Virtus AllianzGI Convertible & Income 2024 Target Term Fund

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.

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.

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.

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.