Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2021-04-21 | Independent Trustees: Ketu Desai |
| 2021-08-13 | Ketu Desai has served as the founding partner and Principal of i-squared Wealth Management, Inc... The Audit Committee currently consists of three (3) Independent Trustees. The following Trustees currently serve as members of the Audit Committee: Ms. Caldwell and Messrs. Bumbolow and Desai. Appendix B: Trustee Compensation Table shows Ketu Desai received $6,970. |
| 2022-08-05 | The Audit Committee currently consists of three (3) Independent Trustees. The following Trustees currently serve as members of the Audit Committee: Ms. Caldwell and Messrs. Bumbolow and Desai. ... The Nominating Committee currently serves as members of the Nominating Committee: Ms. Caldwell and Messrs. Bumbolow, Goodwin and Desai. ... For serving on the Board, each Independent Trustee was paid between $3,750 and $5,625 for the fiscal year ended October 31, 2021. Appendix B details the compensation paid to the Trustees by the Fund. ... Appendix B: Trustee Compensation Table shows Ketu Desai was paid $3,750 for the fiscal year ended October 31, 2021. |
| 2023-04-25 | Ketu Desai has served as Principal, Chief Compliance Officer, Investment Adviser Representative and Independent Registered Investment Adviser of i-squared Wealth Management, Inc., a private wealth investment management firm, since 2016. ... Mr. Desai has served as a trustee on the board of trustees of Templeton Global Income Fund since February 2023 and on the Board of Trustees of Saba Capital Income & Opportunities Fund since 2020. ... The Audit Committee currently consists of three (3) Independent Trustees. The following Trustees currently serve as members of the Audit Committee: Ms. Caldwell and Messrs. Bumbolow and Desai. ... The Nominating Committee currently serve as members of the Nominating Committee: Ms. Caldwell and Messrs. Bumbolow, Goodwin and Desai. ... Trustee Compensation Table: Ketu Desai $3,750. |
| 2024-05-21 | Mr. Desai serves as an Independent Trustee on the Boards of Trustees of the Fund. The Audit Committee currently consists of three (3) Independent Trustees. The following Trustees currently serve as members of the Audit Committee: Ms. Caldwell and Messrs. Bumbolow and Desai. The Nominating Committee currently consists of Ms. Caldwell and Messrs. Bumbolow and Desai. For serving on the Board, each Independent Trustee is paid a $15,000 annual retainer fee for the fiscal year ended October 31, 2023. |
| Filing Date | Source Excerpt |
|---|---|
| 2023-06-02 | Ketu Desai (1982) ... Trustee ... Since February 2023 ... Ketu Desai, who serves as Chair of the Nominating Committee of the Fund, does not receive an additional fee for this role ... Compensation from the Fund: $0. |
| 2023-09-20 | Ketu Desai Non-interested Trustee |
| 2023-09-26 | Ketu Desai Non-interested Trustee Dollar Range of Equity Securities Beneficially Owned: None |
| 2024-05-20 | Ketu Desai serves as a Trustee and is a member of the Audit Committee and Nominating Committee. For the fiscal year ended October 31, 2023, Ms. Desai received $15,000 in compensation. |
Data sourced from SEC filings. Last updated: 2025-12-07