Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2001-11-07 | MICHAEL E. NUGENT, Trustee/Director since July 1991*; age 65; General Partner, Triumph Capital, L.P., a private investment partnership; Chairman of the Insurance Committee and Director or Trustee of the Morgan Stanley Funds and the TCW/DW Term Trusts; director/trustee of various investment companies managed by Morgan Stanley Investment Management Inc. and Morgan Stanley Investments LP (since July 2001); formerly Vice President, Bankers Trust Company and BT Capital Corporation; director of various business organizations. |
| 2002-11-12 | Michael E. Nugent (66) Chairman of the Insurance Committee and Director or Trustee of the Morgan Stanley Funds and TCW/DW Term Trusts; director/trustee of various investment companies managed by Morgan Stanley Investment Management Inc. and Morgan Stanley Investments LP (since July 2001); General Partner, Triumph Capital, L.P., a private investment partnership; formerly Vice President, Bankers Trust Company and BT Capital Corporation (1984-1988). |
| 2003-11-13 | Michael E. Nugent (67) Trustee/Director Since July 1991; Independent Trustee/Director; Chairman of the Insurance Committee; Compensation: $296,475 for services to the Morgan Stanley Fund Complex; Committees: Audit Committee, Insurance Committee. |
| 2004-11-12 | Michael E. Nugent (68) Trustee/Director Since Inception of the Trusts General Partner of Triumph Capital, L.P., a private investment partnership; Chairman of the Insurance Committee and Director or Trustee of the Retail Funds (since July 1991) and the Institutional Funds (since July 2001); formerly Vice President, Bankers Trust Company and BT Capital Corporation (1984-1988). The members of the Audit Committee of each Fund are currently Michael Bozic, Edwin J. Garn, Wayne E. Hedien, Dr. Manuel H. Johnson, Joseph J. Kearns, Michael E. Nugent and Fergus Reid. The Insurance Committee currently consists of Messrs. Nugent, Fiumefreddo and Hedien. |
| 2005-11-14 | Michael E. Nugent (69) Trustee/ Director Since July 1991 General Partner of Triumph Capital, L.P., a private investment partnership; Chairman of the Insurance Committee and Director or Trustee of the Retail Funds (since July 1991) and the Institutional Funds (since July 2001); formerly Vice President, Bankers Trust Company and BT Capital Corporation (1984-1988). Seven of the current nine Trustees/Directors (Michael Bozic, Edwin J. Garn, Wayne E. Hedien, Manuel H. Johnson, Joseph J. Kearns, Michael E. Nugent and Fergus Reid) are "Independent Trustees" or "Independent Directors"... All of the Independent Trustees/Directors serve as members of the Audit Committee... The Board of Trustees/Directors of each Fund has formed an Insurance Committee to review and monitor the insurance coverage maintained by the Funds. The Insurance Committee currently consists of Messrs. Nugent, Fiumefreddo and Hedien. Messrs. Nugent and Hedien are Independent Trustees. The current Chariman of the Insurance Committee is Mr. Michael E. Nugent... The following table shows aggregate compensation payable to each Fund's Trustees/Directors... Michael E. Nugent... $208,000. |
| 2006-11-15 | Michael E. Nugent (70)... Chairman of the Boards and Nominee/Trustee/Director... Member of the Audit Committee... Member of the Investment Committee... Member of the Equity Sub-Committee of the Investment Committee... Total Compensation from the Fund: 338 (ICB), 221 (OIA)... Total Compensation from the Fund Complex: $210,000. |
| 2007-11-05 | Michael E. Nugent (71) ... Chairperson of the Board and Nominee/Trustee/Director ... Chairperson of the Boards since July 2006 ... Member of the Audit Committee ... Member of the Investment Committee ... Member of the Equity Sub-Committee ... Compensation: ICB $374, OIA $403, Fund Complex $285,000. |
| 2008-10-30 | Michael E. Nugent (72) ... Chairperson of the Boards and Nominee/Trustee/Director ... Chairperson of the Boards of the Retail Funds and Institutional Funds (since July 2006) ... Member of the Audit Committee and Investment Committee ... Chairperson of the Equity Sub-Committee ... Total Compensation from the Fund Complex $370,000. |
| 2009-11-04 | Michael E. Nugent (73) c/o Triumph Capital, L.P. 445 Park Avenue New York, NY 10022 Chairperson of the Board and Nominee/ Trustee/ Director Chairperson of the Boards since July 2006 and Trustee/Director since July 1991 General Partner, Triumph Capital, L.P. (private investment partnership); Chairperson of the Boards of the Retail Funds and Institutional Funds (since July 2006); Director or Trustee of the Retail Funds (since July 1991) and Institutional Funds (since July 2001); formerly, Chairperson of the Insurance Committee (until July 2006). The members of the Audit Committee of each Fund are Joseph J. Kearns, Michael E. Nugent and W. Allen Reed. None of the members of the Funds' Audit Committee is an "interested person," as defined under the 1940 Act, of any of the Funds (with such disinterested Trustees/Directors being "Independent Trustees/Directors" or individually, "Independent Trustee/Director"). Each Independent Trustee/Director is also "independent" from each Fund under the listing standards of the New York Stock Exchange, Inc. ("NYSE"). The Chairperson of the Audit Committee of each of the Funds is Joseph J. Kearns. The Investment Committee oversees the portfolio investment process for and reviews the performance of each Fund. The members of the Investment Committee are Frank L. Bowman, Michael Bozic, Kathleen A. Dennis, James F. Higgins, Manuel H. Johnson, Joseph Kearns, Michael F. Klein, Michael E. Nugent, W. Allen Reed and Fergus Reid. The Chairperson of the Investment Committee is Manuel H. Johnson. The Chairperson of the Boards receives an additional annual retainer fee of $60,000. Other Committee Chairpersons receive an additional annual retainer fee of $30,000 and the Investment Sub-Committee Chairpersons receive an additional annual retainer fee of $15,000. The aggregate compensation paid to each Trustee/Director is paid by the Retail Funds and the Institutional Funds, and is allocated on a pro rata basis among each of the operational funds/portfolios of the Retail Funds and the Institutional Funds based on the relative net assets of each of the funds/portfolios. Michael E. Nugent receives a total annual retainer fee of $400,000. |
| 2010-02-26 | Michael E. Nugent (73) Chairperson of the Boards since July 2006 and Trustee since July 1991 General Partner, Triumph Capital, L.P. (private investment partnership); Chairperson of the Boards of the Morgan Stanley Retail Funds and Morgan Stanley Institutional Funds (since July 2006). |
| Filing Date | Source Excerpt |
|---|---|
| 2001-08-16 | General Partner, Triumph Capital, L.P., a private investment partnership; Chairman of the Insurance Committee and Director or Trustee of the Morgan Stanley Funds and the TCW/DW Term Trusts; Director of various investment companies managed by Morgan Stanley Investment Management Inc. and Morgan Stanley Investments LP (since July 2001); formerly Vice President, Bankers Trust Company and BT Capital Corporation |
| 2002-08-28 | Chairman of the Insurance Committee and Director or Trustee of the Morgan Stanley Funds and the TCW/DW Term Trusts; director/trustee of various investment companies; General Partner, Triumph Capital, L.P.; formerly Vice President, Bankers Trust Company and BT Capital Corporation. |
| 2003-09-12 | Michael E. Nugent (67) Chairman of the Insurance Committee and Director or Trustee of the Retail Funds and TCW/DW Term Trust 2003 (since July 1991) and the Institutional Funds (since July 2001); General Partner of Triumph Capital, L.P., a private investment partnership; formerly Vice President, Bankers Trust Company and BT Capital Corporation. |
| 2004-09-14 | Michael E. Nugent (68) General Partner of Triumph Capital, L.P., a private investment partnership; Chairman of the Insurance Committee and Director or Trustee of the Retail Funds (since July 1991) and the Institutional Funds (since July 2001); formerly Vice President, Bankers Trust Company and BT Capital Corporation (1984-1988). |
| 2005-09-21 | Michael E. Nugent (69) General Partner of Triumph Capital, L.P., a private investment partnership; Chairman of the Insurance Committee and Director or Trustee of the Retail Funds (since July 1991) and the Institutional Funds (since July 2001); formerly Vice President, Bankers Trust Company and BT Capital Corporation (1984-1988). |
| 2006-09-13 | General Partner of Triumph Capital, L.P., a private investment partnership; Chairman of the Board (since July 2006) and Director or Trustee of the Retail Funds (since July 1991) and the Institutional Funds (since July 2001); formerly Chairman of the Insurance Committee (until July 2006) and Vice President, Bankers Trust Company and BT Capital Corporation (1984-1988). |
| 2007-09-11 | General Partner, Triumph Capital, L.P. (private investment partnership); formerly, Vice President, Bankers Trust Company and BT Capital Corporation. |
| 2008-08-29 | General Partner, Triumph Capital, L.P. (private investment partnership); Chairperson of the Boards of the Retail Funds and Institutional Funds (since July 2006); Director or Trustee of the Retail Funds (since July 1991) and Institutional Funds (since July 2001); formerly, Chairperson of the Insurance Committee (until July 2006). |
| 2009-09-14 | General Partner, Triumph Capital, L.P. (private investment partnership); Chairperson of the Boards of the Retail Funds and Institutional Funds (since July 2006); Director or Trustee of the Retail Funds (since July 1991) and Institutional Funds (since July 2001); formerly, Chairperson of the Insurance Committee (until July 2006). |
| 2010-02-26 | General Partner, Triumph Capital, L.P. (private investment partnership); Chairperson of the Boards of the Morgan Stanley Retail Funds and Morgan Stanley Institutional Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2001-08-16 | General Partner, Triumph Capital, L.P., a private investment partnership; Chairman of the Insurance Committee and Director or Trustee of the Morgan Stanley Funds and the TCW/DW Term Trusts; Director of various investment companies managed by Morgan Stanley Investment Management Inc. and Morgan Stanley Investments LP (since July 2001); formerly Vice President, Bankers Trust Company and BT Capital Corporation |
| 2002-08-28 | Michael E. Nugent (65) Chairman of the Insurance Committee and Director or Trustee of the Morgan Stanley Funds and the TCW/DW Term Trusts; director/trustee of various investment companies managed by Morgan Stanley Investment Management Inc. and Morgan Stanley Investments LP (since July 2001); General Partner, Triumph Capital, L.P., a private investment partnership; formerly Vice President, Bankers Trust Company and BT Capital Corporation (1984-1988). |
| 2003-09-12 | Michael E. Nugent (67) Chairman of the Insurance Committee and Director or Trustee of the Retail Funds and TCW/DW Term Trust 2003 (since July 1991) and the Institutional Funds (since July 2001); General Partner of Triumph Capital, L.P., a private investment partnership; formerly Vice President, Bankers Trust Company and BT Capital Corporation (1984-1988). |
| 2004-09-14 | Michael E. Nugent (68) General Partner of Triumph Capital, L.P., a private investment partnership; Chairman of the Insurance Committee and Director or Trustee of the Retail Funds (since July 1991) and the Institutional Funds (since July 2001); formerly Vice President, Bankers Trust Company and BT Capital Corporation (1984-1988). |
| 2005-09-21 | Michael E. Nugent (69) General Partner of Triumph Capital, L.P., a private investment partnership; Chairman of the Insurance Committee and Director or Trustee of the Retail Funds (since July 1991) and the Institutional Funds (since July 2001); formerly Vice President, Bankers Trust Company and BT Capital Corporation (1984-1988). |
| 2006-09-13 | General Partner of Triumph Capital, L.P., a private investment partnership; Chairman of the Board (since July 2006) and Director or Trustee of the Retail Funds (since July 1991) and the Institutional Funds (since July 2001); formerly Chairman of the Insurance Committee (until July 2006) and Vice President, Bankers Trust Company and BT Capital Corporation (1984-1988). |
| 2007-09-11 | General Partner, Triumph Capital, L.P. (private investment partnership); formerly, Vice President, Bankers Trust Company and BT Capital Corporation. |
| 2008-08-29 | General Partner, Triumph Capital, L.P. (private investment partnership); Chairperson of the Boards of the Retail Funds and Institutional Funds (since July 2006); Director or Trustee of the Retail Funds (since July 1991) and Institutional Funds (since July 2001); formerly, Chairperson of the Insurance Committee (until July 2006). |
| 2009-09-14 | General Partner, Triumph Capital, L.P. (private investment partnership); Chairperson of the Boards of the Retail Funds and Institutional Funds (since July 2006); Director or Trustee of the Retail Funds (since July 1991) and Institutional Funds (since July 2001); formerly, Chairperson of the Insurance Committee (until July 2006). |
| Filing Date | Source Excerpt |
|---|---|
| 2007-05-11 | General Partner, Triumph Capital, L.P. (private investment partnership); Vice President, Bankers Trust Company and BT Capital Corporation. |
| 2008-05-13 | General Partner, Triumph Capital, L.P. (private investment partnership); Chairperson of the Boards of the Retail Funds and Institutional Funds. |
| 2009-05-07 | General Partner, Triumph Capital, L.P. (private investment partnership); Chairperson of the Boards of the Retail Funds and Institutional Funds (since July 2006); Director or Trustee of the Retail Funds (since July 1991) and Institutional Funds (since July 2001); formerly, Chairperson of the Insurance Committee (until July 2006). |
| 2010-05-19 | General Partner, Triumph Capital, L.P. (private investment partnership); Chairperson of the Boards of the Retail Funds and Institutional Funds (since July 2006); Director or Trustee of the Retail Funds (since July 1991) and Institutional Funds (since July 2001) |
| 2011-05-20 | General Partner, Triumph Capital, L.P.; Chairperson of the Boards of the Retail Funds and Institutional Funds. |
| 2012-06-19 | General Partner, Triumph Capital, L.P. (private investment partnership); Chairperson of the Boards of various Morgan Stanley Funds. |
| 2013-05-10 | General Partner, Triumph Capital, L.P. (private investment partnership); Chairperson of the Boards of various Morgan Stanley Funds (since July 2006) |
| 2014-05-05 | Chairperson of the Boards of various Morgan Stanley Funds (since July 2006); Chairperson of the Closed-End Fund Committee (since June 2012); Director or Trustee of various Morgan Stanley Funds (since July 1991); formerly, Chairperson of the Insurance Committee (until July 2006); General Partner, Triumph Capital, L.P. (private investment partnership) (1988-2013). |
| 2015-05-08 | Chairperson of the Boards of various Morgan Stanley Funds (since July 2006); formerly, Chairperson of the Insurance Committee (until July 2006) |
| 2016-05-09 | Chair of the Boards of various Morgan Stanley Funds (since July 2006); Chairperson of the Closed-End Fund Committee (since June 2012); Director or Trustee of various Morgan Stanley Funds (since July 1991); formerly, Chairperson of the Insurance Committee (until July 2006); General Partner, Triumph Capital, L.P. (private investment partnership) (1988-2013). |
| 2017-05-12 | Chair of the Boards of various Morgan Stanley Funds (since July 2006); Chairperson of the Closed-End Fund Committee (since June 2012); Director or Trustee of various Morgan Stanley Funds (since July 1991); formerly, Chairperson of the Insurance Committee (until July 2006); General Partner, Triumph Capital, L.P. (private investment partnership) (1988-2013). |
| 2018-05-09 | Chair of the Boards of various Morgan Stanley Funds (since July 2006); formerly, Chairperson of the Insurance Committee (until July 2006) |
| 2019-05-09 | Chair of the Boards of various Morgan Stanley Funds (since July 2006); Chairperson of the Closed-End Fund Committee (since June 2012) and Governance Committee (since January 2019) and Director or Trustee of various Morgan Stanley Funds (since July 1991); formerly, Chairperson of the Insurance Committee (until July 2006); General Partner, Triumph Capital, L.P. (private investment partnership) (1988-2013). |
| 2020-05-08 | Chair of the Boards of various Morgan Stanley Funds ... formerly, General Partner, Triumph Capital, L.P. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-05-11 | General Partner, Triumph Capital, L.P. (private investment partnership); formerly Vice President, Bankers Trust Company and BT Capital Corporation. |
| 2008-05-13 | General Partner, Triumph Capital, L.P. (private investment partnership); Chairperson of the Boards of the Retail Funds and Institutional Funds. |
| 2009-05-07 | General Partner, Triumph Capital, L.P. (private investment partnership); Chairperson of the Boards of the Retail Funds and Institutional Funds (since July 2006); Director or Trustee of the Retail Funds (since July 1991) and Institutional Funds (since July 2001); formerly, Chairperson of the Insurance Committee (until July 2006). |
| 2010-05-19 | General Partner, Triumph Capital, L.P. (private investment partnership); Chairperson of the Boards of the Retail Funds and Institutional Funds (since July 2006); Director or Trustee of the Retail Funds (since July 1991) and Institutional Funds (since July 2001); formerly, Chairperson of the Insurance Committee (until July 2006). |
| 2011-05-20 | General Partner, Triumph Capital, L.P.; Chairperson of the Boards of the Retail Funds and Institutional Funds. |
| 2012-06-19 | General Partner, Triumph Capital, L.P. (private investment partnership); Chairperson of the Boards of various Morgan Stanley Funds. |
| 2013-05-10 | General Partner, Triumph Capital, L.P. (private investment partnership); Chairperson of the Boards of various Morgan Stanley Funds (since July 2006); Chairperson of the Closed-End Fund Committee (since June 2012); Director or Trustee of various Morgan Stanley Funds (since July 1991); formerly, Chairperson of the Insurance Committee (until July 2006). |
| 2014-05-05 | Chairperson of the Boards of various Morgan Stanley Funds (since July 2006); Chairperson of the Closed-End Fund Committee (since June 2012); Director or Trustee of various Morgan Stanley Funds (since July 1991); formerly, Chairperson of the Insurance Committee (until July 2006); General Partner, Triumph Capital, L.P. (private investment partnership) (1988-2013). |
| 2015-05-08 | Chairperson of the Boards of various Morgan Stanley Funds (since July 2006); formerly, Chairperson of the Insurance Committee (until July 2006) |
| 2016-05-09 | Chair of the Boards of various Morgan Stanley Funds (since July 2006); Chairperson of the Closed-End Fund Committee (since June 2012); Director or Trustee of various Morgan Stanley Funds (since July 1991); formerly, Chairperson of the Insurance Committee (until July 2006); General Partner, Triumph Capital, L.P. (private investment partnership) (1988-2013). |
| 2017-05-12 | Chair of the Boards of various Morgan Stanley Funds (since July 2006); Chairperson of the Closed-End Fund Committee (since June 2012); Director or Trustee of various Morgan Stanley Funds (since July 1991); formerly, Chairperson of the Insurance Committee (until July 2006); General Partner, Triumph Capital, L.P. (private investment partnership) (1988-2013). |
| 2018-05-09 | Chair of the Boards of various Morgan Stanley Funds (since July 2006); formerly, Chairperson of the Insurance Committee (until July 2006) |
| 2019-05-09 | Chair of the Boards of various Morgan Stanley Funds (since July 2006); Chairperson of the Closed-End Fund Committee (since June 2012) and Governance Committee (since January 2019) and Director or Trustee of various Morgan Stanley Funds (since July 1991); formerly, Chairperson of the Insurance Committee (until July 2006); General Partner, Triumph Capital, L.P. (private investment partnership) (1988-2013). |
| 2020-05-08 | Chair of the Boards of various Morgan Stanley Funds; formerly General Partner, Triumph Capital, L.P. |
Data sourced from SEC filings. Last updated: 2025-12-06