Institutional Investors

Institutional Investors

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Howard Present

Howard Present

President and Chief Executive Officer
F-Squared Investments, Inc.

Mr. Present is a co-founder, president and CEO of F-Squared Investments. Prior to F-Squared Investments, he was founder and president of Helicon Partners LLC, a boutique management firm specializing in new business development within the financial services industry.

Previously, Mr. Present was managing director at Evergreen Investments, where he was a member of the Evergreen executive committee. Mr. Present ran global product management and strategy for the firm, led the successful multi-billion dollar business launch into closed-end funds, and was business owner of the Alternative Investments, Managed Accounts, and 529 businesses. He was also a lead participant in the firm's M&A efforts.

Prior to joining Evergreen, he was a managing director at Putnam Investments, where he founded the firm's Corporate Product Management department. He also was partner and director of strategy for the Boston Financial Group, a leader in the real estate investment industry, and spent six years at Chase Manhattan Private Bank, where he ran the firm's offshore fund business.

Mr. Present earned a B.S. in petroleum engineering from the University of Texas at Austin and an M.B.A. from Emory University, where he was awarded the Robert W. Woodruff Fellowship for academic excellence.

Mr. Present is frequently quoted in the financial press and is a recurring guest on CNBC. He has authored or co-authored several strategy white papers and research studies covering the investment industry, including a 2006 study in conjunction with Financial Research Corporation entitled THE NEW GATEKEEPERS: Navigating the Investment Manager Selection Process at Distributors.