Peter A. Zuger
Start Date: 07/29/2009
Zuger is a portfolio manager for Lee Munder, his employer since 2005. Prior to joining the firm, he was a lead portfolio manager and a chief investment officer for State Street Research & Management Co. Prior, Zuger founded and served as lead portfolio manager for the American Century Value Fund, VP Value Fund, and the American Century Equity Income fund. He spent eight years at NBD Bank and six years as a member of Abu Dhabi Investment Authority. Zuger holds the Chartered Financial Analyst designation.
Clifford S. Asness
Start Date: 07/29/2009
Asness ihas served as a founding principal of AQR since co-founding the firm in 1998. Prior to that,he worked in Goldman Sachs Asset Management, where he was involved in portfolio management, portfolio systems and analytics, and fixed-income research. Previously, Asness worked as a consultant to Goldman Sachs, to the arbitrage division of a savings institution, and to the structured-finance department at an investment bank.
Scott C. Satterwhite
Start Date: 02/03/2000
Satterwhite is the Managing Director of Artisan Partners and has co-managed Artisan Partners’ Mid-Cap Value Strategy for over 5 years. He joined Artisan Partners in 1997. Satterwhite holds the Chartered Financial Analyst designation.
Josef Lakonishok
Start Date: 01/31/1999
Lakonishok has served as chief executive officer, CIO, partner and portfolio manager for LSV Asset Management since its founding in 1994. He serves as a William G. Karnes professor of finance at the University of Illinois at Urbana-Champaign.
James M. Eysenbach
Start Date: 02/05/2007
Eysenbach has been a senior vice president and investment portfolio manager since 2004. He is responsible for portfolio construction. He has been the director of research since January, 2008. Prior to joining Martingale in 2004, Mr. Eysenbach was a private investor from 2002-2003. From 1991-2001, he was a Managing Director and Director of Quantitative Products at Scudder Investments. Eysenbach holds the Chartered Financial Analyst designation and a member of the Security Analysts of San Francisco.
William E. Jacques
Start Date: 01/31/2006
Jacques is a founding partner, executive vice president and chief investment officer of Martingale Asset Management, L.P., where he is responsible for overseeing portfolio management, investment research and trading. Prior to founding the firm, Jacques was a trustee and vice president of Batterymarch Financial Management from 1984 to 1987, where he was involved in quantitative research and portfolio management as an investment strategist. Jacques holds the Chartered Financial Analyst designation.
R. Todd Vingers
Start Date: 01/31/2006
Vingers joined Lee Munder Capital Group in 2002 as a portfolio manager. He has over 18 years of investment experience and most recently served as vice president and senior portfolio manager for American Century Investments. Prior to joining American Century, he was a valuation analyst for the Hawthorne Company. Vingers holds Chartered Financial Analyst designation
James C. Kieffer
Start Date: 01/31/2006
Kieffer serve as portfolio managers of the portion of the Small Cap Fund's assets allocated to Artisan and are responsible for researching investment opportunities and the securities selection process. He is Managing Directors of Artisan Partners and have co-managed Artisan Partners’ Mid-Cap Value Strategy for over 5 years. He joined Artisan Partners in 1997. Kieffer holds the Chartered Financial Analyst designation.
James Hoffmann
Start Date: 01/31/2006
Hoffmann, senior vice president and partner of Wellington Management, serves as portfolio manager of the portion of the Real Estate Fund's assets allocated to Wellington Management. He joined Wellington Management in 1997, and has over 20 years of investment experience.
Ronald Hua
Start Date: 11/09/2006
Hua, director of Dynamic Equity Investments, is responsible for the firm's dynamic equity strategies. He joined PanAgora from Putnam Investments in 2004. He also is the lead manager of PanAgora’s Dynamic Small Cap strategies. Before joining PanAgora, Hua worked on Putnam’s Structured Equity team as a lead manager responsible for Small Cap Structured Equity portfolios. He also contributed to quantitative research and analysis that support all Structured Equity portfolios
Richard Shuster
Start Date: 11/09/2006
Shuster serve as co-portfolio managers. He is the senior portfolio manager and has served as managing director of WPG since 1999 as well as head of the Adviser's Small Cap Value Team. Prior thereto, Shuster served as managing director with APM Partners. He has ultimate veto power and is responsible for cash weighting, sector allocations, and capitalization weightings.
Gregory Weiss
Start Date: 11/09/2006
Weiss, portfolio manager/research analyst, is responsible for all investment decisions regarding the Small Cap Fund.He has served as principal, portfolio manager, and research analyst of Weiss, Peck & Greer, LLC since 1999. Prior to joining the firm, he was an equity analyst at Bear Stearns & Company.
Don Cleven
Start Date: 07/29/2009
DONALD E. CLEVEN, CFA Don is an associate portfolio manager and research analyst focused on conducting fundamental research of small cap value equities. Prior to joining LMCG in June 2002, he served as an investment analyst for American Century Investments. Previously, he performed research on small cap value equities for Reams Asset Management. Don holds a BA from St. Olaf College and an MBA and JD from Indiana University.
Kate O'Connor
Start Date: 01/31/2006
O'Connor joined BlackRock in 2002 and currently serves as as co-portfolio manager and participates in all investment decisions. Prior to BlackRock, she worked as an equity analyst for Independence Investment LLC from 2000-2001, and for Boston Partners Asset Management L.P from 1997-2000. She began her career as a sell-side equity analyst at Morgan Stanley Dean Witter. O'Connor is a member of the Boston Security Analysts Society. O'Connor holds the Chartered Financial Analyst designation.
Menno Vermeulen
Start Date: 01/31/2006
Vermeulen has served as a portfolio manager and senior quantitative analyst with LSV Asset Management since 1995 and a partner since 1998. Prior to joining LSV, Vermeulen served with ABP Investments. Vermeulen holds the Chartered Financial Analyst designation.
Samuel Nathans
Start Date: 01/31/2006
Nathans has been a senior vice president and senior portfolio manager since 1999.He is a partner of Martingale, responsible for the portfolio construction process for both equity market neutral accounts and traditional long-only accounts. Prior to joining Martingale, Nathans was the portfolio manager and director of research with American International Group, Inc. Nathans holds the Chartered Financial Analyst designation.
Puneet Mansharamani
Start Date: 01/31/2006
Mansharamani is a partner and portfolio manager of LSV. He has previously served as a quantitative analyst of LSV since 2000 and a Partner and Portfolio Manager since 2006. Mansharamani holds the Chartered Financial Analyst designation.
George O Sertl, Jr.
Start Date: 02/05/2007
Sertl serve as portfolio manager of the portion of the Small Cap Fund's assets allocated to Artisan and are responsible for researching investment opportunities and the securities selection process. He became co-manager of Artisan Partners’ Mid Cap Value strategy during May 2006. Prior to that time, he was an analyst working with Mr. Satterwhite and Mr. Kieffer on Artisan Partners’ Mid-Cap Value Strategy. Sertl joined Artisan Partners in 2000. Sertl holds the Chartered Financial Analyst designation.
Brian Rohman
Start Date: 11/09/2006
Rohman serves research analysts specializing in financial services for Robeco Investment Management, Inc. He has been with the firm since 1998.
Gregory Cipolaro
Start Date: 11/09/2006
Cipolaro, research analysts, serves research analysts for Weiss, Peck & Greer Investments. He joined the firm in 2005 and had previously spent three years as a research associate with Smith Barney and one year with Prudential Securities.
Shirley Szeto
Start Date: 02/05/2007
Szeto serves as associate, trader and portfolio assistant for Weiss, Peck & Greer Investments. He has been with the firm since 1999.
Eric Sorensen
Start Date: 11/09/2006
Sorensen, president and CEO, is responsible for PanAgora Asset Management, Inc.'s business and investment activities. He had been with Putnam since 2000, where he was chief investment officer of Structured Equity and director of Quantitative Research.
Sanjoy Ghosh
Start Date: 11/09/2006
Dr. Ghosh is a Portfolio Manager responsible for managing the firm’s dynamic equity investments. Prior to joining PanAgora, he worked at Putnam Investments as a Portfolio Manager on the Structured Equity team. He was a lead manager responsible for U.S. Large Cap Growth Structured Equity portfolios, and also contributed to quantitative research and analysis supporting all Structured Equity portfolios, including international and global strategies.
Jane Zhao
Start Date: 12/15/2008
Zhao is a quantitative analyst on the Dynamic Equity Investments team primarily responsible for conducting research for PanAgora’s Equity strategies. In this role, she is working on a new alpha source and developing a stock selection model. Dr. Zhao joined PanAgora from the University of Arizona, where she studied Finance.
Joel Feinberg
Start Date: 12/15/2008
Feinberg is a portfolio manager of Dynamic Equity Investments. He is responsible for the management of client portfolios that employ the firm’s Dynamic Investment strategies. He is also involved in the trading of active global equities for client portfolios. Prior to joining the Dynamic Equity team, Mr. Feinberg was a Research Associate in the Macro Strategies group at PanAgora.
Scott Baum
Start Date: 12/15/2008
Baum is the director of Equity Trading at PanAgora. As such, he is focused on developing coordinated trading strategies and systems that minimize total implementation cost. He has over twenty years of experience in the Investment industry including positions in trading, research, portfolio management, and sales. His employment experience on the buy side includes Harvard Management Company, the I.B.M. Retirement Fund, and TQA Investors.
Ronen Israel
Start Date: 07/29/2009
Israel is a Principal of the AQR Capital Management. Prior to joining the Adviser in 1999, he was a Senior Analyst at Quantitative Financial Strategies, Inc.
Lars Nielsen
Start Date: 07/29/2009
Nielsen is a Principal of the AQR Capital Management. Prior to joining the Adviser in 2000, he was an Analyst in the Quantitative Research Group of Danske Invest.
Jacques A. Friedman
Start Date: 07/29/2009
Mr Friedman was an Associate in the Quantitative Research Group at Goldman Sachs Asset Management.
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