Morningstar Manager Research: Practice Group Overview February 16, 2018 Global Head of Research Haywood Kelly Jeffrey Ptak Head of Manager Research Grant Kennaway Global Practice Leader, Manager Research Christopher Traulsen, Ratings, Global Manager Research Ben Johnson,, Global Manager Research Jon Hale, Sustainability Research, Global Manager Research Michael Breen, Operations and Training John Rekenthaler of Research Page-1
Grant Kennaway Global Practice Leader Laura Lutton, Manager Research Practice, North America Javier Saenz de Cenzano, Manager Research Practice, EMEA Wing Chan of Manager Research, Asia Chris Douglas, Manager Research Ratings, Asia- Pacific Jonathan Miller, Manager Research Ratings, Jackie Beard of Manager Research Services, EMEA Tim Murphy of Manager Research Services, Asia- Pacific Page-2
North America Laura Lutton, Manager Research Practice, North America Daniel Culloton, Non-U.S. Strategies Katie Reichart, U.S. Strategies Alternative Jeff Holt Russ Kinnel, Ratings Alex Bryan Sarah Bush Peter Di Teresa Head of Manager Selection Christopher Davis Senior Greg Carlson Senior Thomas Lancereau Martinique *Open Position Associate Phillip Yoo Adam McCullough Karin Anderson Associate Elizabeth Foos Senior Brian Killian Daniel Farkas Gregg Wolper Senior Bill Rocco Senior Leo Acheson Senior Patricia Oey Senior Daniel Sotiroff Eric Jacobson Senior Maciej Kowara Senior Josh Charlson Shannon Zimmerman Kevin McDevitt Senior David Kathman Senior Jason Kephart Senior Tayfun Icten Senior Kenneth Oshodi Emory Zink Sanj Patel Cory Eagerman Associate Andrew Daniels Senior Alec Lucas Senior Gretchen Rupp Jonathan Wallace Brian Moriarty Benjamin Joseph Emily Luskind Kathryn Wing Associate Christopher Franz George Georgiev Heather Larsen Jesse Dashefsky Associate Zachary Patzik Alaina Bompiedi Robby Greengold Tony Thomas Jimmy Wen Linda Abu Mushrefova Shannon Yan Connor Young Associate Page-3
Cross-Border EMEA Javier Saenz De Cenzano, Manager Research Practice, EMEA Muna Abu-Habsa, Ratings, Cross Border Mara Dobrescu Associate Alternatives Matias Möttölä Associate Natalia Wolfstetter Germany Jeffrey Schumacher Associate Benelux Niels Faassen Senior Benelux Barbara Claus Senior Germany Francesco Paganelli Italy Mathieu Caquineau Senior France Ronald Van Genderen Benelux Page-4
Cross-Border Asia Wing Chan of Manager Research, Asia Alternatives Rachel Wang Germaine Share Associate Hong Kong Niki Wu Senior Don Yew Singapore Yiming Li Jackie Choy Hong Kong Mark Laidlaw Senior Hong Kong Jingxia Dai Lim Yao Associate Claire Liang Andy Huang Yuyuan Li Associate Page-5
Asia-Pacific Chris Douglas, Manager Research Ratings, Asia-Pacific Tim Murphy of Manager Research Services, Asia-Pacific Alexander Prineas Associate Alternatives Kunal Kotwal Senior Tim Wong Associate Michael Malseed Senior Ross Macmillan Senior Anshula Venkataraman Elliot Lucas Kaustubh Belapurkar Nehal Meshram Senior Andy Jung Korea Peter Gee Research Consultant Himanshu Srivastava Senior Kavitha Krishnan Senior Sarah Fox Andrew Miles Matt Wilkinson Senior Page-6
United Kingdom Jonathan Miller, Manager Research Ratings, Jackie Beard of Manager Research Services, EMEA Simon Dorricott Associate Ashis Dash Associate Alternatives Hortense Bioy Peter Brunt Senior David Holder Senior Irene Ruiz Randal Goldsmith Senior Jose Garcia-Zarate Associate Monika Dutt Lena Tsymbaluk Fatima Khizou Dimitar Boyadzhiev Kenneth Lamont Samuel Meakin Page-7