Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2010-01-04 | Mr. Akhoury (Born 1947) Trustee since 2009. Mr. Akhoury serves as Advisor to New York Life Insurance Company. He is also a Director of Jacob Ballas Capital India and is a member of its Compensation Committee. He also serves as a Trustee of American India Foundation and of the Rubin Museum. Compensation: $2,045 for Putnam Premier Income Trust fiscal year ended July 31, 2009. |
| 2011-01-06 | Ravi Akhoury (Born 1947) Trustee since 2009. Mr. Akhoury serves as Advisor to New York Life Insurance Company. He is also a Director of Jacob Ballas Capital India and is a member of its Compensation Committee. He also serves as a Trustee of the Rubin Museum, serving on the Investment Committee. Compensation from all Putnam funds: $259,167. |
| 2012-01-06 | Mr. Akhoury serves as Advisor to New York Life Insurance Company. He is also a Director of Jacob Ballas Capital India and is a member of its Compensation Committee. He also serves as a Trustee of the Rubin Museum, serving on the Investment Committee. Investment Oversight Committee A currently consists of Messrs. Akhoury (Chairperson), Darretta, Hill, Patterson and Reynolds, and Ms. Baxter. Mr. Akhoury received $284,500 total annual compensation from all Putnam funds. |
| 2012-11-30 | Ravi Akhoury (Born 1947) Trustee since 2009 Mr. Akhoury serves as Advisor to New York Life Insurance Company. He also serves as a Trustee of the Rubin Museum, serving on the Investment Committee, and of the American India Foundation. Mr. Akhoury is also a Director of RAGE Frameworks, Inc. and English Helper, Inc. Previously, Mr. Akhoury served as a Director of Jacob Ballas Capital India and a member of its Compensation Committee. He was also a Director and on the Compensation Committee of MaxIndia/New York Life Insurance Company in India. He was also Vice President and Investment Policy Committee member of Fischer Francis Trees & Watts. From 1992 to 2007, he was Chairman and CEO of MacKay Shields. |
| 2013-12-20 | Ravi Akhoury (Born 1947) Trustee since 2009 Mr. Akhoury serves as a Trustee of the Rubin Museum, serving on the Investment Committee, and of the American India Foundation. Mr. Akhoury is also a Director of RAGE Frameworks, Inc. (each a private software company). Previously, Mr. Akhoury served as a Director of Jacob Ballas Capital India (a non-banking finance company focused on private equity advisory services) and a member of its Compensation Committee. He was also a Director and on the Compensation Committee of MaxIndia/New York Life Insurance Company in India. He was also Vice President and Investment Policy Committee member of Fischer Francis Trees & Watts, a fixed income investment management firm. He has also served on the Board of Bharti Telecom (an Indian telecommunications company), serving as a member of its Audit and Compensation Committees, and as a Director and member of the Audit Committee on the Board of Thompson Press (a publishing company). From 1992 to 2007, he was Chairman and CEO of MacKay Shields, a multi-product investment management firm with over $40 billion in assets under management. Mr. Akhoury graduated from the Indian Institute of Technology with a B.S. in Engineering and obtained an M.S. in Quantitative Methods from SUNY at Stony Brook. |
| 2014-03-25 | Ravi Akhoury (Born 1947) Trustee since 2009 Mr. Akhoury serves as a Trustee of the Rubin Museum, serving on the Investment Committee, and of the American India Foundation. ... Mr. Akhoury is also a Director of RAGE Frameworks, Inc. and English Helper, Inc. (each a private software company). ... The Brokerage Committee currently consists of Dr. Joskow (Chairperson), Ms. Baxter and Messrs. Ahamed, Akhoury, Patterson, Putnam and Stephens. ... The Contract Committee currently consists of Mr. Patterson (Chairperson), Dr. Joskow, Ms. Baxter and Messrs. Ahamed, Akhoury, Putnam and Stephens. ... Estimated annual benefits from all Putnam funds/Year Ravi Akhoury/2009 N/A Total compensation from all Putnam funds ($)(2) $273,000 |
| 2015-02-24 | Mr. Akhoury serves as a Trustee of the Rubin Museum... Director of RAGE Frameworks, Inc... Chairman and CEO of MacKay Shields... Trustee since 2009... Estimated annual benefits from all Putnam funds: N/A, Total compensation from all Putnam funds: $285,000. |
| 2015-02-24 | Mr. Akhoury serves as a Trustee of the Rubin Museum... Trustee since 2009... Compensation $285,000. |
| 2016-03-03 | Ravi Akhoury (Born 1947) Trustee since 2009 Mr. Akhoury serves as a Trustee of the Rubin Museum... Mr. Akhoury graduated from the Indian Institute of Technology with a B.S. in Engineering and obtained an M.S. in Quantitative Methods from SUNY at Stony Brook. Estimated annual benefits from all Putnam funds/Year N/A Total compensation from all Putnam funds ($) $275,000 |
| 2017-03-22 | Ravi Akhoury (Born 1947) Trustee since 2009... Mr. Akhoury serves as a Trustee of the Rubin Museum, serving on the Investment Committee... Independent Trustee... Compensation from all Putnam funds $302,500. |
| 2018-03-01 | Ravi Akhoury (Born 1947), Trustee since 2009. Mr. Akhoury is Chairperson of Investment Oversight Committee B. Compensation from all Putnam funds: $315,000. |
| Filing Date | Source Excerpt |
|---|---|
| 2009-10-05 | Ravi Akhoury (Born 1947) Trustee since 2009. Mr. Akhoury serves as Advisor to New York Life Insurance Company. He is also a Director of Jacob Ballas Capital India and is a member of its Compensation Committee. He also serves as a Trustee of American India Foundation and of the Rubin Museum. Previously, Mr. Akhoury was a Director and on the Compensation Committee of MaxIndia/New York Life Insurance Company in India. He was also Vice President and Investment Policy Committee member of Fischer, Francis, Trees and Watts. Mr. Akhoury graduated from the Indian Institute of Technology with a B.S. in Engineering and obtained an M.S. in Quantitative Methods from SUNY at Stony Brook. |
| 2010-08-18 | Mr. Akhoury serves as Advisor to New York Life Insurance Company. He is also a Director of Jacob Ballas Capital India and is a member of its Compensation Committee. He also serves as a Trustee of the Rubin Museum, serving on the Investment Committee. The Compensation Table shows Mr. Akhoury received $259,167 from all Putnam funds during calendar year 2009. |
| 2011-08-25 | Ravi Akhoury (Born 1947) Trustee since 2009 Mr. Akhoury serves as Advisor to New York Life Insurance Company. He is also a Director of Jacob Ballas Capital India (a non-banking finance company focused on private equity advisory services) and is a member of its Compensation Committee. He also serves as a Trustee of the Rubin Museum, serving on the Investment Committee, and of the American India Foundation. Mr. Akhoury is also a Director of RAGE Frameworks, Inc. (a private software company). |
| 2012-08-20 | Mr. Akhoury serves as Advisor to New York Life Insurance Company. He also serves as a Trustee of the Rubin Museum, serving on the Investment Committee, and of the American India Foundation. Mr. Akhoury is also a Director of RAGE Frameworks, Inc. and English Helper, Inc. (each a private software company). ... The members of the Committee include only Independent Trustees. Each member of the Committee also is “independent,” as that term is interpreted for purposes of Rule 10A-3(b)(1) of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) and the listing standards of the New York Stock Exchange. The Board has adopted a written charter for the Committee, a current copy of which is available at putnam.com/about-putnam/. The Committee currently consists of Messrs. Leibler (Chairperson), Curtis, Darretta and Hill, and Ms. Baumann. ... The Board Policy and Nominating Committee currently consists of Messrs. Hill (Chairperson), Curtis, Patterson and Putnam, Ms. Baxter and Dr. Kennan. ... The Brokerage Committee currently consists of Dr. Joskow (Chairperson), Ms. Baxter, and Messrs. Akhoury, Patterson, Putnam and Stephens, and Dr. Kennan. ... The Contract Committee currently consists of Mr. Patterson (Chairperson), Drs. Joskow and Kennan, Messrs. Akhoury, Putnam and Stephens, and Ms. Baxter. ... Investment Oversight Committee A currently consists of Messrs. Akhoury (Chairperson), Darretta, Hill, Patterson and Reynolds, Ms. Baxter, and Dr. Kennan. ... The following table includes the year each Trustee became a Trustee of the Putnam funds, the fees paid to each of those Trustees by your fund for its most recent fiscal year and the fees paid to each of those Trustees by all of the Putnam funds during calendar year 2011. ... Ravi Akhoury/2009 $303,000 |
| 2013-08-21 | Ravi Akhoury (Born 1947) Trustee since 2009...Mr. Akhoury serves as a Trustee of the Rubin Museum...He was Chairman and CEO of MacKay Shields...Board Policy and Nominating Committee currently consists of Messrs. Hill (Chairperson), Curtis, Patterson and Putnam and Ms. Baxter...Contract Committee currently consists of Messrs. Patterson (Chairperson), Ahamed, Akhoury, Putnam and Stephens, Dr. Joskow and Ms. Baxter...Investment Oversight Committee A currently consists of Messrs. Akhoury (Chairperson), Ahamed, Darretta, Hill, Patterson and Reynolds and Ms. Baxter...Brokerage Committee currently consists of Dr. Joskow (Chairperson), Ms. Baxter, and Messrs. Ahamed, Akhoury, Patterson, Putnam and Stephens...Estimated annual compensation from all Putnam funds: $303,000. |
| 2013-12-20 | Ravi Akhoury (Born 1947) Trustee since 2009 Mr. Akhoury serves as a Trustee of the Rubin Museum, serving on the Investment Committee, and of the American India Foundation. Mr. Akhoury is also a Director of RAGE Frameworks, Inc. and English Helper, Inc. (each a private software company). Previously, Mr. Akhoury served as a Director of Jacob Ballas Capital India (a non-banking finance company focused on private equity advisory services) and a member of its Compensation Committee. He was also a Director and on the Compensation Committee of MaxIndia/New York Life Insurance Company in India. He was also Vice President and Investment Policy Committee member of Fischer Francis Trees & Watts, a fixed income investment management firm. He has also served on the Board of Bharti Telecom (an Indian telecommunications company), serving as a member of its Audit and Compensation Committees, and as a Director and member of the Audit Committee on the Board of Thompson Press (a publishing company). From 1992 to 2007, he was Chairman and CEO of MacKay Shields, a multi-product investment management firm with over $40 billion in assets under management. Mr. Akhoury graduated from the Indian Institute of Technology with a B.S. in Engineering and obtained an M.S. in Quantitative Methods from SUNY at Stony Brook. |
| 2014-03-25 | Ravi Akhoury (Born 1947) Trustee since 2009 Mr. Akhoury serves as a Trustee of the Rubin Museum, serving on the Investment Committee, and of the American India Foundation. ... The Committee currently consists of Messrs. Leibler (Chairperson), Curtis, Darretta and Hill and Mses. Baumann and Domotorffy. ... Investment Oversight Committee B currently consists of Messrs. Akhoury (Chairperson), Darretta, Hill, Patterson and Reynolds, and Mses. Baxter and Domotorffy. ... Brokerage Committee currently consists of Dr. Joskow (Chairperson), Ms. Baxter and Messrs. Ahamed, Akhoury, Patterson, Putnam and Stephens. ... Contract Committee currently consists of Mr. Patterson (Chairperson), Dr. Joskow, Ms. Baxter and Messrs. Ahamed, Akhoury, Putnam and Stephens. ... Estimated annual benefits from all Putnam funds ($) Total compensation from all Putnam funds ($) Ravi Akhoury/2009 N/A $273,000 |
| 2015-02-24 | Mr. Akhoury serves as a Trustee of the Rubin Museum... Chairman and CEO of MacKay Shields... Trustee since 2009... Independent Trustee... Compensation $285,000. |
| 2015-02-24 | Mr. Akhoury serves as a Trustee of the Rubin Museum... Director of RAGE Frameworks, Inc. and English Helper, Inc... Chairman and CEO of MacKay Shields... Trustee since 2009... Compensation $285,000. |
| 2016-03-03 | Ravi Akhoury (Born 1947) Trustee since 2009 ... Mr. Akhoury serves as a Trustee of the Rubin Museum, serving on the Investment Committee ... From 1992 to 2007, he was Chairman and CEO of MacKay Shields ... The Audit, Compliance and Distributions Committee ... The Committee currently consists of Messrs. Darretta (Chairperson), Akhoury, Hill and Patterson, and Mses. Baumann and Domotorffy. ... Investment Oversight Committee B currently consists of Messrs. Akhoury (Chairperson), Darretta, Hill, Patterson and Reynolds, and Ms. Baxter. ... Estimated annual benefits from all Putnam funds Year: N/A Total compensation from all Putnam funds ($): $275,000. |
| 2017-03-22 | Ravi Akhoury (Born 1947) Trustee since 2009. Mr. Akhoury serves as a Trustee of the Rubin Museum, serving on the Investment Committee, and of the American India Foundation... He was also a Director and on the Compensation Committee of MaxIndia/New York Life Insurance Company in India... Estimated annual benefits from all Putnam funds: N/A. Total compensation from all Putnam funds: $302,500.00. |
| 2018-03-01 | Ravi Akhoury — Mr. Akhoury’s experience as Chairman and Chief Executive Officer of a major investment management organization. ... The Committee currently consists of Mses. Baumann (Chairperson), Baxter and Domotorffy and Messrs. Akhoury, Patterson and Singh. ... Investment Oversight Committee B currently consists of Messrs. Akhoury (Chairperson), Patterson, Reynolds and Singh and Ms. Baxter. ... The Committee currently consists of Messrs. Singh (Chairperson), Akhoury and Patterson and Mses. Baumann, Baxter and Domotorffy. ... Estimated annual benefits from all Putnam funds upon retirement ($) N/A Total compensation from all Putnam funds ($) $275,000. |
| 2019-03-08 | Ravi Akhoury — Mr. Akhoury’s experience as Chairman and Chief Executive Officer of a major investment management organization. Estimated annual benefits from all Putnam funds/year: N/A. Total compensation from all Putnam funds: $325,000. |
| 2020-03-25 | Ravi Akhoury (Born 1947), Trustee since 2009; Private Investor... Independent Trustee... Audit, Compliance and Distributions Committee member, Investment Oversight Committee B (Chair), Pricing Committee member... Estimated annual benefits from all Putnam Trustees/Year: N/A; Total compensation from all Putnam funds ($): $325,000. |
| 2021-03-16 | Ravi Akhoury — Mr. Akhoury’s experience as Chairman and Chief Executive Officer of a major investment management organization. |
| 2022-03-11 | Ravi Akhoury — Mr. Akhoury’s experience as Chairman and Chief Executive Officer of a major investment management organization. ... The Committee currently consists of Messrs. Singh (Chair) and Akhoury, Ms. Domotorffy and Drs. Hill and Joskow. ... Investment Oversight Committee B currently consists of Messrs. Akhoury (Chair), Leibler, and Putnam, Ms. Baumann, and Dr. Hill. ... The Committee currently consists of Messrs. Singh (Chair) and Akhoury, Ms. Domotorffy, and Dr. Hill. ... Estimated annual benefits from all Putnam funds upon retirement ($)(1) n/a Total compensation from all Putnam funds ($)(2) $345,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2010-01-04 | Mr. Akhoury (Born 1947) Trustee since 2009. Mr. Akhoury serves as Advisor to New York Life Insurance Company. He is also a Director of Jacob Ballas Capital India and is a member of its Compensation Committee. He was Chairman and CEO of MacKay Shields. Compensation from Putnam High Income Securities Fund fiscal year ended August 31, 2009: $858. |
| 2011-01-06 | Ravi Akhoury (Born 1947) Trustee since 2009 Mr. Akhoury serves as Advisor to New York Life Insurance Company. He is also a Director of Jacob Ballas Capital India and is a member of its Compensation Committee. He also serves as a Trustee of the Rubin Museum, serving on the Investment Committee. Compensation from all Putnam funds: $259,167. |
| 2012-01-06 | Ravi Akhoury (Born 1947) Trustee since 2009 Mr. Akhoury serves as Advisor to New York Life Insurance Company. He is also a Director of Jacob Ballas Capital India (a non-banking finance company focused on private equity advisory services) and is a member of its Compensation Committee. He also serves as a Trustee of the Rubin Museum, serving on the Investment Committee, and of the American India Foundation. Mr. Akhoury is also a Director of RAGE Frameworks, Inc. (a private software company). |
| 2012-11-30 | Ravi Akhoury (Born 1947) Trustee since 2009 Mr. Akhoury serves as Advisor to New York Life Insurance Company. He also serves as a Trustee of the Rubin Museum, serving on the Investment Committee, and of the American India Foundation. Mr. Akhoury is also a Director of RAGE Frameworks, Inc. and English Helper, Inc. (each a private software company). |
| 2013-12-20 | Ravi Akhoury (Born 1947) Trustee since 2009 Mr. Akhoury serves as a Trustee of the Rubin Museum, serving on the Investment Committee, and of the American India Foundation. Mr. Akhoury is also a Director of RAGE Frameworks, Inc. and English Helper, Inc. (each a private software company). Previously, Mr. Akhoury served as a Director of Jacob Ballas Capital India (a non-banking finance company focused on private equity advisory services) and a member of its Compensation Committee. He was also a Director and on the Compensation Committee of MaxIndia/New York Life Insurance Company in India. He was also Vice President and Investment Policy Committee member of Fischer Francis Trees & Watts, a fixed income investment management firm. He has also served on the Board of Bharti Telecom (an Indian telecommunications company), serving as a member of its Audit and Compensation Committees, and as a Director and member of the Audit Committee on the Board of Thompson Press (a publishing company). From 1992 to 2007, he was Chairman and CEO of MacKay Shields, a multi-product investment management firm with over $40 billion in assets under management. Mr. Akhoury graduated from the Indian Institute of Technology with a B.S. in Engineering and obtained an M.S. in Quantitative Methods from SUNY at Stony Brook. |
| 2014-03-25 | Ravi Akhoury (Born 1947) Trustee since 2009 Mr. Akhoury serves as a Trustee of the Rubin Museum, serving on the Investment Committee, and of the American India Foundation. ... The Committee currently consists of Dr. Joskow (Chairperson), Ms. Baxter and Messrs. Ahamed, Akhoury, Patterson, Putnam and Stephens. ... The Committee currently consists of Mr. Patterson (Chairperson), Dr. Joskow, Ms. Baxter and Messrs. Ahamed, Akhoury, Putnam and Stephens. ... Estimated annual benefits from all Putnam funds ($) N/A Total compensation from all Putnam funds ($) $273,000. |
| 2015-02-24 | Mr. Akhoury serves as a Trustee of the Rubin Museum... Trustee of the Putnam funds since 2009... Compensation from all Putnam funds $285,000. |
| 2015-02-24 | Mr. Akhoury serves as a Trustee of the Rubin Museum... Director of RAGE Frameworks, Inc... Trustee of the Putnam funds since 2009... Compensation: $285,000 annually from all Putnam funds. |
| 2016-03-03 | Ravi Akhoury (Born 1947) Trustee since 2009 ... Mr. Akhoury serves as a Trustee of the Rubin Museum, serving on the Investment Committee ... From 1992 to 2007, he was Chairman and CEO of MacKay Shields ... The Audit, Compliance and Distributions Committee ... The Committee currently consists of Messrs. Darretta (Chairperson), Akhoury, Hill and Patterson, and Mses. Baumann and Domotorffy. ... Investment Oversight Committee B currently consists of Messrs. Akhoury (Chairperson), Darretta, Hill, Patterson and Reynolds, and Ms. Baxter. ... The Pricing Committee ... The Committee currently consists of Messrs. Baumann (Chairperson) and Domotorffy, and Messrs. Akhoury, Darretta, Hill and Patterson. ... Estimated annual benefits from all Putnam funds/Year N/A Total compensation from all Putnam funds ($) $275,000. |
| 2017-03-22 | Ravi Akhoury (Born 1947) Trustee since 2009... Trustee of the Rubin Museum, serving on the Investment Committee... Independent Trustee... Audit, Compliance and Distributions Committee... Investment Oversight Committee B... Pricing Committee... Total compensation from all Putnam funds ($): $302,500. |
| 2018-03-01 | Ravi Akhoury (Born 1947), Trustee since 2009...Mr. Akhoury previously served as Director of Jacob Ballas Capital India...Mr. Akhoury graduated from the Indian Institute of Technology with a BS in Engineering and obtained an MS in Quantitative Methods from SUNY at Stony Brook...The Committee currently consists of Mses. Baumann (Chairperson), Baxter and Domotorffy and Messrs. Akhoury, Patterson and Singh...Investment Oversight Committee B currently consists of Messrs. Akhoury (Chairperson), Patterson, Reynolds and Singh...The Pricing Committee currently consists of Messrs. Singh (Chairperson), Akhoury and Patterson and Mses. Baumann, Baxter and Domotorffy. |
| 2019-03-08 | Ravi Akhoury — Mr. Akhoury’s experience as Chairman and Chief Executive Officer of a major investment management organization. ... The Committee currently consists of Mses. Baumann (Chair) and Domotorffy, and Messrs. Akhoury, Patterson, and Singh. ... Investment Oversight Committee B currently consists of Messrs. Akhoury (Chair), Patterson, Reynolds, and Singh. ... The Committee currently consists of Messrs. Singh (Chair), Akhoury, and Patterson, and Mses. Baumann and Domotorffy. ... Estimated annual benefits from all Putnam funds: N/A. Total compensation from all Putnam funds: $325,000. |
| 2020-03-25 | Ravi Akhoury (Born 1947), Trustee since 2009; Private Investor... Independent Trustee... Audit, Compliance and Distributions Committee member, Investment Oversight Committee B (Chair), Pricing Committee member... Total compensation from all Putnam funds $325,000. |
| 2021-03-16 | Ravi Akhoury — Mr. Akhoury’s experience as Chairman and Chief Executive Officer of a major investment management organization. ... The Committee currently consists of Messrs. Singh (Chair), Akhoury and Joskow, Ms. Domotorffy and Dr. Hill. ... The Committee currently consists of Messrs. Singh (Chair) and Akhoury, Ms. Domotorffy, and Dr. Hill. ... Ravi Akhoury/2009 ... $335,000 |
| 2022-03-11 | Ravi Akhoury — Mr. Akhoury’s experience as Chairman and Chief Executive Officer of a major investment management organization. |
| Filing Date | Source Excerpt |
|---|---|
| 2010-01-26 | Ravi Akhoury (Born 1947) Trustee since 2009 Mr. Akhoury serves as Advisor to New York Life Insurance Company. He is also a Director of Jacob Ballas Capital India (a non-banking finance company focused on private equity advisory services) and is a member of its Compensation Committee. He also serves as a Trustee of American India Foundation and of the Rubin Museum. Previously, Mr. Akhoury was a Director and on the Compensation Committee of MaxIndia/New York Life Insurance Company in India. He was also Vice President and Investment Policy Committee member of Fischer, Francis, Trees and Watts (a fixed-income portfolio management firm). He has also served on the Board of Bharti Telecom (an Indian telecommunications company), serving as a member of its Audit and Compensation Committee, and as a member of the Audit Committee on the Board of Thompson Press (a publishing company). From 1992 to 2007, he was Chairman and CEO of MacKay Shields, a multi-product investment management firm with over $40 billion in assets under management. Mr. Akhoury graduated from the Indian Institute of Technology with a B.S. in Engineering and obtained an M.S. in Quantitative Methods from SUNY at Stony Brook. The members of the Committee include only Independent Trustees. Each member of the Committee also is "independent", as such term is interpreted for purposes of Rule 10A-3(b)(1) of the Securities Exchange Act of 1934, as amended (the "Exchange Act") and the listing standards of the New York Stock Exchange. The Board of Trustees has adopted a written charter for the Committee, a current copy of which is available at putnam.com/individual. The Committee currently consists of Messrs. Patterson (Chairperson), Darretta, Hill, Leibler, Stephens and Ms. Drucker. The Board Policy and Nominating Committee currently consists of Dr. Kennan (Chairperson), Ms. Baxter and Messrs. Hill, Patterson and Putnam. The Brokerage Committee currently consists of Drs. Joskow (Chairperson) and Kennan, Ms. Baxter and Messrs. Akhoury, Curtis, Putnam and Worley. The Contract Committee currently consists of Ms. Baxter (Chairperson), Drs. Joskow and Kennan and Messrs. Akhoury, Curtis, Putnam and Worley. The Distributions Committee currently consists of Ms. Drucker (Chairperson) and Messrs. Darretta, Hill, Leibler, Patterson, and Stephens. The Investment Oversight Committee B currently consists of Messrs. Akhoury (Chairperson) and Curtis. The Investment Oversight Coordinating Committee currently consists of Ms. Drucker (Chairperson) and Messrs. Akhoury, Darretta, Leibler and Worley. |
| 2012-03-23 | Mr. Akhoury serves as Advisor to New York Life Insurance Company. He also serves as a Trustee of the Rubin Museum, serving on the Investment Committee, and of the American India Foundation. Mr. Akhoury is also a Director of RAGE Frameworks, Inc. and English Helper, Inc. (each a private software company). ... The Audit and Compliance Committee currently consists of Messrs. Leibler (Chairperson), Curtis, Darretta and Hill, and Ms. Baumann. ... Investment Oversight Committee A currently consists of Messrs. Akhoury (Chairperson), Darretta, Hill, Patterson and Reynolds, Ms. Baxter, and Dr. Kennan. ... The following table includes the year each Trustee became a Trustee of the Putnam funds, the fees paid to each of those Trustees by your fund for its most recent fiscal year and the fees paid to each of those Trustees by all of the Putnam funds during calendar year 2011. ... Ravi Akhoury/2009 $2,130 N/A N/A $303,000 |
| 2013-03-20 | Ravi Akhoury (Born 1947) Trustee since 2009... Advisor to New York Life Insurance Company... Trustee of the Rubin Museum, Investment Committee... Compensation: $303,000. |
| 2013-12-20 | Ravi Akhoury (Born 1947) Trustee since 2009 Mr. Akhoury serves as a Trustee of the Rubin Museum, serving on the Investment Committee, and of the American India Foundation. Mr. Akhoury is also a Director of RAGE Frameworks, Inc. and English Helper, Inc. (each a private software company). Previously, Mr. Akhoury served as a Director of Jacob Ballas Capital India (a non-banking finance company focused on private equity advisory services) and a member of its Compensation Committee. He was also a Director and on the Compensation Committee of MaxIndia/New York Life Insurance Company in India. He was also Vice President and Investment Policy Committee member of Fischer Francis Trees & Watts, a fixed income investment management firm. He has also served on the Board of Bharti Telecom (an Indian telecommunications company), serving as a member of its Audit and Compensation Committees, and as a Director and member of the Audit Committee on the Board of Thompson Press (a publishing company). From 1992 to 2007, he was Chairman and CEO of MacKay Shields, a multi-product investment management firm with over $40 billion in assets under management. Mr. Akhoury graduated from the Indian Institute of Technology with a B.S. in Engineering and obtained an M.S. in Quantitative Methods from SUNY at Stony Brook. |
| 2014-03-25 | Ravi Akhoury (Born 1947) Trustee since 2009 Mr. Akhoury serves as a Trustee of the Rubin Museum, serving on the Investment Committee, and of the American India Foundation. ... The Brokerage Committee currently consists of Dr. Joskow (Chairperson), Ms. Baxter and Messrs. Ahamed, Akhoury, Patterson, Putnam and Stephens. ... The Contract Committee currently consists of Mr. Patterson (Chairperson), Dr. Joskow, Ms. Baxter and Messrs. Ahamed, Akhoury, Putnam and Stephens. ... Investment Oversight Committee B currently consists of Messrs. Akhoury (Chairperson), Darretta, Hill, Patterson and Reynolds, and Mses. Baxter and Domotorffy. ... Estimated annual benefits from all Putnam funds/Year Ravi Akhoury/2009 N/A Total compensation from all Putnam funds ($)(2) $273,000. |
| 2015-02-24 | Mr. Akhoury serves as a Trustee of the Rubin Museum and the American India Foundation. He is a Director of RAGE Frameworks, Inc. and English Helper, Inc. He was Chairman and CEO of MacKay Shields, a multi-product investment management firm. |
| 2015-02-24 | Mr. Akhoury serves as a Trustee of the Rubin Museum... Chairman and CEO of MacKay Shields... Independent Trustee... Compensation: $285,000. |
| 2016-03-03 | Ravi Akhoury (Born 1947) Trustee since 2009 Mr. Akhoury serves as a Trustee of the Rubin Museum, serving on the Investment Committee, and of the American India Foundation. ... The Audit, Compliance and Distributions Committee currently consists of Messrs. Darretta (Chairperson), Akhoury, Hill and Patterson, and Mses. Baumann and Domotorffy. ... Investment Oversight Committee B currently consists of Messrs. Akhoury (Chairperson), Darretta, Hill, Patterson and Reynolds, and Ms. Baxter. ... Estimated annual benefits from all Putnam funds Year N/A Total compensation from all Putnam funds $275,000. |
| 2017-03-22 | Ravi Akhoury (Born 1947) Trustee since 2009... Mr. Akhoury serves as a Trustee of the Rubin Museum, serving on the Investment Committee... He was also a Director and on the Compensation Committee of MaxIndia/New York Life Insurance Company in India... He has also served on the Board of Bharti Telecom, serving as a member of its Audit and Compensation Committees, and as a Director and member of the Audit Committee on the Board of Thompson Press... Estimated annual benefits from all Putnam funds ($) $302,500. |
| 2018-03-01 | Ravi Akhoury (Born 1947), Trustee since 2009. Served as Chairman and CEO of MacKay Shields (a multi-product investment management firm). The Audit, Compliance and Distributions Committee currently consists of Mses. Baumann (Chairperson), Baxter and Domotorffy and Messrs. Akhoury, Patterson and Singh. Investment Oversight Committee B currently consists of Messrs. Akhoury (Chairperson), Patterson, Reynolds and Singh and Ms. Baxter. The Pricing Committee currently consists of Messrs. Singh (Chairperson), Akhoury and Patterson and Mses. Baumann, Baxter and Domotorffy. Estimated annual benefits from all Putnam funds upon retirement: N/A. Total compensation from all Putnam funds: $275,000. |
| 2019-03-08 | Ravi Akhoury — Mr. Akhoury’s experience as Chairman and Chief Executive Officer of a major investment management organization. Estimated annual benefits from all Putnam funds: N/A. Total compensation from all Putnam funds: $325,000. |
| 2020-03-25 | Ravi Akhoury (Born 1947), Trustee since 2009; Director of English Helper, Inc... The Committee currently consists of Mses. Baumann (Chair) and Domotorffy, and Messrs. Akhoury, Patterson, and Singh... Investment Oversight Committee B currently consists of Messrs. Akhoury (Chair), Ahamed, Patterson, Reynolds, and Singh... Pricing Committee currently consists of Messrs. Singh (Chair), Akhoury, and Patterson, and Mses. Baumann and Domotorffy... Estimated annual benefits from all Putnam Trustees/Year: N/A; Total compensation from all Putnam funds ($): $325,000. |
| 2021-03-16 | Ravi Akhoury — Mr. Akhoury’s experience as Chairman and Chief Executive Officer of a major investment management organization. The Audit, Compliance and Risk Committee currently consists of Messrs. Singh (Chair), Akhoury and Joskow, Ms. Domotorffy and Dr. Hill. Investment Oversight Committee B currently consists of Messrs. Akhoury (Chair), Leibler, and Putnam, Ms. Baumann, and Dr. Hill. The Pricing Committee currently consists of Messrs. Singh (Chair) and Akhoury, Ms. Domotorffy, and Dr. Hill. Total compensation from all Putnam funds ($)(2): $335,000. |
| 2022-03-11 | Ravi Akhoury — Mr. Akhoury’s experience as Chairman and Chief Executive Officer of a major investment management organization. ... The Committee currently consists of Messrs. Singh (Chair) and Akhoury, Ms. Domotorffy and Drs. Hill and Joskow. ... Investment Oversight Committee B currently consists of Messrs. Akhoury (Chair), Leibler, and Putnam, Ms. Baumann, and Dr. Hill. ... Estimated annual benefits from all Putnam funds upon retirement ($)(1) n/a Total compensation from all Putnam funds ($)(2) $345,000 |
| Filing Date | Source Excerpt |
|---|---|
| 2010-01-04 | Mr. Akhoury serves as Advisor to New York Life Insurance Company. He is also a Director of Jacob Ballas Capital India and is a member of its Compensation Committee. He also serves as a Trustee of American India Foundation and of the Rubin Museum. Mr. Akhoury was Chairman and CEO of MacKay Shields. Compensation from Putnam High Income Securities Fund was $0. |
| 2011-01-06 | Ravi Akhoury (Born 1947) Trustee since 2009 Mr. Akhoury serves as Advisor to New York Life Insurance Company. He is also a Director of Jacob Ballas Capital India and is a member of its Compensation Committee. He also serves as a Trustee of the Rubin Museum, serving on the Investment Committee, and of the American India Foundation. Compensation from Putnam High Income Securities Fund: $259,167. |
| 2012-01-06 | Mr. Akhoury serves as Advisor to New York Life Insurance Company. He is also a Director of Jacob Ballas Capital India and is a member of its Compensation Committee. He also serves as a Trustee of the Rubin Museum, serving on the Investment Committee. The Committee currently consists of Messrs. Akhoury (Chairperson), Darretta, Hill, Patterson and Reynolds, and Ms. Baxter. The Trustees periodically review their fees. Mr. Akhoury received $284,500 from all Putnam funds. |
| 2012-11-30 | Mr. Akhoury serves as Advisor to New York Life Insurance Company and is a Trustee of the Rubin Museum, serving on the Investment Committee. Trustee since 2009. |
| 2013-12-20 | Ravi Akhoury (Born 1947) Trustee since 2009 Mr. Akhoury serves as a Trustee of the Rubin Museum, serving on the Investment Committee, and of the American India Foundation. Mr. Akhoury is also a Director of RAGE Frameworks, Inc. and English Helper, Inc. (each a private software company). Previously, Mr. Akhoury served as a Director of Jacob Ballas Capital India (a non-banking finance company focused on private equity advisory services) and a member of its Compensation Committee. He was also a Director and on the Compensation Committee of MaxIndia/New York Life Insurance Company in India. He was also Vice President and Investment Policy Committee member of Fischer Francis Trees & Watts, a fixed income investment management firm. He has also served on the Board of Bharti Telecom (an Indian telecommunications company), serving as a member of its Audit and Compensation Committees, and as a Director and member of the Audit Committee on the Board of Thompson Press (a publishing company). From 1992 to 2007, he was Chairman and CEO of MacKay Shields, a multi-product investment management firm with over $40 billion in assets under management. Mr. Akhoury graduated from the Indian Institute of Technology with a B.S. in Engineering and obtained an M.S. in Quantitative Methods from SUNY at Stony Brook. |
| 2014-03-25 | Ravi Akhoury (Born 1947) Trustee since 2009...Mr. Akhoury serves as a Trustee of the Rubin Museum, serving on the Investment Committee...Brokerage Committee currently consists of Dr. Joskow (Chairperson), Ms. Baxter and Messrs. Ahamed, Akhoury, Patterson, Putnam and Stephens...Contract Committee currently consists of Mr. Patterson (Chairperson), Dr. Joskow, Ms. Baxter and Messrs. Ahamed, Akhoury, Putnam and Stephens...Investment Oversight Committee B currently consists of Messrs. Akhoury (Chairperson), Darretta, Hill, Patterson and Reynolds, and Mses. Baxter and Domotorffy...Estimated annual benefits from all Putnam funds $N/A, Total compensation from all Putnam funds $273,000. |
| 2015-02-24 | Mr. Akhoury serves as a Trustee of the Rubin Museum and American India Foundation. He is a Director of RAGE Frameworks, Inc. and English Helper, Inc. He was Chairman and CEO of MacKay Shields. The Board Policy and Nominating Committee considers his experience as Chairman and CEO of a major investment management organization as qualifications. He serves on Investment Oversight Committee B, Contract Committee, and Brokerage Committee. Estimated annual compensation from all Putnam funds is $285,000. |
| 2015-02-24 | Mr. Akhoury serves as a Trustee of the Rubin Museum... Director of RAGE Frameworks, Inc... Chairman and CEO of MacKay Shields... Independent Trustee... Compensation: $285,000. |
| 2016-03-03 | Ravi Akhoury (Born 1947) Trustee since 2009...Mr. Akhoury serves as a Trustee of the Rubin Museum...serving on the Investment Committee...Director of RAGE Frameworks, Inc. and English Helper, Inc...Chairman and CEO of MacKay Shields...Graduated from the Indian Institute of Technology with a B.S. in Engineering and obtained an M.S. in Quantitative Methods from SUNY at Stony Brook...Estimated annual benefits from all Putnam funds: N/A, Total compensation from all Putnam funds: $275,000. |
| 2017-03-22 | Ravi Akhoury (Born 1947) Trustee since 2009...Mr. Akhoury serves as a Trustee of the Rubin Museum, serving on the Investment Committee...Previously, Mr. Akhoury served as a Director of Jacob Ballas Capital India...From 1992 to 2007, he was Chairman and CEO of MacKay Shields...Audit, Compliance and Distributions Committee members include Messrs. Darretta (Chairperson), Akhoury, Hill and Patterson, and Mses. Baumann and Domotorffy...Investment Oversight Committee B currently consists of Messrs. Akhoury (Chairperson), Darretta, Hill, Patterson and Reynolds, and Ms. Baxter...Estimated annual benefits from all Putnam funds $0, Total compensation from all Putnam funds $302,500. |
| 2018-03-01 | Ravi Akhoury — Mr. Akhoury’s experience as Chairman and Chief Executive Officer of a major investment management organization. |
| 2019-03-08 | Ravi Akhoury — Mr. Akhoury’s experience as Chairman and Chief Executive Officer of a major investment management organization. Estimated annual benefits from all Putnam funds/year: N/A. Total compensation from all Putnam funds: $325,000. |
| 2020-03-25 | Ravi Akhoury (Born 1947), Trustee since 2009; Private Investor; Director of English Helper, Inc... Independent Trustee; Compensation: $325,000 annually. |
| 2021-03-16 | Ravi Akhoury — Mr. Akhoury’s experience as Chairman and Chief Executive Officer of a major investment management organization. ... The Committee currently consists of Messrs. Singh (Chair), Akhoury and Joskow, Ms. Domotorffy and Dr. Hill. ... Investment Oversight Committee B currently consists of Messrs. Akhoury (Chair), Leibler, and Putnam, Ms. Baumann, and Dr. Hill. ... The Committee currently consists of Messrs. Singh (Chair) and Akhoury, Ms. Domotorffy, and Dr. Hill. ... Ravi Akhoury/2009 N/A $335,000 |
| 2022-03-11 | Ravi Akhoury — Mr. Akhoury’s experience as Chairman and Chief Executive Officer of a major investment management organization. ... The Committee currently consists of Messrs. Singh (Chair) and Akhoury, Ms. Domotorffy and Drs. Hill and Joskow. ... Investment Oversight Committee B currently consists of Messrs. Akhoury (Chair), Leibler, and Putnam, Ms. Baumann, and Dr. Hill. ... The Committee currently consists of Messrs. Singh (Chair) and Akhoury, Ms. Domotorffy, and Dr. Hill. ... Estimated annual benefits from all Putnam funds upon retirement ($)(1) n/a Total compensation from all Putnam funds ($)(2) $345,000 |
Data sourced from SEC filings. Last updated: 2026-02-03