Decision Makers
| Name (plus bio) |
Position |
| Glenn R Carlson |
Chief Executive Officer |
| William J. Raver |
CEO & CIO, National Railroad Retirement Investment Trust |
| Charles H Brandes |
President |
| Gary Iwamura |
Chief Financial Officer |
| Peter Branner |
CIO, Multi Management, Fortis Investments |
| Robert M Maynard |
CIO, Public Employee Retirement System of Idaho |
| Leah Brock |
Senior Vice President, Marketing |
| Jeffrey A Busby |
Executive Director |
| Brent V Woods |
Managing Director, Investments |
| Bruce J Grantier |
Managing Director, Pension Assets, Scotiabank |
| Jeffrey Meyer |
Limited Partner |
| Barry M Gillman |
Director, Portfolio Strategies |
| Charles S Gramling |
Director of Fixed Income, Co-Head of Fixed Income |
| Clifford Schireson |
Director, Institutional Services |
| Bob Schmidt |
Manager |
| David J Gilson |
Associate Portfolio Manager, Analyst |
| Della L Stewart |
Manager |
| Jeffrey M Glenn |
Associate Portfolio Manager, Analyst |
| Juan J Benito |
Institutional Portfolio Manager |
| Machel Allen |
Portfolio Strategies Manager |
| Michael Mazza |
Manager, Fixed Income Operations |
| Parker Jones |
Regional Manager |
| Philip E Read |
U.K. Pensions Manager, Metal Box Pension Trustees Limited |
| Scott Skowronski |
Associate Portfolio Manager, Analyst |
| Tim Doyle |
Fixed Income Associate Portfolio Manager, Analyst |
| Ailien Huynh |
Institutional Services Associate |
| Al Chan |
|
| Brian Meier |
Fixed Income Portfolio Administrator |
| David Hecht |
|
| Irina Gorokhov |
Portfolio Strategies Analyst |
| James A Diack |
|
| Jim Miller |
International Fund Trader |
| Kenneth Little |
|
| Kristina Easter |
Administrative Assistant |
| Nick Magnuson |
Senior Project Research Analyst |
| Pieter Nelissen |
|
| Scott Frazee |
|
| Shelley Perkins |
Team Leader |
| Michael Hutchens |
member |
Board of Directors
Gary, a limited partner of the firm's parent company, is responsible for managing the financial affairs of the organization. He is also the director of the Performance Review Committee and oversees the Human Resources Department. Before joining Brandes, Gary was the chief administrative officer for the mutual fund division of a large insurance company where he was in charge of all financial, operational, and administrative aspects of the organization. Prior to that he was the chief operating officer at an investment management company in New York and the chief financial officer of an investment firm in California. Gary earned his BS in business administration from San Diego State University and holds a CPA certificate from the State of California. Gary has been associated with accounting and financial services for 26 years.
| Organization |
Position |
Status |
| Brandes Investment Partners |
CIO, Multi Management, Fortis Investments |
Current |
| Investment Management Consultants Association, Inc. |
Board of Directors |
Current |
| Brandes Investment Partners |
Board of Directors |
Current |
| Investment Management Consultants Association, Inc. |
Member |
Current |
| Brandes Investment Partners |
Global Head of Seb Investment Management |
Former |
| Copenhagen Business School |
B.Sc. |
Former |
In addition to his duties for the Idaho Retirement System, Mr. Maynard serves on the board of directors for a number of investment-related organizations, including the Pacific Pension Institute, Albertson College of Idaho, and the Boise State University Foundation. He also serves on the board of advisors for the Alaska Permanent Fund Corporation and the investment committee for the Institute for Electrical and Electronic Engineers. Mr. Maynard is also on the board of directors of the City Club of Boise, the Boise City Schools Education Foundation, and is a national trustee for the Boys and Girls Clubs of America. Mr. Maynard graduated from Claremont Men's (now Claremont-McKenna) College, and received his JD from the University of California at Davis Law School.
Jeff, a limited partner of the firm's parent company, serves as executive director and is a member of the firm's Executive Committee. As an Executive Committee member, he contributes to strategic decisions and guides the firm toward its vision and objectives. He also contributes to the investment process as a member of the Investment Oversight Committee. Jeff received his BS in chemical engineering from Northwestern University and his MBA in finance from the University of California, Berkeley. He is a member of the CFA Society of San Diego. Jeff has 22 years of investment experience.
| Organization |
Position |
Status |
| Brandes Investment Partners |
Managing Director, Investments |
Current |
| Brandes Investment Partners |
Board of Directors |
Current |
| Harvard Law School |
Jd |
Former |
| St John's College |
Jd |
Former |
| Princeton University |
Jd |
Former |
| St John's College |
Master's Degree In International Studies |
Former |
| Cambridge University |
master's degree in international studies |
Former |
| Princeton University |
Ab |
Former |
Jeff, a limited partner of the firm's parent company, is responsible for overseeing and directing portfolio management activities for the firm's institutional relationships. He also serves as an institutional portfolio manager and voting member of the Small Cap Investment Committee. Prior to joining Brandes, Jeff served as vice president of portfolio management and research at an investment counseling firm where he specialized in small-cap equity investments. Before that, Jeff managed a pension plan and also was a portfolio manager for a short-term fixed income portfolio. Jeff earned his BS in engineering from Iowa State University and his MBA in finance from San Diego State University. He is a member of the Financial Analysts Society of San Diego. Jeff has 20 years of investment experience.
Barry is the director of portfolio strategies, responsible for the firm's Strategies Group. The Strategies Group includes the Brandes Fixed Income Group and the Brandes Institute, as well as the firm's product development program. Prior to joining Brandes, Barry led a global investment consulting firm, and held senior positions with investment institutions in the United States and the United Kingdom. He is a graduate of Cambridge University, a fellow of the Institute of Actuaries (FIA), and an associate of the Society of Actuaries (ASA). He is also a member of the Financial Analysts Society of San Diego. Barry has 33 years of investment experience, including equity and fixed income portfolio management, marketing, and business management.
Chuck is co-head of the Fixed Income Group and a member of the Fixed Income Investment Committee. Prior to joining Brandes, he was a senior vice president and portfolio manager with an investment management firm, where he primarily managed insurance, reinsurance, and co-mingled fixed income portfolios, and led teams of investment professionals dedicated to monitoring and trading various sectors of the fixed income market. Prior to that, Chuck provided accounting and financial management services to the portfolio companies of a mezzanine finance company. Chuck also has public accounting experience. He earned his BS in accounting from Marquette University and is a member of the Milwaukee Investment Analyst Society. He has 14 years of investment experience.
| Organization |
Position |
Status |
| Brandes Investment Partners |
Director, Institutional Services |
Current |
| San Diego Human Dignity Foundation |
Board of Directors |
Current |
| Harvard Business School |
Mba |
Former |
| Stanford University |
Ab In Economics |
Former |
Bob is the manager of the Brandes Institute, a division of the firm that seeks to enhance knowledge of financial markets, raise awareness of issues related to portfolio management, and build understanding of investment processes. Bob has responsibilities for overseeing project research and analysis, writing, and editing for Institute publications, presentations, and special events. He also contributes to the creation of marketing communications materials. Prior to joining Brandes, Bob was the head writer at an investment advisory firm. Previously, he was a stockbroker, an editor for a business newswire service, and a newspaper reporter. Bob graduated magna cum laude, earning his BA degree at Duquesne University. He has 14 years of investment experience.
| Organization |
Position |
Status |
| Duquesne University |
BA |
Former |
Dave is an associate portfolio manager and analyst for the Brandes Fixed Income Group. He is also a member of the Fixed Income Investment Committee. Prior to joining Brandes, Dave was a consultant to corporations in turnaround situations and was the CFO of a small consumer product business. Previously, he was a bond analyst covering high yield media & telecommunications credits for an investment banking firm. Dave was also an associate fund manager and senior analyst responsible for high yield funds and an equity hedge fund at a financial advisory firm. He earned his BBA from Baylor University and is a member of the Milwaukee Investment Analyst Society. He has 17 years of investment experience.
| Organization |
Position |
Status |
| Brandes Investment Partners |
Manager |
Current |
| Paicr |
Board of Directors |
Current |
| University of California, Irvine |
BA Degrees |
Former |
| Organization |
Position |
Status |
| Brandes Investment Partners |
Associate Portfolio Manager, Analyst |
Current |
| Union College |
BA In Economics |
Former |
| Organization |
Position |
Status |
| Brandes Investment Partners |
Regional Manager |
Current |
| Stone Flower School Foundation |
Northwest Regional Manager for Brandes Investment Partners In San Diego California |
Current |
| Stone Flower School Foundation |
Board of Directors |
Current |
Scott Skowronski is an associate portfolio manager and analyst for the Brandes Fixed Income Group. Prior to joining Brandes, Scott was responsible for all research and trading of asset-backed, mortgage-backed, and commercial mortgage-backed securities for a financial services firm. He was also an associate bond fund and pension fund manager for his previous firm. Scott earned his BA in risk management from Illinois Wesleyan University. He has 11 years of investment experience.
The lead partner, Tim Doyle, has 33 years of building experience in the Milwaukee metropolitan area. He began his career after graduating from Marquette University in 1973. His entire career has been devoted to building custom homes from custom model homes to now concentrating on strictly custom building. Tim focuses on building projects in Waukesha County, Jefferson County, Dodge County and Milwaukee County.
| Organization |
Position |
Status |
| MD Custom Home Builders |
President |
Current |
| Brandes Investment Partners |
Fixed Income Associate Portfolio Manager, Analyst |
Current |
| Loyola University |
MBA In Finance |
Former |
| Marquette University |
BS In Finance |
Former |
| Organization |
Position |
Status |
| Brandes Investment Partners |
Institutional Services Associate |
Current |
| University of California, San Diego |
BA In Economics |
Former |
| Organization |
Position |
Status |
| Brandes Investment Partners |
|
Current |
| Kyocera Tycom Corporation |
Senior Vice President, Finance |
Former |
| FINRA |
examiner |
Former |
| University of California, Irvine |
MBA |
Former |
| California State University |
Masters of Business Administration Degree |
Former |
| University of California, Los Angeles |
Bachelor of Arts Degree in Economics |
Former |
Brian Meier is a portfolio administrator for Brandes Fixed Income Group. Prior to joining the Fixed Income Group, Brian was a portfolio associate for the equity Portfolio Management Department. Brian earned his BSB/A in Business Administration from the University of Phoenix and has his series 6, 63, 65 licenses. He has over six years of investment experience.
| Organization |
Position |
Status |
| Brandes Investment Partners |
Fixed Income Portfolio Administrator |
Current |
| University of Phoenix |
Bsb, A In Business Administration |
Former |
| University of Phoenix |
A in Business Administration |
Former |
Jim was born and raised in San Diego, California attending Valhalla High School where he earned multiple varsity letters while competing in football, soccer, baseball, wrestling and track and field. After high school he attended San Diego State. Jim redshirted his freshman year in his attempt to make the San Diego State Baseball team. Subsequently he went on to win three varsity letters while throwing the javelin for the track and field team. Jim was ranked second in the Western Athletic Conference and in the top 20 nationally prior to an elbow injury which ended his athletic career. It was in fact this circumstance that sent Jim on the path to law school and subsequently the founding of Off Tackle Sports Management. It is with this substantial athletic background and experience that allows for proper evaluation of a player's talent and potential. Often you will find Jim on the track or in the gym overseeing his client's training. Jim's family consists of his wife Barbara, newborn daughter Jamie, and his parents, Jim and Diane Miller who still reside in San Diego as well as his brother and sister in law, Damian and Shelby Miller and their sons, Logan, Gavin, and Roman. Jim Miller, Sr. is considered to be one of the most talented and respected civil and domestic litigation attorneys in Southern California. Diane Miller is an avid fundraiser for numerous charities in San Diego County. Damian Miller is an international fund trader with the Brandes Investment Partners of Del Mar, California. Jim enjoys a wide range of hobbies and activities and believes strongly that an individual must be well rounded in both mind and body to be successful. Among Jim's activities he enjoys deep-sea fishing, skiing, golf, reading Tom Clancy novels, coaching his step-daughter's soccer team, watching John Wayne films and he is SCUBA certified.
Kristina is an administrative assistant for the Brandes Institute, a division of the firm that seeks to enhance knowledge of financial markets, raise awareness of issues related to portfolio management, and build understanding of investment processes. Her primary responsibility is to provide administrative support to the Brandes Institute as well as the Institutional Services Group. Prior to joining Brandes, Kristina served as an office manager for a sports marketing company. Kristina has five years of investment experience.
Nick is a senior project research analyst for the Brandes Institute, a division of the firm that investigates potential opportunities arising from the influence of behavioral and structural factors on global investing. His primary responsibilities are managing the project research, analysis, and data investigation efforts for Institute and marketing research topics. Prior to joining Brandes, Nick worked as a research associate with an independent institutional investment consulting firm in Minneapolis. He earned his BA in economics from Dartmouth College and has six years of investment experience.
| Organization |
Position |
Status |
| Rice, Hall, James & Associates |
Operations Manager |
Current |
| Brandes Investment Partners |
Team Leader |
Current |
| Rice, Hall, James & Associates |
Account Administrator |
Former |
| Organization |
Position |
Status |
| Brandes Investment Partners |
Board of Directors |
Current |
| Arizona State University |
MBA |
Former |
| The George Washington University |
Bachelor's Degree In Finance |
Former |
For the past six years, Niel has been an Associate Professor at Stellenbosch University. Working with MBA students, Niel developed a fundamental index as an alternative to the market cap-weighted indices for the South African stock market, examined performance attributions of private equity funds in South Africa and compared the downside risk of hedge funds versus funds of funds. In addition to his academic work, he is chairman of the board of directors of the South Africa-based, Advantage Asset Managers and chairman of the board of trustees of the Denel Retirement Fund. Prior to his current academic appointment, he was the deputy chair of Momentum Life, where he continues to serve on the board. Niel is a Fellow of the Institute of Actuaries in London.
| Organization |
Position |
Status |
| Asset Managers, Inc. |
Chairman of The Board of Directors |
Current |
| Brandes Investment Partners |
Board of Directors |
Current |
| Organization |
Position |
Status |
| Brandes Investment Partners |
member |
Current |
| Brandes Investment Partners |
Board of Directors |
Current |
| Columbia Business School |
MBA |
Former |
| Indiana University |
Bachelor of Science, Business, With A Concentration In Finance |
Former |
| Columbia Business School |
Finance |
Former |