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SENIOR DELEGATE DIRECTORY
as of January 2011
Aberdeen Asset Management Inc.
Gary Marshall
Head of the Americas and Head of
Collective Funds
1735 Market Street, 32nd floor
Philadelphia, PA 19103
[email protected]
(215)405-5707
Affiliated Managers Group
Sean Healey
President & Chief Executive Officer
600 Hale Street
Prides Crossing, MA 1965
[email protected]
617-747-3302
Affiliated Managers Group, Inc.
Jennifer Borggaard
Senior Vice President of Affiliate
Development
600 Hales Street
Prides Crossing, MA 01965-1000
[email protected]
(617)747-3330
AGF Investments
Rob Badun
Executive Vice-President
Toronto Dominion Bank Tower
66 Wellington Street West
Toronto, Ontario M5K 1E9
[email protected]
416-865-4227
American International Group
Monika Machon
SVP & CIO
70 Pine Street, 13th Floor
New York, NY 10270
[email protected]
212 770 6733
Analytic Investors, LLC
Marie Nastasi Arlt
Director & COO
555 West Fifth Street
50th Floor
Los Angeles, CA 90013
[email protected]
Analytic Investors, LLC
Harindra de Silva
President, Portfolio Manager
555 West Fifth Street
50th Floor
Los Angeles, CA 90013
[email protected]
(213)688-3015
Aviva Investors North America, Inc.
Patrick J. O'Brien
Chief Executive Officer
300 North LaSalle Street
Suite 1700
Chicago, IL 60654
[email protected]
(312)660-2200
Babson Capital Management LLC
Thomas M. Finke
Chairman & CEO
201 South College Street
Suite 201
Charlotte, NC 28244
[email protected]
704 805 7201
BNY Mellon Asset Management
Mitchell E. Harris
Interim Head
1 Boston Place
201 Washington Street
Boston, MA 2108
[email protected]
617 248-6000
Babson Capital Management LLC
James Masur
Chief Financial Officer
470 Atlantic Avenue
9th Floor
Boston, MA 2210
[email protected]
617 761 3834
BNY Mellon Asset Management
Curtiss Arledge
Chief Executive Officer
New York,
[email protected]
Baron Capital Management, Inc.
Linda Martinson
President & COO
767 Fifth Avenue
49th Floor
New York, NY 10153
[email protected]
212 583 2013
BNP Investment Partners/FFTW
Deborah Hazell
Chief Executive Officer - FFTW
200 Park Avenue
11th Floor
New York, NY 10166
[email protected]
212 681 3124
BNPP Investment Partners/FFTW
Michel Anastassiades
Head of US & Canada - BNPP Investment
Partners, Executive Chairman - FFTW
200 Park Avenue
New York, NY 10166
[email protected]
(212)681-3018
BP America Inc.
Gregory T. Williamson
Chief Investment Officer & Director, Trust
Investments
30 South Wacker Drive, Suite 900
Chicago, IL 60606
[email protected]
(312)594-3156
Brandywine Global Investment
Management
David F. Hoffman
Chairman
2929 Arch Street
8th Floor
Philadephia, PA 19104
[email protected]
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Capital Guardian Trust Company
David I. Fisher
Chairman
11100 Santa Monica Blvd
Suite 15
Los Angeles, CA 90025
[email protected]
(310) 996-6331
Champlain Investment Partners, LLC
Judith W. O'Connell
Managing Partner
346 Shelburne Road
6th Floor
Burlington, VT 5401
[email protected]
(802) 846-6201
Forward Management
Paul David Schaeffer
Director of Strategy
101 California Street
Suite 1600
San Francisco, 94111
[email protected]
(415)869-6304
Charles Schwab Investment Management
Randall W. Merk
President & Chief Executive Officer
211 Main Street
17th Floor
San Francisco, CA 94109
[email protected]
(415)667-9855
Forward Management
Alan Reid
Chief Executive Officer
101 California Street
Suite 1600
San Francisco, CA 94111
[email protected]
(415)869-6301
DuPont Capital Management
Valerie J. Sill
President & Chief Executive Officer
Delaware Corporate Center
One Righter Parkway
Wilmington, DE 19803
[email protected]
302-477-6007
Franklin Templeton Investments
William Y. Yun
Executive Vice President, Head-Alternative
Investments
600 Fifth Avenue
5th Floor
New York, NY 10020
[email protected]
212-632-4002
FAF Advisors
Thomas S. Schreier, Jr.
Chief Executive Officer
U.S. Bancorp Center, 800 Nicollet Mall
800 Nicollet Mall
Minneapolis, MN 55402
[email protected]
612-303-6403
Fidelity Investments Institutional Services
Company
Peter Cieszko
President
200 Seaport Blvd. ZW8C
Boston, MA 2210
[email protected]
4012924455
GAMCO Investors Inc.
Douglas R. Jamieson
President and COO
One Corporate Center
401 Theodore Frend
Rye, NY 10580-1442
[email protected]
914-921-5020
GE Asset Management
James Ireland
President & Chief Executive Officer
3001 Summer Street
Stamford, CT 6904
[email protected]
203 326 2348
GMO LLC
Marc Mayer
Partner & CEO
40 Rowes Wharf
5th Floor
Boston, MA 2110
[email protected]
(617)346-7541
Goldman Sachs & Co.
Stephen McGuinness
Managing Director
200 West Street, 37th Floor
New York, NY 10282
[email protected]
212-902-3928
Goldman Sachs & Co.
Ernest Gong
Chief of Staff
32 Old Slip
31st floor
New York, NY 10006
[email protected]
(212)902-4831
Harris Investment Management, Inc.
Barry S. McInerney
President & Chief Executive Officer
190 S. LaSalle Street
4th Floor
Chicago, IL 60603
[email protected]
(312)461-7720
Hartford Investment Management
Company
Gregory McGreevey
President
55 Farmington Avenue
10th Floor
Hartford, CT 6105
[email protected]
(860)297-6336
ING Investment Management Americas
Jeffrey T. Becker
Chief Executive Officer
10 State House Square SH 14
Hartford, CT 6103
[email protected]
(860)275-2088
Invesco Institutional
Mark Armour
Senior Managing Director & Head of
Worldwide Institutional
1555 Peachtree Street, NE
Suite 100
Atlanta, GA 30309
[email protected]
404-479-2902
J.P. Morgan Investment Management, Inc.
George C.W. Gatch
CEO - Investment Management Americas
270 Park Avenue
15th Floor
New York, NY 10017-2014
[email protected]
(212)648-2357
Jennison Associates
Dennis Kass
Chairman & CEO
466 Lexington Avenue
18th Floor
New York, NY 10017
[email protected]
212-833-0796
Lazard Asset Management
John R. Reinsberg
Deputy Chairman
30 Rockefeller Plaza
58th Floor
New York, NY 10112-6300
[email protected]
(212)632-6315
Legg Mason, Inc.
David R. Odenath
Head, Americas Asset Management-Sr
Executive Vice President
100 Light Street
35th Floor
Baltimore, MD 21202
[email protected]
(410)454-5245
Loomis, Sayles & Company, L.P.
Robert J. Blanding
Chairman & Chief Executive Officer
555 California Street
Suite 3300
San Francisco, CA 94104
[email protected]
(415)956-2424
MacKay Shields, LLC
Lucille Protas
Acting CEO, COO, Senior Managing
Director
9 West 57th Street
33rd Floor
New York, NY 10019
[email protected]
(212)230-3879
Manning & Napier Advisors, Inc.
Patrick Cunningham
Chief Executive Officer
290 Woodcliff Drive
Fairport, NY 14450
[email protected]
(585)794-5161
McLean Budden Ltd.
Roger Beauchemin
President & Chief Executive Officer
145 King Street West
Suite 2525
Toronto, ON M5H 1J8
[email protected]
416-361-7270
MFS Investment Management
Carol Geremia
President, MFS Institutional Advisors
500 Boylston Street
21st Floor
Boston, MA 2116
[email protected]
617-954-6821
MFS Investment Management
Robert J. Manning
CEO, President & CIO
500 Boylston Street
23rd Floor
Boston, MA 2116
[email protected]
(617)954-5952
Morgan Stanley
Gregory Fleming
President of Investment Management &
Global Research
1585 Broadway, 40th Floor
New York, NY 10036
[email protected]
(212)761-5270
Neuberger Berman Group LLC
George H. Walker
Chairman & Chief Executive Officer
605 3rd Avenue
42nd Floor
New York, NY 10158
[email protected]
(212)476-8815
New York Life Investment Management
LLC
John Y. Kim
Chairman
51 Madison Avenue
13th Floor
New York, NY 10010
[email protected]
(212)576-5296
New York Life Investment Management,
LL
Drew Lawton
CEO - Traditional Investments
690 Canton Street
Westwood, MA 2090
[email protected]
Northern Trust Global Investments
Stephen N. Potter
President
50 S. LaSalle Street
Suite B-3
Chicago, IL 60603
[email protected]
(312)444-5912
O'Shaughnessy Asset Management, LLC
Jim O'Shaughnessy
Chairman & Chief Executive Officer
6 Suburban Avenue
Stamford, CT 6901
[email protected]
(203)975-3301
O'Shaughnessy Asset Management, LLC
Chris Loveless
President and COO
Six Suburban Avenue
Stamford, CT 6901
[email protected]
(203)975-3304
OFI Institutional Asset Management
Amy Harl
President
6801 S. Tucson Way
Centennial, CO 80112
[email protected]
(303)768-5777
Old Mutual Asset Management
Linda T. Gibson
Interim CEO
200 Claredon Street
53rd Floor
Boston, MA 2116
[email protected]
(617)369-7307
Pacific Alternative Asset Management
Company
Jane Buchan
Chief Executive Officer
19540 Jamboree
Suite 400
Irvine, CA 92612
[email protected]
949-261-4900
PineBridge Investments
Win Neuger
Chief Executive Officer
399 Park Avenue
4th Floor
New York, U.S.A 10022-4605
[email protected]
(646)857-8766
Pioneer Investment Management USA Inc.
Daniel K. Kingsbury
President & Chief Executive Officer
60 State Street
13th Floor
Boston, MA 2109
[email protected]
(617)422-4900
PNC Capital Advisors LLC
Kevin McCreadie
President & CEO
Two Hopkins Plaza
4th Floor
Baltimore, MD 21201
[email protected]
410-237-5875
Principal Global Investors
James P. McCaughan
Chief Executive Officer
888 7th Avenue
25th Floor
New York, NY 10019
[email protected]
(212) 603-3609
Research Affiliates, LLC
Robert D. Arnott
Chief Executive Officer
620 Newport Center Drive
Suite 900
Newport Beach, CA 92660
[email protected]
(949)325-8701
Prudential Investment Management
Charles F. Lowrey
President & Chief Executive Officer
Gateway Centre 3
100 Mulberry Street
Newark, NJ 7102
[email protected]
(973)367-5174
RidgeWorth Capital Management
David H. Eidson
Chairman & Chief Executive Officer
50 Hurt Plaza
Suite 1400
Atlanta, GA 30303
[email protected]
404-588-8017
Putnam Investments
Robert L. Reynolds
President & Chief Executive Officer
One Post Office Square
Boston, MA 02109-2103
[email protected]
(617) 760-8800
Russell Investments
Andrew Doman
Chief Executive Officer
909 A Street
Tacoma, WA 98402
[email protected]
(253)439-5599
Pyramis Global Advisors
Kevin Uebelein
President & Chief Executive Officer
900 Salem Street
Smithfield, RI 2917
[email protected]
401-292-5722
Security Global Investors/ Rydex|SGI
Richard Goldman
Chief Executive Officer
Six Landmark Square
Suite 471
Stamford, CT 6901
[email protected]
203-359-5622
RBC Global Asset Management (U.S.) Inc.
Michael T. Lee
President and Chief Investment Officer
100 South Fifth Street
Suite 2300
Minneapolis, MN 55402-4108
[email protected]
(612)376-7133
Sentinel Investments
Christian W. Thwaites
President & Chief Executive Officer
1 National Life Drive
Montpelier, VT 05604-1000
[email protected]
(802) 223 9360
Sionna Investments
Kim Shannon
President & CIO
8 King Street East
Suite 1600
Toronto, ON M5C 1B5
[email protected]
(416)203-8812
Third Avenue Management
David M. Barse
Chief Executive Officer
622 Third Avenue
32nd Floor
New York, NY 10017
[email protected]
(212)888-5222
Standard Life Investments USA Ltd.
William H. Perry
Chief Executive Officer
One Beacon Street
34th Floor
Boston, MA 02108-3106
[email protected]
617-720-7949
Transamerica Investment Services, LLC
Jeffrey A. McCroy
President & Chief Operating Officer
230 West Monroe Street
Suite 1450
Chicago, IL 60606
[email protected]
(312)596-5338
State Street Global Advisors
Scott Powers
President & Chief Executive Officer
State Street Financial Center
One Lincoln Street
Boston, MA 2111
[email protected]
(617)664-6069
Trilogy Global Advisors, LLC
Ryan Burrow
Executive Officer
400 Park Avenue South
Suite 320
Winter Park, FL 32789
[email protected]
(407)660-6110
T. Rowe Price Global Investment Services
Ltd.
R. Todd Ruppert
President & CEO, T. Rowe Price Global
Investment Services
100 East Pratt Street
8th Floor
Baltimore, MD 21202
[email protected]
(410)345-2006
Turner Investment Partners
Thomas R. Trala
Chief Operating Officer & CFO
1205 Westlakes Drive
Suite 100
Berwyn, PA 19312
[email protected]
484-329-2319
TD Asset Management
Brian Murdock
Chairman & CEO
TD Canada Trust Tower
161 Bay Street
Toronto, Ontario M5J2T2
[email protected]
(416)308-4849
UBS Global Asset Management (Americas)
Shawn Lytle
Head of the Americas; Managing Director
one north Wacker Drive
Chicago, IL 60606
[email protected]
(312)525-7366
Victory Capital Management
Robert L. Wagner
President & Chief Executive Officer
127 Public Square
Cleveland, OH 44114
[email protected]
216-689-7733
Virtus Investment Partners
George Aylward
President & Chief Executive Officer
100 Pearl Street
Hartford, CT 6103
[email protected]
(860)263-4705
Wellington Management Company, LLP
Perry M.Traquina
President & Chief Executive Officer
75 State Street
Boston, MA 2109
[email protected]
617-951-5455
Wellington Management Company, LLP
Michael J. Boudens
Senior Vice President, Partner, and
Associate Director of Global Relationship
Group, Worldwide
75 State Street
Suite 2400
Boston, MA 2109
[email protected]
(617)263-4161
Wentworth, Hauser and Violich
Judith R. Stevens, CFA
President and CEO
301 Battery Street
Suite 400
San Francisco, CA 94111
[email protected]
(415)288-6121
Westwood Holdings Group, Inc.
Brian O. Casey
President & Chief Executive Officer
200 Crescent Court
Suite 1200
Dallas, TX 75201-1890
[email protected]
(214) 756-6987
Westwood Holdings Group, Inc.
Susan M. Byrne
Chairman and CIO
200 Crescent Court
Suite 1200
Dallas, TX 75201-1890
[email protected]
(214)756-6950
William Blair & Company
Michelle R. Seitz, CFA
Principal & Head of Investment
Management
222 West Adams
Chicago, IL 60606
[email protected]
(312)364-8129
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