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Quantitative Small Cap Core
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| Investment Committee Members David Schmidt, CFA | Chief Investment Officer – Quantitative Equities Dave oversees the quantitative equity investment process and is responsible for the ongoing analysis of our quantitative models. Dave first joined Trinity Investment Management Corporation (now the Quantitative Equity group of OFI Institutional) in 1988 as a Systems Analyst. After a leave to run a consulting business, he rejoined the firm in 1994 and assumed his current responsibilities in 1999. Dave holds a B.A. in Mathematics from Blake Gall, CFA | Vice Chairman – Quantitative Equities Blake facilitates the quantitative equity investment process, including research and product engineering. He also meets with clients, consultants and prospects. Before joining Trinity Investment Management Corporation (now the Quantitative Equity group of OFI Institutional) in 1985, Blake was Director of Quantitative Research at Prudential-Bache in James Glover, CFA | Head of Research – Quantitative Equities Jim heads the Quantitative Equity team of research analysts and is responsible for investment data integrity. Jim joined Trinity Investment Management Corporation (now the Quantitative Equity group of OFI Institutional) in 1984 and was an equity trader prior to assuming his current responsibilities. Jim earned a B.S. in Finance from the Patrick Bisbey | Head of Investment Operations Pat supervises OFI Institutional’s trading desk and portfolio accounting operations. Pat oversees an institutionally oriented accounting system that forms a platform from which to deliver client reports and is responsible for the inclusion of all product data on our internal systems-based resources. Pat joined Trinity Investment Management Corporation (now the Quantitative Equity group of OFI Institutional) in 1981 as an Analyst and subsequently moved into trading before assuming his present position. Pat holds a B.S. in Economics from the Richard Betts | Managing Director – Investment Technology Rick oversees OFI Institutional’s technology and information systems. Prior to joining Trinity Investment Management Corporation (now the Quantitative Equity group of OFI Institutional) in 1988, Rick was an Engineer for the Pennsylvania Department of Environmental Resources. He holds an M.S. in Information Science and a B.S. in Civil Engineering from the Investment Specialists Christopher M. Brannen | Director – Quantitative Equities Christopher contributes to the ongoing analysis of our quantitative investment process. Prior to joining the firm in 2004, Christopher held positions as a self-employed Technical Architect and Consultant, as a Systems Analyst for Martin Marietta and as a Junior Engineer for IBM Corporation. Christopher holds a B.S. degree in Electrical Engineering from the Joseph E. Murphy | Director – Quantitative Equities Joe assists in the testing and design of quantitative models. Before joining Trinity Investment Management Corporation (now the Quantitative Equity group of OFI Institutional) in 1985, Joe was a research assistant at David contributes to the ongoing analysis of our quantitative investment process. Prior to joining the firm in 2006, David held positions as a Teaching/Research Assistant and Adjunct Instructor at Research Analysts Rob Hadley | Research Analyst – Quantitative Equities Rob analyzes fundamental data of publicly traded companies, which is the basis for the inputs of our quantitative models. Prior to joining the firm in 2000, Rob was a Credit Analyst at Chrysler Financial. Rob holds a B.S. degree in Finance from Dara Harper | Research Analyst – Quantitative Equities Dara analyzes fundamental data of publicly traded companies, which is the basis for the inputs of our quantitative models. Dara started with Trinity Investment Management Corporation (now the Quantitative Equity group of OFI Institutional) in 1997 and holds a B.S. in Secondary Math Education from Gerry Mansell | Research Analyst – Quantitative Equities Gerry analyzes fundamental data of publicly traded companies, which is the basis for the inputs of our quantitative models. Prior to joining the firm in 2004, Gerry was a Senior Investment Analyst at Papalia Financial Services, a Senior Investment Analyst at Aris Corporation, and a Sergeant First Class in the U.S. Army. Gerry holds a B.A. degree in Finance from the Robert Pfahl | Research Analyst – Quantitative Equities Robert analyzes fundamental data of publicly traded companies, which is the basis for the inputs of our quantitative models. Prior to joining the firm in 2002, Robert worked as a Portfolio Analyst at Aris Corporation, and as an Investment Planner at Mid State Bank. Robert graduated from the Lisa Spicer, CFA | Research Analyst – Quantitative Equities Lisa analyzes fundamental data of publicly traded companies, which is the basis for the inputs of our quantitative models. Prior to joining the firm in 2004, Lisa worked as a Senior Analyst for ING Securities, Ruth Evans-Fultz | Junior Analyst – Quantitative Equities Ruth analyzes fundamental data of publicly traded companies, which is the basis for the inputs of our quantitative models. Prior to joining the firm in 2006, Ruth worked for Aris Corporation for thirteen years. She holds an ASB Associate’s Degree in Accounting from the South Hills School of Business and Technology.
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