Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2008-04-14 | "Director, Southern Methodist University’s Cox School of Business Finance Institute (2006 to present); Chief Investment Officer, Panagora Asset Management (1999 to 2007)." |
| 2009-04-14 | "Chief Executive Officer, Hillcrest Asset Management, LLC (2008 to present)...; and Chief Investment Officer of Panagora Asset Management, Inc. (1999 to 2007)" |
| 2010-04-16 | "Chief Executive Officer, Hillcrest Asset Management, LLC (2008 to present)... and Chief Investment Officer of Panagora Asset Management, Inc. (1999 to 2007)" |
| 2011-04-15 | "Through his experience as a trustee of and chairman of the Audit Committee of the Fund, Premier and certain other registered investment companies, as a professor at Southern Methodist University’s Cox School of Business and Director of the ENCAP Investments & LCM Group Alternative Asset Management Center and as a chief executive officer, and formerly chief investment officer, of investment management firms, Mr. Bruce is experienced in financial, accounting, regulatory and investment matters." |
| 2012-04-27 | "Chief Executive Officer, Hillcrest Asset Management, LLC... Previously, Director of Southern Methodist University’s ENCAP Investment & LCM Group Alternative Asset Management Center... Previously, Chief Investment Officer of Panagora Asset Management, Inc." |
| 2013-04-24 | "Chief Executive Officer, Hillcrest Asset Management, LLC... Previously... Chief Investment Officer of Panagora Asset Management, Inc." |
| 2014-04-25 | "Chief Executive Officer, Hillcrest Asset Management, LLC (2008 to present)... Previously, Chief Investment Officer of Panagora Asset Management, Inc. (1999 to 2007)" |
| 2015-04-22 | "Chief Executive Officer, Hillcrest Asset Management, LLC... Previously, Director of Southern Methodist University’s ENCAP Investment & LCM Group Alternative Asset Management Center... Previously, Chief Investment Officer of Panagora Asset Management, Inc." |
| 2016-04-26 | "Chief Executive Officer, Hillcrest Asset Management, LLC (2008 to present)... Previously, Director of Southern Methodist University’s ENCAP Investment & LCM Group Alternative Asset Management Center... Previously, Chief Investment Officer of Panagora Asset Management, Inc." |
| 2017-04-24 | "Through his experience as a Trustee ... and as a chief executive officer, and formerly chief investment officer, of investment management firms, Mr. Bruce is experienced in financial, accounting, regulatory and investment matters." |
| 2018-04-30 | "Chief Executive Officer, Hillcrest Asset Management, LLC (2008 to present)... Previously, Director of Southern Methodist University’s ENCAP Investment & LCM Group Alternative Asset Management Center... Previously, Chief Investment Officer of Panagora Asset Management, Inc." |
| 2019-05-01 | “Chief Executive Officer, Hillcrest Asset Management, LLC ... Previously, Director of Southern Methodist University’s ENCAP Investment & LCM Group Alternative Asset Management Center ... Previously, Chief Investment Officer of Panagora Asset Management, Inc.” |
| 2020-03-04 | "Chief Executive Officer, Hillcrest Asset Management, LLC... Previously, Director of Southern Methodist University’s ENCAP Investment & LCM Group Alternative Asset Management Center... Previously, Chief Investment Officer of Panagora Asset Management, Inc." |
| 2021-04-20 | “Chief Executive Officer, Hillcrest Asset Management, LLC (2008 – present)... Previously, Director of Southern Methodist University’s ENCAP Investment & LCM Group Alternative Asset Management Center... Previously, Chief Investment Officer of Panagora Asset Management, Inc.” |
| 2022-04-26 | "Through his experience as a Trustee of funds in the Fund Complex and certain other registered investment companies, as a former professor at Southern Methodist University’s Cox School of Business and former Director of the ENCAP Investments & LCM Group Alternative Asset Management Center and as a chief executive officer, and formerly chief investment officer, of investment management firms, Mr. Bruce is experienced in financial, accounting, regulatory and investment matters." |
| 2023-04-21 | "Through his experience as a Trustee of funds in the Fund Complex and certain other registered investment companies, as a former professor at Southern Methodist University’s Cox School of Business and former Director of the ENCAP Investments & LCM Group Alternative Asset Management Center and as a chief executive officer, and formerly chief investment officer, of investment management firms, Mr. Bruce is experienced in financial, accounting, regulatory and investment matters." |
| 2024-04-19 | “Through his experience as a Trustee of funds in the Fund Complex and certain other registered investment companies, as a former professor at Southern Methodist University’s Cox School of Business and former Director of the ENCAP Investments & LCM Group Alternative Asset Management Center and as a chief executive officer, and formerly chief investment officer, of investment management firms, Mr. Bruce is experienced in financial, accounting, regulatory and investment matters.” |
Source material: SEC submissions metadata and DEF 14A proxy filings from EDGAR. Last updated: 2026-04-09