Chris Lo is a senior portfolio manager on the Indexed and Tax Efficient Portfolio Solutions group for Columbia Threadneedle Investments. He leads the Indexed Portfolio Solutions team and is responsible the management of Columbia Threadneedle Equity Exchange Traded Funds and Index Mutual Funds. Mr. Lo joined one of the Columbia Threadneedle Investments legacy firms as senior vice president in 1998 where he held the position of portfolio manager. Previously, Mr. Lo was a senior consultant at KPMG Peat Marwick, LLP. Prior to that, Mr. Lo was an analyst at Deloitte and Touche, LLP. He has been a member of the investment community since 1998. Mr. Lo received a B.S. and an M.E. from Rensselaer Polytechnic Institute and an MBA from New York University, Stern School of Business. He also received his doctoral degree in Professional Studies (DPS) from Pace University, with a concentration in Finance and International Economics. He is a member of the New York Society of Securities Analysts and holds the Chartered Financial Analyst® designation.

Shirley Wang is a tax and income distribution specialist for Columbia Threadneedle Investments. She joined one of the Columbia Threadneedle Investments legacy firms in 2002 as a senior reporting analyst and was promoted to expense manager in 2002, accounting oversight manager in 2003, valuation manager in 2005 and intermediate portfolio manager in 2007. She has held her current position since 2007. Previously, She was a senior auditor at Deloitte & Touche LLP specializing in financial services firms. She has been a member of the investment community since 1998. She received a B. A. from Boston University. In addition, she holds the CFA® designation and is a CPA®.