About our contributors

Virginia Au | Thomas Bastian | Brent Bates | Richard Batty | Joseph Becker | Craig Bloodworth | Laurie F. Brignac | Steve Cao | Paul Chan | Esther Chance | Mario Clemente | Ido Cohen | Sean Connery | Paul Curbo | Walter Davis | Jack Deino | Matthew Dennis | R. Scott Dennis | Kevin Egan | Banu Asik Elizondo | Juliet Ellis | Borge Endresen | Craig Falduto | John G. Feyerer | Carolyn Gibbs | Ellen Gold | Richard Golod | Justo Gonzalez | Mark Gilley | John Greenwood | J. Clint Harris II | Juan Hartsfield | Jeffrey Hemker | Kevin Holt | Darren Hughes | Mark Jason | Simon Jeong | Nick Kalivas | Karen Dunn Kelley | Stephanie Larosiliere | Janet Luby | Norman MacDonald | Joseph Madrid | Greg McGreevey | David Millar | Mary Jane Minier | Nick Mustoe | Sean Newman | Matthew Nichols | Richard Nield | Tim O’Reilly | Shaun Peters | Jalil Rasheed | Greg Rawls | Scott Roberts | Joe Rodriguez | Wilbur L. Ross, Jr. | Thomas Rowley | Chandrashekhar Sambhshivan | Ted Samulowitz | Michelle Shwarzman | Ron Sloan | Justin Speer | Walter Stabell | Derek Taner | Joseph Tang | Jack Tierney | Nick Tolchard | Stephen J. Toy | Jason Trujillo | Darin Turner | Mark Uptigrove | Raymund Uy | Jon Vogler | Erik Voss | Robert Waldner | Meggan Walsh | Donna Chapman Wilson | Scott Wolle | Tony Wong | Mark Yu | Clayton Zacharias

 

Virginia Au, CFA
Portfolio Manager

Virginia Au is a portfolio manager on the Small-Cap Equity team at Invesco.

Ms. Au joined Invesco in 2006 as an investment analyst, supporting the small-cap investment team. She has been in the industry since 2003 and previously worked as a research associate at Pembroke Management. She also interned as an equity research analyst at CIBC World Markets and Connor, Clark & Lunn Investment Management. Additionally, she was a member of the UBC Portfolio Management Foundation — a post-secondary school program in which select students are given responsibility for managing a $2.5 million endowment fund.

Ms. Au earned a BComm degree with honors from the University of British Columbia, specializing in finance. She is a CFA charterholder.

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Thomas Bastian, CFA
Senior Portfolio Manager

Senior Portfolio Manager Thomas Bastian is the lead manager for Invesco large-cap relative value strategies.

He joined Invesco in 2010. Prior to joining the firm, he was a portfolio manager for the US value products at Van Kampen, which he joined in 2003. Before Van Kampen, he was a portfolio manager at Eagle Asset Management and an analyst at Bank One. He entered the industry in 1997.

Mr. Bastian earned a BA degree in accounting from St. John’s University and an MBA from the University of Michigan. He is a CFA charterholder and a member of the CFA Institute and the Houston Society of Financial Analysts.

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Brent Bates, CFA, CPA
Portfolio Manager

Brent Bates is a portfolio manager with the Invesco International Growth team, focusing on large- and mid-cap Asia Pacific and Latin American equities.

Mr. Bates entered the industry in 1996 as a mutual fund accountant with Invesco. He was promoted to analyst on the Quantitative Analysis team in 1998 and joined the US Multicap Growth team as an equities analyst in 2002. Mr. Bates joined the International Growth team as an equities analyst in 2005 and was promoted to senior analyst in 2007. He assumed his current role as a portfolio manager in 2011.

A native of Houston, Mr. Bates earned a BBA from Texas A&M University. He is a Certified Public Accountant (CPA) and a CFA charterholder.

CPA® and Certified Public Accountant® are trademarks owned by the American Institute of Certified Public Accountants. This firm is not a CPA firm.

View all posts by Brent Bates, CFA, CPA


Richard Batty
Fund Manager

Richard Batty joined Invesco Perpetual in March 2013 and serves as a fund manager for the Multi Asset team.

Previously, Mr. Batty had worked at Standard Life Investments since 2003, where he was the global investment strategist for the Strategy team, which is now part of Standard Life’s Multi Asset Investing team. While there, he gained additional responsibilities for Global Tactical Asset Allocation in 2012. Prior to joining Standard Life Investments, he began his investment career at James Capel/HSBC as an equity strategist in 1995. During this part of his career, Mr. Batty became a highly rated, senior member of the company’s industry-renowned Economics and Strategy group.

In 1994, Mr. Batty was awarded a PhD in financial economics from Brunel University, where he was a part-time research assistant and taught both graduate and undergraduate students.

Note: Not all products managed by Invesco Perpetual are available to US investors.

Invesco Perpetual is a business name of Invesco Asset Management Limited (IAML), an investment adviser. Invesco Distributors, Inc., Invesco Advisers, Inc. and IAML are each indirect, wholly owned subsidiaries of Invesco Ltd.

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Joseph Becker
Senior Fixed & Equity Income Product Strategist
Invesco PowerShares Capital Management LLC

Joseph Becker is the Senior Fixed & Equity Income Product Strategist with Invesco PowerShares Capital Management LLC, a registered investment advisor that sponsors the PowerShares family of exchange-traded funds (ETFs). In his role, Mr. Becker develops and manages product-specific strategies, collaborating with marketing, compliance, research, sales and portfolio management in an effort to better position the product line within the market.

Mr. Becker joined Invesco PowerShares in 2008, serving as served as the manager of education marketing until joining Product Strategy & Research in 2010.  He brings more than a decade of investment industry experience to his role.

Mr. Becker holds BA in international studies from Trinity Western University in British Columbia, Canada, and an MA in economics from the University of Illinois at Chicago.  He holds the Series 7, 4 and 63 registrations.

Invesco Distributors, Inc. is the distributor of the PowerShares Exchange-Traded Fund Trust, the PowerShares Exchange-Traded Fund Trust II, the PowerShares India Exchange-Traded Fund Trust and the PowerShares Actively Managed Exchange-Traded Fund Trust. Invesco PowerShares Capital Management LLC (Invesco PowerShares) and Invesco Distributors, Inc. are indirect, wholly owned subsidiaries of Invesco Ltd.

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Craig Bloodworth
Client Portfolio Manager1

Craig Bloodworth is a client portfolio manager for Invesco Fixed Income, as well as vice president for Invesco Distributors, Inc. He is responsible for representing Invesco’s cash management products.

Mr. Bloodworth began his career with Invesco in 1994 as a representative in the transfer agency, where he provided customer service to financial intermediaries and mutual fund shareholders. In 1996, he joined Invesco’s Institutional Fund Services group, which is the trading desk for the cash management products. Then in 1999, he joined Invesco Distributors, Inc., and was responsible for overseeing the daily operations of the cash management sales desk and the product marketing group. Mr. Bloodworth assumed his current position in 2009.

Mr. Bloodworth holds a BS degree in agriculture economics from Texas A&M University.

1 Not involved in managing assets of any fund.

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Laurie F. Brignac, CFA
Senior Portfolio Manager
Co-Head of North American Global Liquidity

Laurie Brignac is a senior portfolio manager for Invesco Fixed Income and is responsible for the management of all cash management products, including institutional, retail and offshore money market funds, as well as private accounts.

Ms. Brignac has been in the investment business since 1989. She joined Invesco in 1992 as a money market trader, and was promoted to investment officer in 1994 and senior portfolio manager in 2002. Her duties have expanded to include all forms of short-term taxable fixed income products but her primary responsibility lies in the money market area. Prior to joining Invesco, Ms. Brignac was a sales assistant for HSBC Securities, Inc. She began her career as a money market trader responsible for managing the Fed position at Premier Bank in Baton Rouge, Louisiana.

Ms. Brignac earned a BS in accounting from Louisiana State University. She is also a CFA charterholder and a member of the CFA Institute.

View all posts by Laurie F. Brignac, CFA


Shuxin (Steve) Cao, CFA, CPA
Senior Portfolio Manager

Steve Cao is a senior portfolio manager for Invesco international/global growth strategies.He began his investment career in 1993 as an international equity analyst specializing in Asian securities at Boatmen’s Trust Co. In 1997, he joined Invesco and continued as an international equity analyst with a focus on Asia and Latin America until assuming his present duties in 1999.

A native of Tianjin, China, Mr. Cao earned a Bachelor of Arts degree in English from the Tianjin Foreign Language Institute and an MBA from Texas A&M University.

He is a Certified Public Accountant (CPA) and a CFA charterholder.

View all posts by Steve Cao, CFA, CPA


Paul Chan, CFA
Portfolio Manager

Paul Chan is a portfolio manager with Invesco.

Mr. Chan entered the industry in 1990 and joined Invesco in 2001 as an investment director and head of Hong Kong Pensions. Previously, he was deputy regional director at AIGIC (Asia) Limited, where he managed regional portfolios and chaired the regional stock selection committee. Prior to that, he held positions with William Mercer Limited (Singapore), Morgan Stanley Asset Management (Singapore) and Merrill Lynch Asset Management (Hong Kong) Limited.

Mr. Chan earned a BS degree in economics from the University of Manitoba. He is a CFA charterholder.

View all posts by Paul Chan, CFA


Esther Chance
Senior Portfolio Manager
Co-Head of North American Global Liquidity

Esther Chance is a senior portfolio manager for Invesco Fixed Income and is responsible for the management of all cash management products, including institutional, retail and offshore money funds, as well as private accounts.

Ms. Chance joined Invesco in 1987 as a trading assistant in the money market area and later was promoted to assistant supervisor of portfolio administration. She assumed her current position in 1996.

Ms. Chance earned a BBA from the University of Houston, and an MBA from The Freeman School at Tulane University.

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Mario Clemente
Senior Investment Strategist

Mario Clemente is a Senior Investment Strategist for Invesco Fixed Income’s Investment Solutions team. He is responsible for strategic product design and development across the fixed income platform.

Mr. Clemente entered the industry in 1995. Prior to joining Invesco Fixed Income in 2013, he was managing director of MARV Capital, a regional broker dealer specializing in structured products. In this capacity, Mr. Clemente was head of Structured Products Syndicate and Trading. Mr. Clemente has held similar positions with Bank of America, Natixis and Citi and has raised more than $20 billion in securitizations across multiple fixed income asset classes including leveraged loans, mortgage-backed securities, high yield and investment grade corporates. Mr. Clemente has also been hired by various firms in a consulting capacity for his experience in structured products. Most recently he worked with Bank of America to build an ad hoc system to manage the liquidity risk they incur from the many special purpose vehicles they manage.

Mr. Clemente earned a BA degree from Hofstra University in finance and international business. He also earned an MBA in finance from the Stern School of Business at NYU. He holds the Series 7 and 63 registrations.

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Ido Cohen
Portfolio Manager

Ido Cohen is a portfolio manager for Invesco large-cap growth equity strategies and is lead manager for Invesco leisure products. He joined the company in 2010.

Prior to joining Invesco, he was a vice president at J&W Seligman Investments from 2007 to 2010, where he worked as a senior analyst focusing on information technology, media and telecommunications equities.

Mr. Cohen began his investment career in 1997 as a high yield research analyst with Banker’s Trust focusing on the telecommunications industry. In 1999, he joined Credit Suisse’s US equities telecommunications research team; he went on to become a senior analyst and co-head of the team in 2004. In 2006, Mr. Cohen joined an investment team focused on technology, media and telecommunications at Diamondback Capital, and then in 2007 he joined J&W Seligman’s growth team.

Mr. Cohen is a cum laude graduate of The Wharton School of the University of Pennsylvania with a BS degree in economics.

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Sean Connery, CFA
Portfolio Manager, London

Sean Connery is Lead Portfolio Manager for a number of European and Global institutional mandates and is responsible for decisions pertaining to bond duration and currencies in Japan and the UK.

Mr. Connery joined Invesco in May 1997. He has served as a client administrator and team manager in Institutional Client Services and as a business analyst in IT. He joined the fixed income investment team in 2006.

Mr. Connery is a graduate of the Institute of Credit Management and a CFA charterholder.

View all posts by Sean Connery, CFA


Paul Curbo, CFA
Portfolio Manager
Invesco Real Estate

Paul Curbo is a portfolio manager and member of the Real Estate Securities Portfolio Management and Research team with Invesco Real Estate.

Mr. Curbo entered the industry in 1993 and joined Invesco in 1998. Prior to assuming his current position, Mr. Curbo served as a senior research analyst in the real estate research group. He led one of Invesco’s regional teams and directed the firm’s research and strategy efforts in the Western region of the US.

Before joining Invesco, Mr. Curbo was a senior research associate with Security Capital Group, where he was responsible for analyzing multifamily, industrial and office real estate markets. He produced research on economic, demographic and real estate market information for Security Capital’s affiliate companies. Mr. Curbo previously held a position with Texas Commerce Bank.

Mr. Curbo earned a BBA in finance from The University of Texas at Austin and has completed graduate coursework in economic theory and econometrics at The University of Texas at Dallas. He is a CFA charterholder.

View all posts by Paul Curbo, CFA


Walter Davis
Alternatives Investment Strategist
Invesco

As Alternatives Investment Strategist, Walter Davis serves as Invesco’s primary alternatives representative to retail, high net worth and institutional clients across the major broker dealers, wirehouses and RIAs. He is responsible for collaborating across Invesco’s alternative strategies to develop a cohesive alternatives education program for financial advisors and investors.

Prior to joining Invesco in 2014, Mr. Davis served as a managing director in Morgan Stanley’s Alternative Investments Department, and earlier as director of High Net Worth and Institutional Sales. Prior to Morgan Stanley, he worked at Chase Manhattan Bank in the Alternative Investments Department. He has worked in the industry since 1991.

Mr. Davis graduated cum laude with a BA in economics from the University of the South. He earned an MBA in finance and international business from Columbia Business School. He holds the Series 3, 7, 24 and 63 registrations.

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Jack Deino, CFA
Head of Emerging Markets Fixed Income
Senior Portfolio Manager

Jack Deino is head of Emerging Markets Fixed Income and a senior portfolio manager for Invesco Fixed Income. In this role, he is responsible for overall portfolio management for emerging market debt across corporate and government bonds. Mr. Deino is also lead manager of Invesco’s emerging markets credit strategy and related products. In addition, Mr. Deino is responsible for emerging market credit research on a global basis for Invesco.

Mr. Deino joined Invesco in 2006 and has more than 19 years of experience trading, analyzing and investing throughout the capital structure of emerging markets companies. He assisted in the restructuring of diverse credits following the Argentine reorganizations and has held positions at Inverlat International, Daiwa Securities America, Zephyr Management, ORIX Capital Markets and APS Financial Corp.

Mr. Deino earned a BA degree in Latin American studies from the University of Texas at Austin and is fluent in both Portuguese and Spanish. He is a CFA charterholder and is a member of the CFA Institute.

View all posts by Jack Deino, CFA


Matthew Dennis, CFA
Senior Portfolio Manager

Matthew Dennis is a senior portfolio manager for Invesco international/global growth products.

Mr. Dennis began his investment career in 1994 as an analyst on the equity strategy desk at Hoare Govett Securities in London. In 1996, he was promoted to European equity strategist at ABN AMRO (the Dutch acquirer of Hoare Govett). Mr. Dennis was then promoted to the global equity strategy desk in 2000.

In the fall of that year, he returned from England to join Invesco as a senior portfolio analyst on the
International Growth team (Europe/Canada), focusing on non-US-based, large- and mid-cap stocks.
He assumed his current duties in 2003.

Mr. Dennis earned a BA degree in economics from The University of Texas at Austin and an MS degree in finance from Texas A&M University. He is a CFA charterholder.

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R. Scott Dennis
Chief Executive Officer
Invesco Real Estate

R. Scott Dennis is the Chief Executive Officer of Invesco Real Estate (IRE). He is responsible for the day-to-day strategy execution and management of the global real estate business.

Mr. Dennis has been with Invesco for 22 years. Prior to his role managing the global real estate group, he was co-head of IRE’s North American group and head of the US acquisitions team. Over his career, Mr. Dennis has been involved in more than $25 billion of real estate investments, covering a broad range of property types and investment structures.

Before joining Invesco, Mr. Dennis worked at Bankers Trust Company, where he was responsible for structuring equity and debt investments on behalf of Bankers Trust and other institutional clients. Additionally, Mr. Dennis was with Trammell Crow Company, where he was responsible for investments on behalf of their commingled funds.

Mr. Dennis earned a BBA in finance and real estate from The University of Texas at Austin. Mr. Dennis has 33 years of real estate investment experience.

View all posts by R. Scott Dennis


Kevin Egan, CPA

Credit Research
Senior Portfolio Manager

Kevin Egan is a senior portfolio manager in Invesco’s Senior Secured Bank Loan group and a member of the Investment Committee. He is responsible for credit research and portfolio management with a focus on institutional funds.

Before joining Invesco, Mr. Egan was an executive director and co-head of the Senior Loan Group at Morgan Stanley, which he joined in 1998. He has 24 years of industry experience. Previously, he worked at the Industrial Bank of Japan in roles including vice president and senior credit officer. Prior to that, he was a senior auditor with KPMG.

He earned a BSBA in accounting from Georgetown University and an MBA in finance from The Wharton School of the University of Pennsylvania. He is a Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants.

CPA® and Certified Public Accountant® are trademarks owned by the American Institute of Certified Public Accountants. This firm is not a CPA firm.

View all posts by Kevin Egan, CPA


Banu Asik Elizondo
Senior Portfolio Manager

Banu Asik Elizondo, senior portfolio manager on the Emerging Market Debt team, focuses on both sovereign analysis and portfolio management.

Prior to joining Invesco in November 2013, Ms. Elizondo worked at ING US (now VOYA Financial) as the lead portfolio manager for the emerging markets hard currency sovereign portfolios. She was previously the senior credit analyst covering infrastructure investments for the high-yield team. In addition, Ms. Elizondo served as a sell-side analyst at Wachovia Securities (now Wells Fargo Securities), covering the telecommunications, cable and media sectors for high yield and investment grade. She has more than 10 years of experience in high-income products.

Ms. Elizondo holds a BS in economics from Duke University and is fluent in Turkish, French and English and proficient in Italian.

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Juliet Ellis, CFA
Managing Director
CIO of Invesco’s Domestic Growth Investment Management Unit

Juliet Ellis, managing director, is senior portfolio manager for the Invesco Small Cap Equity Fund and the Invesco Small Cap Growth Fund. She also serves as chief investment officer for Invesco’s US Growth Investment Management Unit. Ms. Ellis has been a lead portfolio manager for small cap asset strategies since 1993.

Prior to joining Invesco in 2004, Ms. Ellis was a managing director with JPMorgan Fleming Asset Management, where she served as senior portfolio manager of JPMorgan’s Small Cap Equity and Small Cap Growth strategies. At JPMorgan, she was responsible for the management of mutual funds, sub-advised portfolios and institutional separate account portfolios. She joined JPMorgan in 1987 as a senior equity analyst, where she also served as assistant portfolio manager and director of Equity Research, before being promoted to senior portfolio manager in 1993 and managing director in 2000. She began her investment career in 1981 as a financial consultant with Merrill Lynch.

Ms. Ellis graduated cum laude and is a Phi Beta Kappa graduate of Indiana University with a BA degree in economics and political science. She is also a CFA charterholder.

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Borge Endresen, CFA
Senior Portfolio Manager

Borge Endresen joined Invesco in 1999. He was promoted to portfolio manager for international growth and emerging markets strategies in 2002. He entered the industry in 1995 and was previously an associate financial consultant with Merrill Lynch.

A native of Stavanger, Norway, Mr. Endresen graduated summa cum laude from the University of Oregon with a BS degree in finance. He earned an MBA from The University of Texas at Austin. He is a CFA charterholder.

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Craig Falduto
Director of Unit Trust Investment Research
Invesco Unit Trusts

Mr. Falduto joined Invesco in 2010. Prior to joining the firm, he was an Executive Director of Investment Research for unit trusts portfolios at Van Kampen, which he joined in 1991. Prior to his current position, he served as a fixed income analyst for several Van Kampen mutual funds. He has a diverse knowledge base with analytical experience in equity, corporate, municipal and money market securities.

Mr. Falduto received an M.B.A. degree in Finance from DePaul University in Chicago, and he is a member of the National Federation of Municipal Analysts and was the Vice President of the Chicago Municipal Analysts Society in 2009 and 2010.

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John G. Feyerer, CFA
Vice President, ETF Product Management
Global ETF Products & Research
Invesco PowerShares Capital Management LLC

John Feyerer is the Vice President of Invesco PowerShares ETF Product Management Team. Invesco PowerShares Capital Management LLC is a registered investment advisor that sponsors the PowerShares family of exchange-traded funds (ETFs). Invesco PowerShares is Leading the Intelligent ETF Revolution®, a new generation of ETFs.

In this role, John oversees Invesco PowerShares’ product management functions including the development and implementation of strategies and tactics for product positioning and the coordination of product related marketing. Since joining Invesco PowerShares in April 2005, John led business operations at Invesco PowerShares and served in a regional sales capacity.

Prior to joining Invesco PowerShares, John served in a variety of operating, financial, and strategic roles over 14 years at The ServiceMaster Company based in suburban Chicago, Illinois.

John earned a B.A./M.A. in Communications from Wheaton College and an M.B.A. with a concentration in Finance from Loyola University Chicago. He is a Chartered Financial Analyst charterholder and is a member of the CFA Society of Chicago. He is also an Associate Editor for The Journal of Index Investing.

Invesco Distributors, Inc. is the distributor of the PowerShares Exchange-Traded Fund Trust, the PowerShares Exchange-Traded Fund Trust II, the PowerShares India Exchange-Traded Fund Trust and the PowerShares Actively Managed Exchange-Traded Fund Trust. Invesco PowerShares Capital Management LLC (Invesco PowerShares) and Invesco Distributors, Inc. are indirect, wholly owned subsidiaries of Invesco Ltd.

View all posts by John G. Feyerer, CFA


Carolyn Gibbs, CFA
Senior Strategist, Invesco Fixed Income

Carolyn Gibbs serves as senior strategist for Invesco Fixed Income. Ms. Gibbs is a member of the Office of the Chief Investment Officer.

Ms. Gibbs began her career in the financial industry in 1983 and joined Invesco in 1992 as a research analyst for fixed income securities. She was named a portfolio manager in 1995, managing investment grade and non-US dollar bonds. Previously, she worked as an international equity analyst at Waddell and Reed, Inc. and briefly as a financial analyst at Northwest Airlines, Inc.

Ms. Gibbs graduated magna cum laude from Texas Christian University with a Bachelor of Arts degree in English. She also earned an MBA in finance from the Wharton School at the University of Pennsylvania. She is a CFA charterholder and a member of the CFA Institute.

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Mark Gilley, CFA
Senior Analyst

Mark Gilley is a senior analyst with Invesco Fixed Income. In his role, he performs fundamental analysis of the financial and legal structure of current and potential municipal bond holdings.

Mr. Gilley joined Invesco in 1996. He assumed his current role with the Municipal team in 2011. Before joining the Municipal team he held analysis and portfolio management positions within Invesco Fixed Income. Prior to joining Invesco, he was with American Capital Asset Management. He entered the financial industry in 1992.

Mr. Gilley earned a Bachelor of Business Administration degree in marketing from The University of Texas at Austin. He also earned a Master of Business Administration from the University of Missouri at Kansas City. He is a CFA charterholder and a member of the CFA Institute.

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Ellen Gold
Portfolio Manager

Ellen Gold is a portfolio manager of Invesco’s convertible securities strategies.

Ms. Gold joined Invesco in 2010. She was previously a convertibles portfolio manager at Morgan Stanley, which she joined in 1986 as a fixed income analyst focusing on government bonds. She joined the convertibles team as a junior portfolio manager in 1989 and in 1998 became the lead portfolio manager. Ms. Gold entered the industry in 1986.

She earned a BBA from George Washington University and an MBA from New York University.

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Richard Golod
Director, Global Investment Strategies

Richard Golod is director of global investment strategies for Invesco. His role is to analyze global financial and economic trends seeking to determine where investors may have the greatest probability of earning a high return with the least amount of risk.

Born in Africa and raised in Europe and Asia, Mr. Golod combines a global perspective with nearly three decades of investment experience. He relies on his own proprietary models and a worldwide network of strategists and analysts to distill complex economic issues into actionable investment ideas. Recognized for his bold opinions and informative speaking style, he regularly shares his insights through personal appearances, industry roundtables, and commentaries available at invesco.com/us.

Prior to joining Invesco in 2010, Mr. Golod was the director of global investment strategies for Van Kampen Investments from 1996 to 2010 and for the parent company, Morgan Stanley Investment Management, from 2007 to 2009. He earned an undergraduate degree in finance at Washington University in St. Louis. He holds Certified Investment Strategist and Certified Investment Management Analyst designations.

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Justo Gonzalez
Senior Analyst
Head of Global Liquidity Credit Research

Justo Gonzalez is a senior analyst and head of Global Liquidity Credit Research for Invesco Fixed Income. He is responsible for providing investment research, credit analysis, and portfolio management support for cash management products.

Mr. Gonzalez began his investment career in 1995 as a fixed income analyst with American General Investment Management, the investment arm of American General Corp., a global insurance company. He also served as a senior fixed income analyst with JPMorgan Asset Management prior to joining Invesco as senior fixed income analyst in 2006. He assumed his current position in 2011.

Mr. Gonzalez earned a BBA in finance from the University of Texas at San Antonio. Additionally, he was appointed by the Houston City Counsel to serve as a trustee on the Houston Municipal Employees Pension System Board.

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John Greenwood
Chief Economist
Invesco Ltd

Based in London, John is Chief Economist of Invesco Ltd. with responsibility for providing economic analysis and forecasts to Invesco portfolio managers and clients.

John started his career in 1970 as a visiting research fellow at the Bank of Japan. He joined our company four years later in 1974 as Chief Economist, based initially in Hong Kong and later in San Francisco. As editor of Asian Monetary Monitor in 1983, he proposed a currency board scheme for stabilising the Hong Kong dollar. John was a director of the Hong Kong Futures Exchange Clearing Corporation for four years until 1991, and in 1992 became a council member of the Stock Exchange of Hong Kong, a position he held for twelve months. In that same year, he was an economic adviser to the Hong Kong Government. He has been a member of the Committee on Currency Board Operations of the Hong Kong Monetary Authority since 1998. He is also a member of the Shadow Monetary Policy Committee in England, and he serves on the board of the Hong Kong Association in London.

John holds an MA from the University of Edinburgh, and an Honorary PhD, also from the University of Edinburgh.

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J. Clint Harris II, CFA
Senior Client Portfolio Manager*

Clint Harris is a senior client portfolio manager representing the Invesco US Core Equity team and the Diversified Dividend team. Before he was promoted to his current position in 2008, Mr. Harris was senior product manager in Product Strategy and Investment Services, focusing on the core equity complex.

Mr. Harris joined Invesco in 1999 and was an investment specialist responsible for internal and external asset manager due diligence for the firm’s institutional and retirement businesses. Subsequently, Mr. Harris joined AIM Private Asset Management where he worked as a portfolio advisor for the firm’s separate account portfolios.

Mr. Harris earned a BA degree from Oglethorpe University in Atlanta, with a dual major in economics and marketing and a specialization in international business. He holds the Series 7, 63 and 66 registrations and is a CFA charterholder.

*Does not manage the assets for any fund.

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Juan Hartsfield, CFA
Portfolio Manager

Juan Hartsfield is a portfolio manager for Invesco small-cap core and small-cap growth products.

Prior to joining Invesco in 2004, Mr. Hartsfield was a portfolio manager with JPMorgan Fleming Asset Mgmt., where he was involved with the management of various small-cap portfolios. Prior to joining JPMorgan, Mr. Hartsfield served as an associate with Booz Allen & Hamilton.

Mr. Hartsfield earned a BS degree in petroleum engineering from The University of Texas at Austin and an MBA from the University of Michigan. He is a CFA charterholder.

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Jeffrey Hemker
National Sales Director
Retirement Division

With more than 30 years of experience in the industry, Jeff Hemker has been a featured speaker at advisor meetings, training and education seminars and industry events throughout his career.

Prior to joining Invesco in 2004, he was a managing director of retirement outsourcing services for WySTAR Global Retirement Solutions and a senior vice president at both CIGNA Retirement & Investment Services and Van Kampen American Capital Funds.

Mr. Hemker graduated from the University of Wisconsin-La Crosse and Roosevelt University. He holds the 7, 63 and 66 registrations and is a Certified Investment Management AnalystSM (CIMA®) professional.

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Kevin Holt, CFA
Senior Portfolio Manager

Kevin Holt is a senior portfolio manager for Invesco large- and all-cap value strategies. He is lead manager for Invesco’s large-cap value products.

He joined Invesco in 2010. Mr. Holt was previously a portfolio manager for the US value strategy at Van Kampen, which he joined in 1999. Before joining Van Kampen, he served as a senior research analyst at Strong Capital Management and as a portfolio manager/research analyst at Citibank Global Asset Management. He entered the industry in 1989 as a senior financial analyst for Harris Trust and Savings Bank.

Mr. Holt earned a bachelor’s degree from the University of Iowa and an MBA from the University of Chicago Graduate School of Business. He is a CFA charterholder and a member of the CFA Institute and the Houston Society of Financial Analysts.

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Darren Hughes, CFA
Co-Head of High Yield Investments and Senior Portfolio Manager

Darren Hughes is co-head of the High Yield team for Invesco Fixed Income. He is also a senior portfolio manager on the team and has analytical responsibilities for aerospace/defense, automotive, media, healthcare and pharmaceutical companies. Mr. Hughes joined Invesco in 1992 as an internal wholesaler and then moved into marketing research for the fixed income funds. He joined the Invesco Fixed Income High Yield team as a trader in 1995 and was named a portfolio manager in 2005 and senior portfolio manager in 2009. Prior to joining Invesco, he worked in the retail brokerage industry.

Mr. Hughes earned a BBA in finance and economics from Baylor University. He is a CFA charterholder and a member of the CFA Institute.

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Mark Jason, CFA
Portfolio Manager

Mark Jason is a portfolio manager with the Invesco International Growth team, focusing on large- and mid-cap Asia Pacific and Latin American equities.

Mr. Jason joined Invesco in 2001 as a senior equities analyst on the International Growth team. He assumed his current role as portfolio manager in 2007. He began his investment management career in 1998 as a sell-side research analyst specializing in Latin American securities with Merrill Lynch in Santiago, Chile.

A native of Los Angeles, Mr. Jason earned both a BS degree in business administration, with options in finance and real estate, from California State University at Northridge. He is a CFA charterholder.

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Simon Jeong
Investment Director

Simon Jeong joined Invesco in May 2006 as an investment director specializing in the Korean market.

Mr. Jeong was with Franklin Templeton Investment Trust Management Co. in Seoul from 1996 to April 2006. He started as an equity investment analyst before becoming a portfolio manager in July 2001, with sector responsibility for the steel, auto, shipbuilding and construction sectors. Prior to that, he spent nine years with Good Morning Shinhan Securities Co., including five years in the fixed income department.

Mr. Jeong earned his MBA from the University of Rochester and a Bachelor of Economics degree from the Seoul National University.

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Nick Kalivas
Senior Equity Product Strategist

Nick Kalivas is a Senior Equity Product Strategist for Invesco PowerShares Capital Management LLC, a registered investment advisor that sponsors the PowerShares family of exchange-traded funds (ETFs). Invesco PowerShares is Leading the Intelligent ETF Revolution, a new generation of ETFs.

In his role, Nick works on researching, developing product-specific strategies, and creating thought leadership to position and promote the smart beta* equity line up. Prior to joining Invesco PowerShares, Nick spent the majority of his career in the futures industry, delivering research, strategy, and market intelligence to institutional and high net worth clients centered in the equity and interest rate markets. He was a featured contributor for the Chicago Mercantile Exchange, and provided research services to a New York-based global macro commodity trading advisor where he supplied insight on equities, fixed income, foreign exchange and commodities. Nick has been quoted in the Wall Street Journal, Financial Times, Reuters, NY Times and by the Associated Press, and has made numerous appearances on CNBC and Bloomberg.

Nick has a BBA in Accounting and Finance from the University of Wisconsin — Madison and a MBA from the University of Chicago, Booth School of Business with concentrations in Economics, Finance, and Statistics. He holds the Series 7 and Series 63 registrations.

*Beta is a measure of risk representing how a security is expected to respond to general market movements. Smart beta represents an alternative and selection index based methodology that may outperform a benchmark or reduce portfolio risk, or both.

Invesco Distributors, Inc. is the distributor of the PowerShares Exchange-Traded Fund Trust, the PowerShares Exchange-Traded Fund Trust II, the PowerShares India Exchange-Traded Fund Trust and the PowerShares Actively Managed Exchange-Traded Fund Trust. Invesco PowerShares Capital Management LLC (Invesco PowerShares) and Invesco Distributors, Inc. are indirect, wholly owned subsidiaries of Invesco Ltd.

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Karen Dunn Kelley
Senior Managing Director

Karen Dunn Kelley is the Senior Managing Director of Investments. She is responsible for Invesco’s fixed income business, investment global strategies business, equity trading, and investments administrations. She is also co-chair of the Investor’s Forum, a member of Invesco’s Worldwide Institutional Strategy Committee, president and principal executive officer of Short-Term Investments Trust and AIM Treasurer’s Series Trust (Invesco Treasurer’s Series Trust), and serves on the boards for the Short-Term Investments Company (Global Series) plc, Invesco Global Management Company, Limited and Invesco Mortgage Capital Inc.

Ms. Dunn Kelley joined Invesco in 1989 as a money market portfolio manager. In 1992, she was named chief money market and government officer. In 1994, Ms. Dunn Kelley was responsible for creating the Short-Term Investments Co. (Global Series) plc portfolios. In April 2007, she was named CEO of Invesco’s newly combined fixed income and cash management teams.

Ms. Dunn Kelley has been in the investment business since 1982 and began her career at Drexel Burnham Lambert on the Fixed Income High Grade Retail Desk. In 1985, she was promoted to vice president and assistant manager. In 1986, Ms. Dunn Kelley joined Federated Investors (Pittsburgh) and became involved in the asset management business aspect of the fixed income division.

Ms. Dunn Kelley graduated magna cum laude with a BS from the Villanova University College of Commerce and Finance.

Invesco Advisers, Inc. is an investment advisor; it provides investment advisory services to individual and institutional clients and does not sell securities. Invesco Distributors, Inc. is the US distributor for Invesco Ltd.’s retail mutual funds, institutional money market funds and is the sub-distributor for the STIC Global Funds and the Invesco Global Product Range. Shares of the STIC Global Funds may not be offered or sold directly in the US, its territories or possessions to US citizens or residents, as further described in the prospectus. Some of the investments offered by Invesco are not registered with the Securities and Exchange Commission and are offered to qualified investors via a private placement. All entities are wholly owned, indirect subsidiaries of Invesco Ltd.

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Stephanie Larosiliere
Client Portfolio Manager1

Stephanie Larosiliere is the client portfolio manager for the Invesco Municipal Bond team. Ms. Larosiliere works with the fund management team, acting as its representative to retail clients and other intermediaries.

Her responsibilities include working with sales staff and clients to provide insight on the municipal fixed income market and the investment strategies utilized by the team. She is also responsible for ongoing product development and marketing for the municipal bond products.

Ms. Larosiliere joined Invesco in 2011 as a senior product manager supporting the municipal and convertible businesses. Prior to joining Invesco, Ms. Larosiliere served as a vice president in the
Goldman Sachs Asset Management fixed income product management team where she was responsible for portfolio analysis, product development, client retention and marketing. Prior to joining Goldman Sachs in 2008, she worked as an institutional product management associate for Brown Brothers Harriman. She began her career in the industry in 2003 as a risk management analyst with JPMorgan Chase where she was responsible for performing daily value at risk (VaR) analysis and monthly stress risk tests on the bank’s credit portfolio.

Ms. Larosiliere earned a BBA degree in finance and investments from Baruch College — The City University of New York (CUNY).

1 Not involved in managing assets of any fund.

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Janet Luby, CFA, CPA
Portfolio Manager

Janet Luby is a portfolio manager working with the Large/Multi-Cap Growth team.

Prior to joining Invesco in 2011, Ms. Luby was a senior portfolio manager with Amegy Bank, N.A. She also was with Van Kampen Investments for 12 years, most recently as a senior portfolio manager of growth equity products. Ms. Luby entered the industry in 1987 when she joined AIM Investments (the US retail predecessor to Invesco) in the Fund Accounting department before transferring to an equities analyst position.

Ms. Luby earned a BBA degree in finance from Texas A&M University. She is a CFA charterholder and a Certified Public Accountant (CPA).

CPA® and Certified Public Accountant® are trademarks owned by the American Institute of Certified Public Accountants. This firm is not a CPA firm.

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Norman MacDonald, CFA
Portfolio Manager

Norman MacDonald is a portfolio manager for Invesco Energy Fund and Invesco Gold & Precious Metals Fund. Mr. MacDonald joined Invesco in 2008 as portfolio manager for Invesco’s Canadian distributed sector mutual funds.

Mr. MacDonald began his investment career in 1994 at State Street Bank and Trust as a derivatives analyst. He later moved to Ontario Teachers’ Pension Plan Board, where he worked for three years in progressive roles from research assistant to portfolio manager. His next role was as a vice president and partner at Beutel, Goodman & Co. Ltd. Prior to joining Invesco, Mr. McDonald was a vice president and portfolio manager at Salida Capital Corp.

He earned a BComm from the University of Windsor and is a CFA charterholder.

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Joseph S. Madrid, CFA
Fixed Income Analyst

Joseph Madrid is a fixed income analyst for Invesco Fixed Income. He is responsible for providing investment research, credit analysis and portfolio management support for cash management products.

Mr. Madrid began his investment career in 2002 as a financial analyst with J.P. Morgan Chase & Co. He joined Invesco in 2009. Prior to joining Invesco, he was a portfolio manager in client service and senior fixed income securities analyst with National City Corp.

Mr. Madrid earned a BA degree in accounting from Baldwin-Wallace College and an MBA from the University of New Mexico. He is also a CFA charterholder and a member of the CFA Institute.

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Greg McGreevey, CFA
Head of Invesco Fixed Income

Gregory McGreevey joined Invesco in November 2011 as head of Invesco Fixed Income, responsible for the day-to-day oversight of Invesco’s fixed income business.

Previously Mr. McGreevey was president of Hartford Investment Management Co. and executive vice president and chief investment officer (CIO) of The Hartford Financial Services Group, Inc. Additionally, he was the CIO for The Hartford’s Insurance business. Prior to joining Hartford Investment Management, Mr. McGreevey served as vice chairman and executive vice president of ING Investment Management — Americas Region (IIMAR), as well as business head and CIO for ING’s North American proprietary investments and chief executive officer of ING Institutional Markets. In addition, he was a member of an IIMAR’s management committee and held positions on a variety of key senior leadership committees, including ING Management Council.

Before joining ING, Mr. McGreevey was president and CIO of Laughlin Asset Management and president and chief operating officer of both Laughlin Educational Services and Laughlin Analytics, Inc. in Portland, Ore.

Mr. McGreevey earned an undergraduate degree from the University of Portland and an MBA from Portland State University. He is a CFA charterholder.

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David Millar
Head of Multi Asset, Invesco Perpetual

David Millar is head of the Multi Asset team for Invesco Perpetual. Mr. Millar joined Invesco in January 2013 and is based in Henley-on-Thames, outside of London.

After commencing his investment career with Scottish Widows in 1989, where he qualified as an actuary, Mr. Millar joined the Fixed Interest team at Scottish Widows Investment Partnership in 1996, becoming head of Bond Strategy and chair of the Bond Policy group. In 2008, he joined Standard Life Investments as an investment director of the Multi Asset investing team. He was one of the portfolio managers on their absolute return fund and was chair of their Bond Investment group.

Mr. Millar earned a BSc (Hons) degree in mathematical statistics from the University of Cape
Town and is a Fellow of the Institute and Faculty of Actuaries.

Invesco Perpetual is a business name of Invesco Asset Management Limited (IAML), an investment adviser. Invesco Distributors, Inc., Invesco Advisers, Inc. and IAML are each indirect, wholly owned subsidiaries of Invesco Ltd.

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Mary Jane Minier, CPA
Senior Analyst and Head of High Yield Credit Research

Mary Jane Minier is head of High Yield Municipal Credit Research for Invesco Fixed Income. In her role, she oversees the high yield municipal credit research group and performs fundamental analysis of the financial and legal structure of current and potential municipal bond holdings.

Before joining Invesco in 2010, Ms. Minier was an executive director at Morgan Stanley and Van Kampen, which she joined in 1990. In that role, she was responsible for directing the research and surveillance program for all mutual fund municipal credits. Prior to that, she was with Fuji Bank Ltd. where she wrote municipal letters of credit.

Ms. Minier earned a BS degree in accounting from Lewis University and an MBA in finance from DePaul University. She holds the Certified Public Accountant (CPA®)designation and is also a member of the Chicago Municipal Analysts Society and the National Federation of Municipal Analysts.

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Sean Newman
Senior Portfolio Manager

Sean Newman is a senior portfolio manager for Invesco Fixed Income. In this role, he is responsible for the coverage and analysis of emerging market government bonds. Mr. Newman joined Invesco in 2013 and has close to 20 years of investment experience.

Prior to joining Invesco he was a portfolio manager covering emerging markets sovereign\corporate debt for GE Asset Management. Previously, he was an assistant portfolio manager for GE Asset Management on the Emerging Market Debt team. Mr. Newman began his career as an analyst at GE Capital through the Marketing Risk Leadership program before joining GE Asset Management’s Financial Planning and Analysis group.

Mr. Newman earned a BS degree in management and accounting from the University of the West Indies in 1994, and his MBA from Howard University in 1998.

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Nick Mustoe
Chief Investment Officer of Invesco Perpetual and Co-chair of Invesco Perpetual’s Global Equity Group

Nick Mustoe is chief investment officer (CIO) of Invesco Perpetual and co-chair of Invesco Perpetual’s Global Equity Group.

Mr. Mustoe joined the company in June 2010. His investment career spans over 25 years, having started with Phillips & Drew Fund Management as a UK equity manager in 1985. More recently, he was appointed CIO of Pictet Asset Management in 2006 after joining Hermes Pensions Management as CIO in 2002.

He earned a first class honors degree in business studies from Bradford University.

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Matthew Nichols
Analyst

Matthew Nichols is a high yield municipal analyst with Invesco Fixed Income. His responsibilities include coverage of municipal credits in health care and higher education, as well as the analysis of charter schools and tax increment financing among other higher yielding municipal obligors.

Prior to joining Invesco in 2011, Mr. Nichols worked at BofA Global Capital Management LLC. As a high grade municipal analyst, Mr. Nichols focused on transportation credits, water and sewer districts, cash flow financing transactions, and state and local general obligation bonds. Mr. Nichols entered the industry in 1998 and has previously held positions in fund administration at Columbia Management and Jackson National Asset Management.

Mr. Nichols earned a BA degree in economics from Tufts University.

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Richard Nield, CFA
Portfolio Manager

Richard Nield is a portfolio manager for Invesco’s international/global growth products.

Mr. Nield entered the industry in 1995 and joined Invesco in 2000. Previously, he served as a senior analyst with Ontario Teachers’ Pension and with Ontario Municipal Employees Retirement System (OMERS). He also spent three years as an associate investment advisor in retail sales for Canadian broker RBC Dominion Securities. He assumed his current duties in 2003.

Mr. Nield earned a BComm degree in finance and international business from McGill University in Montreal. He is a CFA charterholder.

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Tim O’Reilly
Senior Unit Trust Trader

Tim O’Reilly is a Senior Unit Trust Trader with the Invesco Unit Trust division. Within this role, Mr. O’Reilly’s responsibilities include equity and fixed income trading, risk management and credit analysis.

Mr. O’Reilly joined Invesco in 2010. Prior to joining the firm, he worked with unit trusts as a unit trust analyst covering general obligation, water and sewer, and public power sectors in addition to multiple corporate bond sectors at Van Kampen, which he joined in 2001. He has a diverse knowledge base with trading experience in municipals, corporates and equities.

Mr. O’Reilly earned an MBA in finance from University of Illinois at Chicago and a BS degree in finance from Eastern Illinois University. He is a member of the National Federation of Municipal Analysts and the Chicago Municipal Analysts Society.

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Shaun Peters, CFA
Senior Investment Research Analyst, Unit Trust Investment Research
Invesco Unit Trusts

Mr. Peters joined Invesco in 2012. Prior to joining the firm, Mr. Peters spent ten years in the industry working as an investment analyst. His responsibilities included research and portfolio construction for various closed-end funds, open-end funds, and institutional portfolios. Mr. Peters has a diverse investment background with experience in multiple asset classes including equity, fixed income, and convertible securities.

Mr. Peters earned a B.S. degree from Taylor University in Indiana and a M.S. Finance degree from DePaul University in Chicago. He is a CFA charterholder and a member of the Investment Analyst Society of Chicago and the CFA Institute.

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Jalil Rasheed
Investment Director

Jalil Rasheed joined Invesco in April 2013 as Investment Director. Based in Singapore, he leads the Singapore investment team and focuses on ASEAN Equity strategy. Mr. Rasheed has 10 years of industry experience.

Prior to joining Invesco, he was chief executive officer of Aberdeen Islamic Asset Management, based in Kuala Lumpur. He was the co-country head of Malaysia and was the lead manager of the ASEAN equity portfolio. He joined Aberdeen in 2003, focusing on emerging market equities. In 2005, he moved to Aberdeen Singapore as investment manager, covering regional equities. In 2007, he was promoted to director, head of equities, overseeing Malaysian, Indonesian and Philippines equities, and he was also deputy country head of Malaysia.

Mr. Rasheed earned his BS (Honors) degree in accounting and finance from the London School of Economics & Political Science in 2003.

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Greg Rawls, CFA, CAIA
Analyst

Greg Rawls is an Analyst on the Unit Trust Investment Research Team, responsible for investment recommendations, surveillance and research.

Mr. Rawls has six years of industry experience including equity and corporate debt research. He has a diverse knowledge base with experience in equity, private equity, and corporate fixed income securities.

Mr. Rawls earned a BS degree in finance from Marquette University, where he was a member of the Applied Investment Management Program. He is a CFA charterholder and a CAIA charterholder.

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Scott Roberts, CFA
Co-Head of High Yield Investments and Senior Portfolio Manager

Scott Roberts is co-head of the High Yield team for Invesco Fixed Income. He is also a senior portfolio manager on the team and has analytical responsibilities for the chemicals, energy, utility, and paper/packaging areas. Mr. Roberts joined Invesco in 2000 as high yield analyst and was named portfolio manager in 2009. Previously, he was high yield analyst and trader with Van Kampen Investment Advisory Corp. He entered the investment industry in 1995.

Mr. Roberts earned a BBA in finance from the University of Houston. He is a CFA charterholder and is a member of the CFA Institute.

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Joe Rodriguez
Managing Director
Head of Global Real Estate Securities
Invesco Real Estate

In addition to portfolio management, Mr. Rodriguez is a managing director and the head of real estate securities for Invesco Real Estate, where he oversees all phases of the unit, including securities research and administration.

Mr. Rodriguez began his investment career in 1983 and joined Invesco Real Estate, the Dallas-based investment management affiliate of Invesco Institutional (N.A.), Inc., in 1990. He has served on the editorial board for the Financial Times Stock Exchange National Association of Real Estate Investment Trusts (FTSE NAREIT), as well as the editorial board of the Institutional Real Estate Securities newsletter. He is a member of the National Association of Business Economists, American Real Estate Society and the Institute of Certified Financial Planners. He has also served as adjunct professor of economics at The University of Texas at Dallas.

In addition, Mr. Rodriguez was a contributing author to Real Estate Investment Trusts: Structure Analysis and Strategy, published by McGraw-Hill. He made contributions as editor and author to several industry publications, and has been featured as a real estate expert by both financial industry print and television media such as CNBC and Bloomberg News.

Mr. Rodriguez earned a Bachelor of Business Administration degree in economics and finance as well as an MBA in finance from Baylor University.

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Wilbur L. Ross, Jr.
Chief Executive Officer and Chairman

Wilbur L. Ross, Jr. is Chief Executive Officer and Chairman of WL Ross & Co. LLC, and member of the Office of the Chairman and Investment Committee. Mr. Ross is an acknowledged industry leader in bankruptcy, restructuring and privatization services, and is one of the leading financial advisors and investors to have been involved in some of the largest bankruptcies and out-of-court restructurings. Mr. Ross has assisted in restructuring more than $200 billion of corporate liabilities. Well known as a skilled negotiator and as an expert in the bankruptcy process, Mr. Ross has worked on a variety of complex bankruptcy proceedings in a broad range of industries. He was executive managing director of Rothschild Inc. for 24 years before acquiring that firm’s private equity partnerships in 2000.

Mr. Ross holds a Master’s of Business Administration degree with distinction from Harvard University and an Bachelor of Arts degree from Yale University.

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Thomas Rowley
Director of Retirement Business Strategy

Thomas Rowley is director of retirement business strategy and one of Invesco’s most frequently requested speakers. He provides analysis of the evolving retirement landscape and develops actionable strategies to help investors and financial advisors maximize their retirement-planning opportunities. Mr. Rowley regularly shares his insights online at invesco.com/us in addition to his speaking engagements.

Mr. Rowley’s insights reflect more than 20 years of experience in the investment industry. He translates his comprehensive knowledge of retirement planning into lively, clear explanations of the complexities of legislative, investing, tax and social issues.

Mr. Rowley shares his analyses of retirement-related issues through regular personal appearances, continuing education webinars and Web-based commentaries.

Mr. Rowley has been director of retirement business strategy since 2010. Prior to joining Invesco in 2010, he was in charge of individual retirement plan products and Retirement Marketing at Van Kampen.

Prior to joining Van Kampen in 1996, he was a 401(k) regional sales director with an investment firm. His experience also includes seven years in retirement plan operations and three years as head of a brokerage firm’s retirement help desk. He began his career in the Treasury bond futures pit at the Chicago Board of Trade.

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Chandrashekhar Sambhshivan (Shekhar)
Investment Director

Shekhar joined Invesco in May 2006 as an Investment Director specializing in the Indian market. In addition to his portfolio manager duties, Shekhar also provides analyst coverage of India for the Invesco Pacific Growth Fund.

Prior to joining invesco Shekhar was the Chief Investment Officer at SBI Life Insurance Co. Ltd. in Mumbai, India from 2001 to 2006. He was responsible for life insurance funds, pension funds as well as a unit linked fund. Shekhar was a fund manager at ING Investment Management (India) PVT Ltd. from 1998 to 2001, and at IDBI Investment Management Company Ltd. from 1995 to 1998. He was a manager covering money and debt markets at Imperial Corporate Finance & Services PVT Ltd. from 1992 to 1995.

Shekhar had a Bachelor of Science (Technology) degree from the University of Mumbai, India. He is a licentiate from Insurance Institute of India.

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Ted Samulowitz
Vice President and Portfolio Manager

Ted Samulowitz is a vice president and portfolio manager of the S&P 500 Downside Hedged Portfolio with Invesco PowerShares Capital Management LLC, a registered investment advisor that sponsors the PowerShares family of exchange-traded funds (ETFs). Invesco PowerShares is Leading the Intelligent ETF Revolution®, a new generation of ETFs.

Prior to joining Invesco Powershares Capital Management LLC in 2012, Ted traded volatility arbitrage and special situation portfolios for hedge fund CMT Asset Management. Ted started his career as a member of the Chicago Board of Trade, where he worked as a volatility arbitrage trader in US Treasury bonds and notes. He then became a member of the Eurex Exchange, where he was a market maker in German equity options. Upon his return from Europe, Ted worked as a quantitative trader for Ritchie Capital Management, a Chicago-based hedge fund.

Ted holds a BS in agricultural economics degree from Purdue University.

Invesco Distributors, Inc. is the distributor of the PowerShares Exchange-Traded Fund Trust, the PowerShares Exchange-Traded Fund Trust II, the PowerShares India Exchange-Traded Fund Trust and the PowerShares Actively Managed Exchange-Traded Fund Trust. Invesco PowerShares Capital Management LLC (Invesco PowerShares) and Invesco Distributors, Inc. are indirect, wholly owned subsidiaries of Invesco Ltd.

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Michelle Shwarzman
Senior Economic Analyst

Michelle Shwarzman is a senior economic analyst and a senior product manager for Invesco. She works with Invesco’s Global Liquidity team to develop sales/marketing programs, positioning Invesco’s cash product line across all distribution channels globally.

Prior to joining Invesco in 2011, Ms. Shwarzman was a portfolio analyst for Franklin Templeton Investments and an international economist for the US Department of the Treasury, beginning her financial services career in 2003.

Ms. Shwarzman earned a Bachelor’s in Economics and Political Science from Tel Aviv University and a Master’s in International Development from Harvard.

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Ronald Sloan, CFA
Senior Portfolio Manager
Managing Director CIO of Invesco’s Global Core Investment Management Unit

Ron Sloan is chief investment officer (CIO) of Invesco’s Global Core Investment Management Unit. He is lead portfolio manager for several of Invesco’s US core equity products.

Mr. Sloan joined Invesco in 1998 from Verissimo Research and Mgmt., where he served as president since 1993. Prior to this position, he was partner and executive vice president at Wood Island Associates Inc./Siebel Capital Management Inc. from 1981 to 1993. Mr. Sloan has been in the investment industry since 1971.

Mr. Sloan earned both a Bachelor of Science degree in business administration and an MBA from the University of Missouri. He is a CFA charterholder.

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Justin Speer
Portfolio Manager
Portfolio manager for Invesco Small Cap Discovery Fund and an analyst for Invesco Mid Cap Growth Fund.

Justin Speer joined Invesco in 2010. Previously, he was an analyst for the Van Kampen Small Cap Growth strategy. Prior to joining Van Kampen Investments in 2008, Mr. Speer served as an equity research analyst with Credit Suisse, where he focused on the enterprise software, electric utilities and homebuilding/building product industries. He entered the industry in 2002.

Mr. Speer graduated summa cum laude from Texas Christian University where he earned a BS degree with an emphasis in finance and accounting.

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Walter Stabell III
Senior Client Portfolio Manager*

Walt Stabell entered the industry in 1986, and his experience includes 17 years as a portfolio manager. He currently serves as a senior client portfolio manager with Invesco’s Product Strategy and Investment Services Group. In this capacity, he works with Invesco’s real estate, energy and convertible securities fund management teams acting as their representative to consultants as well as institutional and retail clients around the world.

His responsibilities include client relationship management, client service and assisting the various sales teams with new client development.

Prior to joining Invesco in 2006, Mr. Stabell served as a senior vice president and senior portfolio manager for Compass Bank overseeing a variety of investment portfolios. Prior to joining Compass in 2003, he worked as a senior portfolio manager of fixed income investments for Vaughan, Nelson, Scarborough & McCullough, L.P. Mr. Stabell began his investments industry career in 1986 as a securities analyst for United Savings of Texas. From 1986 through 1999, he worked for Van Kampen Asset Management, the final nine years as a fixed income portfolio manager.

Mr. Stabell earned a Bachelor of Business Administration degree in accounting from Texas A&M University.

*Does not manage the assets for any fund.

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Derek Taner, CFA
Portfolio Manager

Derek Taner is the lead portfolio manager for the Invesco Global Health Care team.

Mr. Taner joined Invesco in 2005. Previously, he worked for Franklin Advisers Inc. as a portfolio manager on Franklin Templeton’s health care team from 2002 through 2005 — the final two years as lead manager. He began his investment career in 1993 as a fixed income analyst with Franklin Templeton and was promoted to assistant portfolio manager in 1997. In 2000, he joined the firm’s equity department and was named co-manager of its equity-income product.

Mr. Taner earned a BS degree in business administration with an emphasis in accounting and finance and an MBA from the Haas School of Business at the University of California (Berkeley). He is a CFA charterholder.

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Joseph Tang
Investment Director

Joseph Tang is an investment director for Invesco Hong Kong and a portfolio manager for Invesco Chinese equity products. He has been specializing in the China A-shares market since he joined Invesco Great Wall, Invesco’s China joint venture, as head of investments in September 2006. In August 2007, he joined Invesco Hong Kong to manage QFII portfolios investing in China A-shares.

Prior to joining Invesco, Mr. Tang was a vice president and greater China equity strategist at Credit Suisse Private Bank from December 2004 to August 2006. He was the head of research at Sun Hung Kai Securities from September 2000 to November 2004. Prior to that, he spent six years in Asia ex-Japan fund management, managing portfolios at Daiwa Investment Advisors (HK) Ltd., East Asia Hamon and BZW Investment Management (HK) Ltd.

Mr. Tang graduated with an MS degree in finance from the University of Lancaster, UK.

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Jack Tierney
Head of Product Development, Management and Investment Research Invesco Unit Trusts

Mr. Tierney joined Invesco in 2010. Prior to joining the firm, he performed the same role for Van Kampen Unit Trusts since 2003. During his tenure with Van Kampen, he held positions within Van Kampen Consulting, business development, marketing services, mutual fund product management, and distribution, having started as a wholesaler with Van Kampen Merritt in 1984.

Prior to Van Kampen, Mr. Tierney spent four years with Merrill Lynch in Chicago as a financial advisor. He began his career as a high school business teacher and basketball coach in the Chicago suburbs. Mr. Tierney earned a Bachelor of Science degree in Marketing and a Master of Science degree in Business Education from Northern Illinois University.

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Nick Tolchard
Head of Invesco Middle East

Nick Tolchard is Head of International Development Division at Invesco, a member of the Invesco EMEA leadership team and Head of Invesco Middle
East.

Nick is also responsible for global coordination of Invesco’s business activities with Sovereign Wealth Funds. Over 12 years with the organization Nick has built teams based in Dubai, Jersey and the UK to bring Invesco’s multiple investment capabilities to a full range of Institutional and Wholesale clients from Sovereign Investors to Fund distributors. Nick spent time living in Dubai when he opened Invesco’s first Middle East office, in the Dubai International Financial Centre, where he was also a founder member of the DIFC Wealth Management Advisory Council. He is a regular member of City of London international business delegations, promotes the UK Asset Management industry, and is quoted regularly in British and international media.

Nick has over 10 years of experience of building asset management businesses in developing markets. He has a 28 year career in the asset management industry, having previous management experience at Fidelity Investments and Hill Samuel Asset Management. He has a degree in Geophysics from Southampton University, UK.

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Jason Trujillo
Senior Analyst

Jason Trujillo is a Senior Analyst with Invesco Fixed Income. He is responsible for the analysis and investment recommendations for emerging markets corporate bonds.

Mr. Trujillo joined Invesco in 2013. Previously, he was with Lord Abbett as an associate portfolio manager for their Taxable Fixed Income Group. Mr. Trujillo also worked as a senior investment analyst at Duggan Asset Management and was a vice president for the fixed income division of Nomura Securities International.

Mr. Trujillo earned a BS degree in business management from North Carolina State University. He also earned an MBA from The Fuqua School of Business at Duke University.

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Stephen J. Toy
Managing Director

Stephen J. Toy is Managing Director of WL Ross & Co. LLC and member of the Office of the Chairman and Chairman of the Investment Committee. Mr. Toy primarily focuses on the firm’s distressed private equity investments. Prior to WL Ross & Co. LLC, his background includes mergers and acquisitions and corporate restructuring advisory at Rothschild Inc. and public finance advisory at O’Brien Partners Inc.

Mr. Toy holds a Bachelor of Science degree in Business Administration from the State University of New York at Albany.

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Darin Turner
Portfolio Manager

Darin Turner is a portfolio manager and member of the Real Estate Securities Portfolio Management and Research team with Invesco Real Estate. His current duties involve evaluating structured real estate securities with a focus on fixed income instruments such as commercial mortgage-backed securities, corporate debt and corporate preferred stock. He also provides tenant and credit-quality analysis, capital-structure analysis and debt-pricing analysis for equity portfolios. He joined Invesco in 2005 as an acquisitions analyst for direct property investments and later served as an associate portfolio manager for Invesco Real Estate.

Mr. Turner has been in the industry since 2003 and previously was a financial analyst in the corporate finance group at ORIX Capital Markets.

Mr. Turner earned a BBA in finance from Baylor University, an MS degree in real estate from the University of Texas at Arlington and an MBA specializing in investments from Southern Methodist University.

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Mark Uptigrove, CFA
Portfolio Manager

Mark Uptigrove is lead portfolio manager for Invesco Endeavor Fund.

Mr. Uptigrove joined Invesco in 2005 as an investment analyst and was promoted to portfolio manager in 2008. He began his career in 1998 as an equity research associate for CIBC World Markets. Mr. Uptigrove subsequently joined Goldman Sachs International in London and most recently worked as an equity analyst for Morningstar. He entered the industry in 1998.

Mr. Uptigrove earned a BA degree from the University of Western Ontario and an MBA from the Richard Ivey School of Business. He is a CFA charterholder.

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Raymund Uy, CFA
Senior Portfolio Manager, Head of Currencies

Ray has been in the investment management industry since 1993. He has experience in a variety of functions including global fixed income trading, credit research, and currency trading and analysis.

Ray worked at Hartford Investment Management (HIMCO) for eight years prior to joining Invesco in 2012. At HIMCO, he was a lead portfolio manager for non-US dollar-based fixed income portfolios and as Head of Fixed Income Trading, he managed a centralized platform of traders across multiple fixed income sectors. Before joining HIMCO, Ray spent six years within at Mackay Shields in New York and five years at Fiduciary Trust.

He has a BBA from Hofstra University, New York and he is a CFA charterholder.

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Jon Vogler
Senior Analyst
Retirement Research, Invesco Consulting

Senior Analyst Jon Vogler draws on extensive pension expertise to offer retirement thought leadership for Invesco. In addition to writing Invesco’s Retirement blog, he tracks legislative and regulatory developments and contributes as a writer and editor to a variety of retirement-related Invesco communications.

Prior to joining Invesco in 2008, Jon spent more than 25 years in the research, writing, compliance and underwriting areas of the retirement services industry, including roles as a senior consultant at Mutual Benefit Life’s pension consulting firm and as a compliance manager in the Automatic Data Processing retirement services division.

Jon earned the Fellow, Life Management Institute (FLMI) and Competent Toastmaster (CTM) designations. He has a B.A. in History from Rutgers, The State University of New Jersey.

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Erik Voss, CFA
Senior Portfolio Manager

Erik Voss is a senior portfolio manager for Invesco large-cap growth strategies. He joined the company in 2010.

Prior to joining Invesco, Mr. Voss was a portfolio manager with J&W Seligman Investments, focusing on growth equity portfolios. As leader of the Seligman Growth team, he managed eight sector analysts and implemented a process he has developed over his career. Previously, he worked on teams at Conseco Capital and at Wells Capital Management, where he managed two large-cap growth portfolios. Before Wells Capital, he was an analyst for Gardner Lewis Asset Management, where he researched and invested in stocks of all market capitalizations and across multiple industries.

Mr. Voss earned a BS degree in mathematics and an MS degree in finance, both from the University of Wisconsin, where he was also a member of the Applied Securities Program. He is a CFA charterholder.

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Robert B. Waldner, Jr., CFA
Chief Strategist and Head of Multi-Sector

Rob Waldner is chief strategist and head of the Multi-Sector team for Invesco Fixed Income. Mr. Waldner is responsible for facilitating the overall macro investment strategy for the fixed income platform and for oversight of the multi-sector portfolio construction process. He joined Invesco in 2013.

Prior to joining Invesco, Mr. Waldner was with Franklin Templeton for 17 years. At Franklin Templeton, he was a senior strategist and senior portfolio manager responsible for Absolute Return, Global Aggregate and US Core Plus portfolios. Previously, Mr. Waldner was a member of the Macro team at Omega Advisors and a portfolio manager with Glaxo (Bermuda) Ltd. He entered the industry in 1986.

Mr. Waldner earned a BSE degree in civil engineering from Princeton University in 1986. He is also a CFA charterholder.

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Meggan Walsh, CFA
Senior Portfolio Manager

Meggan Walsh is a senior portfolio manager for Invesco and head of the Dividend Value team.

Ms. Walsh is the architect of Invesco’s diversified dividend investment process, established in 2002 as Invesco Diversified Dividend Fund. Her professional investment experience includes more than 10 years as a fixed income manager and more than 12 years as an equity manager.

Ms. Walsh has been in the investment business since 1987. She joined Invesco in 1991 as a trader of short-term taxable fixed income securities and was promoted to vice president and portfolio manager in the long-term fixed income area in 1992. In 1998, Ms. Walsh assumed portfolio management duties in Invesco’s equity department. She earned a promotion to senior portfolio manager in 2000.

Prior to joining Invesco, Ms. Walsh managed money market securities and conducted financial analysis for Nationale Nederlanden, N.A., a multinational financial service organization.

A native of Annapolis, Md., Ms. Walsh earned a BS in finance from the University of Maryland and an MBA from Loyola University Maryland. She is a CFA charterholder.

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Donna Chapman Wilson
Director of Portfolio Management

Donna Chapman Wilson is a director of Portfolio Management responsible for the client portfolio management team in the US for Invesco Quantitative Strategies (IQS).

IQS manages a variety of equity strategies, including enhanced, active core, low volatility, and long/short, on a regional and global basis. She also serves as a member of IQS’s management team responsible for strategic planning and direction.

Ms. Chapman Wilson has almost 20 years of experience in the investment management industry. She joined Invesco in 1997 and worked with the fundamental growth equity teams before moving to the quantitative strategies team in 1999. Prior to joining Invesco, she held positions with J.P. Morgan, General Motors Asset Management, Mercer Investment Consulting and the Federal Reserve Board of Governors.

Ms. Chapman Wilson earned an MBA in finance from the Wharton School of the University of Pennsylvania and a BA in economics from Hampton University.

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Scott Wolle, CFA
Portfolio Manager
CIO of Invesco Global Asset Allocation

Scott Wolle is the chief investment officer (CIO) and a portfolio manager for the Invesco Global Asset Allocation team, which invests in stock, bond and commodity markets worldwide.

Mr. Wolle joined Invesco in 1999 as an analyst and portfolio manager, and became a member of the Global Asset Allocation team in 2001. He assumed his current role in 2005. He began his investment management career in 1991 with Bank of America.

Mr. Wolle graduated magna cum laude from Virginia Tech with a degree in finance. He earned an MBA from the Fuqua School of Business at Duke University, with the distinction of Fuqua Scholar. He is a CFA charterholder.

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Tony Wong,
Head of Global Credit Research

Tony Wong is head of Global Credit Research for Invesco Fixed Income. He is responsible for providing senior management oversight of Invesco Fixed Income’s global credit research organization. Mr. Wong directs the credit research process and investment management related support activities across Invesco Fixed Income’s liquidity management, stable value, municipals, and global broad fixed income businesses, encompassing both investment grade and high yield credits. He is also a member of Invesco Fixed Income’s Global Investment Policy Committee.

At the corporate level, Mr. Wong provides oversight and risk management support for various counterparty credit risk related activities. He is a member of Invesco Ltd.’s Corporate Risk Management Committee. Externally, Mr. Wong is actively involved with US regulatory affairs related to the cash management industry. He is a senior advisor to the Investment Company Institute’s Money Market Working Group. Outside the US, he sits on the Institutional Money Market Funds Association’s special committee on Systemic Risk.

Mr. Wong joined Invesco in 1996 as a fixed income credit research analyst focusing on the analysis of corporations and financial institutions. Prior to Invesco, Mr. Wong was in corporate finance as a business analyst with Healthcare Realty Trust. Mr. Wong earned a BBA and a BA in history from Southern Methodist University in Dallas. He also earned an MBA from University of St. Thomas in Houston.

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Mark Yu, CFA
Analyst

Mark Yu is an analyst for the Emerging Markets team of Invesco Fixed Income.

Mr. Yu joined Invesco in 2010. Before assuming his current position, he served as an analyst on the Municipal Investment team. Previously, he was with Morgan Stanley which he joined in 2007 and served in the same capacity. Additional experience includes time at State Street where he was a
senior associate modeling derivatives.

Mr. Yu earned a BS degree in engineering from the University of Science and Technology Beijing and is fluent in Mandarin. He also earned an MS degree in engineering from the University of Maryland and an MS degree in financial engineering from the University of Michigan.

He is a CFA charterholder and a member of the CFA Institute.

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Clayton Zacharias, CFA
Portfolio Manager

Clayton Zacharias is a portfolio manager of Invesco Endeavor Fund.

Mr. Zacharias joined Invesco in 2002 as an investment analyst and became portfolio manager in 2006. He began his career in the industry in 1994 at PricewaterhouseCoopers, where he worked in progressive roles as a senior associate, manager and vice president in the corporate finance and investment banking group.

Mr. Zacharias earned a BBA from Simon Fraser University. He holds a Chartered Accountant
Designation and is a CFA charterholder.

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