Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2011-03-31 | Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy gained from his experience as CEO of an asset management company and chief investment officer of an insurance company. |
| 2012-04-03 | Chief Executive Officer of PXP 1995-2002 (Chairman 1997-2002, Director 1995-2002); Executive Vice President and Chief Investment Officer, The Phoenix Companies, Inc. 2000-2002 |
| 2013-04-03 | Partner, CrossPond Partners, LLC (investment management consultant) since 2006; Managing Director, SeaCap Partners LLC (strategic advisory firm) 2009-2010 |
| 2014-05-07 | Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy gained from his experience as chief executive officer of an asset management company and chief investment officer of an insurance company. |
| 2016-02-04 | Private investor since 2010; Partner, CrossPond Partners, LLC (investment management consultant) 2006- 2010; Managing Director, SeaCap Partners LLC (strategic advisory firm) 2009-2010 |
| 2017-01-31 | Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy gained from his experience as chief executive officer of an asset management company and chief investment officer of an insurance company. |
| 2018-01-30 | Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy gained from his experience as chief executive officer of an asset management company and chief investment officer of an insurance company. |
| 2019-01-22 | Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy gained from his experience as chief executive officer of an asset management company and chief investment officer of an insurance company. |
| 2020-01-24 | Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy gained from his experience as chief executive officer of an asset management company and chief investment officer of an insurance company. |
| 2021-01-22 | Private investor since 2010; Partner, CrossPond Partners, LLC (investment management consultant) 2006-2010; Managing Director, SeaCap Partners LLC (strategic advisory firm) 2009-2010 |
| 2022-01-19 | Private investor since 2010; Chairman of the Board, Lazard World Trust Fund 2010-2019 (Director 1991-2019) |
| 2023-01-13 | Private investor since 2010; Chairman of the Board, Lazard World Trust Fund (closed-end fund) 2010-2019; Director 1991-2019. |
| 2024-01-24 | Private investor since 2010; Chairman of the Board, Lazard World Trust Fund (closed-end fund) 2010-2019 (Director 1991-2019) |
| 2025-01-24 | Philip R. McLoughlin, Geraldine M. McNamara and David J. Vitale will be retiring from the Board at the end of the annual meeting of shareholders on March 10, 2025 (Mr. McLoughlin and Mr. Vitale are retiring pursuant to the Funds’ director retirement policy). |
Data sourced from SEC filings. Last updated: 2025-07-01