Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund

Justin Kass is a portfolio manager, a managing director, CIO and co-head US Income and Growth Strategies 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.

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.

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.

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.