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Short Duration Fixed Income
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| Portfolio Strategy Team Benjamin Gord | Portfolio Manager, Co-Head – Mortgage Team, Co-Head Interest Rate Team Ben is a Portfolio Manager specializing in mortgage-backed securities. Ben also heads the group’s quantitative research effort and is a member of the Portfolio Strategy team. Prior to joining OFI Institutional in 2002, Ben was an Executive Director and a member of the fixed income portfolio management team at Morgan Stanley Investment Management (Miller, Anderson, & Sherrerd, LLP). Ben joined Miller Anderson in 1992 and was responsible for quantitative research. He developed many of the firm’s valuation and risk management models. Prior to that, Ben worked in mortgage-backed securities research at Smith Barney. Ben attended the Ph.D. program in Economics at the Antulio Bomfim, Ph.D. | Portfolio Manager, Co-Head – Interest Rate Team Antulio is a Portfolio Manager specializing in interest rate and yield curve strategy and also heads the group’s macroeconomic research effort. He is also a member of the Portfolio Strategy team. Prior to joining OFI Institutional in 2003, he was a Senior Economist specializing in monetary policy and financial market analysis in the Division of Monetary Affairs of the Board of Governors of the Federal Reserve. Prior to that, Antulio worked at the Federal Reserve as an Economist in the Research and Statistics Division specializing in macroeconomic and quantitative analysis. In addition to several published articles and Federal Reserve working papers, Antulio’s book, Understanding Credit Derivatives, was published in 2004. Antulio received a M.A and Ph.D. in Economics from the Geoffrey Caan | Portfolio Manager, Co-Head – Mortgage Team Geoff is a Portfolio Manager specializing in mortgage-backed securities and structured products. He is also a member of the Portfolio Strategy team. Prior to joining OFI Institutional in 2003, he was Vice President and Portfolio Manager at ABN Amro Thomas Swaney II | Portfolio Manager, Head – Credit Team Tom is a Portfolio Manager specializing in corporate bonds with analytical responsibilities for the independent power and electric utility industries within the corporate sector. He is also a member of the Portfolio Strategy team. Prior to joining OFI Institutional in 2002, Tom was a member of the fixed income research team at Morgan Stanley Investment Management (Miller, Anderson, & Sherrerd, LLP) for four years. Prior to joining Miller Anderson, he worked at Delaware Investments and Capital Management Systems, where he worked as an analyst in the private equity finance group. Tom holds a B.B.A in Accounting from the Investment Specialist Kevin Dachille | Investment Director Kevin works with the Fixed Income and Commodities teams articulating their investment policy, strategy and performance to existing and prospective institutional clients. He has been involved in institutional investment management for over 25 years. Prior to joining OFI Institutional in 2005, Kevin was the Fixed Income Director at the National Railroad Retirement Investment Trust. Previously, he was a Senior Vice President and Portfolio Manager in Institutional Funds Management at Mercantile-Safe Deposit & Trust Company. Kevin received his B.A. in Economics from the Analysts David Bowers, CFA | Senior Analyst – Credit Team David is a senior corporate research analyst with analytical responsibilities for the service and healthcare industries. Prior to joining OFI Institutional in 2007, David was a Vice President and senior high yield analyst for Evergreen Investment Management Company. During David’s twenty year career at Evergreen he also held positions in both the large cap equity and high grade fixed income groups as an analyst and portfolio manager. David holds a B.S. from Northeastern University and an M.B.A. from Boston College. He also holds the Chartered Financial Analyst designation. Kevin Choy, CFA | Senior Analyst – Credit Team Kevin is a senior corporate research analyst with analytical responsibilities for the telecommunication and technology industries. Prior to joining OFI Institutional in 2005, Kevin was a Strategic Marketing Manager at Elpida Memory, Inc., where he was responsible for the business development and planning of new semiconductor memory technologies. Before joining Elpida, Kevin was a member of NEC Corporation’s corporate planning team in both the Jessie Harris | Senior Analyst – Credit Team Jessie is a senior corporate research analyst with analytical responsibilities for the retail and consumer products industries. Prior to joining OFI Institutional in 2007, Jessie was a Vice President and high yield analyst at Citigroup for over four years. Prior to that, she held positions at Wellington Management Co. and Putnam Investments. Jessie holds a B.A. from Dickinson College and a Master of International Affairs, Finance, and Energy Studies from Columbia University. Celene Klimas, CFA | Senior Analyst – Credit Team, Mortgage Team Celene is a senior research analyst with analytical responsibilities for the asset-backed and commercial mortgage-backed securities markets. Prior to joining OFI Institutional in 2003, she was employed by Standard and Poor’s. Prior to that, Celene held positions at Putnam Investments and The Hartford Investment Management Company. Celene holds a B.S. from Helena Lee, CFA | Senior Analyst – Credit Team Helena is a senior research analyst with analytical responsibilities for the financial services industry. Prior to joining OFI Institutional in 2008, she was employed at Citi Investment Research as an equity research associate. Before that she served as a mid-cap bank analyst at Banc of America Securities and as an associate equity research analyst of large-cap banks at Prudential Equity Group. Helena also was employed at The Federal Reserve Bank of New York as a financial analyst in the Bank Supervision Group, Credit and Risk Management. She holds an MBA from the University of Chicago Graduate School of Business and a BA in Economics from Barnard College and a BS in Operations Research from the School of Engineering and Applied Sciences at Columbia University. Amrish Makwana, CFA | Senior Analyst – Credit Team Amrish is a senior corporate research analyst with analytical responsibilities for the automotive, aerospace defense, transportation and industrial sectors. Prior to joining OFI Institutional in 2007, Amrish was a Vice President and corporate bond analyst at Loomis Sayles & Co. for three years. Before joining Loomis, Amrish held positions at Robert Brooke Zevin Associates and Export-Import Bank of India. Amrish holds a B.S. in Chemical Engineering from Gujarat University, a M.S. in International Business from the Indian Institute of Foreign Trade, and a M.B.A. from Boston College. He also holds the Chartered Financial Analyst designation. Tim Raeke, CFA | Senior Analyst – Credit Team Tim is a senior corporate research analyst with analytical responsibilities for the homebuilding, gaming, and lodging industries. Prior to joining OFI Institutional in 2007, Tim was a Vice President and high yield analyst at MFS Investment Management. Prior to that, Tim worked at Allstate Investments and Zurich Scudder Investments, also as a high yield analyst. Tim holds a B.A. in Economics from Michael J. Skatrud, CFA | Senior Analyst – Credit Team Michael is a senior corporate research analyst with analytical responsibilities for the chemicals, metals, paper, and packaging industries. Prior to joining OFI Institutional in 2007, Michael was a high yield bond analyst at Putnam Investments for seven years. Before joining Putnam, Michael was a fixed income research assistant for Morgan Stanley Investment Management (Miller Anderson & Sherrerd, LLP). Michael holds a B.S. in Economics from the University of Wisconsin-Madison and an M.B.A. in Finance from the Li Li, Ph.D. | Quantitative Research Analyst – Credit Team Li is a Research Analyst specializing in quantitative credit research. Prior to joining OFI Institutional in 2007, Li was a Scheduling and Progress Control Officer for Siemens AG for three years. Li holds a B.A. from Guangdong University, an M.B.A. from the University of Massachusetts, a M.S. in Computer Science from Harvard University, and a PhD in Information, Technology, and Management, also from Harvard University. Dmitri Artemiev | Research Analyst – Mortgage Team Dmitri is a research analyst with analytical responsibilities for the residential mortgage-backed securities markets. Prior to joining OFI Institutional in 2007, he was employed by Fidelity Investments Fixed Income Division where he worked on Taxable Bond/Structured Product desk. Prior to that, he held various positions at Fidelity Investments and Putnam Investments. Dmitri holds a B.S. degree from Arin Kornchankul | Research Analyst – Credit Team Arin is a research analyst with analytical responsibilities for the exploration & production, refinery, and pipeline industries. Prior to joining OFI Institutional in 2007, Arin was a general manager for GT Petroleum Trade & Services. Prior to that, she was an export manager for Thai Petroleum and Trading. Arin holds a B.S. from Assumption University and an M.B.A. in Finance from the Carlson School of Management at the University of Minnesota. She is also a member of the CFA Institute. Jill Reiter, CFA | Research Analyst – Credit Team Jill is a research analyst with analytical responsibilities for the insurance, real estate investment trust, and specialty finance industries. Prior to joining OFI Institutional in 2006, Jill was a fixed income product manager at OppenheimerFunds, Inc. Before joining OppenheimerFunds, Jill performed product marketing and client service functions for Thrivent Financial for Lutherans and American Express Financial Advisors. Jill holds a B.A. from Traders Gary Pilc | Head of Trading – Credit Team, Interest Rate Team Gary is Head of Trading with trading responsibilities for corporate bonds, treasuries, and agency securities. Prior to joining OFI Institutional in 2001, Gary was employed by Salomon Smith Barney, where he worked primarily in the Corporate Bond department for over thirteen years performing a combination of sales and portfolio analytics. Gary holds a B.S. and Masters of Engineering in Operations Research & Industrial Engineering, as well as an M.B.A., all from Cornell University. James Erven, CFA | Senior Trader – Credit Team James is a Senior Trader with responsibilities for the negotiation and execution of all high yield transactions. Prior to joining OFI Institutional in 2006, he had been employed by OppenheimerFunds, Inc. since 2002. Prior to that, he was an Assistant Vice President at Morgan Stanley Investment Management where he worked for eight years. James holds a B.B.A. from Baylor University as well as the Chartered Financial Analyst designation. Craig Holloway | Senior Trader – Mortgage Team Craig is a senior trader with trading responsibilities for securitized products (mortgage-backed securities, asset-backed securities and commercial mortgage-backed securities). Prior to joining OFI Institutional in 2008, he was employed by Columbia Management Advisors, where he was a Senior Fixed Income Trader with primary markets being ABS and CMBS with a secondary focus on the agency pass-thru market. Before that, he worked at State Street Global Advisors. Craig received a B.S. in Finance from the Syracuse University School of Management. Stuart Smith | Trader – Credit Team Stuart is a trader responsible for the negotiation and execution of all high yield transactions. Prior to joining OFI Institutional in 2006, he had been employed by OppenheimerFunds, Inc. since 1998. Stuart received a B.S. in Finance from Colorado State University.
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