Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2016-03-18 | Clifford M. Noreen* (58) ... Trustee, Chairman ... Mr. Noreen is classified as an “interested person” of each Trust and Babson (as defined by the 1940 Act), because of his position as an Officer of each Trust and President of Babson. |
| 2017-03-27 | Clifford M. Noreen* (59) ... Trustee, Chairman ... Mr. Noreen is classified as an "interested person" of each Trust and Barings (as defined by the 1940 Act), because of his position as an Officer of each Trust and his former position as President of Barings. |
| 2018-03-23 | Clifford M. Noreen* (60) ... Trustee, Chairman / Nominee ... Mr. Noreen is classified as an “interested person” of each Trust and Barings (as defined by the 1940 Act), because of his position as an Officer of each Trust and his former position as President of Barings. |
| 2019-03-18 | Clifford M. Noreen* (61) ... Trustee, Chairman ... Term expires 2021; Trustee since 2009 ... Mr. Noreen is classified as an “interested person” of each Trust and Barings (as defined by the 1940 Act), because of his position as an Officer of MassMutual. |
| 2020-03-11 | Clifford M. Noreen* (62) ... Trustee, Chairman ... Term expires 2021; Trustee since 2009 ... Mr. Noreen is classified as an “interested person” of each Trust and Barings (as defined by the 1940 Act), because of his position as an Officer of each Trust and his former position as President of Barings ... No compensation is paid by either Trust to Trustees who are “interested persons” of the Trust. |
| 2021-03-04 | Clifford M. Noreen* (63) ... Trustee/Nominee, Chairman ... Mr. Noreen is classified as an “interested person” of each Trust ... Mr. Noreen serves as Chairman of each Board. |
| 2022-03-30 | Clifford M. Noreen* (64) ... Trustee, Chairman ... Mr. Noreen is classified as an “interested person” of each Trust and Barings ... Mr. Noreen serves as Chairman of each Board ... Compensation: None* (No compensation is paid by either Trust to Trustees who are “interested persons” of the Trust due to their status as an employee or officer of Barings LLC). |
| 2023-03-29 | Clifford M. Noreen* (65) ... Trustee, Chairman ... Mr. Noreen is classified as an “interested person” of each Trust and Barings ... Mr. Noreen serves as Chairman of each Board ... No compensation is paid by either Trust to Trustees who are “interested persons” of the Trust due to their status as an employee or officer of Barings LLC. |
| 2024-03-27 | Clifford M. Noreen* (66) ... Trustee / Nominee, Chairman ... Mr. Noreen is classified as an “interested person” of each Trust and Barings ... Mr. Noreen, an “interested person” of each Trust ... serves as Chairman of each Board ... No compensation is paid by either Trust to Trustees who are “interested persons” of the Trust due to their status as an employee or officer of Barings LLC. |
| 2025-03-26 | Head of Global Investment Strategy (2019 - April 2024), and Deputy Chief Investment Officer and Managing Director (2016-2018), MassMutual. |
| Filing Date | Source Excerpt |
|---|---|
| 2009-03-18 | President (since 2008), Vice Chairman (2007-2008), Member of the Board of Managers (since 2006), Managing Director, Babson Capital; President (2005 - 1/2009), Vice President (1993- 2005) of the Trusts. |
| 2010-02-25 | President (since 2008), Vice Chairman (2007-2008), Member of the Board of Managers (since 2006), Managing Director (since 2000), Babson Capital; President (2005-2009), Vice President (1993-2005) of the Trusts. |
| 2011-03-16 | Mr. Noreen's experiences as President, Vice Chairman, member of the Board of Managers and a Managing Director of Babson Capital provide the Boards with insight into investment company operational, financial and investment matters. The Boards benefit from Mr. Noreen's 26 years of investment management and oversight experience related to public equities and corporate credit related investments, including private and public bonds, mezzanine and private equity investments and structured credit products. Mr. Noreen also has extensive experience in financial services operations resulting from his years at Babson Capital and from acting as a director of private investment companies and finance companies. |
| 2012-03-14 | Mr. Noreen’s experiences as President, Vice Chairman, member of the Board of Managers and a Managing Director of Babson Capital provide the Boards with insight into investment company operational, financial and investment matters. The Boards benefit from Mr. Noreen’s 26 years of investment management and oversight experience related to public equities and corporate credit related investments, including private and public bonds, mezzanine and private equity investments and structured credit products. |
| 2013-03-25 | President of Babson Capital (since 2008), Vice Chairman (2007-2008), Member of the Board of Managers (since 2006), Managing Director (since 2000), Babson Capital; President (2005-2009), Vice President (1993-2005) of the Trusts. |
| 2014-03-25 | President of Babson Capital (since 2008), Vice Chairman (2007-2008), Member of the Board of Managers (since 2006), Managing Director (since 2000), Babson Capital; President (2005-2009), Vice President (1993-2005) of the Trusts. |
| 2015-03-24 | Mr. Noreen’s experiences as President, Vice Chairman, member of the Board of Managers and a Managing Director of Babson Capital provide the Boards with insight into investment company operational, financial and investment matters. The Boards benefit from Mr. Noreen’s 30 years of investment management and oversight experience related to public equities and corporate credit related investments, including private and public bonds, mezzanine and private equity investments and structured credit products. Mr. Noreen also has extensive experience in financial services operations resulting from his years at Babson Capital and from acting as a director of private investment companies and finance companies. |
| 2016-03-18 | Mr. Noreen’s experiences as President, Vice Chairman, member of the Board of Managers and a Managing Director of Babson provide the Boards with insight into investment company operational, financial and investment matters. The Boards benefit from Mr. Noreen’s 31 years of investment management and oversight experience related to public equities and corporate credit related investments, including private and public bonds, mezzanine and private equity investments and structured credit products. Mr. Noreen also has extensive experience in financial services operations resulting from his years at Babson and from acting as a director of private investment companies and finance companies. |
| 2018-03-23 | Mr. Noreen has extensive board experience, including as a member of the Board of Managers of Jefferies Finance LLC and his former positions as a member of the Boards of Managers of Barings and Wood Creek Capital Management, LLC. He holds a B.A. from the University of Massachusetts and a M.B.A. from American International College. |
| 2019-03-18 | Head of Global Investment Strategy (since 2019), Deputy Chief Investment Officer and Managing Director (2018 2016), MassMutual; President (2008-2016), Vice Chairman (2007-2008), Member of the Board of Managers (2006-2016), Managing Director (2000-2016), Barings; President (2005-2009), Vice President (1993-2005) of the Trusts. |
| 2020-03-11 | Mr. Noreen brings over 35 years of investment management and oversight experience related to public equities and corporate credit related investments, including private and public bonds, mezzanine and private equity investments and structured credit products. |
| 2021-03-04 | Head of Global Investment Strategy (since 2019), Deputy Chief Investment Officer and Managing Director (2016-2018), MassMutual; President (2008-2016), Vice Chairman (2007-2008), Member of the Board of Managers (2006-2016), Managing Director (2000-2016), Barings; President (2005-2009), Vice President (1993-2005) of the Trusts. |
| 2022-03-30 | Head of Global Investment Strategy (since 2019), Deputy Chief Investment Officer and Managing Director (2016-2018), MassMutual; President (2008-2016), Vice Chairman (2007-2008), Member of the Board of Managers (2006-2016), Managing Director (2000-2016), Barings; President (2005-2009), Vice President (1993-2005) of the Trusts. |
| 2023-03-29 | Mr. Noreen brings over 35 years of investment management and oversight experience related to public equities and corporate credit related investments, including private and public bonds, mezzanine and private equity investments and structured credit products. |
| 2024-03-27 | Head of Global Investment Strategy (since 2019), and Deputy Chief Investment Officer and Managing Director (2016-2018), MassMutual. Extensive board experience in investment companies and financial services. |
| 2025-03-26 | Mr. Noreen brings over 35 years of investment management and oversight experience related to public equities and corporate credit related investments... Mr. Noreen retired from full-time employment at MassMutual in April 2024. |
Data sourced from SEC filings. Last updated: 2025-08-30