| Fund Inception | 12/26/2017 |
| Name of Issuer | Cavanal Hill funds |
| Fund Advisor(s) | Cavanal Hill Investment Management, Inc |
| Sub-Advisor(s) | LM Capital Group |
Fund Managers for APENX
Luis Maizel
Portfolio Manager since 12/28/2022
Luis Maizel, Co-Founder and Senior Managing Director, has been investing in the global fixed-income markets since 1984. Mr. Maizel was born and raised in Mexico City. His experience includes serving as Vice President of Finance for Grupoventas, S.A.; faculty member at the Harvard Business School; and President of Industrial Kuick, S.A. After structuring a favorable buyout of Kuick, Mr. Maizel relocated to San Diego. Mr. Maizel received an undergraduate degree in Industrial Engineering from the National University of Mexico (UNAM) in 1971 and a Master of Business Administration from Harvard Business School in 1974, where he graduated as a Baker Scholar, the school’s highest academic honor. Mr. Maizel is a Board Member for the NAFIN Foreign Board (Mexico’s National Development Bank), Vibra Bank (the first Hispanic community bank in San Diego), and several other for-profit and non-profit organizations. Mr. Maizel also serves as Chairman and Board Member of the Hispanic National Mortgage Association, and as President of the Investment Committee for the Board of Trustees and Executive Board at the University of San Diego. He previously served on the Wells Fargo San Diego Community Board.
Mike Chalker
Portfolio Manager since 12/28/2022
Michael Chalker, Senior Analyst, joined LM Capital Group in July 2014. Prior to joining the firm, Mr. Chalker was an Analyst at Altegris Investments in La Jolla, California, where he oversaw portfolio analysis, strategy, and manager evaluations for the entire lineup of multi-manager mutual funds and select private placement hedge fund products, as well as providing general market analysis and commentary. During his tenure, he was closely involved with the creation of and strategy behind a new fixed-income, long-short fund, now a leading product on the platform. He received an undergraduate degree in Marketing from Southern Methodist University and a Master of Business Administration degree with an emphasis in Investment Finance from the University of San Diego School of Business. He is a graduate of LEAD San Diego and a member of the LEAD Alumni Association.
Vikrant Khadilkar
Portfolio Manager since 12/28/2024
Vikrant Khadilkar, CFA, FRM, joined LM Capital in September, 2018. Prior to joining the firm, he spent five years at Wilshire Associates, where he led efforts to develop new risk and attribution reports for investment consulting clients and assisted with management evaluations. Mr. Khadilkar is responsible for performing portfolio risk analysis and making investment recommendations to the Investment Strategy Group. Mr. Khadilkar consulted with clients regarding asset allocation, investment structure, factor-based risk, and attribution analysis. Mr. Khadilkar earned a Master’s of Science in Financial Engineering from Drucker School of Management at Claremont Graduate University, and a Bachelor’s Degree in Engineering from the University of Mumbai; he is also a CFA® Charterholder.
