Allianz Global Investors

Heather Bergman is a portfolio manager and a director with Allianz Global Investors. As a member of the Multi Asset US team, she manages Active Allocation strategies, and the investment functions around the 529 portfolios. She also focuses on the due diligence efforts into underlying investment strategies in the U.S. for both internal and external managers and actively contributes to the team’s fundamental research.

Prior to joining Allianz Global Investors in 2011, Ms. Bergman taught at UCLA. Before that, she was an analyst at a global hedge fund.

Ms. Bergman earned a B.A. from Georgetown University, an M.A. from Columbia University, and a Ph.D. in international political economy from the University of California, Los Angeles. She began her career in the investment industry in 2005.

Huachen Chen is a senior portfolio manager and a managing director with Allianz Global Investors. He is co-lead portfolio manager of several Technology portfolios.

Prior to joining Allianz Global Investors in 1984, Mr. Chen worked for IBM and Intel Corporation, where he had responsibilities for semiconductor process engineering.

Mr. Chen earned a B.S. in engineering from Cornell University, an M.S. in engineering from Northwestern University, and an M.B.A. from the University of California, Berkeley. He is a chartered Financial Analyst® (CFA®). He began his career in the investment industry in 1984.

James Chen is a portfolio manager, a senior research analyst, and a director with Allianz Global Investors. He is a member of the US Technology team and is responsible for analyzing mid- to large-capitalization semiconductor and semiconductor-equipment companies. Mr. Chen also assists the team in the management of several technology-specific portfolios.

Prior to joining Allianz Global Investors in 2006, Mr. Chen worked at Primarius Capital, where he was a senior analyst and co-portfolio manager of several long/short portfolios. Before that, he worked at Engemann Asset Management as a technology analyst and portfolio manager of growth-oriented mid- to large-cap portfolios. Earlier in his career, Mr. Chen was a senior consultant with Deloitte & Touche, as well as a loan officer with Wells Fargo Bank.

Mr. Chen earned a B.S. in mechanical engineering, an M.B.A. in finance and accounting, and an M.S.B.A. in investments from the University of Southern California. He is a chartered Financial Analyst® (CFA®). He began his career in the investment industry in 1993.

Christopher Chin is a portfolio manager, senior analyst, and director on the Healthcare team at Allianz Global Investors. He is responsible for conducting primary research into the drivers of alpha in the medical industry across medtech, biotechnology, and therapeutics.

Prior to joining Allianz Global Investors in 2018, Mr. Chin held senior roles at Senzar Asset Management, Hudson Bay Capital Management, and Morgan Stanley FrontPoint Partners. Earlier in his career, he was a practicing medical doctor in Australia and New Zealand.

Mr. Chin earned a medical degree from the University of Otago, New Zealand, and a graduate diploma in applied finance and investment from the Securities Institute, Australia. He began his career in the investment industry in 2000.

Raymond Cunha is a senior portfolio manager and a director with Allianz Global Investors. He has portfolio-management and research responsibilities for the US Small & Mid Cap team. Previously, he was a senior industrials research analyst.

Prior to joining Allianz Global Investors in 2009, he was a vice president and senior analyst at State Street Global Advisors. Before that, he was an analyst and portfolio manager in the U.S. active quantitative strategies group at State Street.

Mr. Cunha earned a B.A. in business from the University of Massachusetts and an M.B.A. from Boston University. He is a chartered Financial Analyst® (CFA®) and a member of The Boston Security Analysts Society and began his career in the investment industry in 1993.

James Dudnick is a portfolio manager and a director with Allianz Global Investors. He has portfolio management and research responsibilities for the Short Duration High Income team.

Prior to joining Allianz Global Investors in 2005, Mr. Dudnick was a financial professional at Merrill Lynch, working with both individual and institutional clients. Before that, he worked at Goldman Sachs as a financial analyst in the investment management division, where he conducted research and executed trades.

Mr. Dudnick earned a B.B.A. with high distinction in business administration from the University of Michigan Business School. He is a chartered Financial Analyst® (CFA®). He began his career in the investment industry in 2000.

Moritz Dufner is a portfolio manager and a vice president with Allianz Global Investors. He has research responsibilities for the US Small & Mid Cap team. Prior to joining the team, Mr. Dufner was a member of the firm’s global investment graduate program, conducting research analysis for equity investment teams in San Francisco and Frankfurt, Germany. Mr. Dufner joined Allianz Global Investors in 2014.

Mr. Dufner earned a B.S. from the University of Tübingen, Germany and an M.S. in banking and finance from Stockholm University School of Business, Sweden. He is a chartered Financial Analyst® (CFA®). He began his career in the investment industry in 2014.

Raphael Edelman is a senior portfolio manager, CIO Large Cap Select & Core Growth Equities and a managing director with Allianz Global Investors.

Prior to joining Allianz Global Investors in 2004, Mr. Edelman worked at Alliance Capital Management, where he managed large-cap institutional equity portfolios. Earlier in his career, he was a research analyst specializing in the consumer products and services sector.

Mr. Edelman earned a B.A. in history from Columbia College and an M.B.A. in finance from New York University. He began his career in the investment industry in 1984.

Heinrich Ey is a portfolio manager, a director, and co-CIO European Small Cap with Allianz Global Investors. He has portfolio management and research responsibilities for the Europe Small Cap Equity team.

He was previously a trader for equity, bonds, and derivative products at Allianz Global Investors. In 1999, Mr. Ey joined the European funds management team to manage institutional and retail funds before moving to the European Research team in 2002. Prior to joining the firm in 1995, he worked as a trainee at L-Bank.

Mr. Ey earned an M.B.A. from Baden-Wuerttemberg Cooperative State University Karlsruhe, Germany. He is a chartered Financial Analyst® (CFA®) and holds the DVFA/Certified European Financial Analyst designation. He began his career in the investment industry in 1992.

Douglas Forsyth is a portfolio manager, a managing director, and CIO US Income & Growth Strategies with Allianz Global Investors. He is the head of the firm’s Income and Growth Strategies team and a member of the US Executive Committee. Mr. Forsyth has portfolio management, trading, and research responsibilities, and oversees all aspects of the Income & Growth platform’s business, including product development and implementation. He has been the lead portfolio manager for the firm’s US High Yield Bond strategy since its inception in 1994 and assumed lead portfolio management responsibility for the US Convertible strategy in 1998.

Mr. Forsyth has been managing CLO portfolios since 2006 and has been the lead portfolio manager on the Income & Growth strategy since its inception in 2007. In addition to management responsibility for institutional clients worldwide, Mr. Forsyth supervises multiple open-end and closed-end mutual funds and provides oversight for the US Short Duration High Income strategy.

Prior to joining Allianz Global Investors in 1994, Mr. Forsyth was an analyst at AEGON USA.

Mr. Forsyth earned a B.B.A. from The University of Iowa. He is a chartered Financial Analyst® (CFA®). He began his career in the investment industry in 1991.

Andreas Fruschki is a portfolio manager and Head of Global Thematic Equity with Allianz Global Investors. Mr. Fruschki’s investment-industry experience includes running the European Equity Research Department of Allianz Global Investors.

Prior to joining Allianz Global Investors in 2005, Mr. Fruschki held various legal positions in Berlin and also worked as a consultant in the corporate finance practice at PricewaterhouseCoopers in Hamburg, Germany.

Mr. Fruschki earned an M.B.A., focused on investment management, from the University of Western Sydney. He also holds a law degree from Humboldt University, Berlin, and passed his judicial bar exam in 2004. Mr. Fruschki is a chartered Financial Analyst® (CFA®). He began his career in the investment industry in 2000.

Kunal Ghosh is a senior portfolio manager and a managing director with Allianz Global Investors. He is head of the Systematic team.

Prior to joining Allianz Global Investors in 2006, Mr. Ghosh was a research associate and portfolio manager for Barclays Global Investors, where he built and implemented models for portfolio management. Before that, he was a quantitative analyst for Cayuga Hedge Fund.

Mr. Ghosh earned a B.Tech. from the Indian Institute of Technology, an M.S. in material engineering from the University of British Columbia, and an M.B.A. from Cornell University. He began his career in the investment industry in 2003.

Steven Gish is a portfolio manager and a director with Allianz Global Investors. He has portfolio management and research responsibilities on the Short Duration High Income team.

Prior to joining Allianz Global Investors in 2005, Mr. Gish was a senior research analyst with Roth Capital Partners. Before that, he worked in credit at a division of Deutsche Bank Group.

Mr. Gish earned a B.A. from the University of New Mexico and an M.B.A. from the University of Colorado. He is a chartered Financial Analyst® (CFA®). He began his career in the investment industry in 1995.

Stephen Jue is a portfolio manager, a senior research analyst, and a director with Allianz Global Investors, which he rejoined in 2017 after previously working with the firm from 2005 to 2014. He is a member of the US Technology team and focuses on hardware, networking, and software companies. Mr. Jue also assists the team in the management of several technology-specific portfolios.

Mr. Jue previously worked at Rainier Investment Management and RBC Capital Markets. Before that, he worked in various marketing, finance, and accounting roles with a division of Gillette; he was also a CPA with KPMG.

Mr. Jue earned a B.S. in business administration from Northeastern University and an M.B.A. from the University of Chicago Booth School of Business. He began his career in the investment industry in 2000.

Justin Kass is a portfolio manager and managing director with Allianz Global Investors. He has portfolio management, research, and trading responsibilities for the Income and Growth Strategies team.

In 2003, Mr. Kass was promoted to portfolio management and began handling day-to-day portfolio manager responsibilities for the firm’s US Convertible strategy in 2005. He is also a lead portfolio manager for the firm’s Income and Growth strategy since its inception in 2007. In addition to management responsibility for institutional clients, Mr. Kass is responsible for managing multiple closed-end and open-end mutual funds.

Prior to joining Allianz Global Investors in 2000, Mr. Kass interned on the Income and Growth Strategies team, adding significant depth to its proprietary Upgrade Alert Model.

Mr. Kass earned a B.S. from the University of California, Davis, and an M.B.A. from the UCLA Anderson School of Management. He is a chartered Financial Analyst® (CFA®). He began his career in the investment industry in 1998.

Mikhail Krayzler is a portfolio manager and director with Allianz Global Investors, which he joined in 2009. As a member of the Multi Asset US team, he is primarily responsible for managing and researching liquid alternative strategies. Mr. Krayzler has longstanding experience in derivatives and quantitative finance both in industry and academia.

Mr. Krayzler earned a Ph.D. in mathematical finance and a M.Sc. in finance and information management from Technical University of Munich, and a B.Sc. in applied mathematics and informatics from Nizhny Novgorod State Technical University. He began his career in the investment industry in 2009.

Claudio Marsala is a portfolio manager, director, and Head of Multi Asset US with Allianz Global Investors. He is responsible for overseeing the investment process, performance, and management for the Multi Asset US and Global Multi Asset Alternatives teams. As a member of the Global Multi Asset R&D team, he also contributes to research on systematic alpha strategies.

Mr. Marsala previously led the quantitative efforts of the firm’s Multi Asset team in Italy. Prior to that, he worked in risk management.

Mr. Marsala earned a degree in economics and financial markets from the University of Pisa in Italy and a master’s degree in quantitative finance from the University of Turin. He began his career in the investment industry in 2001 with Allianz Global Investors.

Mr. Mehrmann is a portfolio manager and a director with Allianz Global Investors. He has portfolio management and research responsibilities for the Europe Small Cap Equity team.

Prior to joining the team in 2004, he was a portfolio manager in the European Large Caps team and the Balanced/Multi Assets team of Allianz Global Investors. Mr. Mehrmann joined the firm in 2001.

Mr. Mehrmann earned a B.S. in computer science from James Madison University and an M.B.A. from EBS International University Schloss Reichartshausen, Germany. He began his career in the investment industry in 2001.

Robbie Miles is a co-lead portfolio manager and a vice president with Allianz Global Investors. He co-manages the food security strategy and is a member of the Global Thematic team where he researches and develops investment themes globally, with a specific focus on themes aligned to SDGs and other societal goals. Earlier in his career at the firm, Mr. Miles was an ESG analyst for six years in San Francisco and London. Prior to joining Allianz Global Investors in 2014, he qualified as a Chartered Accountant with PwC.

Mr. Miles earned a B.A. in environment & business from the University of Leeds. He is a Chartered Financial Analyst^® (CFA®) Charterholder. He began his career in the investment industry in 2010.

Kimberlee Millar is a director, portfolio manager, and analyst at Allianz Global Investors. As a generalist for the Disciplined Equities group, her primary responsibility is conducting company research, while assisting in the improvement of the group’s overall investment processes and contributing to its portfolio management efforts.

Before joining Allianz Global Investors in 2005, Ms. Millar was an assistant economist at the Investment Company Institute, producing mutual fund industry research for the firm’s research and marketing departments. Prior to that, she worked at Heiden Associates Inc., an economic consulting firm located in Washington, D.C.

Ms. Millar earned B.A. in economics from the University of Calgary. She is a Chartered Financial Analyst® (CFA®) charterholder. She began her career in the investment industry in 1998.

Gunnar Miller is Global Director of Research, and has served as Global Head of Equity Research, Head of Equity Research Europe, and Sector Team Head/Research Analyst for European Technology at Allianz Global Investors. In his role as Director of Research, Mr. Miller has been instrumental in integrating the analysis of environmental, social, and governance factors across the investment platform. He also co-manages the Allianz Thematica fund.

Prior to joining Allianz Global Investors in 2003, Mr. Miller spent one year as an analyst covering European semiconductors in Frankfurt and four years in New York covering U.S. semiconductor equipment for Goldman Sachs. Prior to that, he spent eight years as an analyst covering U.S. semiconductor equipment and electronics distribution at Paine Webber and Kidder Peabody, and three years as a financial analyst. He was ranked number one in the annual U.S. Institutional Investor poll from 1996 through 2001 after placing second in 1995, and top four in the annual Greenwich Associates buy-side poll from 1994 through 2001.

Mr. Miller served as a member of the board of directors of the DVFA Society of Investment Professionals in Germany; chairman of the Corporate Reporting Users’ Forum (CRUF) Germany; as a board member of XBRL International Inc. (XII); and on the Accounting Council of the UK Financial Reporting Council (FRC). He graduated Phi Beta Kappa with a B.A. (magna cum laude) in economics from Lehigh University. He began his career in the investment industry in 1987.

Koji Nakatsuka is a senior portfolio manager and a director with Allianz Global Investors. He is a member of the Japan Equity team.

Prior to joining Allianz Global Investors in 2005, Mr. Nakatsuka managed a mid/small cap investment trust at Goldman Sachs Asset Management. Before that, he was at Schroder Investment Management Japan as an equity analyst for mid/small caps.

Mr. Nakatsuka earned a B.A. in law from Sophia University. He is a chartered Financial Analyst® (CFA®) and he holds the CMA designation. He began his career in the investment industry in 2002.

Andrew Neville is a portfolio manager and a director with Allianz Global Investors. He has portfolio management and research responsibilities for the Europe Small Cap Equity team.

Mr. Neville joined Allianz Global Investors in 2004 from Baring Asset Management where he managed small company mandates. Prior to joining Baring, he trained as a portfolio manager at AIB Govett Asset Management. Mr. Neville also previously worked as an audit manager for Deloitte & Touche.

Mr. Neville earned a B.S. in civil engineering from Imperial College London. He is a qualified chartered accountant and successfully passed the CFDS/DVFA program. He began his career in the investment industry in 1998.

David Oberto is a portfolio manager and a director with Allianz Global Investors. He has portfolio management, research, and trading responsibilities for the Income and Growth Strategies team. He has been a portfolio manager for the firm’s US High Yield Bond strategy since 2017. In addition to management responsibility for institutional clients, Mr. Oberto is responsible for managing multiple closed-end and open-end mutual funds.

Prior to joining Allianz Global Investors in 2007, Mr. Oberto was a portfolio administrator, a credit default swaps (CDS) account manager, and a trade-closer for Bain Capital. He began his career as an intern at Gabelli Asset Management.

Mr. Oberto earned a B.S.B.A. with a concentration in finance and a minor in economics from Fordham University and an M.S. in finance from the D’Amore-McKim School of Business at Northeastern University. He began his career in the investment industry in 2003.

Carl Pappo is CIO US Fixed Income and a managing director with Allianz Global Investors. As the leader of the US Fixed Income team, his responsibilities include chairing the core strategy team (which sets portfolio risk allocations) and acting as lead portfolio manager for a number of strategies.

Prior to joining Allianz Global Investors in 2017, Mr. Pappo worked at Columbia Threadneedle Investments, where he was head of the core fixed income team; earlier at the firm, he led the credit team and the investment grade research team. Before that, Mr. Pappo worked at Fleet Investment Advisors where he managed taxable fixed income funds and institutional portfolios. He began his career as a corporate bond trader.

Mr. Pappo earned a B.S. in accounting from Babson College. He is a chartered Financial Analyst® (CFA®). He began his career in the investment industry in 1993.

Jeffrey Parker is a senior portfolio manager, a managing director, and CIO Equity US with Allianz Global Investors. In addition, Mr. Parker oversees the Small Cap and Systematic Equity teams. He was previously head of the Growth team, and had portfolio management responsibilities for the Large and Mid Cap Growth products.

Prior to joining Allianz Global Investors in 1999, Mr. Parker was an assistant portfolio manager at Eagle Asset Management and a senior consultant at Andersen Consulting.

Mr. Parker earned a B.B.A. from University of Miami and an M.B.A. from Vanderbilt University. He is a chartered Financial Analyst® (CFA®). He began his career in the investment industry in 1990.

Mark Phanitsiri is a portfolio manager and a vice president with Allianz Global Investors. He has portfolio management and research responsibilities for the US Small & Mid Cap Growth team. He is also a member of the Global Insights portfolio management team, which he has worked on since joining the firm.

Prior to joining Allianz Global Investors in 2010, Mr. Phanitsiri worked on private and public equity investments at Sageview Capital and Thoma Bravo Equity Partners. Earlier in his career, Mr. Phanitsiri was a technology research analyst.

Mr. Phanitsiri earned a B.S.E. in mechanical and aerospace engineering from Princeton University, and an M.B.A. from Harvard Business School. He is a chartered Financial Analyst® (CFA®) and began his career in the investment industry in 2001.

Willow Piersol is a portfolio manager, a senior analyst, and a director with Allianz Global Investors. As a member of the US Fixed Income team and a credit sector specialist, her responsibilities include portfolio management and corporate credit research.

Prior to joining Allianz Global Investors in 2017, Ms. Piersol was a senior corporate credit analyst at Columbia Threadneedle Investments. Before that, she was a credit analyst and senior portfolio analyst at Putnam Investments. Earlier in her career, she held positions as fixed income analyst, trader, and fund manager at BankBoston.

Ms. Piersol earned a B.A. and an M.A. from Boston University. She is a chartered Financial Analyst® (CFA®). She began her career in the investment industry in 1998.

Paul Pietranico is a portfolio manager and a director with Allianz Global Investors. As the head of Active Allocation Strategies on the Multi Asset US team, he is the lead portfolio manager for the Multi Asset Income and Global Dynamic Allocation strategies, and he oversees portfolio managers running other active allocation strategies for Multi Asset US.

Prior to joining Allianz Global Investors in 2005, Mr. Pietranico worked at Charles Schwab & Co., focusing on research related to portfolio simulation, optimization, and construction, asset allocation, retirement planning, and investment manager due diligence.

Mr. Pietranico earned a B.S. in physics, an M.A. in philosophy of science, and an M.S. in engineering economic systems and operations research from Stanford University. He is a chartered Financial Analyst® (CFA®). He began his career in the investment industry in 1995.

Peter Pirsch is a senior portfolio manager, a senior analyst, and a director with Allianz Global Investors. He has management and research responsibilities for the Health Care team.

Prior to joining Allianz Global Investors in 2018, Mr. Pirsch worked at Aptigon Capital, Visium Asset Management, Surveyor Capital, Fred Alger Management, and C.R. Bard. Before that, Mr. Pirsch an associate director at UBS Investment Bank and an analyst at Wells Fargo.

Mr. Pirsch earned a B.A. in economics and international relations from Bucknell University, and an M.B.A. with a certificate in health sector management from Duke University, Fuqua School of Business. He is a chartered Financial Analyst® (CFA®). He began his career in the investment industry in 2006.

Miguel Pohl is a portfolio manager and Co-CIO European Small Cap with Allianz Global Investors. Mr. Pohl has portfolio management and research responsibilities for the Europe Small Cap Equity team.

Earlier in his career at the firm, Mr. Pohl was Head of Research for Allianz Aequitas and an analyst for Allianz SE. Prior to joining Allianz Global Investors in 2013, he developed hedge fund experience with U.S.-based Limited Partnership investments.

Mr. Pohl earned a degree in business administration from The University of Muenster, Germany, and a Master’s in accounting & finance from The University of Manchester, UK. He is a chartered Financial Analyst® (CFA®). He began his career in the investment industry in 2002.

Walter Price is a senior portfolio manager and a managing director with Allianz Global Investors. He is co-lead portfolio manager of the Global Technology strategy.

Prior to joining Allianz Global Investors in 1974, Mr. Price worked for Colonial Management, an investment advisory firm in Boston, where he became a senior analyst responsible for the chemical industry and the technology area.

Mr. Price earned a B.S. with honors in electrical engineering from MIT, and a B.S. and M.S. in management from the Sloan School at MIT. He is a chartered Financial Analyst® (CFA®). Mr. Price is a current director and past president of the MIT Club of Northern California. He also heads the Educational Council for MIT in the Bay Area and is a past chairman of the AIMR Committee on Corporate Reporting for the computer and electronics industries. He began his career in the investment industry in 1974.

Rohit Ramesh is a senior portfolio manager on the Systematic Equity team at Allianz Global Investors. He manages Best Styles mandates in the North American region and mandates focused on U.S. and global equities. Mr. Ramesh was previously a member of the firm’s Asia Pacific team, focusing on emerging market stocks.

Prior to joining Allianz Global Investors in 2007, he worked at DaimlerChrysler Asia Pacific in Singapore as an emerging markets analyst.

Mr. Ramesh earned a bachelor’s degree in finance and accounting from the University of Bombay, India. Subsequently, he earned a master’s degree in economics and public policy from the University of Pune, India as well as a master’s degree in economics and management from the National University of Singapore. Additionally, he earned M.B.A. in finance from University of St Gallen, Switzerland. He began his career in the investment industry in 2007.

Michael Seidenberg is a portfolio manager, an analyst, and a director with Allianz Global Investors. He is a member of the Global Technology team in the U.S.

Prior to joining Allianz Global Investors in 2009, Mr. Seidenberg worked at a number of hedge funds, including Pequot Capital, Andor Capital, and Citadel Investment Group. He has also worked in the software industry and at Oracle Corporation.

Mr. Seidenberg earned a B.S. in business administration from the University of Colorado and an M.B.A. with concentrations in finance and accounting from Columbia Business School. He began his career in the investment industry in 2001.

Stephen Sheehan is a portfolio manager and a vice president with Allianz Global Investors. As a member of the US Fixed Income team and a credit sector specialist, his responsibilities include portfolio management, corporate credit research, and trading.

Prior to joining Allianz Global Investors in 2017, Mr. Sheehan worked at Columbia Threadneedle Investments, where he held portfolio management, research, and trading roles. During this time he managed a range of intermediate and long-term fixed-income portfolios.

Mr. Sheehan earned an A.B. in economics from Harvard College. He is a chartered Financial Analyst® (CFA®). He began his career in the investment industry in 2009.

William Stickney is a portfolio manager and a managing director with Allianz Global Investors. He has portfolio management and research responsibilities for the Income and Growth Strategies team.

Prior to joining Allianz Global Investors in 1999, Mr. Stickney was a vice president of institutional fixed-income sales with ABN AMRO, Inc., where his primary focus was on high yield corporate securities. He also worked for Cowen & Company and Wayne Hummer & Company.

Mr. Stickney earned a B.S. in finance from Miami University, Ohio, and an M.B.A. from the Kellogg School of Management, Northwestern University. He began his career in the investment industry in 1989.

Stuart Winchester is a senior portfolio manager and a managing director with Allianz Global Investors. He is a member of the Asia Pacific investment team and is responsible for the firm’s Hong Kong mandates in global equity and balanced funds.

Prior to joining Allianz Global Investors in 1992, Mr. Winchester worked at Wood Gundy in Japan before transferring to Indonesia to run an affiliate joint venture merchant bank.

Mr. Winchester earned a Master’s degree in international management from the American Graduate School of International Management. He is a chartered Financial Analyst® (CFA®). He began his career in the investment industry in 1984.

Thorsten Winkelmann is a portfolio manager and managing director with Allianz Global Investors, which he joined in 2001. He is CIO of the Global Growth team, and is lead and co-lead portfolio manager on several strategies.

Prior to his current role, Mr. Winkelmann was a portfolio manager with the European Equity Core team and the Multi-Asset team, where he was responsible for managing the equity portions of European balanced products.

Mr. Winkelmann holds a Master’s degree in Economics from the University of Bonn. He began his career in the investment industry in 1996.

Michael Yee is a portfolio manager and a managing director with Allianz Global Investors. He has portfolio management, research, and trading responsibilities for the US Income and Growth Strategies team. He is also a lead portfolio manager for the firm’s Income and Growth strategy since its inception in 2007. In addition, Mr. Yee is responsible for managing multiple closed-end and open-end mutual funds.

Mr. Yee was previously an analyst for the Global and Systematic team with responsibilities focused on U.S. large cap equity strategies. In addition, he also worked in global portfolio administration and in client service.

Prior to joining Allianz Global Investors in 1995, Mr. Yee was a financial consultant for Priority One Financial/Liberty Foundation.

Mr. Yee earned a B.S. from the University of California, San Diego, and an M.B.A. from San Diego State University. He began his career in the investment industry in 1994.

Lu Yu is a portfolio manager and a managing director with Allianz Global Investors. She has portfolio management and research responsibilities for the Systematic team.

Prior to joining Allianz Global Investors in 2003, Ms. Yu was a risk analyst for Provident Advisors LLC.

Ms. Yu earned a B.S. from Nanjing University, China, and an M.S. from the University of Southern California and the National University of Singapore. She holds the chartered Financial Analyst® (CFA®) and CIPM designations, and was formerly president of the CFA Society San Diego. She began her career in the investment industry in 2002.

Michael Zazzarino is a senior portfolio manager and a director with Allianz Global Investors. As a member of the US Fixed Income team and a structured specialist, his responsibilities include portfolio management, structured research, and trading.

Prior to joining Allianz Global Investors in 2017, Mr. Zazzarino was a portfolio manager at Columbia Threadneedle Investments and was also lead strategist of structured products for the core fixed income team at the firm. Before that, Mr. Zazzarino was a senior portfolio manager at U.S. Trust, and a portfolio manager, analyst, and trader at both Brown Brothers Harriman and Eastbridge Capital.

Mr. Zazzarino earned a B.S. in mechanical engineering from Lafayette College and an M.B.A. in finance from Columbia Business School. He began his career in the investment industry in 1988.