parent company

Analyst responsibilities on the Industrials Research Team

Member of the International Large-Cap and Small-Cap Investment Committees

Member of the Corporate Governance Committee

Investment experience began in 1995

Joined Brandes Investment Partners in 2001

Prior Career Highlights

Summer Associate with J.P. Morgan

Manager of Mergers and Acquisitions Advisory Team with Banco Brascan (part of Brookfield Asset Management) in Brazil

Trainee with Royal Dutch Shell

Education and Skills

MBA from the Haas School of Business at the University of California, Berkeley

BS in economics from the Federal University of Rio de Janeiro

Limited partner of the firm’s parent company

Chief Executive Officer, leading the firm’s Senior Management Team, which is responsible for day-to-day operations and long-term strategic direction

Member of the International Large-Cap Investment Committee

Prior Career Highlights

Managing Director, Investments Group with Brandes Investment Partners, responsible for the firm’s securities research efforts and oversight of the product investment committees

Investment experience began in 1995

Joined Brandes Investment Partners in 1995

Education and Skills

JD (cum laude) from Harvard Law School

Master’s in international studies from St. John’s College at Cambridge University, England

AB (Phi Beta Kappa) from Princeton University

Bryan Barrett is an analyst on the Industrials and Financial Institutions Research Teams, covering global capital goods and commercial services companies, as well as global banks, insurance, holding companies and capital markets firms.

Prior to joining Brandes, Mr. Barrett completed the Research Associate program at Brandes Investment Partners on the Financial Institutions Research Team. He earned a BA in philosophy (with honors) and a BA in economics from the University of Southern California. His relevant experience began in 2008 and he joined Brandes the same year.

Limited partner of the firm’s parent company

Analyst responsibilities on the Technology Research Team

Member of the Small-Cap Investment Committee

Investment experience began in 2001

Joined Brandes Investment Partners in 2001

Prior Career Highlights

Technology Officer with Citicorp

Technology Consultant with Hewlett Packard

Education and Skills

International MBA (with high honors) from the University of Chicago Booth School of Business

MS in electrical engineering from Johns Hopkins University

Fluent in Chinese

Limited partner of the firm’s parent company

Analyst responsibilities on the Industrials Research Team

Member of the Small-Cap Investment Committee

Product Coordinator for the Small-Cap Investment Committee

Investment experience began in 2000

Joined Brandes Investment Partners in 2000

Education and Skills

BS in finance with distinction from San Diego State University

Limited partner of the firm’s parent company

Analyst responsibilities on the Industrials Research Team

Member of the International Large-Cap and Small-Cap Investment Committees

Member of the Corporate Governance Committee

Investment experience began in 1995

Joined Brandes Investment Partners in 2001

Prior Career Highlights

Summer Associate with J.P. Morgan

Manager of Mergers and Acquisitions Advisory Team with Banco Brascan (part of Brookfield Asset Management) in Brazil

Trainee with Royal Dutch Shell

Education and Skills

MBA from the Haas School of Business at the University of California, Berkeley

BS in economics from the Federal University of Rio de Janeiro

Rajiv is the Chairman and Chief Investment Officer of GQG Partners LLC and also serves as the lead portfolio manager for all GQG Partners LLC strategies. He commenced investment operations at GQG Partners LLC in June 2016 and has over 25 years of investment experience. Previously, Rajiv served as a Co-Chief Executive Officer (from July 2014) and Chief Investment Officer and Head of Equities (from February 2002) at Vontobel Asset Management. He was the sole portfolio manager of the International Equities strategy (since 2002) and Emerging Markets Equities strategy (since 1997), and the lead portfolio manager for the Global Equities strategy (since 2002). Rajiv helped build the business from less than US$400 million under management to just under US$50 billion in 2016. He joined VontobelAsset Management as a co-portfolio manager of Emerging Markets Equities and International Equities in November 1994. Prior to that, hewas an International Equity Analyst at Swiss Bank Corporation. Rajiv earned an MBA in Finance and International Business from the University of Miami. He also has amaster’s degree from the University of Ajmer and an undergraduate degree in accounting with honors.

Brian is a portfolio manager for all GQG Partners strategies. He was deputy portfolio manager for GQG Partners’ International Equity strategy from 2019 through June 2022 and has been a senior investment analyst on the investment team since he joined the firm in 2016. Prior to joining GQG Partners, Brian spent six years at Jennison Associates, where he served most recently as an analyst on the Small/Midcap Equity Research team, focusing on a wide array of sectors from real estate equities including building products manufacturers, title insurers, and homebuilders to industrials competing in the aerospace and automotive end markets. Prior to Jennison, Brian began his career at Brown Brothers Harriman in 2008. Brian earned his MBA at Rutgers University and his BA in Economics from the University of Connecticut.

Sudarshan is a portfolio manager for all GQG Partners strategies. He was deputy portfolio manager for GQG Partners’ Emerging Markets Equity strategy from 2019 through June 2022 and has been a senior investment analyst on the investment team since he joined the firm in 2016. Prior to joining GQG Partners, he spent five years as a generalist analyst in Asian equities at Matthews International Capital. Sudarshan’s previous experience also includes working as a sell-side research associate at Sanford C. Bernstein. Earlier in his career, Sudarshan held various operational roles in the IT services industry including five years at Infosys where he was assistant to the Chairman of the Board and was instrumental in starting the company’s life sciences business. Sudarshan graduated as a Palmer Scholar (top 5% of graduating class) in the Wharton MBA program. He also received a Post Graduate Diploma in Management from the Indian Institute of Management, Calcutta and a Bachelor of Engineering from the National Institute of Technology, Surathkal in India. Sudarshan is a CFA charterholder (since 2008).

Barnaby Wilson is a Managing Director and Portfolio Manager/Analyst on various global equity teams as well as International Compounders. He began working in the investment field in 1998. Prior to joining Lazard in 1999, he worked for Orbitex Investments as a Research Analyst. Barnaby has a BA (Hons) in Mathematics and Philosophy from Balliol College, Oxford University. Barnaby is a CFA® charterholder.

Louis Florentin-Lee is a Managing Director and Portfolio Manager/Analyst on the Lazard US Equity Select team. He is also co-lead Portfolio Manager/Analyst on the Global Compounders and International Compounders strategies, and the Global Equity Select strategy. He was formerly the co-Portfolio Manager/Analyst for the Lazard European Explorer Fund between 2004 and 2010. Louis began working in the investment industry in 1996. Prior to joining Lazard in 2004, he was an equity research analyst at Soros Funds Limited and Schroder Investment Management. He has a BSc (Hons) in Economics from the London School of Economics.

Martin Flood is a Managing Director and Portfolio Manager/Analyst on various US and global equity strategies, focusing on client communications. In addition, Martin is a Portfolio Manager/Analyst for the US Equity Select Tax Aware strategy, which focuses on after-tax returns for private clients. He began working in the investment field in 1993. Prior to joining Lazard in 1996, Martin was a Senior Accountant with Arthur Andersen LLP. He has a BS in accounting from St. John’s University.

Rob Failla is a Managing Director and Portfolio Manager / Analyst on the International and Global Equity platforms and a member of the International Quality Growth portfolio management team. He began working in the investment field in 1993. Prior to joining Lazard in 2003, Rob was a Portfolio Manager with AllianceBernstein. He has an MBA from NYU’s Stern School of Business and a BA (Hons) from Harvard University. Rob is a member of the Board of Trustees of Link Education Partners and previously served on the Board of Trustees at Delbarton School in Morristown NJ from 2007-2019. Rob is a CFA ® charterholder.

Paul Moghtader is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 1992. Prior to joining Lazard in 2007, Paul was Head of the Global Active Equity Group and a Senior Portfolio Manager at State Street Global Advisors (SSgA). At SSgA Paul was the senior manager responsible for the research and portfolio management of all multi-regional active quantitative equity strategies. Previously, Paul was an analyst at State Street Bank. He began his career at Dain Bosworth as a research assistant. Paul has a Master of Management (MM) from Northwestern University and a BA in Economics from Macalester College.

Taras Ivanenko is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 1995. Prior to joining Lazard in 2007, Taras was a Senior Portfolio Manager in the Global Active Equity group at State Street Global Advisors (SSgA). Earlier at SSgA, he was a Principal and Senior Application Development Architect in the Equity Systems group. Previously, Taras was an analyst in Quantitative Research and Trading Systems at Oxbridge Research. He has a Ph.D. in Physics from Massachusetts Institute of Technology and an Engineer-Physicist degree from Moscow Physical-Technical Institute.

Peter Kashanek is a Client Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 1994. Prior to joining Lazard in 2007, Peter was a Principal and a Portfolio Manager in the Global Active Equity group at State Street Global Advisors (SSgA). Previously, Peter was an investment analyst in the Institutional Equity Research Group at Bank of Montreal where he focused on global energy companies. Prior to that, he was an Associate in the Global Equity Research Group at Deutsche Bank Securities. Peter also worked at Reliant Energy in Houston as a member of its Corporate Development team. Peter has an MBA with a concentration in Finance from Vanderbilt University and a BA in Government from St. Lawrence University.

Alex Lai is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 2002. Prior to joining Lazard in 2008, Alex was a Vice President and Quantitative Portfolio Manager in the Global Active Equity group at State Street Global Advisors (SSgA). Prior to that, Alex was an investment-banking analyst at Lehman Brothers Asia in Hong Kong. He has a MSc in Finance from Boston College and a BBA (Hons) in Finance and Accounting from the University of Michigan, Ann Arbor.

Ciprian Marin is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 1997. Prior to joining Lazard in 2008, Ciprian was a Senior Portfolio Manager at State Street Global Advisors (SSgA), managing European, UK and Global funds. He was also responsible for quantitative research on the European team of the Global Active Equity Group. Prior to joining SSgA, Ciprian was a Quantitative Analyst at Citigroup where he focused on developing stock selection models, statistical arbitrage trading strategies and factor research. Previously, he was a quantitative research associate at Nikko Salomon Smith Barney. Ciprian has an MBA in Finance from the International University of Japan and a BS in International Economics from the Academy of Economic Studies Bucharest. Ciprian is a Certified Investment Adviser (UK). He holds FINRA (formerly NASD) Series 7 and JASDA Series 2 licenses.

Chris Pope is a Client Portfolio Manager and Product Manager and Business Manager of Lazard’s Equity Advantage Team. He began working in the investment field in 1976. Prior to joining Lazard in 2007, Chris was President at Boston Private Value Investors. Prior to that he was at State Street Global Advisors (SSgA) for 18 years, where he served as Director of U.S. Institutional Sales, Client Service and Consultant Relations. Previously, Chris worked in institutional Sales and Marketing for Travelers Insurance Company. He has a BA from the University of Pennsylvania. 

Craig Scholl is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 1984. Prior to joining Lazard in 2007, Craig was a Principal and a Senior Portfolio Manager in the Global Active Equity group at State Street Global Advisors (SSgA). Previously he was Managing Director of Public Equities for the Virginia Retirement System, where he was responsible for internally and externally managed portfolios. Prior to that, Craig was a pension investment manager for two large corporations. He also worked as a consultant with InterSec Research and a vice president in data analytics at Lynch, Jones & Ryan. Craig has a BS in Finance and Public Communications from Syracuse University. He is a member of the CFA Institute and the Boston Security Analysts Society.

Jason Williams is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 2001. Prior to joining Lazard in 2008, Jason was a Quantitative Portfolio Manager in the Pan European Active Equities group with State Street Global Advisors (SSgA), focusing on model development and performance evaluation. Earlier at SSgA, he was a Portfolio Analyst within Active European Operations. He has an MA in Finance and Investment from the University of Exeter and a BSc Honours in Mathematics from Coventry University. Jason is a member of the CFA Institute and the UK Society of Investment Professionals (UKSIP).

Susanne Willumsen is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. She began working in the investment field in 1993. Prior to joining Lazard in 2008, Susanne was Managing Director, Head of Active Equities Europe with State Street Global Advisors (SSgA). During her 13 year tenure at SSgA, Susanne was responsible for the research and portfolio management of all UK and European equity strategies. Prior to joining SSgA Susanne traded equity derivatives for the proprietary desk at Investcorp. Susanne received an MSc in Shipping, Trade and Finance from City University and a BSc in Management Studies from the University of Surrey.

Jai Jacob is a Managing Director and Portfolio Manager/Analyst, leading the Lazard Multi Asset investment team. Prior to joining the Multi Asset investment team, Jai worked in Global Risk Management, Fixed Income, Quantitative Technology and Settlements. He led the development of Lazard’s proprietary Risk Analysis system, and has built quantitative analytical tools for over 40 Lazard investment strategies. Jai began working in the investment field in 1998 upon joining Lazard. He has a BA from Cornell University.

Erianna Khusainova is a Senior Vice President and Portfolio Analyst on the Lazard Multi Asset team, focusing on investment strategy and macroeconomic research. Since joining Lazard, Erianna built and led the global Marketing Data group, which serves as a centralized resource for quantitative portfolio and market analytics to support the firm’s global marketing and sales efforts. She began working in the investment field in 2006. Prior to joining Lazard in 2006, Erianna was a Senior Staff Accountant at The King’s College, responsible for accounting and financial analysis. Erianna has a MBA in Finance from the Baruch College, Zicklin School of Business and a BBA in Finance from Tashkent Polytechnical University in Uzbekistan. She is a member of the NYSSA and the CFA Institute and is a native speaker of Russian.

Rupert Hope is a Director and Portfolio Manager/Analyst on the Lazard Multi Asset investment team, specializing in emerging markets. Prior to joining Lazard in 2014, Rupert was a Managing Director and Head of Global Equity Distribution at Renaissance Capital, where he was also building out a global emerging markets equity research platform. Previously, Rupert was at Deutsche Bank where he served as a Managing Director and managed various emerging markets equity teams. He has been in involved in emerging markets finance and investing since joining Baring Securities in 1994. He has a BA (Hons) in history from the University of Durham.

Tom McManus is a Managing Director and Portfolio Manager/Analyst on the Lazard Multi Asset investment team, specializing in macroeconomic forecasting and asset allocation. He began working in the investment field in 1980. Prior to joining Lazard in 2010, Tom was Managing Director and Chief Investment Officer of Wells Fargo Advisors. Previously, Tom was Managing Director and Chief Investment Strategist at Bank of America Securities LLC. Tom started his career at Morgan Stanley in 1980 in strategic planning and equity derivatives. From 1983 to 1991, he was a member of the Global Equity Derivatives department at Goldman Sachs. Tom has a BS in Operations Research from Columbia School of Engineering and Applied Science, where he is a member of the advisory board for the program in Financial Engineering. He is also a non-voting member of the Lazard Capital Allocator Series Advisory Board, as well as a member of the Speaker Retainer program at the CFA Institute.

Stephen Marra is a Senior Vice President and Portfolio Manager/Analyst on the Lazard Multi Asset team, specializing in strategy research. Prior to joining the Multi Asset investment team, Stephen worked in Settlements, Fixed Income Risk and Quantitative Technology where he helped design and develop Lazard’s proprietary trading and risk management systems. He began working in the investment field in 1999 upon joining Lazard. Steve has a BS in Biology from Cornell University.

Michael Per is a Senior Vice President and Quantitative Research Analyst on the Lazard Multi Asset team, focusing on quantitative analysis and systems development. Since joining Lazard, Michael worked in the Equity Trading Technology and the Quantitative Technology groups in the role of principal software engineer and architect. He began working in the investment field in 1997 upon joining Lazard. Michael has a BS in Computer Science from St. Petersburg State Polytechnic University in Russia.

Giuseppe Ricotta is a Vice President and Portfolio Analyst on Lazard’s Multi Asset team, specializing in strategy research. Prior to joining the Multi Asset investment team, Giuseppe worked in Marketing, where he led several projects for the strategic marketing of Lazard’s investment strategies. He began working in the investment field in 2004. Prior to joining Lazard in 2007, he worked at American Express Bank, where he was a senior manager responsible for institutional marketing and sales support for the firm’s offshore funds platform. Prior to that, he worked at the Telecom Italia Group. Giuseppe has an MBA (Hons) from Fordham University and an MS (Summa Cum Laude) in Electronic Engineering from the University of Palermo in Italy.

Steve is the lead portfolio manager for Nuveen’s fixed income strategies that incorporate Environmental, Social and Governance (ESG) criteria and Impact investments, including those that comprise the Core Impact Bond, Short Duration Impact Bond and Green Bond composites. He is also a member of the Investment Committee.

Steve serves on the ICMA Green Bond Principles Advisory Council and was a member of the initial executive committee. He is a member of the UN Capital Development Fund’s working group on Climate Insurance Linked Resilient Infrastructure Finance and serves on the UN’s Joint Sustainable Development Goals Fund’s Blue Economy Investor Advisory Group. He also serves on S&P’s Global Ratings ESG Leadership Council. He is a frequent speaker at conferences and a subject matter expert across media outlets, such as Bloomberg, CNBC, The Economist and The Wall Street Journal. He and his team were awarded “Investor of the Year” at Environmental Finance’s 2020 Bond Awards. Before joining the firm in 2004, he held roles at Nationwide Mutual Insurance and Protective Life.

Steve graduated with a B.Sc. from the State University of New York at Buffalo and an MBA in Finance and Operations from Wake Forest University. He holds the CFA designation and is a member of the CFA Society of North Carolina and the CFA Institute.

Jessica is a portfolio manager for Nuveen’s global fixed income team. She is an integral part of the ESG/Impact fixed income strategy team and co-portfolio manager on the Core Impact Bond, Global Core Impact Bond, Green Bond and Short Duration Impact Bond strategies. She is a frequent panelist and speaker at ESG and Impact conferences and was a member of the ICMA Advisory Board (2020-21), which provides insight and guidance to the Executive Committee on issues affecting the Green, Social and Sustainable Bond markets.

Jessica joined the firm in 2008 as an agency MBS analyst before joining the International/EMD sector team as a European sovereign and agency analyst. Jessica’s analyst responsibilities included sovereigns and local markets throughout Western and Eastern Europe. Prior to Nuveen, she worked at Citi Global Wealth Management (GWM), helping to manage liquidity and risk of the GWM balance sheet.

Jessica graduated with a B.Sc. in Business Administration with an emphasis in Finance from The Ohio State University. She holds the CFA designation and is a member of the CFA Society New York and the CFA Institute.

Kim founded Sionna, one of the largest independent investment firms led by a woman, in 2002. Kim is the lead Portfolio Manager on Sionna’s large cap, all cap and focused Canadian value strategies and co-lead on Sionna’s high conviction strategy. Since joining the industry in 1983, she has received numerous awards, including Morningstar Fund Manager of the Year (2005), the RBC Canadian Woman Entrepreneur Award (2007), Canada’s Most Powerful Women: Top 100 Award (2007, 2017) and the Rotman Women in Management Association Top 10 Award (Entrepreneur Category, 2015). Kim is on the board for the Brandes Institute, Ontario Arts Foundation and United Corporation. She is a member of the C.D. Howe Institute’s National Council and the CFA Institute Board of Regents (previously served as its chair) and is a past President of the CFA Society Toronto. Kim serves as a board member with the Canadian Coalition for Good Governance and previously served as Chair of its Governance Committee. Kim was amongst a select group of industry experts to present at the 2020 Columbia Business School’s “From Graham to Buffett and Beyond” Omaha Panel. Kim also co-hosted the female-led Variant Perspectives Value Investing Conference in 2019, which featured Warren Buffett as a keynote speaker.

Stephen joined Sionna in 2019 and is the Co-Chief Investment Officer. He is the co-lead portfolio manager for Sionna high conviction strategy and the lead portfolio manager for the firm’s global value strategy and focused U.S. value strategy. Stephen brings more than 25 years of experience in both domestic and global equity markets. He began his career in 1990 as an analyst at Royal & Sun Alliance Insurance Company and was most recently Senior Portfolio Manager and Senior Vice President at CI Harbour Funds. Stephen currently sits on The Niagara Community Foundation’s Investment Committee. Stephen is a graduate of Wilfrid Laurier University, where he earned an Honours Bachelor of Business Administration degree and is a CFA® charterholder.

Aleksy joined Sionna in 2020 as a Portfolio Manager. He is a member of Sionna’s Canadian Equity team and contributes to Sionna’s domestic strategies. Aleksy brings more than 20 years of industry experience, most recently as VP Investments and Portfolio Manager at CI Harbour Advisors where he focused on award-winning Canadian Equity and Canadian Balanced portfolios. Aleksy is graduate of the University of Toronto, where he earned a Bachelor of Arts, Economics degree and is a CFA® charterholder.

Gary joined Sionna in 2014 and is a Portfolio Manager. He is the co-lead Portfolio Manager for the firm’s focused dividend strategy. Prior to joining Sionna, he was a Generalist at RBC Wealth Management and worked at RBC Capital Markets and Deloitte Consulting. Gary earned his MBA from the Rotman School of Management and both his Honours Business Administration and Bachelor of Engineering Science from the University of Western Ontario. He is a CFA® charterholder and a member of CFA Society Toronto.

Joanna joined Sionna in 2022 and is an Associate Portfolio Manager. Joanna joined the industry in 2010 and has experience in both domestic and global equity markets, most recently as an Investment Analyst and Investment Counsellor at Manitou Investment Management. Joanna is a contributor to The Analyst publication for the CFA Society Toronto and a guest judge for the Value Investing course at the University of Toronto’s Rotman School of Management. She is also a member of Women in Capital Markets and 100 Women in Finance. Joanna earned her Honours MBA from Queen’s University and Bachelor of Industrial Engineering from the University of Toronto. Joanna is a CFA® charterholder.

Stuart joined Sionna in 2020 as an Equity Research Analyst. Prior to joining Sionna, Stuart interned at both Burgundy Asset Management and RBC Global Asset Management. He earned his Bachelor of Business Administration, Advanced Finance Major and Minor in History from St. Francis Xavier University in Nova Scotia. While at StFX, Stuart was the President of the Schwartz Investment Society. Stuart has successfully completed the Canadian Securities Course (CSC) and the CFA Ethical Decision-Making Course.

Charles Shriver is the portfolio manager of the Global Allocation, Balanced and Spectrum Funds, and he is co-chair of the Asset Allocation Committee. Charles is a vice president of T. Rowe Price Group, Inc.
Charles’s investment experience began in 1999 when he joined the Multi-Asset Division and he has been with T. Rowe Price since 1991.
Charles earned a B.A. in economics and rhetoric/communications studies from the University of Virginia. He earned an M.S.F. from Loyola University Maryland and a graduate diploma in public economics from Stockholm University. Charles also has earned the Chartered Financial Analyst^® designation.
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Toby Thompson is a portfolio manager in the Multi-Asset Division. He is a co-portfolio manager of the Balanced Fund, Global Allocation Funds, Moderate Allocation Portfolio, Spectrum Funds, ActivePlus^® Portfolios and Managed Volatility Strategies. Toby is a vice president of T. Rowe Price Group, Inc. and T. Rowe Price Associates, Inc.
Toby’s investment experience began in 1994 and he has been with T. Rowe Price since 2010, beginning in the retirement plan services group. Prior to this, Toby was employed by I.A.M. as director of investments of the National Pension Fund. He also was a principal with Brown Investment Advisory, where he worked in fixed income research, served as director of open architecture and asset allocation, and was a member of the firm’s Strategic Investment Committee.
Toby earned a B.S. in business and economics from Towson University and an M.B.A. from Loyola University Maryland. Toby also has earned the Chartered Financial Analyst^® and Chartered Alternative Investment Analyst designations. Toby is a former chairman of the National Aquarium Foundation in Baltimore.
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Matthew Ko is a portfolio specialist in the Multi-Asset Division. He is the proxy portfolio manager for the suite of target risk asset allocation products and communicates the firm’s global capital markets outlook and asset allocation viewpoints. Matt is a vice president of T. Rowe Price Group, Inc.
Matt’s investment experience began in 2001 and he has been with T. Rowe Price since 2016, beginning in the Investment Specialists Group. Prior to this, Matt was employed by Putnam Investments where he was the primary liaison between portfolio managers, research analysts and clients. He also worked alongside the product management team to further develop and launch new products.
Matt earned a B.B.A. in finance from James Madison University. Matt also has earned the Charted Financial Analyst^® (CFA) designation. He is a member of the CFA Society of Washington, D.C.
CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA Institute.