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 | CLIFFORD M. NOREEN* (51) Trustee, Chairman / Nominee Term expires 2009; Trustee since 1/ 2009 (2007-2008), 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. * Mr. Noreen is classified as an "interested person" of each Trust and Babson Capital (as defined by the Investment Company Act of 1940, as amended) because of his position as an Officer of each Trust and President and Member of the Board of Managers of Babson Capital. |
| 2010-02-25 | CLIFFORD M. NOREEN* (52) Trustee, Chairman Term expires 2012; Trustee since 2009 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. No compensation is paid by either Trust to Trustees who are "interested persons" of the Trust. |
| 2011-03-16 | CLIFFORD M. NOREEN* (53) Trustee, Chairman ... Mr. Noreen is classified as an "interested person" of each Trust and Babson Capital ... No compensation is paid by either Trust to Trustees who are "interested persons" of the Trust. |
| 2012-03-14 | Clifford M. Noreen* (54) ... Trustee, Chairman / Nominee ... Mr. Noreen is classified as an “interested person” of each Trust and Babson Capital ... Mr. Noreen serves as Chairman of each Board of Trustees ... No compensation is paid by either Trust to Trustees who are “interested persons” of the Trust. |
| 2013-03-25 | Clifford M. Noreen* (55) ... Trustee, Chairman ... Mr. Noreen is classified as an “interested person” of each Trust and Babson Capital (as defined by the 1940 Act), because of his position as an Officer of each Trust and President of Babson Capital. |
| 2014-03-25 | Clifford M. Noreen* (56) ... Trustee, Chairman ... Mr. Noreen is classified as an “interested person” of each Trust and Babson Capital ... No compensation is paid by either Trust to Trustees who are “interested persons” of the Trust. |
| 2015-03-24 | Clifford M. Noreen* (57) ... Trustee, Chairman / Nominee ... Mr. Noreen is classified as an “interested person” of each Trust ... Mr. Noreen’s experiences as President, Vice Chairman, member of the Board of Managers and a Managing Director of Babson Capital ... Mr. Noreen also has extensive experience in financial services operations ... No compensation is paid by either Trust to Trustees who are “interested persons” of the Trust ... Compensation table shows None for Clifford M. Noreen. |
| 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 ... Term expires 2018; Trustee since 2009 ... Mr. Noreen is classified as an “interested person” of each Trust and Barings ... Mr. Noreen serves as Chairman of each Board. |
| 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 ... 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 ... Mr. Noreen, an “interested person” of each Trust ... serves as Chairman of each Board ... Mr. Noreen presides at meetings of each Board ... Mr. Noreen has extensive board experience ... During the fiscal year ended December 31, 2020, 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. |
| 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. |
| 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 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 | 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: 2025-12-06