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September 6, 2010
Enhanced Equity
Core Equity
Core Equity Plus (S&P 500) 130-30
Value Equity
U.S. Market Neutral
US Low Volatility Equity
Global Low Volatility Equity
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Analytic People
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Analytic People
Client Service and Marketing
Name
Title
Responsibilities
Years of
Experience
Years
with Firm
Mark Osterkamp
Senior Director, Marketing & Client Service
19 Years
3 Years
Kevin Clark, CFA
Director, Marketing & Client Service
21 Years
11 Years
Katie Koehler, CFA
Director, Marketing & Client Service
16 Years
11 Years
George Matthews, CFA
Director, Marketing & Client Service
15 Years
1 Year
Seiko Shimada
Director, Marketing & Client Service
15 Years
6 Years
Mark Osterkamp, Senior Director, Marketing & Client Service
Mark Osterkamp is responsible for the management of the firm's sales, marketing and client relations teams as well as for the strategic development of the firm's marketing activities. Mark also works directly with clients and consultants. Mark's experience includes managing sales, marketing and client service teams across the U.S., Asia and Europe. Prior to joining Analytic Investors, Mark worked with Wilshire Associates, where he was in charge of all aspects of the Equity Analytics division. Prior to that role, he managed the global sales and marketing teams for the firm. He previously worked with Kayne Anderson Rudnick Investment Management as Director of Portfolio Analytics. Mark earned a B.S. from the University of Southern California.
Kevin Clark, CFA, Director, Marketing & Client Service
Kevin Clark is responsible for managing the firm's relationships with investment consultants and clients. Kevin served previously as Senior Marketing Associate with Transamerica Asset Management and as District Associate in Sales/Wholesaling for Franklin Templeton Funds. Kevin received a B.A. in Business Administration with an emphasis in Marketing, and a Minor in Sociology from Loyola Marymount University.
Katie Koehler, CFA, Director, Marketing & Client Service
Katie Koehler is responsible for managing the firm's relationships with investment consultants and clients. Katie was formerly with Wilshire Associates where she provided investment consulting services to corporate and endowment/foundation clients. She also previously worked at Ernst & Young, designing and developing computer systems in various industries including airlines and insurance. Katie holds an M.B.A. from the Anderson Graduate School of Management, University of California, Los Angeles and a B.S. in Computer Science from Duke University.
George Matthews, CFA, Director, Marketing & Client Service
George Matthews is responsible for managing the firm's relationships with investment consultants and clients. George was most recently with Wells Capital Management as a Senior Consultant Relationship Manager-Principal. He has also held roles as a Fixed Income Portfolio Manager at Wilshire Associates and Banc of America Capital Management. He earned an M.B.A. from the University of Oregon and a B.S. in Business Administration from California State University, Chico.
Seiko Shimada, Director, Marketing & Client Service
Seiko Shimada is responsible for managing the firm's relationships with investment consultants and clients, focusing on Japanese investors. Seiko was most recently at UAM Japan where she provided marketing and client servicing to institutional investors interested in the investment strategies of Old Mutual Asset Management affiliate firms. Seiko graduated from Sophia College in Japan.
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