Fred Lee, CFA, as the Head of Portfolio Construction & Quantitative Research within the MMS team since January 2009, oversees the portfolio construction process in determining the specific allocations to individual managers. He also leads the team responsible for the quantitative assessment of managers. Mr. Lee is located in the London office of UBS AM, which he joined in 2006 as a Risk Analyst where he provided risk assessment and monitoring for all client portfolios and enhanced proprietary risk models. Prior to joining UBS AM, Mr. Lee worked as a consultant for MSCI Barra providing advice to large investment managers across Europe on the interpretation and use of risk models and analytics.

Senior Portfolio Manager Brandon M. Nelson is responsible for the portfolio management of our small- and smid-cap growth strategies. He draws upon more than two decades of experience in small- and smid-cap growth equity investing, utilizing the same philosophy and process employed by Calamos Timpani Small Cap Growth Fund today. He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. Brandon joined Calamos Investments following its 2019 acquisition of Timpani Capital Management, the company he co-founded in 2008, where he served as Chief Investment Officer and Portfolio Manager of the Timpani strategies since inception. Previously, he was a Managing Director and Senior Portfolio Manager at Wells Capital Management since 2005. Prior to that, Brandon was with Strong Capital Management, Inc. as a Research Analyst from 1996 to 2000 and as a Portfolio Manager from 2000 to 2005. He received his master’s degree in Finance from the  University of Wisconsin-Madison and was selected to participate in the prestigious Applied Security Analysis Program. He also received his BBA in Finance from the University of Wisconsin-Madison.

Bruce I. Jacobs, Principal, co-founded Jacobs Levy Equity Management in 1986. He is co-chief investment officer and portfolio manager. Dr. Jacobs’s articles on equity management have appeared in the Financial Analysts Journal, Journal of Portfolio Management, Journal of Investing, Journal of Investment Management, Journal of Financial Perspectives, Japanese Security Analysts Journal, Operations Research, Annals of Operations Research, and Journal of Impact and ESG Investing. He has received several Graham and Dodd Awards from Financial Analysts Journal, a Bernstein Fabozzi/Jacobs Levy Award from the Journal of Portfolio Management, and an Outstanding Article Award from the Journal of Investing. Formerly he was First Vice President of the Prudential Insurance Company of America, where he served as Senior Managing Director of a quantitative equity management affiliate of the Prudential Asset Management Company and Managing Director of the Pension Asset Management Group. Prior to that, he was on the finance faculty of the University of Pennsylvania’s Wharton School and consulted to the Rand Corporation. Dr. Jacobs has a B.A. from Columbia College, an M.S. in Operations Research and Computer Science from Columbia University’s School of Engineering and Applied Science, an M.S.I.A. from Carnegie Mellon University’s Graduate School of Industrial Administration, and an M.A. in Applied Economics and a Ph.D. in Finance from the Wharton School. He serves on the Ambassador Advisory Board of the Journal of Portfolio Management, the Advisory Board of the Journal of Financial Data Science, and is an Advisory Editor for the Journal of Impact and ESG Investing. He has also served on the Financial Analysts Journal Advisory Council, and was an Associate Editor of the Journal of Trading. Dr. Jacobs also served on the Committee to Establish the National Institute of Finance and was a member of its successor, the Office of Financial Research Discussion Forum. He is Chair of the Advisory Board of the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School, and played a critical role in creating the Quantitative Finance major in the MBA program at the Wharton School by establishing the Dr. Bruce I. Jacobs Professorship in Quantitative Finance and the Dr. Bruce I. Jacobs Scholars in Quantitative Finance. He also launched the Dr. Bruce I. Jacobs Master of Science in Quantitative Finance program at the Wharton School.

Kenneth N. Levy, CFA, co-founded Jacobs Levy Equity Management in 1986. He is principal, co-chief investment officer, portfolio manager, and co-director of research of the firm. Previously, Mr. Jacobs was managing director of a quantitative equity management affiliate of the Prudential Asset Management Company. Prior to that, he was responsible for quantitative research at Prudential Equity Management Associates.

Mayoor Joshi is an Analyst within the MMS team, focusing on equity investment strategies. Mr. Joshi is part of the team responsible for manager selection, due diligence, portfolio construction, risk management, investment oversight, and performance of equity portfolios. Mr. Joshi joined UBS AM in April 2014. Previously, he was a Managing Director at Rocaton Investment Advisors, an institutional investment consulting firm, for seven years focusing on manager research.

Ross Johnson joined Riverbridge Partners in 2010. As Chief Investment Officer, Ross is responsible for coordinating the efforts of the Investment Team and overall portfolio compliance to Riverbridge investment disciplines. He is also responsible for security selection and conducting company and industry research across all sectors. Ross is a member of the management team at Riverbridge, which is responsible for the strategic decision-making and overall management of the firm. He is also a member of the Riverbridge Board of Managers. Prior to joining Riverbridge, Ross spent three years with Boston Scientific as a manufacturing operations supervisor and a financial analyst and began his career working for the Rosemount Division of Emerson Process Management as an engineer. Ross is a holder of the right to use the Chartered Financial Analyst® designation. He is a member of the CFA Institute and the CFA Society of Minnesota. He earned his Bachelor of Science in Mechanical Engineering from the University of North Dakota and his MBA from the University of St. Thomas Opus College of Business.

Shu-Han Hsu is a Research Analyst within the PACE Portfolio Management Team of Investment Solution. Mr. Hsu's duties include analytical research in subadvisor selection and monitoring, risk management and portfolio construction for multi-managed PACE equity portfolios. Prior to joining the PACE Portfolio Management Team in 2021, he was an Investment Risk Officer for UBS Hedge Fund Solutions (HFS) and responsible for risk quantitative research. Before joining UBS in 2017, he worked at Cathay Life Insurance in Taiwan (2014-2016) as a fixed income analyst focusing on Greater China Fixed Income and Macro Economics. Mr. Hsu has seven years of investment experience.

Shreya Rajbhandary serves as an Associate Portfolio Manager for multi-managed strategies within the Partnership Solutions group of UBS AM. He is primarily responsible for equity investment capabilities. In that capacity, his duties include sub-advisor due diligence and selection, investment and performance oversight, risk management, and portfolio construction. Prior to joining UBS in 2022, Mr. Rajbhandary worked as a Portfolio Analyst at Russell Investments, where he provided research and analysis to support investment decision making, construction, and implementation of US equity portfolios.