Corporate Board Profile
Tech Score: 7/100
10 mention(s) identify HUGO F. SONNENSCHEIN as having software/technology expertise.
| Company | Filing Date | Evidence | Reason |
|---|---|---|---|
| Invesco Advantage Municipal Income Trust II | 2001-05-15 | Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Professor in the Department of Economics at the University of Chicago. Prior to July 2000, Mr. Sonnenschein was President of the University of Chicago. Mr. Sonnenschein is a member of the National Academy of Sciences, the American Philosophical Society, and a fellow of the American Academy of Arts and Sciences. | He is a distinguished professor in economics with a strong academic background, which likely includes advanced mathematics and analytical skills relevant to programming and technical expertise. |
| Invesco Advantage Municipal Income Trust II | 2009-05-05 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. | Ph.D. and distinguished professor in economics with academic and research background; likely has strong quantitative and technical skills relevant to programming. |
| Invesco California Value Municipal Income Trust | 2001-05-15 | Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Professor in the Department of Economics at the University of Chicago. Prior to July 2000, Mr. Sonnenschein was President of the University of Chicago. Mr. Sonnenschein is a member of the National Academy of Sciences, the American Philosophical Society, and a fellow of the American Academy of Arts and Sciences. | He is a distinguished professor in economics and has a strong academic background, which likely includes advanced mathematics and related technical skills relevant to programming. |
| Invesco Municipal Opportunity Trust | 2001-05-15 | Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Professor in the Department of Economics at the University of Chicago. Prior to July 2000, Mr. Sonnenschein was President of the University of Chicago. Mr. Sonnenschein is a member of the National Academy of Sciences, the American Philosophical Society, and a fellow of the American Academy of Arts and Sciences. | Has a distinguished academic background including being a professor of economics and President Emeritus of the University of Chicago, indicating strong quantitative and analytical skills which likely include mathematical and economic modeling relevant to programming. |
| Invesco Pennsylvania Value Municipal Income Trust | 2001-05-15 | Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Professor in the Department of Economics at the University of Chicago. He is a member of the National Academy of Sciences, the American Philosophical Society, and a fellow of the American Academy of Arts and Sciences. | He is a distinguished professor of economics and has a strong academic background in economics and mathematics, indicating technical skills relevant to programming and software. |
| Invesco Pennsylvania Value Municipal Income Trust | 2012-06-14 | Hugo F. Sonnenschein. Mr. Sonnenschein is the Distinguished Service Professor and President Emeritus of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Until July 2000, Mr. Sonnenschein served as President of the University of Chicago. Mr. Sonnenschein is a Trustee of the University of Rochester and a member of its investment committee. He is also a member of the National Academy of Sciences and the American Philosophical Society, and a Fellow of the American Academy of Arts and Sciences. | Mr. Sonnenschein is a Distinguished Service Professor and President Emeritus of the University of Chicago, with a background in economics and academia, which often involves advanced quantitative and analytical skills relevant to programming and technical expertise. |
| Invesco Quality Municipal Income Trust | 2014-06-27 | Hugo Sonnenschein is the President Emeritus and an Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. | Has a distinguished academic background in economics and mathematics, including being a professor and president emeritus at the University of Chicago, indicating strong technical and quantitative skills relevant to programming. |
| Invesco Trust for Investment Grade Municipals | 2001-05-15 | Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Professor in the Department of Economics at the University of Chicago. Prior to July 2000, Mr. Sonnenschein was President of the University of Chicago. Mr. Sonnenschein is a member of the Board of Trustees of the University of Rochester and a member of its investment committee. Mr. Sonnenschein is a member of the National Academy of Sciences, the American Philosophical Society, and a fellow of the American Academy of Arts and Sciences. | He is a distinguished professor in economics and has a strong academic background in economics and mathematics, indicating technical skills relevant to programming and software. |
| Invesco Trust for Investment Grade Municipals | 2008-05-08 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. | Has a distinguished academic background including being a professor in economics and a member of prestigious scientific societies, indicating strong quantitative and analytical skills relevant to programming. |
| Invesco Trust for Investment Grade New York Municipals | 2001-05-15 | Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Professor in the Department of Economics at the University of Chicago. He is a member of the National Academy of Sciences, the American Philosophical Society, and a fellow of the American Academy of Arts and Sciences. | Has a strong academic background in economics and mathematics, including being a distinguished professor and member of prestigious scientific societies, indicating strong technical and quantitative skills relevant to programming. |
| Filing Date | Source Excerpt |
|---|---|
| 2001-05-15 | Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Professor in the Department of Economics at the University of Chicago. Prior to July 2000, Mr. Sonnenschein was President of the University of Chicago. Mr. Sonnenschein is a member of the National Academy of Sciences, the American Philosophical Society, and a fellow of the American Academy of Arts and Sciences. |
| 2002-05-03 | Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2003-05-27 | Hugo F. Sonnenschein(3) Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2004-05-18 | Hugo F. Sonnenschein(3) (63) Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2005-10-05 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2006-05-19 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2007-05-10 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2008-05-08 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2009-05-05 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2010-06-11 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2011-05-16 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2012-06-14 | Hugo F. Sonnenschein. Mr. Sonnenschein is the Distinguished Service Professor and President Emeritus of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Until July 2000, Mr. Sonnenschein served as President of the University of Chicago. Mr. Sonnenschein is a Trustee of the University of Rochester and a member of its investment committee. He is also a member of the National Academy of Sciences and the American Philosophical Society, and a Fellow of the American Academy of Arts and Sciences. |
| 2013-06-20 | Distinguished Service Professor and President Emeritus of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Prior to July 2000, President of the University of Chicago. |
| 2014-07-18 | President Emeritus and Honorary Trustee of the University of Chicago; Adam Smith Distinguished Service Professor in the Department of Economics; Trustee of the University of Rochester. |
| 2015-07-09 | Mr. Sonnenschein is the President Emeritus and an Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Prior to July 2000, Mr. Sonnenschein served as President of the University of Chicago. |
| Filing Date | Source Excerpt |
|---|---|
| 2001-05-15 | Hugo F. Sonnenschein(3)........... Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Professor in the Department of Economics at the University of Chicago. Prior to July 2000, Mr. Sonnenschein was President of the University of Chicago. Mr. Sonnenschein is a member of the Board of Trustees of the University of Rochester and a member of its investment committee. Mr. Sonnenschein is a member of the National Academy of Sciences, the American Philosophical Society, and a fellow of the American Academy of Arts and Sciences. Mr. Sonnenschein is also a Trustee or Managing General Partner of other investment companies advised by Asset Management and Advisory Corp. |
| 2002-05-03 | Hugo F. Sonnenschein (61) Trustee Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago... The Audit Committee currently consists of Messrs. Arch, Dammeyer, Kerr, Myers and Sonnenschein... Each Fund has a retirement plan committee which currently consists of Messrs. Arch, Dammeyer and Sonnenschein... Compensation Table shows Hugo F. Sonnenschein total compensation before deferral from Closed-End Fund Complex as $152,250. |
| 2003-05-27 | Hugo F. Sonnenschein(3) (62) Trustee President Emeritus and Honorary Trustee of the University of Chicago ... Trustee or Managing General Partner of other funds in the Closed-End Fund Complex. ... COMPENSATION TABLE ... Hugo F. Sonnenschein......... $138,750 ... MEETINGS AND COMMITTEES ... The audit committee currently consists of Messrs. Arch, Dammeyer, Kerr, Myers and Sonnenschein. ... Each Fund has an ad hoc retirement plan committee which currently consists of Messrs. Arch, Dammeyer and Sonnenschein. |
| 2004-05-18 | Hugo F. Sonnenschein(3) (63) Trustee President Emeritus and Honorary Trustee of the University of Chicago. Trustee/Director/Managing General Partner of funds in the Fund Complex. Brokerage and services committee consists of Linda Hutton Heagy, Hugo F. Sonnenschein and Suzanne H. Woolsey. Compensation Table shows $193,811 total annual compensation. |
| 2006-05-19 | Hugo F. Sonnenschein(3)*** (65) Trustee President Emeritus and Honorary Trustee of the University of Chicago ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... COMPENSATION TABLE: Hugo F. Sonnenschein $74,118 ... BOARD COMMITTEES AND MEETINGS: Brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. |
| 2007-05-01 | Hugo F. Sonnenschein(3) (66) Trustee Trustee of President Emeritus and Honorary 73 Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2008-05-08 | Hugo F. Sonnenschein(3)+++ (67) Trustee + President Emeritus and Honorary 74 Trustee of the University of Chicago ... The brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. ... Hugo F. Sonnenschein.... (1) 69,608 105,000 208,601 |
| 2009-05-05 | Hugo F. Sonnenschein (68) 1126 E. 59th Street Chicago, IL 60637 Trustee President Emeritus and Honorary Trustee of the University of Chicago. Trustee/Director/Managing General Partner of funds in the Fund Complex. Trustee of the University of Rochester. Compensation Table shows total compensation including fund expenses, retirement benefits and estimated annual benefits totaling $408,054. Brokerage and services committee membership is mentioned. |
| 2010-06-11 | Hugo F. Sonnenschein (69) President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Trustee/Managing General Partner of funds in the Fund Complex. |
| 2011-05-16 | Hugo F. Sonnenschein (70) 1126 E. 59th Street Chicago, IL 60637 Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Prior to July 2000, President of the University of Chicago. Trustee/Managing General Partner of funds in the Fund Complex. Trustee of the University of Rochester and a member of its investment committee. Member of the National Academy of Sciences, the American Philosophical Society and a fellow of the American Academy of Arts and Sciences. |
| 2012-06-14 | Hugo F. Sonnenschein. Mr. Sonnenschein is the Distinguished Service Professor and President Emeritus of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Until July 2000, Mr. Sonnenschein served as President of the University of Chicago. Mr. Sonnenschein is a Trustee of the University of Rochester and a member of its investment committee. He is also a member of the National Academy of Sciences and the American Philosophical Society, and a Fellow of the American Academy of Arts and Sciences. From 1994 to 2010, Mr. Sonnenschein served as Director or Trustee of investment companies in the Van Kampen Funds complex. The Board believes that Mr. Sonnenschein's experiences in academia and in running a university, and his experience as a director of investment companies benefits the Funds. |
| 2013-06-20 | Hugo F. Sonnenschein (1940) Trustee Distinguished Service Professor and President Emeritus of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Prior to July 2000, President of the University of Chicago. Trustee/Managing General Partner of funds in the Fund Complex. Trustee of the University of Rochester and a member of its investment committee. Member of the National Academy of Sciences, the American Philosophical Society and a fellow of the American Academy of Arts and Sciences. Compensation: $66,145 from the Funds, $426,700 from the Fund Complex. |
| 2014-07-18 | Hugo F. Sonnenschein (1940) - Current Trustee and Nominee - President Emeritus and Honorary Trustee of the University of Chicago; Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago - Trustee/Managing General Partner of funds in the Fund Complex; Member of the Houston Board; Trustee of the University of Rochester; Member of the National Academy of Sciences, the American Philosophical Society and a fellow of the American Academy of Arts and Sciences - Compensation: $428,700 - Number of Funds Overseen: 140 |
| 2015-07-09 | Hugo F. Sonnenschein - 1940 Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago; Prior to 2000, President of the University of Chicago. |
| Filing Date | Source Excerpt |
|---|---|
| 2001-05-15 | Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Professor in the Department of Economics at the University of Chicago. Prior to July 2000, Mr. Sonnenschein was President of the University of Chicago. Mr. Sonnenschein is a member of the National Academy of Sciences, the American Philosophical Society, and a fellow of the American Academy of Arts and Sciences. |
| 2002-05-03 | Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2003-05-27 | Hugo F. Sonnenschein(3) Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2004-05-18 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2005-10-05 | Hugo F. Sonnenschein(3) (64) Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics. |
| 2006-05-19 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2007-05-10 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2008-05-08 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2009-05-05 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2010-06-11 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2011-05-16 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2012-07-03 | Mr. Sonnenschein is the Distinguished Service Professor and President Emeritus of the University of Chicago... The Board believes that Mr. Sonnenschein's experiences in academia and in running a university, and his experience as a director of investment companies benefits the Target Funds. |
| 2013-06-20 | Distinguished Service Professor and President Emeritus of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Prior to July 2000, President of the University of Chicago. |
| 2014-07-18 | Hugo F. Sonnenschein (1940) - President Emeritus and Honorary Trustee of the University of Chicago; Adam Smith Distinguished Service Professor in the Department of Economics. |
| 2015-07-09 | Mr. Sonnenschein is the President Emeritus and an Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| Filing Date | Source Excerpt |
|---|---|
| 2001-05-15 | Hugo F. Sonnenschein(3)........... Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Professor in the Department of Economics at the University of Chicago... Mr. Sonnenschein is also a Trustee or Managing General Partner of other investment companies advised by Asset Management and Advisory Corp. |
| 2002-05-03 | Hugo F. Sonnenschein (61) Trustee + Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Service Professor in the Department of Economics at the University of Chicago. Each Fund has an Audit Committee... The Audit Committee currently consists of Messrs. Arch, Dammeyer, Kerr, Myers and Sonnenschein. Each Fund has a retirement plan committee which currently consists of Messrs. Arch, Dammeyer and Sonnenschein. COMPENSATION TABLE Hugo F. Sonnenschein....... (2) 25,164 90,000 152,250 |
| 2003-05-27 | Hugo F. Sonnenschein(3) (62) Trustee President Emeritus and Honorary Trustee of the University of Chicago ... Trustee or Managing General Partner of other funds in the Closed-End Fund Complex. ... COMPENSATION TABLE ... Hugo F. Sonnenschein......... $138,750 ... MEETINGS AND COMMITTEES ... The audit committee currently consists of Messrs. Arch, Dammeyer, Kerr, Myers and Sonnenschein. ... Each Fund has an ad hoc retirement plan committee which currently consists of Messrs. Arch, Dammeyer and Sonnenschein. |
| 2004-05-18 | Hugo F. Sonnenschein(3) (63) Trustee President Emeritus and Honorary Trustee of the University of Chicago. Trustee/Director/Managing General Partner of funds in the Fund Complex. Brokerage and services committee consists of Linda Hutton Heagy, Hugo F. Sonnenschein and Suzanne H. Woolsey. Compensation Table shows $193,811 total compensation. |
| 2005-10-05 | Hugo F. Sonnenschein(3) (64) Trustee + President Emeritus and Honorary Trustee of the University of Chicago ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... The brokerage and services committee consists of Linda Hutton Heagy, Hugo F. Sonnenschein and Suzanne H. Woolsey. |
| 2008-05-08 | Hugo F. Sonnenschein(3)+++ (67) Trustee President Emeritus and Honorary Trustee of the University of Chicago. Brokerage and services committee member. Total compensation $208,601. |
| 2009-06-09 | Hugo F. Sonnenschein (68) 1126 E. 59th Street Chicago, IL 60637 Trustee Trustee since 1994 President Emeritus and Honorary Trustee of the University of Chicago. Trustee/Director/Managing General Partner of funds in the Fund Complex. The brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. Compensation Table shows Hugo F. Sonnenschein compensation from Fund Complex as $105,000 plus $721 from Fund and $78,523 pension. |
| 2010-06-11 | Hugo F. Sonnenschein (69) ... Trustee ... President Emeritus and Honorary Trustee of the University of Chicago ... Trustee/Managing General Partner of funds in the Fund Complex. ... The brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. ... Compensation Table: Hugo F. Sonnenschein - $105,000 annual compensation. |
| 2011-05-16 | Hugo F. Sonnenschein (70) ... Trustee ... President Emeritus and Honorary Trustee of the University of Chicago ... Trustee/Managing General Partner of funds in the Fund Complex ... brokerage and services committee ... 143,999 |
| 2013-06-20 | Hugo F. Sonnenschein (1940) Trustee Independent Trustee Distinguished Service Professor and President Emeritus of the University of Chicago. Trustee/Managing General Partner of funds in the Fund Complex. Trustee compensation: $66,145 from the Funds. |
| 2014-07-18 | Hugo F. Sonnenschein (1940) - Current Trustee and Nominee - President Emeritus and Honorary Trustee of the University of Chicago - Member of the Houston Board; Member of the Houston Governance Committee - Aggregate Compensation from the Funds: $67,355 |
| 2015-07-09 | Hugo F. Sonnenschein - 1940 Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago; Prior to 2000, President of the University of Chicago. Committees: Governance Committee, Investments Committee, Valuation, Distribution and Proxy Oversight Committee. Compensation received by the Trustees of the Funds as of fiscal year ended February 28, 2015 is shown on Annex B. |
| Filing Date | Source Excerpt |
|---|---|
| 2010-02-26 | Hugo F. Sonnenschein (69) Proposed Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2010-06-21 | Hugo F. Sonnenschein (69) Trustee Since 2010 President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2013-06-17 | Hugo F. Sonnenschein - 1940 Trustee 2010 Distinguished Service Professor and President Emeritus of the University of Chicago. Compensation: $426,700. |
| 2014-06-27 | Hugo F. Sonnenschein - 1940 Trustee 2010 President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago Governance Committee Member |
| 2015-07-09 | Hugo F. Sonnenschein - 1940 Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago; Prior to 2000, President of the University of Chicago. Mr. Sonnenschein is a Trustee of the University of Rochester and a member of its investment committee. He is also a member of the National Academy of Sciences and the American Philosophical Society, and a Fellow of the American Academy of Arts and Sciences. The Governance Committee members include Messrs. Arch, Crockett, Albert R. Dowden (Chair), Jack M. Fields (Vice-Chair), Hugo F. Sonnenschein, Dr. Prema Mathai-Davis and Ms. Woolsey. The Investments Committee members include Messrs. Arch, Bunch (Chair), Crockett, Dammeyer (Vice-Chair), Dowden, Fields (Vice-Chair), Martin L. Flanagan, Sonnenschein (Vice-Chair), Stickel, Philip A. Taylor, Ms. Woolsey and Drs. Mathai-Davis and Soll. The Valuation, Distribution and Proxy Oversight Committee members include Messrs. Dowden, Fields, Sonnenschein (Vice-Chair), and Dr. Mathai-Davis (Chair). |
| Filing Date | Source Excerpt |
|---|---|
| 2001-05-15 | Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Professor in the Department of Economics at the University of Chicago. Prior to July 2000, Mr. Sonnenschein was President of the University of Chicago. Mr. Sonnenschein is a member of the National Academy of Sciences, the American Philosophical Society, and a fellow of the American Academy of Arts and Sciences. |
| 2002-05-03 | Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2003-05-27 | Hugo F. Sonnenschein(3) Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2004-05-18 | Hugo F. Sonnenschein(3) (63) Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2005-10-05 | Hugo F. Sonnenschein(3) (64) Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics. |
| 2006-05-19 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2007-05-10 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2008-05-08 | Hugo F. Sonnenschein(3)+++ (67) Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2009-05-05 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2010-06-11 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2011-05-16 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2012-07-03 | Mr. Sonnenschein is the Distinguished Service Professor and President Emeritus of the University of Chicago... The Board believes that Mr. Sonnenschein's experiences in academia and in running a university, and his experience as a director of investment companies benefits PIA. |
| 2013-06-20 | Distinguished Service Professor and President Emeritus of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2014-07-18 | Hugo F. Sonnenschein (1940) - President Emeritus and Honorary Trustee of the University of Chicago; Adam Smith Distinguished Service Professor in Economics; Trustee of University of Rochester. |
| 2015-07-09 | Mr. Sonnenschein is the President Emeritus and an Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Prior to July 2000, Mr. Sonnenschein served as President of the University of Chicago. Mr. Sonnenschein is a Trustee of the University of Rochester and a member of its investment committee. He is also a member of the National Academy of Sciences and the American Philosophical Society, and a Fellow of the American Academy of Arts and Sciences. |
| Filing Date | Source Excerpt |
|---|---|
| 2001-05-15 | Hugo F. Sonnenschein(3)........... Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Professor in the Department of Economics at the University of Chicago. Prior to July 2000, Mr. Sonnenschein was President of the University of Chicago. Mr. Sonnenschein is a member of the Board of Trustees of the University of Rochester and a member of its investment committee. Mr. Sonnenschein is a member of the National Academy of Sciences, the American Philosophical Society, and a fellow of the American Academy of Arts and Sciences. Mr. Sonnenschein is also a Trustee or Managing General Partner of other investment companies advised by Asset Management and Advisory Corp. |
| 2002-05-03 | Hugo F. Sonnenschein (61) Trustee Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Service Professor in the Department of Economics at the University of Chicago. The Audit Committee currently consists of Messrs. Arch, Dammeyer, Kerr, Myers and Sonnenschein. Each committee member is "independent" as defined by either the New York Stock Exchange or American Stock Exchange listing standard applicable to the respective Fund. Each Fund has a retirement plan committee which currently consists of Messrs. Arch, Dammeyer and Sonnenschein. The retirement plan committee is responsible for reviewing the terms of each Fund's retirement plan and reviews any administrative matters with respect thereto. The retirement plan committee does not meet on a regular basis and had no meetings during each Fund's last fiscal year, but does meet on an ad hoc basis as necessary to administer the retirement plan. The compensation table shows Hugo F. Sonnenschein with total compensation before deferral from the Closed-End Fund Complex of $152,250. |
| 2003-05-27 | Hugo F. Sonnenschein(3) (62) Trustee President Emeritus and Honorary Trustee of the University of Chicago... The audit committee currently consists of Messrs. Arch, Dammeyer, Kerr, Myers and Sonnenschein... Each Fund has an ad hoc retirement plan committee which currently consists of Messrs. Arch, Dammeyer and Sonnenschein... COMPENSATION TABLE... Hugo F. Sonnenschein......... $138,750 |
| 2004-05-18 | Hugo F. Sonnenschein(3) (63) Trustee President Emeritus of University of Chicago. Trustee/Director/Managing General Partner of funds in the Fund Complex. Brokerage and services committee member. Total compensation $193,811. |
| 2005-10-05 | Hugo F. Sonnenschein(3) (64) Trustee + President Emeritus and Honorary 78 Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2006-05-19 | Hugo F. Sonnenschein(3)*** (65) Trustee + President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Prior to July 2000, President of the University of Chicago. Trustee of the University of Rochester and a member of its investment committee. Member of the National Academy of Sciences, the American Philosophical Society and a fellow of the American Academy of Arts and Sciences. |
| 2007-05-10 | Hugo F. Sonnenschein(3)+++ (66) Trustee President Emeritus and Honorary Trustee of the University of Chicago ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... Brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. ... COMPENSATION TABLE: Hugo F. Sonnenschein $64,671. |
| 2008-05-08 | Hugo F. Sonnenschein(3)+++ (67) Trustee President Emeritus and Honorary Trustee of the University of Chicago. Brokerage and services committee member. Total compensation $208,601. |
| 2009-05-05 | Hugo F. Sonnenschein (68) 1126 E. 59th Street Chicago, IL 60637 Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Brokerage and services committee member. Compensation Table shows total compensation including fund expenses $78,523, aggregate pension or retirement benefits $105,000, aggregate estimated annual benefits $228,531. |
| 2010-06-11 | Hugo F. Sonnenschein (69) President Emeritus and Honorary Trustee of the University of Chicago. Trustee/Managing General Partner of funds in the Fund Complex. Member of the brokerage and services committee. |
| 2011-05-16 | Hugo F. Sonnenschein (70) ... Trustee ... President Emeritus and Honorary Trustee of the University of Chicago ... Trustee/Managing General Partner of funds in the Fund Complex ... brokerage and services committee ... 143,999 |
| 2012-07-03 | Hugo F. Sonnenschein. Independent Trustee. Trustee of the Funds. Member of the Governance Committee. Compensation: $7,074 from the Acquiring Fund, $412,200 from Fund Complex. |
| 2013-06-20 | Hugo F. Sonnenschein (1940) Trustee Distinguished Service Professor and President Emeritus of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Prior to July 2000, President of the University of Chicago. Trustee/Managing General Partner of funds in the Fund Complex. Trustee of the University of Rochester and a member of its investment committee. Member of the National Academy of Sciences, the American Philosophical Society and a fellow of the American Academy of Arts and Sciences. |
| 2014-07-18 | Hugo F. Sonnenschein (1940) - Current Trustee and Nominee - President Emeritus and Honorary Trustee of the University of Chicago - Trustee/Managing General Partner of funds in the Fund Complex; Member of the Houston Board - Aggregate Compensation from Fund Complex: $428,700 |
| 2015-07-09 | Hugo F. Sonnenschein - 1940 Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago; Prior to 2000, President of the University of Chicago. |
| Filing Date | Source Excerpt |
|---|---|
| 2001-05-15 | Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Professor in the Department of Economics at the University of Chicago. He is a member of the National Academy of Sciences, the American Philosophical Society, and a fellow of the American Academy of Arts and Sciences. |
| 2002-05-03 | Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2003-05-27 | Hugo F. Sonnenschein(3) Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2004-05-18 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2005-10-05 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2006-05-19 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2007-05-10 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2008-05-08 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2009-05-05 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2010-06-11 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2011-05-16 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2012-06-14 | Hugo F. Sonnenschein. Mr. Sonnenschein is the Distinguished Service Professor and President Emeritus of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Until July 2000, Mr. Sonnenschein served as President of the University of Chicago. Mr. Sonnenschein is a Trustee of the University of Rochester and a member of its investment committee. He is also a member of the National Academy of Sciences and the American Philosophical Society, and a Fellow of the American Academy of Arts and Sciences. |
| 2013-06-20 | Distinguished Service Professor and President Emeritus of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2014-07-18 | President Emeritus and Honorary Trustee of the University of Chicago; Adam Smith Distinguished Service Professor in the Department of Economics; Trustee of the University of Rochester. |
| 2015-07-09 | Hugo F. Sonnenschein - President Emeritus of University of Chicago; Distinguished Service Professor of Economics; no mention of software or programming skills. |
| Filing Date | Source Excerpt |
|---|---|
| 2010-02-26 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2010-06-21 | Hugo F. Sonnenschein is President Emeritus of University of Chicago and professor of economics. |
| 2011-06-06 | Hugo F. Sonnenschein is the President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Until July 2000, Mr. Sonnenschein served as President of the University of Chicago. |
| 2012-07-03 | Mr. Sonnenschein is the Distinguished Service Professor and President Emeritus of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Until July 2000, Mr. Sonnenschein served as President of the University of Chicago. Mr. Sonnenschein is a Trustee of the University of Rochester and a member of its investment committee. He is also a member of the National Academy of Sciences and the American Philosophical Society, and a Fellow of the American Academy of Arts and Sciences. |
| 2013-06-17 | Mr. Sonnenschein is the President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Until July 2000, Mr. Sonnenschein served as President of the University of Chicago. |
| 2014-06-27 | Hugo Sonnenschein is the President Emeritus and an Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2015-07-09 | Mr. Sonnenschein is the President Emeritus and an Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Prior to July 2000, Mr. Sonnenschein served as President of the University of Chicago. |
| Filing Date | Source Excerpt |
|---|---|
| 2001-05-15 | Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Professor in the Department of Economics at the University of Chicago. Prior to July 2000, Mr. Sonnenschein was President of the University of Chicago. Mr. Sonnenschein is a member of the Board of Trustees of the University of Rochester and a member of its investment committee. Mr. Sonnenschein is a member of the National Academy of Sciences, the American Philosophical Society, and a fellow of the American Academy of Arts and Sciences. |
| 2002-05-03 | Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2003-05-27 | Hugo F. Sonnenschein(3) Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2004-05-18 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2005-10-05 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2006-05-19 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2007-05-10 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics. |
| 2008-05-08 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2009-05-05 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2010-06-11 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2011-05-16 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2012-06-14 | Hugo F. Sonnenschein. Mr. Sonnenschein is the Distinguished Service Professor and President Emeritus of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Until July 2000, Mr. Sonnenschein served as President of the University of Chicago. Mr. Sonnenschein is a Trustee of the University of Rochester and a member of its investment committee. He is also a member of the National Academy of Sciences and the American Philosophical Society, and a Fellow of the American Academy of Arts and Sciences. From 1994 to 2010, Mr. Sonnenschein served as Director or Trustee of investment companies in the Van Kampen Funds complex. The Board believes that Mr. Sonnenschein's experiences in academia and in running a university, and his experience as a director of investment companies benefits the Funds. |
| 2013-06-20 | Distinguished Service Professor and President Emeritus of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Prior to July 2000, President of the University of Chicago. |
| 2014-07-18 | President Emeritus and Honorary Trustee of the University of Chicago; Adam Smith Distinguished Service Professor in the Department of Economics; Trustee of the University of Rochester. |
| 2015-07-09 | Mr. Sonnenschein is the President Emeritus and an Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Prior to July 2000, Mr. Sonnenschein served as President of the University of Chicago. Mr. Sonnenschein is a Trustee of the University of Rochester and a member of its investment committee. He is also a member of the National Academy of Sciences and the American Philosophical Society, and a Fellow of the American Academy of Arts and Sciences. |
| Filing Date | Source Excerpt |
|---|---|
| 2001-05-15 | Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Professor in the Department of Economics at the University of Chicago. He is a member of the National Academy of Sciences, the American Philosophical Society, and a fellow of the American Academy of Arts and Sciences. |
| 2002-05-03 | Mr. Sonnenschein is President Emeritus and Honorary Trustee of the University of Chicago and the Hutchinson Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2003-05-27 | Hugo F. Sonnenschein(3) Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2004-05-18 | Hugo F. Sonnenschein(3) (63) Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2005-10-05 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2006-05-19 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Prior to July 2000, President of the University of Chicago. |
| 2007-05-10 | Hugo F. Sonnenschein(3)+++ (66) Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2008-05-08 | Hugo F. Sonnenschein(3)+++ (67) Trustee President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics. |
| 2009-05-05 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2010-06-11 | Hugo F. Sonnenschein (69) ... President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics. |
| 2011-05-16 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2012-07-03 | Mr. Sonnenschein is the Distinguished Service Professor and President Emeritus of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Until July 2000, Mr. Sonnenschein served as President of the University of Chicago. Mr. Sonnenschein is a Trustee of the University of Rochester and a member of its investment committee. He is also a member of the National Academy of Sciences and the American Philosophical Society, and a Fellow of the American Academy of Arts and Sciences. |
| 2013-06-20 | Distinguished Service Professor and President Emeritus of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2014-07-18 | President Emeritus and Honorary Trustee of the University of Chicago; Adam Smith Distinguished Service Professor in the Department of Economics; Trustee of the University of Rochester. |
| 2015-07-09 | Mr. Sonnenschein is the President Emeritus and an Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Prior to July 2000, Mr. Sonnenschein served as President of the University of Chicago. |
| Filing Date | Source Excerpt |
|---|---|
| 2010-02-26 | President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Prior to July 2000, President of the University of Chicago. |
| 2010-06-21 | Mr. Sonnenschein is the President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Until July 2000, Mr. Sonnenschein served as President of the University of Chicago. |
| 2011-06-06 | Hugo F. Sonnenschein is President Emeritus of the University of Chicago and a distinguished professor in economics. |
| 2012-07-03 | Mr. Sonnenschein is the Distinguished Service Professor and President Emeritus of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Until July 2000, Mr. Sonnenschein served as President of the University of Chicago. Mr. Sonnenschein is a Trustee of the University of Rochester and a member of its investment committee. He is also a member of the National Academy of Sciences and the American Philosophical Society, and a Fellow of the American Academy of Arts and Sciences. |
| 2013-06-17 | Mr. Sonnenschein is the President Emeritus and Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Until July 2000, Mr. Sonnenschein served as President of the University of Chicago. |
| 2014-06-27 | Hugo Sonnenschein is the President Emeritus and an Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. |
| 2015-07-09 | Mr. Sonnenschein is the President Emeritus and an Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Prior to July 2000, Mr. Sonnenschein served as President of the University of Chicago. |
Data sourced from SEC filings. Last updated: 2025-12-06