Virtus Dividend, Interest & Premium Strategy Fund

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.

John Mowrey is an executive managing director, senior portfolio manager/analyst, and chief investment officer of NFJ Investment Group, an affiliate of Virtus Investment Partners. Mr. Mowrey is responsible for the overall investment policy for all value equity portfolios, hiring new talent, and building out the team’s investment capabilities.

Mr. Mowrey joined NFJ in 2007 and has been quoted and featured in a number of national publications, including Barron’s, Kiplinger’s, and MarketWatch, and has been a featured guest on CNBC.

Mr. Mowrey earned a B.A. in political science from Rhodes College and an M.B.A. from Southern Methodist University. He is a Chartered Financial Analyst^® (CFA^®) charterholder. He began his career in the investment industry in 2007.

David 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.

R. Burns McKinney is a managing director and senior portfolio manager/analyst with NFJ Investment Group, an affiliate of Virtus Investment Partners.

Prior to joining NFJ in 2006, Mr. McKinney was an equity analyst at Evergreen Investments, an investment-banking analyst at Alex. Brown & Sons, a vice president in equity research at Merrill Lynch, and an equity analyst at Morgan Stanley. He has been quoted and featured in a number of national publications, including the Wall Street Journal and Barron’s, and has been a featured guest on CNBC and Bloomberg TV.

Mr. McKinney earned a B.A. in economics from Dartmouth College and an M.B.A. from The Wharton School, The University of Pennsylvania. He is a Chartered Financial Analyst® (CFA®) charterholder. He began his career in the investment industry in 1996.

Thomas Oliver is a managing director and senior portfolio manager/analyst with NFJ Investment Group, an affiliate of Virtus Investment Partners.

Prior to joining NFJ in 2005, Mr. Oliver was a manager of corporate reporting at Perot Systems and an auditor at Deloitte & Touche.

Mr. Oliver earned a B.B.A. and an M.B.A. from the University of Texas. He is a Chartered Financial Analyst® (CFA®) charterholder and has his Certified Public Accountant (CPA) designation. He began his career in the investment industry in 1995.

Kris Marca is a director and portfolio manager/research analyst at NFJ Investment Group, an affiliate of Virtus Investment Partners.

Prior to joining NFJ in 2011, Mr. Marca was on the equity derivatives desk at HBK Capital Management.

Mr. Marca earned a B.A. in biology from the University of Texas and an M.B.A. from Texas Christian University. He is a Chartered Financial Analyst® (CFA®) charterholder. He began his career in the investment industry in 2003.