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Tax-Advantaged Global Shareholder Yield (HTY)

Tax-Advantaged Global Shareholder Yield Management Team

The fund is managed by a team of portfolio managers at Epoch Investment Partners and Analytic Investors, LLC the fund's subadvisors, under the supervision of John Hancock Advisers, Inc. The fund's management team includes Dennis Bein, CFA, Gregory McMurran, William W. Priest, CFA, CPA, Eric Sappenfield, Harindra de Silva, Ph.D., CFA, John Tobin, CFA, Kera Van Valen, CFA, and Michael A. Welhoelter, CFA.

Dennis Bein, CFA

Dennis Bein, CFA
Biography

As Chief Investment Officer, Dennis Bein oversees the implementation of the firm's investment strategies.  He is a major contributor to the firm's ongoing research efforts as well as new product development and strategy applications.  As a portfolio manager, Dennis focuses on day-to-day portfolio management and research related to equity-based investment strategies. 

Prior to joining Analytic Investors, Dennis was a Senior Consultant for Analysis Group, Inc., where he provided investment consulting services for institutional investors and plan sponsors.  He advised pension fund managers on topics such as investment objective definition, asset allocation analysis, manager selection and manager performance evaluation.

Education

M.B.A. Anderson Graduate School of Management, University of California, Riverside
B.A. University of California, Riverside

Experience

Joined firm in 1995
Began career in 1992

Gregory McMurran

Gregory McMurran
Biography

As Chief Investment Officer, Greg McMurran oversees the implementation of the firm's investment strategies.  He is a major contributor to Analytic's ongoing research efforts as well as new product development and strategy applications.  As a portfolio manager, Greg focuses on day-to-day portfolio management and research related to derivatives-based investment strategies. 

With 30 years of quantitative research, portfolio management and trading experience, Greg has an extensive background in managing quantitative investment portfolios.  Greg is also recognized as an authority on options valuation and strategies and has authored several articles.

Education

M.A. California State University, Fullerton
B.A. University of California, Irvine

Experience

Joined firm in 1976
Began career in 1976

William W. Priest, CFA, CPA

William W. Priest, CFA, CPA
Biography

William W. Priest is the Founder, CEO, Co-CIO and Portfolio Manager of Epoch Investment Partners. Before the founding of Epoch Investment Partners in 2004, William W. Priest was a Co-Managing Partner and Portfolio Manager at Steinberg Priest & Sloane Capital Management, LLC for two years. Prior to joining Steinberg Priest, he was a Member of the Global Executive Committee of Credit Suisse Asset Management, Chairman and CEO of Credit Suisse Asset Management Americas and CEO and Portfolio Manager of its predecessor firm BEA Associates, which he co-founded in 1972. During his 30 year tenure at BEA and CSAM, Mr. Priest developed the firm into a well-recognized investment manager with over $100 billion US under management. He is a CFA charterholder, CPA, and a graduate of Duke University and the University of Pennsylvania Wharton Graduate School of Business. He is author of several published articles and papers on investing and finance, including the books, The Financial Reality of Pension Funding Under ERISA and the most recent, Free Cash Flow and Shareholder Yield: New Priorities for the Global Investor, published by John Wiley & Sons. He is a Director of Globe Wireless, InfraRedX and a Member of the Council on Foreign Relations.

Education

B.A. Duke University
M.B.A. University of Pennsylvania Wharton Graduate School Business-Confirmed

Experience

Founded Epoch in 2004
Began career in 1965

Eric Sappenfield

Eric Sappenfield
Biography

Eric Sappenfield is a Managing Director, Co- Portfolio Manager and Senior Analyst for Epoch Investment Partners. Prior to joining Epoch, Eric was a research analyst at Spear Leads & Kellogg where he was responsible for credit/risk assessment. Previously, he was a senior analyst at Steinberg Priest & Sloane focusing upon high yield bonds and equities of leveraged companies. Additional experience in his 20 year plus career includes senior analytical roles at The Carlyle Group, Travelers, and Jeffries and Co. Eric holds a B.A. degree from Stanford University and an MBA from the University of California, Los Angeles.

Education

B.A. Stanford University
M.B.A. University of California, Los Angeles

Experience

Joined team in 2006
Began career in 1986

Harindra de Silva, Ph.D., CFA

Harindra de Silva, Ph.D., CFA
Biography

Harindra ("Harin") de Silva is responsible for the firm's strategic direction and the ongoing development of its investment processes.  As a portfolio manager, Harin focuses on the ongoing research effort for equity and global asset allocation strategies.

Harin has authored several articles and studies on finance-related topics including stock market anomalies, market volatility and asset valuation.  He, along with his colleagues Roger Clarke and Stephen Thorley, was recognized with the prestigious Graham and Dodd Award of Excellence for their research published in the Financial Analysts Journal in 2002 and 2005.  Prior to joining Analytic Investors, Harin was a Principal at Analysis Group, Inc., where he was responsible for providing economic research services to institutional investors including investment managers, large pension funds, and endowments.

Education

Ph.D. University of California, Irvine
M.B.A., M.S. -University of Rochester
B.S. University of Manchester Institute of Science and Technology

Experience

Joined firm in 1995
Began career in 1988

John Tobin, CFA

John Tobin, CFA
Biography

John Tobin is a director, portfolio manager, and senior research analyst with Epoch Investment Partners. His primary focus is Epoch’s U.S. and Global Equity Shareholder Yield strategies. Prior to joining Epoch in 2012, John taught undergraduate economics as a lecturer at Fordham University. Before that he spent four years at HSBC Global Asset Management as a senior research analyst, and almost 20 years at Credit Suisse Asset Management, where he was a senior research analyst for the U.S. High Yield Bond team. He began his career with Bankers Trust Company. John received A.B., A.M., and Ph.D. degrees in Economics from Fordham University and holds the Chartered Financial Analyst designation.

Education

A.B., A.M., Ph.D. Fordham University

Experience

Joined Epoch in 2012
Began career in 1981

Kera Van Valen, CFA

Kera Van Valen, CFA
Biography

Kera Van Valen is a director, portfolio manager, and senior research analyst with Epoch Investment Partners. Her primary focus is Epoch’s U.S. and Global Equity Shareholder Yield strategies. Prior to joining the Global Equity team, Kera was an analyst within Epoch’s Quantitative Research & Risk Management team. Before joining Epoch in 2005, she was a portfolio manager of structured equities and quantitative research at Columbia Management Group, where she was responsible for the day-to-day management of two index funds. She also previously worked at Credit Suisse Asset Management. Kera received a B.A. in Mathematics from Colgate University and an M.B.A. from Columbia University’s Graduate School of Business. She holds the Chartered Financial Analyst designation.

Education

B.A. Colgate University
M.B.A. Columbia University

Experience

Joined Epoch in 2005
Began career in 2001

Michael A. Welhoelter, CFA

Michael A. Welhoelter, CFA
Biography

Michael A. Welhoelter is a Managing Director, Portfolio Manager and Head of Quantitative Research and Risk Management for Epoch Investment Partners. Prior to joining the firm in 2005, Mr. Welhoelter was a director and portfolio manager in the Quantitative Strategies Group at Columbia Management Group, Inc. In this role, he managed over $5 billion in mutual funds and separately managed portfolios. Prior to joining Columbia Management Group, he was at Credit Suisse Asset Management Group, where he was a portfolio manager in the Structured Equity group, overseeing long/short market neutral and large cap core products. Prior to joining Credit Suisse Asset Management he was a portfolio manager and quantitative research analyst at Chancellor/LGT Asset Management. Mr. Welhoelter holds a B.A. degree in Computer and Information Sciences from Colgate University. He is a member of the New York Society of Security Analysts and the Society of Quantitative Analysts and he is a CFA charterholder.

Education

B.A. Colgate University

Experience

Joined team in 2005
Began career in 1986

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