| Mr Jean-Christophe De Beaulieu
| Mr. Jean-Christophe de Beaulieu is Manager of SSGA Emerging Markets Fund - Class C. He is the Managing Director at State Street Global Advisors since March 2012. He was a Senior Portfolio Manager of Emerging Market Equities during March 2000 and March 2012. He got Masters of Finance from Essec Business School Paris in 1999. He got the DEA of Mathematics (Numerical Analysis) from Université Pierre et Marie Curie (Paris VI) in 1998. |
| Mr Chris Laine
| Mr. Chris Laine is a Manager of SSGA Emerging Markets Fund - Class A. He is a Senior PM of Active Emerging Markets at State Street Global Advisors since March 2007. He was the Head of Asset Allocation and Fund Director at Alpinex Asset Management from February 2005 to February 2007. He was a Research Analyst at Morgan Stanley during October 1999 and February 2005. He worked as Research Associate at The Institutue of International Finance, Inc. from 1994 till 1997. In 1999, he graduated from Emory University, Goizueta Business School. |
| Mr Eric Stein
| Mr. Eric Stein is a Manager of Global Macro Absolute Return Advantage Fund - Class A. He is Co-Director of Global Fixed Income and Portfolio Manager at Eaton Vance since September 2008. He was a Trader and Analyst of Open Markets Desk at Federal Reserve Bank of New York during July 2007 and August 2008. He worked as Summer Associate - Tribeca Convertible Arb Team at Citigroup from June 2006 till September 2006. He worked as Research Associate at Eaton Vance from July 2002 to July 2005. Mr. Eric previously worked on the Markets Desk of the Federal Reserve Bank of New York. He earned a B.S., cum laude, from Boston University in 2002 and an MBA, with honors, from the University of Chicago, Booth School of Business in 2007. He is a term member of the Council on Foreign Relations. He is also a CFA charterholder and a member of the Boston Committee on Foreign Relations, Boston Economic Club, Business Associates Club, Enterprise Club, AEI Boston Council and Boston Security Analysts Society. Eric is on the board of overseers of Big Brothers Big Sisters of Massachusetts Bay. He also serves as a board member and member of the investment committee of the Boston Civic Symphony. |
| Mr Michael A. Cirami
| Mr. Michael A. Cirami is a Manager of Eaton Vance Global Macro Absolute Return Fund - Class R. He is a vice president of Eaton Vance Management, co-director of global income and portfolio manager on Eaton Vance’s global income team, focusing on emerging Europe, the Middle East and Africa. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s global income strategies. He joined Eaton Vance in 2003. He began his career in the investment management industry in 1998. Before joining Eaton Vance, he was employed at State Street Bank in Boston, Luxemburg and Munich, and with BT&T Asset Management in Zurich. Mr.Michael earned a B.S., cum laude, from Mary Washington College and an MBA with honors from the William E. Simon School at the University of Rochester. He also studied at WHU Otto Beisheim School of Management in Koblenz, Germany. He is a member of the Boston Security Analysts Society, the Boston Committee on Foreign Relations and the Ludwig von Mises Institute. He also serves as a board member and chairman of the investment committee of the Boston Civic Symphony and the University of Mary Washington Foundation. Additionally, he is on the board of overseers for the New England Conservatory. He is a CFA charterholder. Mr. Michael’s commentary has appeared in The Wall Street Journal, Barron’s, Bloomberg and Reuters. He has been a featured speaker at Schwab, Bloomberg European Debt Crisis and Standard Chartered forums. |
| Mr John R. Baur
| Mr. John R. Baur is a Manager of Eaton Vance Global Macro Absolute Return Fund - Class I since 2008. He is a vice president of Eaton Vance Management and director of global portfolio analysis on Eaton Vance’s global income group. He joined Eaton Vance in June 2005 as Portfolio Manager. He began his career in the investment management industry in 2005. Before joining Eaton Vance, he was employed by Applied Materials as Process Support Engineer from November 1995 to November 2002. Mr. John earned a B.S. of Mechanical Engineering from MIT in February 1994 and an MBA from the Johnson Graduate School of Management at Cornell University in 2005. |
| Ms Elisabeth Colleran
| Ms. Elisabeth Colleran is a Manager of Emerging Markets Opportunities Fund - class N. She is the Emerging Markets Portfolio Manager & Credit Strategist at Loomis, Sayles & Company since April 2014. Also, she is a vice president, emerging markets strategist and co-portfolio manager on several emerging markets corporate debt products including the Loomis Sayles Emerging Markets Opportunities Fund at Loomis, Sayles & Companyat Loomis, Sayles & Company since July 2012. She was a Senior Analyst at Loomis Sayles from December 2003 to July 2012. She served as an Analyst at Sun Life Financial from November 2001 to November 2003 and at Back Bay Advisors from September 2000 to June 2001. Additionally, she worked as Senior Analyst at A.T. Kearney from 1994 to 1996 and at DRI between July 1985 and June 1994. In 1993, she got the MBA in Business from University of New Hampshire -- Peter T. Paul College of Business and Economics. She got the Bachelor of Economics from University of Rochester in 1985, in addition to holding the CFA. |
| Mr Peter A. Frick
| Mr. Peter A. Frick is a Manager of Emerging Markets Opportunities Fund - class N. He is a vice president of Loomis, Sayles & Company and co-portfolio manager for the Loomis Sayles Emerging Markets Opportunities Fund, in addition to products outside the US and multiple emerging market portfolios. Mr. Peter began his investment industry career in 1986 and joined Loomis Sayles in 2004 as a global bond product manager. He was promoted to portfolio manager in 2012. Prior to Loomis Sayles, he worked at Fleet Boston Financial as director of foreign exchange and interest rate risk management, with a focus on emerging markets. Previously, he was assistant vice president in the foreign exchange and interest rate risk management department at Banque Bruxelles Lambert in Paris, France, and also worked in the capital markets department of UBS in both Zurich, Switzerland and New York. Mr. Peter earned an M.A. HSG from the University of St. Gallen, Switzerland, in addition to holding the CFA. |
| Mr Eddy Sternberg
| Mr. Eddy Sternberg is a Manager of Emerging Markets Opportunities Fund - class N. Mr. Sternberg is a vice president of Loomis, Sayles & Company and co-portfolio manager for the Loomis Sayles Emerging Markets Opportunities Fund in addition to a suite of products outside the US, and all emerging markets portfolios. He has 29 years of investment industry experience as a fixed income analyst and portfolio manager. Before joining Loomis Sayles in 2005, Eddy was a senior analyst and portfolio manager at Evergreen Investments. He also worked as an investment officer for the Inter-American Investment Corporation and a development program associate at BASF. He began his career as a credit analyst with Banco Ganadero Argentino in Buenos Aires, Argentina. He attended the Facultad de Ingenieria, Universidad de Buenos Aires where he received his engineering degree and earned his MBA from the Sloan School of Management at MIT. |
| Mr David W. Rolley
| Mr. David W. Rolley is a Manager of Emerging Markets Opportunities Fund - class N. Mr. Rolley is a vice president, portfolio manager, Senior Portfolio Manager and co-team leader of the global fixed income group and emerging market debt group at Loomis, Sayles & Company. With 35 years of investment industry experience, Mr. David co-manages the Loomis Sayles Global Bond, Emerging Markets Opportunities and Global Equity and Income funds in addition to a suite of products outside the US, and multiple emerging market and global bond portfolios. Prior to joining Loomis Sayles in 1994, he was a principal and director of international capital market research at DRI/McGraw-Hill. He was also a corporate vice president and senior US economist for the institutional equity group at Drexel Burnham Lambert, and chief financial economist at Chase Econometrics. David earned a BA from Occidental College in 1974 and studied post-graduate economics at the University of Pennsylvania. Also, he holds the CFA. He is a past president of the Boston Association of Business Economists. |
| Mr Peter Marber
| Mr. Peter Marber is a Manager of Emerging Markets Opportunities Fund - class Y. He is Peter Marber is head of emerging markets investments at Loomis, Sayles & Company. He joined Loomis Sayles in September 2013 from HSBC Global Asset Management, where he was Chief Business Strategist, Senior Portfolio Manager, Head of Emerging Markets Debt and Currencies. He was also chief investment strategist, President, Founding Partner, and Senior Portfolio Manager for The Atlantic Funds, LLC, which was acquired by HSBC in 2005. Previously, he was president of emerging markets subsidiaries at Dresdner Kleinwort. He was President, Founding Partner, and Senior Portfolio Manager at Wasserstein Perella Emerging Markets, LP between June 1993 and June 1999. He was a Director at Swiss Bank Corporation (NKA UBS) from June 1987 to June 1993. Mr. Peter has been a faculty member at Columbia University since 1993, and Harvard University since January 2014. He has edited and authored five books on emerging markets and globalization, and is a board member of the New American Foundation, World Policy Institute, and the Emerging Markets Trade Association. Peter studied at the Université Paris Sorbonne – Paris IV and Stanford University, earned a BA from Johns Hopkins University, and an MIA from Columbia University. |
| Mr Adam S. Rubinson
| Mr. Adam S. Rubinson is a Vice President of Dodge & Cox Global bond fund. Mr. Rubinson graduated from Columbia College in 1988 and received his J.D. degree from the Stanford Law School in 1991. From 1991 to 1997 he practiced corporate law at Sullivan & Cromwell. Prior to joining Dodge & Cox in 2002, he worked in the fixed income and investment banking divisions of Goldman Sachs. Mr. Rubinson is a shareholder of Dodge & Cox and holds the CFA designation. |
| Ms Lucinda I. Johns
| Ms. Lucinda I. Johns is Vice President of Dodge & Cox Global bond fund. Ms. Johns received her B.A. degree (magna cum laude) from Williams College in 1996 and her M.B.A. degree from the UCLA Anderson School of Management in 2004. Prior to graduate school, she worked for approximately two years each at Merrill Lynch as a financial analyst, Dodge & Cox as a research assistant, and NBC Internet as a Senior Product Manager. Ms. Johns rejoined Dodge & Cox in 2004. She is a shareholder of that firm and a CFA charterholder. |
| Mr James H. Dignan
| Mr. James H. Dignan is a Vice President of Dodge & Cox Global bond fund. Mr. Dignan graduated from Columbia University in 1991. He received an M.A. in Economics from New York University in 1994 and his M.B.A. from Northwestern's J.L. Kellogg Graduate School of Management in 1996. Prior to joining Dodge & Cox in 1999, he worked as Mortgage Specialist for Fannie Mae from 1996 to 1999. He was an FX Options Trader at National Westminster Bank from 1991 to 1994. Mr. Dignan is a shareholder of Dodge & Cox and holds the CFA designation. |
| Ms Dana M. Emery
| Ms. Dana M. Emery is a Manager of Dodge & Cox Global bond fund. She is Chief Executive Officer, President, and Director of Fixed Income at Dodge & Cox Funds. Ms. Emery received her B.A. degree from Stanford University in 1983. She joined Dodge & Cox in 1983. Ms. Emery is President and a Trustee of the Dodge & Cox Funds. She is a Director and shareholder of the firm, a Chartered Investment Counselor, and holds the CFA designation. |
| Mr Thomas S. Dugan
| Mr. Thomas S. Dugan is a Manager of Dodge & Cox Global bond fund. He is Senior Vice President and Associate Director of Fixed Income at Dodge & Cox Funds. Mr. Dugan graduated from Brown University in 1987 with a B.A. and received his M.B.A. from the University of California at Berkeley in 1992. Before graduate school, he worked as a fixed income securities trader for J.P. Morgan Securities. Prior to joining Dodge & Cox in 1993, he worked in the Czech Republic as an advisor to a Czech investment fund. Mr. Dugan is a Director and shareholder of the firm and holds the CFA designation. |
| Mr Englebert T. Bangayan
| Mr. Englebert T. Bangayan is a Vice President of Dodge & Cox International stock fund |
| Mr Roger G. Kuo
| Mr. Roger G. Kuo is a Vice President of Dodge & Cox International stock fund. Mr. Kuo received his B.A. degree from Harvard College (magna cum laude) in 1993 and his M.B.A. degree in 1998 from the Harvard Business School. Prior to graduate school, he worked at Bear Stearns as a financial analyst from 1994 to 1996. He joined Dodge & Cox in 1998. Mr. Kuo is a shareholder of the firm and holds the CFA designation. He is a Manager at Dodge & Cox Global Stock since February 2010 and Dodge & Cox International Stock since May 2006. |
| Mr Richard Callister
| Mr. Richard T Callister is the Fund Manager at Dodge & Cox International stock fund |
| Mr Mario Diprisco
| Mr. Mario C DiPrisco is the Fund Manager at Dodge & Cox International stock fund |
| Mr Gregory Serrurier
| Mr. Gregory R Serrurier is the Fund Manager at Dodge & Cox International stock fund |
