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Independent Index Committee
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Independent Index Committee
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Ron Santangelo Index Committee Chair Mr. Santangelo is one of the pre-eminent experts in the investment industry regarding the research and selection of third party mutual fund managers, and was an early advocate for the role and importance of rigorous manager research and screening. He is currently a consultant for the industry, specializing in the investment manager due diligence process, asset allocation modeling, and product development. |
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Stephen Gibson Permanent Index Committee Member Mr. Gibson is a Co-Founder and Managing Partner at Boston Strategic, an executive level consulting practice specializing in asset management. He is a widely recognized leader of multi-channel asset management firms in both retail and institutional markets. As CEO and senior executive, he led dramatic turnarounds and repositioning through innovation and expertise in marketing, distribution, product strategy, international markets and investment management operations. He brings an unusually broad range of experience, as a top executive over two decades, in shaping mutual fund, annuity, ETF, structured product, retirement-oriented, and hedge fund businesses. |
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George McClelland
Permanent Index Committee Member
Mr. McClelland has experience in the computer, software, telecommunications, financial services, Internet auction, nanotech and medical delivery fields. Mr. McClelland has held senior positions at Data General, Fidelity Investments, University of Massachusetts Medical Center and United Asset Management. He has founded, or co-founded The Charitable Gift Fund and eSecLending companies, where he was Chairman and CEO. Mr. McClelland is also a Co-Founder of of F-Squared Investments, Inc., the parent company of Active Index Solutions.
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Scott Ebner Permanent Index Committee Member Mr. Ebner Senior Vice President – ETF Marketplace for the American Stock Exchange. In this role he oversees the ETF Marketplace for the AMEX and is responsible for new product development and the marketing of ETFs. He joined the Amex in 1998 and has been instrumental in the expansion of Amex's ETF business, previously running the Amex's index calculation program, and most recently serving as Vice President of the ETF Marketplace in charge of new product development. |
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Mike Annin CFA – Rotating Index Committee Member Mr. Annin is a managing director of Mesirow Financial’s Investment Strategies department. He has 20 years of experience in the financial services and investment industry. Most recently, Mr. Annin served as a managing director for Ibbotson Associates, where he managed the company’s non-software product initiatives, including investment management, investment consulting, data products and training product lines. During his 12 years with Ibbotson Associates, he was vital in developing investment strategy consulting services which included performance studies based on historical performance data of portfolios under various scenarios. Mr. Annin’s extensive career also includes positions with IPC Group, Abbot Laboratories and Bear, Sterns & Company. |
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Christopher M. O'Neill
Ph.D., CFA, CFP®, FRM, ChFC – Rotating Index Committee Member
Mr. O’Neill is Vice President of Mesirow Financial’s Investment Strategies department. He has nearly 20 years of experience in finance and scientific research. He is an expert in the areas of quantitative investment manager selection, Monte Carlo simulation and quantitative finance.
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Robert McCarthy Rotating Index Committee Member Mr. McCarthy serves as President of Kanon Bloch Carré. Mr. McCarthy has been working in the investment field since 1982, initially with mutual funds and corporate retirement plans, and later with high net worth clients at RINET Company. |
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David Powers CFA – Rotating Index Committee Member Mr. Powers joined RINET Company in May of 2004 and is a member of RINET’s Investment Strategies Group. He brings 11 years of investment experience and is responsible for conducting investment research and due diligence on separate account managers and alternative investments for RINET’s investment platform. He is also a member of RINET’s Investment Committee that determines asset allocation guidelines, tactical asset allocation decisions, and model portfolio investments. |
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David Beckwith CFA – Rotating Index Committee Member - Alternate Mr. Beckwith is Chief Investment Officer of RINET Company, LLC. He is responsible for leading the development and direction of RINET's overall investment strategy. He oversees the due diligence, selection, and monitoring of all investment managers, mutual funds and alternative investments. |
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Robert Padgette CFA, CIMA – Rotating Index Committee Member Mr. Padgette is the Founder and Managing Director of Klein Decisions. For more than 20 years, Mr. Padgette has been a driving force in the development of new products and services for the investment and financial services industries. Prior to founding Klein Decisions in 2002, he was the Chief Executive Officer and founder of Möbius Group, Inc., a leading provider of software and data for investment professionals. Mr. Padgette began his investment career at Kidder, Peabody & Co., where he last served as Vice President and National Director of the PRIME Asset Consulting Group. |
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Ted Ponko CFA – Rotating Index Committee Member Mr. Ponko is the Senior Product Analyst with Klein Decisions, an investment software company located in Raleigh, NC. He has over 20 years experience in mutual fund management, investments, portfolio analytics, and retirement plan design. He has served as Chief Investment Officer for the Actuarial Consulting Group, Richmond, VA, and Glenwood Capital, Raleigh, NC. |
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Thomas Champion CFA – Index Committee Secretary (non-voting) Mr. Champion is currently Director -- New Product Development in the ETF Marketplace for the American Stock Exchange. In his role he works on all phases of product creation for ETFs and other new products. He joined the Amex in 2006. Prior to joining the Amex, Mr. Champion worked as an Assistant Portfolio Manager and Analyst for Victory NewBridge Capital Management and NewBridge Partners, LLC from 1999 until 2005. He began his career at the Campbell, Cowperthwait division of U.S. Trust in 1998. |
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Howard Present
Index Committee Advisor (non-voting)
Mr. Present is Co-Founder, President and CEO of F-Squared Investments, Inc., the parent company of Active Index Solutions. Prior to F-Squared Investments, he was Founder and President of Helicon Partners LLC, a boutique management firm specializing in new business development within the financial services industry.
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