Scott F. Powers President and CEO State Street Global Advisors

Scott is President and Chief Executive Officer of State Street Global Advisors (SSgA), the investment management arm of State Street Corporation and a global leader in asset management.  He is also a member of State Street's Management Committee, the company's senior-most strategy and policy-making team and sits on the State Street Major Risk Committee.  

Prior to joining State Street in May 2008, Scott served as CEO of Old Mutual US, the US operating unit of London-based Old Mutual plc. During his seven-year tenure at Old Mutual, he was one of six senior executives overseeing the worldwide operations and was also a member of Old Mutual's executive committee, where he was actively involved in the development and execution on overall business strategy.

Previously, Scott held senior management positions at Mellon Institutional Asset Management and The Boston Company Asset Management. While at The Boston Company Asset Management, he served as Chief Operating Officer and Head of Marketing and Client Services. Scott began his career as a financial services advisor with Dean Witter Reynolds.

Scott has an AB in Economics from Harvard College and played varsity hockey. Additionally, he is an Incorporator of Cardigan Mountain School.

Kevin D. Anderson, Ph.D. Global CIO Fixed Income and Currency SSgA - United Kingdom

Kevin is a Senior Managing Director of SSgA and Global CIO of Fixed Income and Currency. He is responsible for all fixed income and currency strategies and products as well as extending SSgA's leadership position in innovative solutions based mandates for example those created for liability driven investors.

Prior to commencing his current role, Kevin was the Global Head of Fixed Income Beta Solutions. In this role, Kevin had responsibility for SSgA's global range of indexed fixed income strategies, beta solutions such as fixed income liability matching mandates and other fixed income synthetic beta replication strategies.

When Kevin joined SSgA in 2001, he was an investment manager, managing both active and index fixed income portfolios. He also worked extensively in the area of risk budgeting during that time. Before joining, Kevin was responsible for fixed income risk management and development of quantitative strategies at Schroders, having joined the industry in 1998.

Kevin holds a PhD in Theoretical Physics from the University of Southampton and he graduated with a BSc Honours degree in Mathematical Physics from the University of Edinburgh in 1994.

Lynn S. Blake, CFA CIO, Global Equity Beta Solutions State Street Global Advisors

Lynn is a Senior Managing Director of State Street Global Advisors and CIO of Global Equity Beta Solutions. In this capacity, Lynn oversees a team of 60 portfolio managers globally, and over 1,000 portfolios with assets in excess of $800 billion. In addition, Lynn Co-Chairs the SSgA Fiduciary Committee and is a member of the Investment Committee, the North American Product Development Committee, the IT Steering Committee, and the Executive Management Group.

Prior to Lynn's current role, she was Head of Non-US Markets of passive equities, responsible for overseeing the management of all non-US equity index strategies, as well as serving as portfolio manager for several equity index portfolios.

Lynn holds her MBA in Finance from Northeastern University, and a BS from the Boston College Carroll School of Management. She also earned the Chartered Financial Analyst designation and is a member of the Boston Security Analyst Society. Lynn joined SSgA in 1987.

Marc P. Brown Chief Administrative Officer State Street Global Advisors

Marc is Chief Administrative Officer of State Street Global Advisors, a member of the Executive Management Group, SSgA's most senior executive strategy team, and an Executive Vice President of State Street Corporation. Marc is responsible for SSgA's global infrastructure including all operations, technology, finance and data management functions. He served as Deputy Director of SSgA's International Offices from 1999 to 2004, during which time SSgA's global business became an important component of its broad investment solutions capability. In 2005, Marc led SSgA's global strategy and product development efforts and in 2006, he also assumed responsibility for SSgA's client facing teams in the U.S, Canada and Latin America, before moving to his current CAO position.   

Marc joined SSgA in 1999 from State Street Corporation, where he worked for 18 years. In 1989, he established the Investment Manager Services Division, which provided transaction processing and relationship support to the investment managers contracted by State Street's institutional clients. In this role, Marc partnered with many large investment managers to formulate their strategic infrastructure and straight-through processing plans. Prior to this, Marc managed State Street's global subcustodian network. He assumed this position after serving a variety of roles in the Global Custody Department and U.S. Master Trust Division.   

Marc holds a BA in Economic and Governmental Legal Studies from Bowdoin College.

Gregory A. Ehret Head of EMEA SSgA - United Kingdom

Greg is a Executive Vice President of State Street Global Advisors. Based in London, he became head of Europe, the Middle East, and Africa (EMEA) in 2008. In this role, Greg has overall responsibility for the development and oversight of SSgA's business in EMEA and is a member of SSgA's Executive Management Group. Greg is also responsible for overseeing the development and management of Product globally.

Prior to this appointment, Greg was Head of Sales and Distribution for SSgA in EMEA with responsibility for operations in Brussels, Milan, and Dubai.

Greg joined State Street in January 1993. Since joining State Street, Greg has held positions in operations, sales, marketing, and product development. Before leaving for London in 2006, Greg was responsible for Sales and Marketing through intermediaries in the United States with a focus on SSgA's SPDR exchange traded funds.

Greg has a BA in Economics from Bates College and an MBA from Boston University. He also holds the FINRA series 7, 24 and 63 licenses.

Daniel Farley, CFA CIO, Investment Solutions Group State Street Global Advisors

Dan is a Senior Managing Director of State Street Global Advisors, and the Chief Investment Officer for SSgA's Investment Solutions Group (ISG). In this role, he is responsible for the management and development of asset allocation strategies for institutional clients worldwide. His responsibilities include the design and management of Liability Driven Investments, tactical asset allocation and overlay strategies. He is a member of SSgA's Executive Management Group. Prior to this role, Dan was the Head of the US MACS team.

Dan holds a BSBA from Stonehill College and an MBA from Bentley College, and has earned the Chartered Financial Analyst designation. He is a member of CFA Institute and the Boston Securities Analyst Society. Dan has been a frequent speaker on the topics of asset allocation, liability driven investments and investment management for endowments/foundations. Dan also serves on the Board of Directors of the Crispus Attucks Children's Center in Dorchester, MA.

Michael P. Fay Chief Compliance Officer Compliance

Michael Fay is a Senior Vice President and Chief Compliance Officer of SSgA. As SSgA's Chief Compliance Officer, he oversees SSgA's investment advisory compliance programs globally. Additionally, he is responsible for SSgA's global compliance strategy and leading our team of compliance professionals in the ongoing development of our compliance programs across all of SSgA's businesses and markets worldwide. He is a member of SSgA's Executive Management Group.

Michael joins SSgA from Deloitte & Touche where he was a Principal and the Northeast Leader of Deloitte's Asset Management Sector. In this role, Michael specialized in providing strategic, risk, operational and compliance consulting services to a host of asset management firms, including SSgA. Mike brings more than 20 years of financial services industry experience, has both his M.B.A and B.S. in Finance from Bentley University, and holds Certified Bank Auditor and Certified Risk Professional certifications.

Phillip S. Gillespie, Esq. General Counsel State Street Global Advisors

Phillip S. Gillespie joined SSgA in June 2008 as Executive Vice President and General Counsel. In that role, Phil is responsible for the global legal affairs of SSgA and oversees a team of experienced attorneys, paralegals and assistants located in Boston, London, Paris, Tokyo, Montreal, Hong Kong and Sydney. He is a member of SSgA's Executive Management Group.

Phil joined SSgA from OppenheimerFunds, Inc. (OFI) where he was Senior Vice President and Deputy General Counsel and responsible for the day-to-day operations of OFI's Legal Department. Prior to joining OFI in 2004, Phil was First Vice President - Legal Advisory at Merrill Lynch Investment Managers (MLIM), where he managed a team of attorneys and paralegals providing legal services and oversight for MLIM's U.S. based investment teams, operations and its U.S. registered fund business.

From 1993 to 1997, Phil was an attorney with the U.S. Securities and Exchange Commission (SEC) in its Washington, D.C. headquarters holding posts as Senior Counsel in the Legal Policy and Counseling Group of the SEC's Office of the General Counsel and as Senior Counsel in the Office of Chief Counsel of the SEC's Division of Investment Management.

Prior to joining the SEC, Phil was an associate in the corporate finance practice of the Seattle law firm, Perkins Coie, and started his legal career as a law clerk to the Honorable Charles Clark, Chief Judge of the U.S. Court of Appeals for the Fifth Circuit.

Phil is a graduate of Georgetown University's School of Foreign Service and earned his JD, magna cum laude, from Tulane Law School. He is a native of the state of Mississippi.

Kathy M. Horgan Senior Vice President, Human Resources State Street Global Advisors

Kathy is a Senior Vice President and Senior HR Business Partner responsible for providing strategic HR support to State Street Global Advisors globally, including the development and execution of SSgA's recruitment, retention, talent management and succession planning strategies. Kathy's HR team provides solutions that support SSgA's business vision in order to maximize performance and global growth. She serves as a member of SSgA's Executive Management Group.

Prior to joining State Street in 2009, Kathy was Executive Vice President, Human Resources for Old Mutual Asset Management where she was responsible for the delivery of HR strategy and services supporting their institutional multi-boutique operating model. Prior to that, Kathy spent over ten years at Mellon Financial Corporation as Human Resources Director for their global asset management business. Prior to Mellon, Kathy was a Human Resources Manager at Boston Scientific Corporation. She began her career with Baxter Healthcare Corporation.

Kathy graduated from Cornell University with a BS in Industrial and Labor Relations.

Chris Johns CIO, Fundamental Equities Fundamental Equities

Chris Johns is CIO for Fundamental Equities, and is a Senior Managing Director of State Street Global Advisors and a member of the Executive Management Group. Chris joined SSgA Ireland in September 2006. In his prior role Chris was Head of Investments responsible for all the activities of the asset management area. 

Before joining SSgA Ireland, Chris was an Investment Strategist at Collins Stewart in the UK. His previous posts include Head of Global Strategy Research at ABN AMRO, Director of Investment Strategy at Allied Irish Capital Management, Dublin, and Chief Economist for Bank of Ireland. During the earlier years of his career Chris was an economist at UBS – Phillips & Drew, HM Treasury and at the National Institute of Economic and Social Research. 

He is a member of The Economic Research Advisory Panel since his appointment by the Welsh Assembly Government in April 2002. Chris is also a regular commentator in the media.

Shawn C.D. Johnson Investment Committee Chairman State Street Global Advisors

Senior Managing Director of State Street Global Advisors and SSgA Investment Committee Chairman. In addition to managing SSgA's team of economists, strategists and merger/acquisition activity globally, Shawn oversees SSgA's private equity investments including Global Alliance, LLC. He is a member of SSgA's Independent Fiduciary Committee, the Tuckerman Real Estate Investment Committee and a director of SSgA Funds Management, Inc. He is also a member of SSgA's Executive Management Group. Earlier in his career at SSgA, Shawn was the Director of Global Fundamental Research, managing a group of global equity, high yield and investment grade bond analysts.

Shawn is Chair of the Association of Institutional Investors Board of Directors, a group organized to represent the institutional asset managers and the interests of their clients in matters of important public policy, legislation and regulation. Shawn is a former Chairman of the Financial Services Sector Coordinating Council (FSSCC), the private sector organization that coordinates homeland security and critical infrastructure issues with U.S. federal financial regulators.

Prior to joining SSgA, Shawn was Vice President of Business Development for MGA Software; a Manager for Braxton Associates, Deloitte & Touche's Corporate Strategy Consulting Group; President of TMT Software Company; and a Manager for General Electric's Aerospace Business Group. He also served as an Intelligence Officer with the United States Naval Reserve.

Shawn earned a BS in Aerospace and Ocean Engineering and an MS in Electrical Engineering from Virginia Polytechnic Institute and State University (Virginia Tech), as well as an MBA from the Amos Tuck School of Dartmouth College. Shawn is also a trustee of Berea College and a member of the Board of the Virginia Tech Foundation.

James Kase Head of Global Sales and Marketing State Street Global Advisors

Jamie Kase is the Head of Global Sales and Marketing for State Street Global Advisors (SSgA). He is also a member of the Executive Management Group, SSgA's most senior strategy team, and Executive Vice President of State Street Corporation. Jamie is responsible for all aspects of North American sales, global marketing and relationship management functions in the institutional and intermediary markets. He will lead the Defined Contribution initiative in the U.S. for SSgA. Working in partnership with our EMEA and Asia Pacific Heads, Jamie will further build out SSgA's integrated branding and distribution strategy, along with the supporting processes, to effectively market nearly 300 investment strategies and solutions.

Prior to joining State Street in March of 2009, Jamie was an Executive Vice President at ING Investment Management in New York, where he led the company's U.S. distribution effort across defined benefit and investment only defined contribution channels. While at ING, Jamie chaired ING's Global Marketing and Distribution Committee, which is responsible for coordinating efforts across the globe with the regional heads in Europe and Asia.

Jamie has a long career in sales and marketing that has focused on delivering investment solutions to sophisticated institutional investors. Jamie was Chief Operating Officer and Head of the Institutional Business in the Americas at Merrill Lynch Investment Management. His experience includes covering derivatives with some of the largest desks in the world, including Bankers Trust, Swiss Bank (now UBS) and Lehman Brothers.

Jamie earned a BS in Political Science from Brown University.

Richard Lacaille Chief Investment Officer SSgA - United Kingdom

Rick is Global Chief Investment Officer (CIO) of State Street Global Advisors and a member of the firm's Executive Management Group. In his role as Chief Investment Officer Rick has responsibility for all investment management activity at SSgA, including research and trading. Prior to his current role, Rick was Head of Global Active Equities, and previously European CIO. Rick is a Board member of SSgA Limited, and also serves on the European and International Executive Committees and the SSgA Investment Committee. Before joining SSgA in 2000, he held a wide variety of posts in quantitative fund management and research at Gartmore Investment Management, including periods as Head of Quantitative Research and Head of Structured Equities.

Rick has a BSc(Hons) in Operational Research from Lancaster University and MSc in Econometrics from London Guildhall University. He is Chairman of the Board of Inquire (UK) a non-profit body devoted to the research and promotion of quantitative techniques in investment management, a member of the FTSE Policy Committee and he sits on the Asset Management Committee of the Investment Management Association. He is a regular writer and broadcaster on investment issues and speaks frequently at industry conferences.

Jacques M. Longerstaey Chief Risk Officer State Street Global Advisors

Jacques is an Executive Vice President and Chief Risk Officer of State Street Global Advisors. He is a member of SSgA's Executive Management Group. Prior to joining SSgA in April 2008, Jacques was Managing Director and head of the Risk & Portfolio Analysis Group (RPAG) at Putnam Investments. This group had oversight over investment risk, counterparty credit as well as operational risk across the fund complex. It was also responsible for providing performance attribution and other analyses to both internal and external clients.

Prior to joining Putnam in November 2003, Jacques was co-head of the risk management group at Goldman Sachs Asset Management. From 1987 to 1998, he held various positions at J.P. Morgan and Co. (economist and fixed income researcher for the Benelux, head of the Bond Index Group and originator of the RiskMetrics value-at-risk methodology).

Jacques holds a BS Economiques from the University of Louvain in Belgium. He is a member of the Board of Trustees and the Executive Committee of GARP (Global Association of Risk Professionals). Jacques is the Honorary Consul of Belgium for New England, covering Maine, Massachusetts, New Hampshire, Rhode Island and Vermont.

Alistair Lowe Global Equities CIO State Street Global Advisors

Alistair is an Executive Vice President of State Street Global Advisors. He is the Global Equities CIO, responsible for the management and development of active and enhanced quantitative equity strategies worldwide.  Alistair has oversight of SSgA’s Advanced Research Center (ARC), which contributes quantitative research for all asset classes. Alistair oversees SSgA’s Corporate Governance and Global Proxy Voting, in addition to Environmental, Social and Governance (ESG) investments.  Alistair is also responsible for the Company Stock Group which manages fiduciary transactions and company stock investments, including employee stock ownership and 401(k) plans.

Previously, Alistair was CIO for Multi Asset Class Solutions and Currency at SSgA. Prior to that role, he was the head of the firm’s Investor Solutions Group (ISG), specializing in tax-efficient indexing and efficient implementation of active equity strategies. Ali is a member of SSgA's Executive Management Group.

Alistair joined SSgA in 1996 from NatWest Investment Management, Inc. and has been working in the investment management field since 1985.  Alistair earned an undergraduate degree in Economics and a post-graduate degree in Computer Science at Cambridge University (Churchill College), UK. He is on the Board of Overseers of the New England Aquarium.

Steven R. Meier, CFA, FRM Cash CIO State Street Global Advisors

Steven is an Executive Vice President of State Street Global Advisors and is the Global Cash CIO. Steven, who joined SSgA in 2003, has more than 28 years of experience in the global cash and fixed income markets. Previously, he headed the firm's North American Cash and Securities Lending Cash Collateral portfolio management activities. He is a member of SSgA's Executive Management Group.

Prior to joining SSgA, Steven was a Senior Managing Director in State Street's Global Markets group responsible for developing its global fixed income business. He also served as Chief Operating Officer of State Street's electronic bond trading subsidiary, Advanced Auctions LLC, and was a member of its European subsidiary's Board of Directors. He received extensive capital markets experience and held senior positions in trading and investment banking in New York and London while working for Merrill Lynch and Credit Suisse First Boston for nearly 12 years. He also served on TradeWeb LLC's Executive Board while head of CSFB's global electronic trading unit. In addition, he was a senior global bond Portfolio Manager with Oppenheimer Capital and member of its Fixed Income Strategy Group.

Steven is a member of SSgA's Executive Management Group (EMG), Senior Management Group (SMG) and Investment Committee. He has earned the Chartered Financial Analyst designation, is a certified Financial Risk Manager (FRM), a member of the Boston Security Analysts Society, the Association for Investment Management and Research (AIMR) and the Global Association of Risk Professionals (GARP).

He holds a BBA from Hofstra University, an MBA from Indiana University's Graduate School of Business and an Advanced Certificate of Investment Management from the London Business School.

Bernard P. Reilly, CFA Head of Asia Pacific SSgA - Australia

Bernard is Senior Managing Director of State Street Global Advisors (SSgA). He oversees the Asia Pacific region and is based in Sydney. Bernard is a member of SSgA's Executive Management Group.

Bernard joined SSgA in February 1992 after spending two years with State Street in the analytics area. Since joining SSgA, Bernard has held positions in the operations, portfolio management and marketing areas. He was previously Senior Managing Director of SSgA Asia, based in Hong Kong with business responsibility for the Hong Kong, Singapore and Sydney operations.

Bernard has a Bachelor of Economics degree with a major in Finance and Accounting from Macquarie University, Australia. He has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.

Peter Wood Senior Managing Director State Street Global Advisors

Peter Wood is a Senior Managing Director and Head of State Street Global Advisors Ireland Limited. He is a member of SSgA's European Executive Committee and Senior Management Group. Peter has close to 30 years experience in the investment industry, many of them with SSgA Ireland.

Peter held a number of senior roles within SSgA Ireland, most recently as Chief Operating Officer. Prior to that, he was Head of the Irish Customer Business, with responsibility for; pension funds, charity, corporate and retail clients from a business development and client relationship perspective. Peter also established and ran the Investment Support Unit with responsibility for ensuring client portfolios reflect house policy and consistency of performance across portfolios of similar mandates.

Prior to joining SSgA Ireland in 1985, Peter spent the previous five years with Allied Irish Investment Managers as a Portfolio Manager/Client Relationship Manager.

Peter is Vice Chairman and a board member of the Irish Association of Investment Managers.

Chris Johns CIO, Fundamental Equities Fundamental Equities

Chris Johns is CIO for Fundamental Equities, and is a Senior Managing Director of State Street Global Advisors and a member of the Executive Management Group. Chris joined SSgA Ireland in September 2006. In his prior role Chris was Head of Investments responsible for all the activities of the asset management area. 

Before joining SSgA Ireland, Chris was an Investment Strategist at Collins Stewart in the UK. His previous posts include Head of Global Strategy Research at ABN AMRO, Director of Investment Strategy at Allied Irish Capital Management, Dublin, and Chief Economist for Bank of Ireland. During the earlier years of his career Chris was an economist at UBS – Phillips & Drew, HM Treasury and at the National Institute of Economic and Social Research. 

He is a member of The Economic Research Advisory Panel since his appointment by the Welsh Assembly Government in April 2002. Chris is also a regular commentator in the media.

Mark McNulty Head, Institutional/Intermediary Clients SSgA - Ireland

Mark is a Managing Director of State Street Global Advisors and Head of Institutional and Intermediary Clients in Ireland. He is responsible for the relationship management and business development functions. He joined SSgA Ireland (formerly BIAM) in 2000 as a Relationship Manager and has since held a number of leadership positions in liability driven investing, index investing and investment solutions. Before joining SSgA Ireland he worked as fixed income dealer in AIB Capital Markets. Mark is a member of State Street Global Advisor’s Senior Management Group.

Mark holds a Master of Business Administration degree from University College Dublin, a Bachelor’s degree in Business Studies, and a Master of Science degree in Investments and Treasury, from Dublin City University. He is a former member of the Investment Committee of the Irish Association of Pension Funds and is a former board member of CFA Ireland.

Enda McMahon Head of EMEA Compliance State Street Global Advisors

Enda McMahon joined State Street Global Advisors Ireland Limited (formerly BIAM) in February 2000, becoming Global Head of Compliance in 2006. He was appointed Head of EMEA Compliance for State Street Global Advisors in February 2011.

Before joining SSgA Ireland, Enda was a financial regulator with the Securities & Exchanges Department of the Central Bank of Ireland where he led the investment intermediaries inspection team. Prior to this he was an audit manager with the Comptroller & Auditor General and an accountant in the finance department of Eagle Star Life Assurance.

A member of both the Chartered Institute of Management Accountants and the Chartered Institute for Securities and Investment, Enda's studies also include the MSc in Investment & Treasury examinations from Dublin City University Business School, and law in the Honourable Society of King's Inns.

He is long-standing Chairman of the Regulation & Compliance Committee of the Irish Association of Investment Managers and has been successful in influencing many new regulatory developments. Enda has also been a member of a number of Regulatory and Governmental Working Groups, including the Working Group established by the Government to examine issues arising from a stock broking collapse and the Financial Regulator's MiFID Implementation Forum. He remains a member of a number of other Groups including the Department of Finance Working Group on EU Alternative Investment Regulation.

Charles Lamb Head of Investment Support Unit SSgA - Ireland

Charles Lamb is a Managing Director of State Street Global Advisors Ireland Limited and Head of Investment Support Unit. In this role, Charles has responsibility for portfolio administration and for ensuring that client portfolios reflect house investment policy. He is also responsible for ensuring consistency of performance across portfolios which have similar mandates.

Charles joined SSgA Ireland (formerly BIAM) in 1999, having spent five years with JP Morgan Asset Management Services in London as Vice President and Joint Head of Operations. Prior to that, he spent three years with a large South African life assurance company in a financial accounting and treasury role and with KPMG for four years, qualifying as a Chartered Accountant in 1992. Charles moved into his current role as Head of the Investment Support Unit in 2005, having previously been Head of Risk Management.

A Business Studies graduate, he is also an Associate Member of the Association of Corporate Treasurers.