Portfolio Managers a. Any person who has authority to buy or sell securities for a bank, savings and loan institution, insurance company, investment company, investment advisor, or collective investment account.
Portfolio Managers g. Any person (including a natural person as well as an entity) who has authority to buy or sell securities for a bank, savings and loan institution, insurance company, investment company, investment adviser, or collective investment account or is an immediate family member of such a person that materially supports, or receives material support from, such person. For purposes hereof “collective investment account” means any hedge fund, investment partnership, investment corporation, or any other collective investment vehicle that is engaged primarily in the purchase and/or sale of securities, but does not include a “family investment vehicle” (a legal entity that is beneficially owned solely by immediate family members) or an “investment club” (a group of friends, neighbors, business associates, or others that pool their money to invest in stock or other securities and are collectively responsible for making investment decisions).
Portfolio Managers. The Portfolio Manager assigned by the Client to manage the Account, make investment decisions and place trading instructions with NBIN on behalf of the Client.
Portfolio Managers. The Portfolio Managers of the Fund are Xxxxx Xxxxxx and Xxxxxxx Xxxx. Xx. Xxxxxx is Senior Vice President, Senior Investment Officer and Director of the Fixed Income Department of the Manager. Xx. Xxxx is an Assistant Vice President and Portfolio Manager of the Manager. They are the persons principally responsible for the day-to-day management of the Fund's portfolio, and became the Fund's Portfolio Managers on August 28, 2000. Prior to joining the Manager in February 1996, Xx. Xxxxxx had been a Vice President and portfolio manager at Prudential Investment Corporation (March 1986 - February 1996). Xx. Xxxx is a portfolio manager of other Xxxxxxxxxxx funds and was formerly a Senior Quantitative Analyst for the Manager's Fixed Income Department's Quantitative Analysis Team from July 1998 until August 2000. Before joining the Manager in July 1998, Xx. Xxxx had been a quantitative analyst for Access Financial, a subsidiary of Cargill Financial Services Group since 1997, and was a teaching assistant, instructor and research assistant at the University of Minnesota from 1991 to 1998.
Portfolio Managers. If the Investor is purchasing as a Portfolio Manager, not for its own account, then each of its beneficial underlying "investors" is an Accredited Investor, has received an Offering Memorandum and signed the Risk Acknowledgement or the aggregate acquisition cost for each such underlying investor is not less than $97,000 (excluding Ontario residents all of whom must be an Accredited Investor) and the Portfolio Manager will complete Schedule A-2; and the Portfolio Manager,
Portfolio Managers. Drawing from their collective expertise, the Investment Management Team develops and implements strategies for the City based on a thorough, well-rounded analysis of investment ideas that are specific to the strategy and your investment objectives. Xxxxxxx (“Bill”) Xxxxxxx XX (CFA), Co-Chief Investment Officer, will serve as the primary portfolio manager for the City. Xxxx also serves as a member of the firm’s Executive Committee, Multi-Asset Class Committee, and is Co-Chair of the firm’s Economic, Market Analysis Committee and Credit Committee, and Multi-Asset Class Committee. Xxxxxx Xxxxxxx, Senior Portfolio Manager, will serve as the secondary portfolio manager for the City. He is responsible for implementing portfolio strategy and securities trading in client accounts. Xxx serves as Co-Chair of the Sector Committee.
Portfolio Managers. (a) If the Investor is purchasing as a Portfolio Manager then the aggregate acquisition cost for all of its underlying investors is not less than $97,000 and the Portfolio Manager,
Portfolio Managers. The Trading Advisor’s managers for Series J shall be Xxxxxxxx Xxxxxxxxx and Xxxxx Xxxx (the “Portfolio Managers”) and the Portfolio Managers shall be responsible for all investment and trading activity of Series J hereunder on behalf of the Trading Advisor. The Trading Advisor will notify the Managing Owner promptly if any Portfolio Manager either (i) dies, (ii) is adjudicated incompetent or becomes disabled for 90 consecutive days, (iii) otherwise ceases to be active in the affairs of Series J, or (iv) ceases (or threatens to cease) being employed by the Trading Advisor.
Portfolio Managers. If the Subscriber is purchasing as a Portfolio Manager, not for its own account, then each of its beneficial underlying "Subscribers" is an Accredited Subscriber, or the aggregate acquisition cost for each such underlying Subscriber is not less than $97,000 (excluding Ontario residents all of whom must be accredited) and the Portfolio Manager, manual numbering in this subsection
