Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2021-06-22 | Elizabeth Krentzman, Trustee, 1959, Formerly Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP. Compliance Committee members include Ms. Krentzman (Chair). Investments Committee members include Ms. Krentzman. Compensation from Annex B shows $424,478 total. |
| 2022-06-22 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Trustee of the University of Florida National Board Foundation; Member of the Cartica Funds Board of Directors (private investment funds) Compensation: $461,485 |
| 2023-06-20 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds The Board believes that Ms. Krentzman's legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Elizabeth Krentzman has been a member of the Board of Trustees of the Invesco Funds since 2019. ... Ms. Krentzman served from 1997 to 2004 and from 2007 and 2014 in various capacities at Deloitte & Touche LLP, including Principal and Chief Regulatory Advisor for Asset Management Services, U.S. Mutual Fund Leader and National Director of the Investment Management Regulatory Consulting Practice. She served as General Counsel of the Investment Company Institute from 2004 to 2007. ... The Board believes that Ms. Krentzman’s legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulator Policy of the U.S. Securities and Exchange Commission and as an Associate at Ropes & Gray LLP. The Audit Committee is composed of Messrs. Arch, Crockett, LaCava (Chair), Troccoli and Vaughn (Vice Chair) and Mss. Hostetler, Krentzman and Ressel. The Compliance Committee is composed of Messrs. Arch (Chair), Motley, Troccoli and Vaughn, and Mss. Brown, Hostetler, Krentzman and Ressel (Vice Chair). The Investments Committee is composed of Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort, Vaughn and Wilson (Vice Chair), Mss. Brown, Hostetler (Vice Chair), Krentzman, Ressel and Stern (Vice Chair). Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B. |
| 2021-06-22 | Elizabeth Krentzman has been a member of the Board of Trustees of the Invesco Funds since 2019. The members of the Compliance Committee are Mss. Brown, Krentzman (Chair), and Ressel (Vice Chair) and Dr. Mathai-Davis. The Investments Committee members include Ms. Krentzman. |
| 2022-06-22 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute; National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds Number of Funds Overseen: 190 Other Trusteeships: Trustee of the University of Florida National Board Foundation; Member of the Cartica Funds Board of Directors Compensation: $461,485 |
| 2023-06-20 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds The Board believes that Ms. Krentzman's legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management Office of Regulator Policy of the U.S. Securities and Exchange Commission and as an Associate at Ropes & Gray LLP. Trustee of certain Oppenheimer Funds Trustee of the University of Florida National Board Foundation; Member of the Cartica Funds Board of Directors (private investment funds); Member of the University of Florida Law Center Association, Inc. Board of Trustees and Audit Committee Member Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B |
| 2021-06-22 | Elizabeth Krentzman has been a member of the Board of Trustees of the Invesco Funds since 2019. The Compliance Committee members include Ms. Krentzman. The Investments Committee members include Ms. Krentzman. |
| 2022-06-22 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Trustee of the University of Florida National Board Foundation; Member of the Cartica Funds Board of Directors (private investment funds); Formerly: Member of the University of Florida Law Center Association, Inc. Board of Trustees, Audit Committee, and Membership Committee Compensation: $461,485 |
| 2023-06-20 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds The Board believes that Ms. Krentzman's legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Ms. Krentzman’s legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management Office of Regulator Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 Trustee of the University of Florida National Board Foundation; Member of the Cartica Funds Board of Directors (private investment funds); Member of the University of Florida Law Center Association, Inc. Board of Trustees and Audit Committee Member |
| 2021-06-22 | Elizabeth Krentzman, Trustee, Independent Trustee, born 1959, former Principal and Chief Regulatory Advisor for Asset Management Services at Deloitte & Touche LLP, General Counsel of the Investment Company Institute, member of University of Florida National Board Foundation and Audit Committee. |
| 2022-06-22 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Trustee of the University of Florida National Board Foundation; Member of the Cartica Funds Board of Directors (private investment funds); Formerly: Member of the University of Florida Law Center Association, Inc. Board of Trustees, Audit Committee, and Membership Committee Compensation: $461,485 |
| 2023-06-20 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds The Board believes that Ms. Krentzman's legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Ms. Krentzman’s legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Elizabeth Krentzman - Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management Office of Regulator Policy of the U.S. Securities and Exchange Commission and as an Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds 202 Trustee of the University of Florida National Board Foundation; Member of the Cartica Funds Board of Directors (private investment funds); Member of the University of Florida Law Center Association, Inc. Board of Trustees and Audit Committee Member Compensation: $192,066 |
| 2021-06-22 | Elizabeth Krentzman has been a member of the Board of Trustees of the Invesco Funds since 2019. Ms. Krentzman served from 1997 to 2004 and from 2007 and 2014 in various capacities at Deloitte & Touche LLP. The Compliance Committee members include Messrs. Fields, Motley and Vandivort, and Mss. Brown, Krentzman (Chair), and Ressel (Vice Chair) and Dr. Mathai-Davis. The Investments Committee members include Messrs. Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort (Vice Chair), Vaughn and Wilson, Mss. Brown, Hostetler (Chair), Krentzman, Ressel (Vice Chair) and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. |
| 2022-06-22 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Trustee of the University of Florida National Board Foundation; Member of the Cartica Funds Board of Directors (private investment funds); Formerly: Member of the University of Florida Law Center Association, Inc. Board of Trustees, Audit Committee, and Membership Committee Compensation: $461,485 |
| 2023-06-20 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds The Board believes that Ms. Krentzman's legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Ms. Krentzman’s legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management Office of Regulator Policy of the U.S. Securities and Exchange Commission and as an Associate at Ropes & Gray LLP. The Audit Committee members are Messrs. Arch, Crockett, LaCava (Chair), Troccoli and Vaughn (Vice Chair) and Mss. Hostetler, Krentzman and Ressel. The Compliance Committee members are Messrs. Arch (Chair), Motley, Troccoli and Vaughn, and Mss. Brown, Hostetler, Krentzman and Ressel (Vice Chair). The Investments Committee members are Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort, Vaughn and Wilson (Vice Chair), Mss. Brown, Hostetler (Vice Chair), Krentzman, Ressel and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. |
| 2021-06-22 | Elizabeth Krentzman has been a member of the Board of Trustees of the Invesco Funds since 2019. The members of the Compliance Committee are Messrs. Fields, Motley and Vandivort, and Mss. Brown, Krentzman (Chair), and Ressel (Vice Chair) and Dr. Mathai-Davis. |
| 2022-06-22 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Trustee of the University of Florida National Board Foundation; Member of the Cartica Funds Board of Directors (private investment funds) Formerly: Member of the University of Florida Law Center Association, Inc. Board of Trustees, Audit Committee, and Membership Committee Compensation: 461,485 |
| 2023-06-20 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP |
| 2024-07-02 | Ms. Krentzman’s legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management Office of Regulator Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 Trustee of the University of Florida National Board Foundation; Member of the Cartica Funds Board of Directors (private investment funds); Member of the University of Florida Law Center Association, Inc. Board of Trustees and Audit Committee Member |
| 2021-06-22 | Elizabeth Krentzman, Trustee, Independent Trustee, born 1959, Former Principal and Chief Regulatory Advisor for Asset Management Services, Deloitte & Touche LLP. Trustee since 2019. Member of Compliance Committee and Investments Committee. Compensation: $424,478. |
| 2022-06-22 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Trustee of the University of Florida National Board Foundation; Member of the Cartica Funds Board of Directors (private investment funds) Compensation: $461,485 |
| 2023-06-20 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds The Board believes that Ms. Krentzman's legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Ms. Krentzman’s legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulator Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds The Audit Committee is composed of Messrs. Arch, Crockett, LaCava (Chair), Troccoli and Vaughn (Vice Chair) and Mss. Hostetler, Krentzman and Ressel. The Compliance Committee is composed of Messrs. Arch (Chair), Motley, Troccoli and Vaughn, and Mss. Brown, Hostetler, Krentzman and Ressel (Vice Chair). The Investments Committee is composed of Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort, Vaughn and Wilson (Vice Chair), Mss. Brown, Hostetler (Vice Chair), Krentzman, Ressel and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B. |
| 2021-06-22 | Elizabeth Krentzman has been a member of the Board of Trustees of the Invesco Funds since 2019. The Compliance Committee members include Ms. Krentzman. The Investments Committee members include Ms. Krentzman. |
| 2022-06-22 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Trustee of the University of Florida National Board Foundation; Member of the Cartica Funds Board of Directors (private investment funds); Formerly: Member of the University of Florida Law Center Association, Inc. Board of Trustees, Audit Committee, and Membership Committee Compensation: $461,485 |
| 2023-06-20 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds The Board believes that Ms. Krentzman's legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Ms. Krentzman’s legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2021-06-22 | Elizabeth Krentzman, Trustee, Independent Trustee, born 1959, Former Principal and Chief Regulatory Advisor for Asset Management Services; Member of Compliance Committee; Member of Investments Committee. |
| 2022-06-22 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute; National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; Trustee of certain Oppenheimer Funds Compliance Committee Compensation: $461,485 |
| 2023-06-20 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds |
| 2024-07-02 | Ms. Krentzman’s legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management Office of Regulator Policy of the U.S. Securities and Exchange Commission and as an Associate at Ropes & Gray LLP |
| 2021-06-22 | Elizabeth Krentzman, Trustee, 1959, Formerly Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP. Members of the Compliance Committee include Ms. Krentzman (Chair). Investments Committee members include Ms. Krentzman. |
| 2022-06-22 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Trustee of the University of Florida National Board Foundation; Member of the Cartica Funds Board of Directors (private investment funds); Formerly: Member of the University of Florida Law Center Association, Inc. Board of Trustees, Audit Committee, and Membership Committee Compensation: $461,485 |
| 2023-06-20 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds The Board believes that Ms. Krentzman's legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Elizabeth Krentzman has been a member of the Board of Trustees of the Invesco Funds since 2019. ... Ms. Krentzman served from 1997 to 2004 and from 2007 and 2014 in various capacities at Deloitte & Touche LLP, including Principal and Chief Regulatory Advisor for Asset Management Services, U.S. Mutual Fund Leader and National Director of the Investment Management Regulatory Consulting Practice. She served as General Counsel of the Investment Company Institute from 2004 to 2007. ... The Board believes that Ms. Krentzman’s legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Elizabeth Krentzman has been a member of the Board of Trustees of the Invesco Funds since 2019. The members of the Audit Committee are Messrs. Arch, Crockett, LaCava (Chair), Troccoli and Vaughn (Vice Chair) and Mss. Hostetler, Krentzman and Ressel. The Compliance Committee members are Messrs. Arch (Chair), Motley, Troccoli and Vaughn, and Mss. Brown, Hostetler, Krentzman and Ressel (Vice Chair). The members of the Investments Committee are Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort, Vaughn and Wilson (Vice Chair), Mss. Brown, Hostetler (Vice Chair), Krentzman, Ressel and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. |
| 2021-06-22 | Elizabeth Krentzman, Trustee, 1959. The Compliance Committee members are Messrs. Fields, Motley and Vandivort, and Mss. Brown, Krentzman (Chair), and Ressel (Vice Chair) and Dr. Mathai-Davis. The Investments Committee members are Messrs. Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort (Vice Chair), Vaughn and Wilson, Mss. Brown, Hostetler (Chair), Krentzman, Ressel (Vice Chair) and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. |
| 2022-06-22 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Trustee of the University of Florida National Board Foundation; Member of the Cartica Funds Board of Directors (private investment funds); Formerly: Member of the University of Florida Law Center Association, Inc. Board of Trustees, Audit Committee, and Membership Committee Compensation: $461,485 |
| 2023-06-20 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds The Board believes that Ms. Krentzman's legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Elizabeth Krentzman has been a member of the Board of Trustees of the Invesco Funds since 2019. ... Ms. Krentzman’s legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management Office of Regulator Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 Trustee of the University of Florida National Board Foundation; Member of the Cartica Funds Board of Directors (private investment funds); Member of the University of Florida Law Center Association, Inc. Board of Trustees and Audit Committee Member Compensation: $192,066 |
| 2021-06-22 | Elizabeth Krentzman, Trustee, 1959, Formerly Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP. The Compliance Committee members include Ms. Krentzman (Chair). The Investments Committee members include Ms. Krentzman. Compensation from Annex B shows Elizabeth Krentzman received $20,502 from the Funds and total compensation of $424,478 from the Invesco Fund Complex. |
| 2022-06-22 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services at Deloitte & Touche LLP; General Counsel of the Investment Company Institute; Member of Compliance Committee; Compensation $461,485 |
| 2023-06-20 | Elizabeth Krentzman - 1959 Trustee Formerly: Principal and Chief Regulatory Advisor for Asset Management Services and U.S. Mutual Fund Leader of Deloitte & Touche LLP; General Counsel of the Investment Company Institute (trade association); National Director of the Investment Management Regulatory Consulting Practice, Principal, Director and Senior Manager of Deloitte & Touche LLP; Assistant Director of the Division of Investment Management – Office of Disclosure and Investment Adviser Regulation of the U.S. Securities and Exchange Commission and various positions with the Division of Investment Management – Office of Regulatory Policy of the U.S. Securities and Exchange Commission; Associate at Ropes & Gray LLP; and Trustee of certain Oppenheimer Funds The Board believes that Ms. Krentzman's legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Ms. Krentzman’s legal background, experience in financial services and accounting and as a director of other investment companies benefits the Funds. |
Data sourced from SEC filings. Last updated: 2026-02-03