About KA Fund Advisors

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Professionals

• Adviser Overview
• Professionals
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FUND OFFICERS AND PROFESSIONALS

• Kevin S. McCarthy - Chairman, President and Chief Executive Officer
• Terry Hart - Chief Financial Officer and Treasurer
• J.C. Frey - Executive Vice President, Assistant Secretary and Assistant Treasurer
• Jim Baker - Executive Vice President
• Ron Logan - Senior Vice President
• Jody Meraz - Vice President
• David Shladovsky - Secretary and Chief Compliance Officer
• John Riley - Controller
• Adriana Jimenez - Controller
• Lindsey Reaves - Treasury Analyst
• Monique Vo - Vice President of Investor Relations

PORTFOLIO MANAGEMENT TEAM

Portfolio management is led by Messrs McCarthy and Frey. The portfolio management team includes:

• Kevin S. McCarthy - Managing Partner
• J.C. Frey - Managing Partner
• Jim Baker - Senior Managing Director
• Ron Logan - Managing Director
• Kurt Prohl - Managing Director
• David LaBonte - Senior Analyst
• Jody Meraz - Senior Vice President
• Alan Boswell - Vice President
• Michael Schimmel - Research Analyst
• David Schumacher - CFA - Research Analyst
• Justin Campeau - Research Analyst
• David Dunning - Research Analyst
• Aaron Terry - Research Analyst
• Eric Chang - Associate
• Jonathan Greenberg - Associate
• Harrison Little - Analyst
• Matt Ostendorf - Analyst