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Advisor Information for ICEVX

Fund Inception09/01/2006
Name of IssuerNew York Life Investment Management LLC
Fund Advisor(s)New York Life Investment Management LLC
Sub-Advisor(s)Epoch Investment Partners, Inc.

Fund Managers for ICEVX

Michael Welhoelter
Portfolio Manager since 01/09/2017
Mike is the Chief Administrative Officer, Co-Chief Investment Officer and Head of Risk Management for TD Epoch. Mike is responsible for integrating risk management into the investment process. Prior to joining the company in 2005, he was a director and portfolio manager in the Quantitative Strategies Group at Columbia Management Group, Inc. Before that, Mike was at Credit Suisse Asset Management Group (“CSAM”), where he was a portfolio manager in the Structured Equity group. Before joining CSAM, he was a portfolio manager and quantitative research analyst at Chancellor/LGT Asset Management.
William Booth
Portfolio Manager since 01/09/2017
Bill is Co-Chief Investment Officer of TD Epoch. He is also a portfolio manager for global and non-U.S. equity strategies. Bill joined the company in 2009 from PioneerPath Capital, a long/short equity hedge fund where he was a consumer and retail analyst. Prior to PioneerPath, he was a senior analyst at Level Global focused on the consumer and industrial sectors. He also held an equity research position at Louis Dreyfus Commodities and was a credit analyst with Citigroup. Bill holds a BS in Chemical Engineering from Yale University and an MBA from New York University’s Leonard N. Stern School
Glen Petraglia
Portfolio Manager since 05/31/2018
Glen is a portfolio manager and senior equity research analyst. Prior to joining TD Epoch in 2014, Glen was a generalist portfolio manager and an analyst at Standard Life Investments in Boston, where he focused on consumer staples, restaurants and regional banks. Before Standard Life, he held positions at Citigroup and Nabisco. Glen received his BS from Providence College and an MBA from New York University's Leonard N. Stern School of Business.
Nikolay Petrakov
Portfolio Manager since 04/01/2024
Nik is a portfolio manager and senior research analyst. Prior to joining TD Epoch in 2014, Nik was an international equity analyst at Lord, Abbett & Co. for eight years, where he focused on banks, insurers, asset managers, specialty finance companies, and other cyclical industries. Before Lord, Abbett & Co., he was an investment analyst at AON Hewitt Financial Services. Nik received his BA from Hope College and an MBA from the University of Chicago.

(1212-8205)