Dr. Lakonishok joined LSV in 1994, where he currently serves as Chief Executive Officer, Chief Investment Officer, Partner and Portfolio Manager Dr. Lakonishok has more than 30 years of investment and research experience. Dr. Lakonishok was, until 2004, the William G. Karnes Professor of Finance at the College of Commerce & Business Administration at the University of Illinois at Urbana-Champaign. Before that, he held staff and visiting professorships at Tel Aviv University, Cornell University, the University of North Carolina at Chapel Hill, and the University of British Columbia.

Menno Vermeulen, CFA, is a Partner, Portfolio Manager and Senior Quantitative Analyst of LSV. Dr. Lakonishok joined LSV in 1994. Vermeulen has more than 21 years of investment experience. At LSV, Mr. Vermeulen has developed and written the software for our quantitative models and portfolio management system. He leads our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Mr. Vermeulen is also involved in the research process at LSV. Prior to joining LSV, he worked at ABP

Puneet Mansharamani, CFA, is a Partner, Portfolio Manager and Quantitative Analyst of LSV. Mr. Mansharamani has more than 14 years of investment experience. At LSV, Mr. Mansharamani is part of our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Prior to joining LSV, Mr. Mansharamani was an Analyst at Institutional Trust National City Corporation. His responsibilities included project management, systems development and designing financial and analytical applications fo

Greg Sleight is a Partner, Portfolio Manager and Quantitative Analyst of LSV. At LSV, Mr. Sleight is part of our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Mr. Sleight received a B.S. in Material Science & Engineering from the University of Illinois in 2000 and an M.B.A. in Econometrics, Economics & Analytic Finance from the University of Chicago in 2006.

Guy Lakonishok, CFA is a Partner, Portfolio Manager and Quantitative Analyst at LSV. Prior to joining LSV, Mr. Lakonishok was a Vice President in the Quantitative Equity group at BlackRock. His responsibilities included research, portfolio implementation, system development and performance attribution. Prior to this experience, Mr. Lakonishok was an analyst in the Quantitative Equity group at Weiss, Peck, and Greer, where he was responsible for developing portfolio analytics and assisting in the day-to-day management of the portfolios. Mr. Lakonishok received a B.S. in Applied Science with

Patrick S. Kaser, CFA, Brandywine Global's Managing Director and Portfolio Manager, who is responsible for researching the financial and healthcare sectors and contributing insights and stock recommendations. He joined the Firm in 1998. He is a member of the Firm’s Executive Board. Before becoming a portfolio manager, Patrick worked for the Firm as an analyst on the Large Cap Value Equity team. He was also with Dean Witter as an account executive (1996-1997). Patrick is a CFA® charterholder and earned an M.B.A. in Finance from the University of Delaware and a B.A. in Political Science from Arizona State University. He is a member of the CFA Society of Philadelphia and has been quoted in The Wall Street Journal, BusinessWeek, The Washington Post, Barron’s and others. Patrick has appeared on CNBC, Fox Business News, and Bloomberg television and radio.

James J. Clarke, Brandywine Global's Portfolio Manager and Director of Fundamental Research. He rejoined the Firm in December 2008 after three years serving as a founding partner of Clarke Bennitt, LLC. From 1997 to 2005, Jim worked as an equity analyst and portfolio manager for Brandywine Global’s large, mid, and small cap value equity portfolios, and as lead manager of the Firm’s small cap portfolios for five years. Prior to his initial term of employment with Brandywine Global, Jim worked as a financial analyst at Morgan Stanley in New York and Tokyo (1991-1995). He earned a B.A. in History from Williams College where he was a member of Phi Beta Kappa and graduated summa cum laude. Jim earned an M.B.A. in Finance from Columbia University.

Paul leads Parametric’s research and development activities across equity and derivative strategies. He is the Co-Editor of the Journal of Wealth Management and has authored numerous journal articles on tax management, risk management, and factor investing. Paul earned a BA in mathematics and physics from Whitman College and an MS in computational finance and risk management from the University of Washington. A CFA charterholder, he is a member of the CFA Society of Seattle.

Eugene Barbaneagra, CFA, serves as Portfolio Manager for the U.S. Equity Factor Allocation, U.S. Managed Volatility, Global Managed Volatility and World Select Equity Funds. Mr. Barbaneagra serves as a Portfolio Manager within the Investment Management Unit. Mr. Barbaneagra is responsible for the portfolio strategy of US and Global Managed Volatility Funds and a number of core Global Equity funds.

Jason Collins is a co-portfolio manager of the Stable Value Intermediate strategies in the Fixed Income Division. He is a vice president and an Investment Advisory Committee member of the Short-Term Bond Fund, a vice president of the Fixed Income Series, Inc., and a member of the Investment Advisory Committee for the Limited-Term Bond Portfolio. Jason also chairs the Synthetic Investment Committee and cochairs the Low Duration Advisory Committee. He is a vice president of T. Rowe Price Group, Inc., T. Rowe Price Associates, Inc., and T. Rowe Price Trust Company. Jason’s investment experience began in 2001, and he has been with T. Rowe Price since 2005, beginning as a portfolio investment analyst on the Stable Value team, before transitioning to the U.S. Taxable Low Duration team. After that, he was an associate portfolio manager responsible for managing high-quality multi-sector portfolios for stable value mandates. Prior to joining the firm, Jason was employed by University Federal Credit Union as a financial analyst, where he managed a portfolio of investment-grade securities and was responsible for the credit union's asset liability management program. Before that, he was employed by Janus Capital as an investor service supervisor. Jason also was an airborne reconnaissance supervisor in the United States Navy. Jason earned a B.S., with honors, in liberal studies from Excelsior College and an M.B.A. from the University of Texas at Austin. Jason also has earned the Chartered Financial Analyst® designation. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

David L. Hintz, CFA serves as a Portfolio Manager for the Large Cap, Large Cap Disciplined Equity, Large Cap Index, S&P 500 Index and Extended Market Index Funds. David L. Hintz is responsible for the management of the portfolios, capital market research, ongoing evaluation and allocation of equity managers and capital for the SEI funds. Prior to joining SEI, Mr. Hintz worked at Russell Investments as a Portfolio Manager and previously as the Head of US Equity Research and a Research Analyst. Mr. Hintz received his Bachelor of Science from Walla Walla University and his M.B.A. from Pacific Lutheran University. Mr. Hintz is a CFA charter holder from the CFA Institute.

Brian Massey, CFA, is a partner and President of Mar Vista Investment Partners and has 33 years of investment experience. He serves as a portfolio manager/analyst and is a member of the investment team. Prior to starting Mar Vista in 2007, Brian spent 10 years as both a portfolio manager and analyst, and was Director of Research at Roxbury Capital Management. Before coming to Roxbury, Brian was a management consultant in KPMG Peat Marwick’s Corporate Finance and Strategic Consulting group. He has a B.S. in economics from Johns Hopkins University and an M.B.A. from The Anderson School of Management at the University of California, Los Angeles.

Silas Myers, CFA, is a partner and CEO of Mar Vista Investment Partners and has 34 years of investment experience. He serves as a portfolio manager/analyst and is a member of the investment team. Before starting Mar Vista in 2007, Silas spent seven years as a portfolio manager and analyst at Roxbury Capital Management. He was also an equity analyst and product specialist at Hotchkis and Wiley, where he performed in-depth industry and company analysis. He began his career as a vice president and portfolio manager at Utendahl Capital Management. He has a B.A. in psychology and an M.B.A., both from Harvard University. He is also a Robert A. Toigo Foundation Alumnus.

Patrick Kelly is Executive Vice President, Portfolio Manager and Head of Alger Capital Appreciation, and Spectra Strategies, which includes Alger Focus Equity. He joined Alger in 1999 and has 27 years of investment experience. He began his career at Alger as a Research Associate and completed Alger’s in-house analyst training program. In early 2001, Patrick was promoted to Associate Analyst and Assistant Vice President, and then ultimately Senior Analyst, responsible for the Technology sector. Patrick was named Portfolio Manager of the Alger Capital Appreciation and Alger Spectra Strategies in 2004, was named Head of Alger Capital Appreciation and Alger Spectra Strategies in 2015 and in 2024 launched the Alger AI Enablers & Adopters Strategy. Additionally, Patrick is a member of The Alger Partners Plan. During his tenure at Alger, he has been featured and quoted in a number of publications such as: Barron’s, Investor’s Business Daily, Citywire, Bloomberg, and Fortune. Prior to joining Alger, Patrick was an investment banking analyst with SG Cowen. He earned his B.S from Georgetown University where he graduated with honors. Patrick is a CFA charterholder and a member of the CFA Institute.

Dr. Ankur Crawford is Executive Vice President and Portfolio Manager of the Alger Capital Appreciation, Alger Focus Equity, and Alger Spectra Strategies and launched the Alger Concentrated Equity Strategy in 2024. She joined Alger in September 2004 and has 20 years of investment experience. Ankur began her career at Alger as a Research Associate and successfully completed Alger’s in-house analyst training program. Over the next several years, Ankur was promoted to Associate Analyst, Analyst, and, ultimately, Senior Analyst. She was named portfolio manager of the Alger Mid Cap Growth strategies in 2010 and promoted to Head of the Technology sector team in January 2013 (until April 2016). In 2015, Ankur was added as a portfolio manager of the Alger Capital Appreciation, Alger Focus Equity and Alger Spectra strategies and is a member of The Alger Partners Plan. During her tenure at Alger, she has been featured and quoted in InvestmentNews, Investor’s Business Daily, Fortune, CNBC, Bloomberg, and Fox News. In 2022, Ankur was named a “See It, Be It Role Model” by InvestmentNews as part of their Excellence in Diversity, Equity & Inclusion Awards. In 2020, Ankur was recognized as a “Top Women in Asset Management” honoree by Money Management Executive. Ankur was elected to the board of The Knowledge House, a Bronx-based charity with the mission of teaching underprivileged communities a skill set in technology that enables them to enter the “gig” economy. Ankur was awarded a fellowship from the prestigious Intel PhD Fellowship Program and worked as an engineer with Intel. She holds several U.S. patents and was also awarded a fellowship from the National Academy of Sciences, Engineering and Medicine. Ankur earned a B.S. in both Mechanical Engineering and Materials Science and Engineering from the University of California, Berkeley and also received an M.S. and a Ph.D. in Materials Science and Engineering from Stanford University.

Ms. Hoopes has been with Brandywine Global since September 2018. Prior to joining Brandywine Global, Ms. Hoopes served in various roles at Aberdeen Standard Investments from 2012 to 2018, including as an investment manager.

Ryan McKeon, CFA, McKeon serves as a Portfolio Manager/Analyst for the Large Cap, Large Cap Value, Large Cap Growth and Tax-Managed Large Cap Funds. Within SIMC's Investment Management Unit, Mr. McKeon is responsible for leading the US Large Cap Equity manager due diligence and selection process for SEI's fund management and separate account business, as well as for assisting in the management of US Large Cap Equity funds. Previously, Mr. McKeon was an analyst on SEI's Manager Research team, where he was responsible for manager due diligence and selection across both US and non-US equity sub-asset classes. He earned his Bachelor of Science in Finance from Pennsylvania State University. Mr. McKeon is a CFA charterholder and a member of the CFA Institute and the CFA Society of Philadelphia.

Jennifer is responsible for providing oversight to the Centralized Portfolio Management (CPM), Global Equity, Institutional CPM and Large Case Custom Core Portfolio Management teams. Prior to her current role, she was responsible for leading the CPM Portfolio Management team. Before joining Parametric in 2005, she was an investment associate at Merrill Lynch.

Gal Skarishevsky has served as a Quantitative Analyst since 2017, as a Partner since 2022 and will serve as Portfolio Manager effective March 1, 2025