IMG Fall Conference

Mark Kiesel

Managing Director & CIO Global Credit

PIMCO

Mr. Kiesel is CIO Global Credit and a managing director in the Newport Beach office. He is a member of the Investment Committee, a generalist portfolio manager and the global head of corporate bond portfolio management, with oversight for the firm’s investment grade, high yield, bank loan, municipal and insurance business as well as credit research and PIMCO's actively managed equity business. Morningstar named him Fixed-Income Fund Manager of the Year in 2012 and a finalist in both 2010 and 2017. He has written extensively on the topic of global credit markets, founded the firm’s Global Credit Perspectives publication and regularly appears in the financial media. He joined PIMCO in 1996 and previously served as PIMCO's global head of investment grade corporate bonds and as a senior credit analyst. He has 28 years of investment experience and holds an MBA from the University of Chicago's Graduate School of Business. He received his undergraduate degree from the University of Michigan.

Alaina Anderson

Partner

William Blair & Company

Alaina Anderson is a Partner at William Blair & Company. Alaina joined William Blair in 2006 as a Research Analyst on the International Growth team. As a Research Analyst, Alaina is responsible for providing research and recommendations on stocks within the real estate sector in both developed and emerging markets. In addition to her research responsibilities, Alaina is intimately involved in the client retention, business development and talent recruitment activities of her team and the Firm.

Prior to joining William Blair, Alaina was a Senior Analyst in the Investments Department of the MacArthur Foundation. Her responsibilities included providing research support for internally managed portfolios, as well as investment manager due diligence, selection and monitoring for the FoundationÔÇÖs U.S., Non-U.S. and hedge fund portfolios. Alaina is the former president of the Chicago Booth School of Business Black Alumni Association, was a 2014 Leadership Greater Chicago Fellow and now serves on the board of the Leadership Fellows Association of Leadership Greater Chicago. She is also a member of the William Blair Community Impact Steering Committee and a co-chair of the professional development committee of William BlairÔÇÖs WomenÔÇÖs Initiative Network.

Alaina graduated from Wharton School at the University of Pennsylvania with a B.S. in Economics and earned her M.B.A. from Chicago Booth School of Business with concentrations in analytic finance and economics. She was awarded the CFA charter in 2006.

Julie Austin

Director of Fixed Income

Boeing Trust Investments

Julie Austin is responsible for overseeing the fixed income investment managers in BoeingÔÇÖs ~$60 billion pension plan and ~$45 billion 401(k) plan. The fixed income mandates range from long duration to stable value to private lending (e.g., mezzanine and distressed). She also closely monitors the hedge between the fixed income assets and the pension liability.

Julie joined BoeingÔÇÖs Trust Investments team in 2010 as senior manager of risk management, where she worked on total fund risk analytics, futures-based asset rebalancing, asset performance, liability returns, and liquidity. Prior to Boeing, Julie was the director of research at The Marco Consulting Group, where she managed a 15-person research team, oversaw investment manager due diligence across all asset classes, and developed market commentary and educational presentations. She started her finance career at Morningstar, where she held various data and research roles. Julie received her MBA with honors from the University of Chicago and she is a CFA charterholder.

Mary Phillips

Portfolio Manager

DFA

As a Portfolio Manager, Mary Phillips is responsible for order generation, which requires balancing trade-offs between trading costs, market structure, and the dimensions of higher expected returns targeted in the portfolios. She also works to continuously improve the investment process by reducing costs and increasing efficiency and meets with existing and prospective clients to discuss Dimensional's investment approach. Mary earned an MBA with concentrations in analytic finance, statistics and econometrics, and managerial and organizational behavior from the University of Chicago Booth School of Business. She also holds the CFA designation and completed a BA in business administration at the University of Puget Sound in Tacoma, Washington. Prior to business school, Mary spent seven years at Russell Investments in Tacoma, WA where she worked most recently as a Portfolio Manager in equity derivatives. In that role, Mary constructed and executed derivatives solutions for public and private pensions as well as the Russell Funds.

Jonathan Brodsky

Managing Director and Portfolio Manager

Advisory Research

Jonathan Brodsky is a Managing Director and Portfolio Manager for Advisory Research, Inc. Advisory Research, Inc. is a Chicago-based global value manager with US$12bn in assets under management. Jonathan is co-portfolio manager for the Advisory Research International Small Cap Value, International All Cap Value, Emerging Markets Opportunities, and Global Value mutual funds as well as the firmÔÇÖs international and global institutional assets. Prior to joining the firm, he served a non-political appointment in the United States Securities and Exchange CommissionÔÇÖs Office of International Affairs. Jonathan began his career in finance as an investment banker for J.P. Morgan Securities, Inc. Jonathan holds a B.A. in political science and an M.A. in international relations from Syracuse University and an M.B.A. and J.D. from Northwestern University.

Julie Salsbery

Senior Vice President and Product Manager

PIMCO

Ms. Salsbery is a senior vice president and product manager in the Newport Beach office, focusing on emerging markets. Prior to joining PIMCO in 2012, she was an emerging markets analyst at T. Rowe Price International. Previously with T. Rowe, she was a U.S. economist and municipal bond trader. Earlier in her career, she was an underwriter and financial advisor in H.C. Wainwright & Co.'s investment banking division and a capital markets consultant at Ernst & Young. She has 21 years of investment experience and holds a master's degree in applied economics from Johns Hopkins University. She received an undergraduate degree from the University of Arizona.

Brian Crowell

Managing Director and Head of Business Development, Consultant Relations

AQR

Brian heads AQRÔÇÖs dedicated Consultant Relations team, which is responsible for communicating AQRÔÇÖs investment strategies and performance to investment consultants around the world. In this role, he looks to build partnerships with leading consulting firms by providing them with unique investment insights, perspectives and solutions in order to help them better serve their clients. He has published research in The Journal of Investment Strategies, is a member of AQRÔÇÖs Long-Only Investment Committee and serves on the board of the Association of Investment Management Sales Executives. He earned an A.B. in chemistry from Dartmouth College and an M.B.A. with concentrations in analytic finance, economics and accounting from the University of ChicagoÔÇÖs Booth School of Business. He is a CFA charterholder.

Jim Hoeg

Portfolio Manager

Citadel

Jim Hoeg joined the Citadel Investment Group in 2005 and is currently a Portfolio Manager for the Consumer sector in the Global Equities Division. Prior to joining Citadel, Mr. Hoeg was a Vice President in the Global Investment Research Division of Goldman Sachs. Mr. Hoeg was the Senior Analyst for the Brokers and Asset Management sector. Mr. Hoeg joined Goldman Sachs in 2000 after receiving his MBA in Finance and Accounting from the Booth School of Business at the University of Chicago. Prior to attending graduate school, Mr. Hoeg was a Senior Associate in the Financial Advisory Services Group of PricewaterhouseCoopers from 1995 - 1998. In 2010, Mr. Hoeg was named a TopGun Investment Mind for the Consumer Sector by Brendan Wood International. In 2008, Mr. Hoeg was designated a Top Hedge Fund Analyst by Global Alpha Magazine.

Joon Park

Chief Operating Officer

Alyeska

Joon Park is the Chief Operating Officer, Investment Management at Alyeska Investment Group, L.P. Alyeska Investment Group, L.P. is a Fundamental Equity Market Neutral hedge fund started in 2007. Prior to joining Alyeska, Mr. Park served at Citadel Investment Group for 6 years, where he was Deputy COO of the Global Equities Division. Prior to joining Citadel, Mr. Park served at Merrill Lynch where he was a Vice President in their Global Securities Research & Economics department. Mr. Park has also worked at Deloitte Consulting and Andersen Consulting. Mr. Park graduated with a MBA from Northwestern UniversityÔÇÖs Kellogg School of Management and holds a bachelorÔÇÖs degree from Indiana University.

Sean Stephens

Chief Financial Officer

Anchor Bolt

Sean Stephens is the Chief Financial Officer of Anchor Bolt Capital, LP, a global long/short equity fund with a concentration in the Industrials and Energy Sectors. Sean joined Anchor Bolt in the summer of 2011 at the inception of the Firm. At Anchor Bolt, he oversees all non-investment related items including all financial reporting and NAV calculation, operations, human resources, investor relations, and marketing efforts. Previously, Sean served as the Chief Financial Officer of Aragon Global Management, LLC for five years during which time he had similar responsibilities. Prior to Aragon, Sean worked as a senior financial analyst for PepsiCo Chicago where he reported to the Chief Financial Officer. Sean began his career in the Investment Management Division of Morgan Stanley & Co. Sean holds an MBA with Honors from the University of Chicago Booth School of Business and a BS in Finance from Rutgers University where he graduated with Highest Honors. Sean is a Certified Public Accountant.

David M. Maley

Senior Vice President and Lead Portfolio Manager

Ariel

David is lead portfolio manager for ArielÔÇÖs micro and small cap deep value strategies. Additionally, he manages the firmÔÇÖs domestic trading team and chairs ArielÔÇÖs trade oversight committee. He joined the firm in April 2009 bringing an impressive track record in the micro-cap value space, as well as 25 years of investment experience. Prior to Ariel, David ran Maple Hill Capital Management. David began his investment career at Goldman Sachs where he rose to vice president. He later joined Harris Bank as a vice president and senior portfolio manager. David serves on the board of directors and finance committee of the Joseph Maley Foundation. He earned a BBA in finance with high honors from the University of Notre Dame and an MBA from the University of Chicago.

Josh Mangoubi

Partner and Portfolio Manager

Sanborn Kilcollin

Joshua Mangoubi is responsible for the investment decisions and portfolio allocation of the Adviser along with Robert J. Sanborn.

He joined the firm in its inaugural year and has over ten years of professional investing experience at Sanborn Kilcollin Partners, LLC. While performing investment research, Mr. Mangoubi has also been instrumental in the operational management of the Advisor and has served as Chief Compliance Officer.

He is a firm believer in value investing as a strategy to achieve better risk-adjusted returns. While at the firm, he has developed proprietary valuation models for security analysis with a focus on intrinsic value and forensic accounting. He utilizes quantitative research to help screen for potential price to value discrepancies and qualitative research to evaluate the company and industry structure.

Mr. Mangoubi holds a Bachelor of Science from University of Kansas (2001) and an MBA with High Honors from the University of Chicago (2009).

Scott Wilken

Director of Research

UBS Global Asset Management

Scott Wilkin is the Director of Research of the US Equities Core/Value team at UBS Global Asset Management, a research driven fund focused on price-intrinsic value investing. Prior to becoming Director of Research, Scott was a senior analyst who covered the healthcare sector. Scott holds a M.B.A from Harvard Business School and a B.S in Biochemistry from Bowdoin College.

Karen Dolan

Head of Marketing

DFA

Karen Dolan is head of marketing for Dimensional. She leads marketing initiatives across the global organization, which includes working closely with Dimensional's executives, investment teams, and sales leaders to effectively portray Dimensional's philosophy and investment offering to clients and prospects. Karen joined Dimensional's Financial Advisor Services group in June 2012 and assumed her current position in February 2013.

Prior to joining Dimensional, Karen worked at Morningstar for nearly 10 years in several posts. In her last four years there, she served as director of mutual fund analysis, overseeing management and strategic direction for Morningstar's team of mutual fund analysts in the United States and Canada. She was a frequent speaker at Morningstar and industry events, as well as a regular participant in the media.

Karen is a CFA Charterholder and obtained her BA from the University of Michigan in 2002. She earned an MBA from the University of Chicago Booth School of Business in 2008.