董事介绍
注：董事持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Karen Hammond | 女 | Trustee | 70 | 未披露 | 未持股 | 2026-10-01 |
| Jacques P. Perold | 男 | Chairman of the Board and Trustee | 68 | 未披露 | 未持股 | 2026-10-01 |
| David H. Chow | 男 | Trustee | 69 | 未披露 | 未持股 | 2026-10-01 |
| Susan B. Kerley | 女 | Trustee | 75 | 未披露 | 未持股 | 2026-10-01 |
| Alan R. Latshaw | 男 | Trustee | 75 | 未披露 | 未持股 | 2026-10-01 |
| Richard S. Trutanic | 男 | Trustee | 74 | 未披露 | 未持股 | 2026-10-01 |
| Nam Abou Jaoudé | 男 | Trustee | 60 | 未披露 | 未持股 | 2026-10-01 |
| Stephanie Lynch | 女 | Trustee | 59 | 未披露 | 未持股 | 2026-10-01 |
| Adeel Jivraj | 男 | Trustee | 56 | 未披露 | 未持股 | 2026-10-01 |
高管介绍
注：高管持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Kirk C. Lehneis | -- | President | 52 | 未披露 | 未持股 | 2026-10-01 |
| Jack R. Benintende | -- | Principal Financial and Accounting Officer and Treasurer | 62 | 未披露 | 未持股 | 2026-10-01 |
| J. Kevin Gao | -- | Chief Legal Officer and Secretary | 59 | 未披露 | 未持股 | 2026-10-01 |
| Scott T. Harrington | -- | Vice President – Administration | 67 | 未披露 | 未持股 | 2026-10-01 |
| Kevin M. Gleason | -- | Chief Compliance Officer and Vice President | 59 | 未披露 | 未持股 | 2026-10-01 |
董事简历
中英对照 | 中文 | 英文- Karen Hammond
-
Karen Hammond从2007年到2013年担任Devonshire Investors（Fidelity的私人股本集团）的董事总经理。从1993年到2007年她在Fidelity担任许多职位。她是Fidelity Management & Research Company股票研究的副总裁兼首席行政官，Fidelity Management & Research Company国际股市副组长的副总裁，Fidelity Investments Japan投资的首席运营官，FMR Corp.的高级副总裁和公司财务主管以及Fidelity Management & Research Company投资服务的高级副总裁。在Fidelity工作之前，她是the Boston Five Cents Savings Bank的财务主管和首席财务官。她是the Nellie Mae Education Foundation和the International Institute of New England的董事，是Simmons College的理事和副主席。她是the Moses Brown School的董事会成员。她是the RISD Museum的管理者。她是CFA执照持有者。
Karen Hammond has served as a Trustee since December 2021 and as an Advisory Board Member of the NYLIM Group of Funds from June 2021 to December 2021. Ms. Hammond has served as the Chair of the Contracts Committee since January 2025 and served as the Chair of the Risk and Compliance Oversight Committee from 2021 to 2024. Ms. Hammond serves as an Audit Committee Financial Expert for the NYLIM Group of Funds. Ms. Hammond has over 30 years of experience in the investment management industry, spending the majority of her career with Fidelity Investments from 1993 to 2013. Ms. Hammond served as Senior Vice President of Investment Services for Fidelity Management & Research Company from 2005 to 2007 and, most recently, was Managing Director of a private equity group within Fidelity from 2007 until 2013. Ms. Hammond also served as a director of real estate investment trusts beginning in 2014. Since 2017, Ms. Hammond has also been a member of the Rhode Island State Investment Committee. Ms. Hammond has been a CFA Charterholder since 1987 and also serves as a director for Two Harbors Investment Corp and Blue Cross Blue Shield of Rhode Island. - Karen Hammond从2007年到2013年担任Devonshire Investors（Fidelity的私人股本集团）的董事总经理。从1993年到2007年她在Fidelity担任许多职位。她是Fidelity Management & Research Company股票研究的副总裁兼首席行政官，Fidelity Management & Research Company国际股市副组长的副总裁，Fidelity Investments Japan投资的首席运营官，FMR Corp.的高级副总裁和公司财务主管以及Fidelity Management & Research Company投资服务的高级副总裁。在Fidelity工作之前，她是the Boston Five Cents Savings Bank的财务主管和首席财务官。她是the Nellie Mae Education Foundation和the International Institute of New England的董事，是Simmons College的理事和副主席。她是the Moses Brown School的董事会成员。她是the RISD Museum的管理者。她是CFA执照持有者。
- Karen Hammond has served as a Trustee since December 2021 and as an Advisory Board Member of the NYLIM Group of Funds from June 2021 to December 2021. Ms. Hammond has served as the Chair of the Contracts Committee since January 2025 and served as the Chair of the Risk and Compliance Oversight Committee from 2021 to 2024. Ms. Hammond serves as an Audit Committee Financial Expert for the NYLIM Group of Funds. Ms. Hammond has over 30 years of experience in the investment management industry, spending the majority of her career with Fidelity Investments from 1993 to 2013. Ms. Hammond served as Senior Vice President of Investment Services for Fidelity Management & Research Company from 2005 to 2007 and, most recently, was Managing Director of a private equity group within Fidelity from 2007 until 2013. Ms. Hammond also served as a director of real estate investment trusts beginning in 2014. Since 2017, Ms. Hammond has also been a member of the Rhode Island State Investment Committee. Ms. Hammond has been a CFA Charterholder since 1987 and also serves as a director for Two Harbors Investment Corp and Blue Cross Blue Shield of Rhode Island.
- Jacques P. Perold
-
Jacques P. Perold，自2016年起担任受托人，并于2015年6月至2015年12月担任New York Life Investments Group of Funds的顾问委员会成员。Perold先生自2025年1月起担任董事会主席，并于2018年至2024年担任合同委员会主席。从1986年到2014年，他在Fidelity Investments和Geode Capital Management度过了他职业生涯的大部分时间。他曾担任Fidelity Management and Research Co.（富达家族共同基金的投资顾问）的总裁（从2009年到2014年从富达退休）。直到2014年5月，他是ICI董事会和执行委员会的成员。他拥有超过25年的经验，担任机构和共同基金投资组合的股票和另类投资的高级执行官和投资经理，在交易、研究和投资组合管理方面担任职务。Perold先生自2017年起担任MSCI Inc.的董事会成员，自2015年12月起担任The Allstate Corporation的董事会成员。2008年至2019年，他还担任波士顿大学投资委员会成员，并担任该大学的受托人，直到2019年。自2019年以来，他一直担任Partners in Health的受托人。此外，他曾担任CapShift Advisors LLC （sec注册的投资顾问公司）的首席执行官，并自2022年起担任董事会主席。
Jacques P. Perold has served as a Trustee since 2016 and as an Advisory Board Member of the NYLIM Group of Funds from June 2015 to December 2015. Mr. Perold has served as the Chair of the Board since January 2025 and served as the Chair of the Contracts Committee from 2018 to 2024. Mr. Perold spent the majority of his career at Fidelity Investments and Geode Capital Management, from 1986 until 2014. Mr. Perold was president of Fidelity Management and Research Co., the investment advisor for Fidelity's family of mutual funds, a position he held from 2009 until his retirement from Fidelity in 2014. He was, until May of 2014, a member of the Board of Governors and the Executive Committee of the ICI. Mr. Perold has more than 25 years of experience as a senior executive and investment manager of equity and alternative investments for institutional and mutual fund portfolios, with roles in trading, research and portfolio management. Mr. Perold has served as a member of the Board of Directors of MSCI Inc. since 2017 and of the Allstate Corporation since December 2015. He also served as a member of Boston University's Investment Committee from 2008 to 2019 and was a Trustee of the University until 2019. Since 2019, Mr. Perold has served as a Trustee at Partners in Health. In addition, Mr. Perold previously served as the Chief Executive Officer of CapShift Advisors LLC, a SEC registered investment adviser, and has served as Chair of the Board since 2022. - Jacques P. Perold，自2016年起担任受托人，并于2015年6月至2015年12月担任New York Life Investments Group of Funds的顾问委员会成员。Perold先生自2025年1月起担任董事会主席，并于2018年至2024年担任合同委员会主席。从1986年到2014年，他在Fidelity Investments和Geode Capital Management度过了他职业生涯的大部分时间。他曾担任Fidelity Management and Research Co.（富达家族共同基金的投资顾问）的总裁（从2009年到2014年从富达退休）。直到2014年5月，他是ICI董事会和执行委员会的成员。他拥有超过25年的经验，担任机构和共同基金投资组合的股票和另类投资的高级执行官和投资经理，在交易、研究和投资组合管理方面担任职务。Perold先生自2017年起担任MSCI Inc.的董事会成员，自2015年12月起担任The Allstate Corporation的董事会成员。2008年至2019年，他还担任波士顿大学投资委员会成员，并担任该大学的受托人，直到2019年。自2019年以来，他一直担任Partners in Health的受托人。此外，他曾担任CapShift Advisors LLC （sec注册的投资顾问公司）的首席执行官，并自2022年起担任董事会主席。
- Jacques P. Perold has served as a Trustee since 2016 and as an Advisory Board Member of the NYLIM Group of Funds from June 2015 to December 2015. Mr. Perold has served as the Chair of the Board since January 2025 and served as the Chair of the Contracts Committee from 2018 to 2024. Mr. Perold spent the majority of his career at Fidelity Investments and Geode Capital Management, from 1986 until 2014. Mr. Perold was president of Fidelity Management and Research Co., the investment advisor for Fidelity's family of mutual funds, a position he held from 2009 until his retirement from Fidelity in 2014. He was, until May of 2014, a member of the Board of Governors and the Executive Committee of the ICI. Mr. Perold has more than 25 years of experience as a senior executive and investment manager of equity and alternative investments for institutional and mutual fund portfolios, with roles in trading, research and portfolio management. Mr. Perold has served as a member of the Board of Directors of MSCI Inc. since 2017 and of the Allstate Corporation since December 2015. He also served as a member of Boston University's Investment Committee from 2008 to 2019 and was a Trustee of the University until 2019. Since 2019, Mr. Perold has served as a Trustee at Partners in Health. In addition, Mr. Perold previously served as the Chief Executive Officer of CapShift Advisors LLC, a SEC registered investment adviser, and has served as Chair of the Board since 2022.
- David H. Chow
-
David H.Chow自2016年起担任MainStay Group of Funds的一个或多个注册人的受托人，并于2015年6月至2015年12月担任MainStay Group of Funds的一个或多个注册人的顾问委员会成员。自2017年以来，周先生一直担任The Mainstay Group of Funds的一个或多个注册者的风险与合规监督委员会主席。Chow先生担任The Mainstay Group of Funds的一个或多个注册者的审计委员会财务专家。他是Dancourt Management，LLC的创始人兼首席执行官，该公司自2012年以来是一家注册投资顾问，自1999年以来是一家战略咨询公司。Chow先生在投资管理行业拥有超过30年的经验，包括担任机构私募股权基金的普通合伙人15年。他自2008年以来担任VanEck Vectors ETF Trust的独立主席，自2006年以来担任受托人。2009年以来，他一直担任Berea College的受托人，任职于执行委员会，也是投资委员会的主席。从2008年到2015年，他曾担任Forward Management公司（投资管理公司，专注于替代战略）的董事会成员兼审计委员会主席。Chow先生自2012年以来一直在IDC的管理委员会任职。自1989年以来，他一直是CFA特许持有人，是斯坦福德CFA协会的前主席，并于2009年至2017年担任该协会的董事会成员。
David H. Chow has served as a Trustee since 2016 and as an Advisory Board Member of the NYLIM Group of Funds from June 2015 to December 2015. Mr. Chow has served as the Chair of the Investment Committee since January 2022. Mr. Chow served as the Chair of the Risk and Compliance Oversight Committee from 2017 to 2021. He is founder and CEO of DanCourt Management, LLC, a Registered Investment Advisor since 2012 and a strategy consultancy since 1999. Mr. Chow has over 35 years of experience in capital markets and investments including 15 years as general partner of institutional private equity funds. He has served as a trustee of the VanEck Vectors ETF Trust since 2006 and as Independent Chairman from 2008 to 2022. From 2009 to 2024, he was a trustee of Berea College, serving on the Executive Committee and as the Chairman of the Investment Committee. From 2008 to 2015, he served as a board member and Chairman of the Audit Committee of Forward Management, LLC, an investment management firm specializing in alternative strategies. Mr. Chow served on the Governing Council of the IDC from 2012 to 2020. He has been a CFA Charterholder since 1989, is a former President, and served on the board, of the CFA Society of Stamford from 2009 to 2017. - David H.Chow自2016年起担任MainStay Group of Funds的一个或多个注册人的受托人，并于2015年6月至2015年12月担任MainStay Group of Funds的一个或多个注册人的顾问委员会成员。自2017年以来，周先生一直担任The Mainstay Group of Funds的一个或多个注册者的风险与合规监督委员会主席。Chow先生担任The Mainstay Group of Funds的一个或多个注册者的审计委员会财务专家。他是Dancourt Management，LLC的创始人兼首席执行官，该公司自2012年以来是一家注册投资顾问，自1999年以来是一家战略咨询公司。Chow先生在投资管理行业拥有超过30年的经验，包括担任机构私募股权基金的普通合伙人15年。他自2008年以来担任VanEck Vectors ETF Trust的独立主席，自2006年以来担任受托人。2009年以来，他一直担任Berea College的受托人，任职于执行委员会，也是投资委员会的主席。从2008年到2015年，他曾担任Forward Management公司（投资管理公司，专注于替代战略）的董事会成员兼审计委员会主席。Chow先生自2012年以来一直在IDC的管理委员会任职。自1989年以来，他一直是CFA特许持有人，是斯坦福德CFA协会的前主席，并于2009年至2017年担任该协会的董事会成员。
- David H. Chow has served as a Trustee since 2016 and as an Advisory Board Member of the NYLIM Group of Funds from June 2015 to December 2015. Mr. Chow has served as the Chair of the Investment Committee since January 2022. Mr. Chow served as the Chair of the Risk and Compliance Oversight Committee from 2017 to 2021. He is founder and CEO of DanCourt Management, LLC, a Registered Investment Advisor since 2012 and a strategy consultancy since 1999. Mr. Chow has over 35 years of experience in capital markets and investments including 15 years as general partner of institutional private equity funds. He has served as a trustee of the VanEck Vectors ETF Trust since 2006 and as Independent Chairman from 2008 to 2022. From 2009 to 2024, he was a trustee of Berea College, serving on the Executive Committee and as the Chairman of the Investment Committee. From 2008 to 2015, he served as a board member and Chairman of the Audit Committee of Forward Management, LLC, an investment management firm specializing in alternative strategies. Mr. Chow served on the Governing Council of the IDC from 2012 to 2020. He has been a CFA Charterholder since 1989, is a former President, and served on the board, of the CFA Society of Stamford from 2009 to 2017.
- Susan B. Kerley
-
自1990年以来，Susan B.Kerley一直担任The Mainstay Group of Funds或其前身的一个或多个注册者的受托人或董事，包括任职自2017年起担任Mainstay Group of Funds的一个或多个注册人的董事会主席，并于2013年至2016年担任Mainstay Group of Funds的一个或多个注册人的合同委员会主席。Kerley女士担任The Mainstay Group of Funds的一个或多个注册者的审计委员会财务专家。2012年之前，她曾担任The Mainstay Group of Funds的一个或多个注册者的董事会主席。自1991年以来，Kerley女士还担任另一家大型共同基金公司的受托人。她一直担任Strategic Management Advisors公司（投资咨询公司）的总裁（1990年以来）。Kerley女士在投资管理行业拥有超过25年的经验。直到2014年9月，她是投资公司协会的理事会和执行委员会的成员，美国投资公司的全国协会“；ICI”；，以及独立董事委员会（the“；IDC”；）的管理委员会主席。她于2008年担任国际数据公司衍生品工作组主席。
Susan B. Kerley has served as a Trustee or Director of one or more of the registrants of the NYLIM Group of Funds or a predecessor since 1990, including serving as Chair of the Operations Oversight Committee since January 2025, Chair of the Board from 2017 to 2024 and as Chair of the Contracts Committee of each registrant from 2013 to 2016. Ms. Kerley serves as an Audit Committee Financial Expert for the NYLIM Group of Funds. She had previously served as Chair of the Board of each registrant through 2012. Ms. Kerley also has served as a trustee of another large mutual fund complex since 1991. She has been President of Strategic Management Advisors LLC, an investment consulting firm, since 1990. Ms. Kerley has over 25 years of experience in the investment management industry. She was, until September 2014, a member of the Board of Governors and the Executive Committee of the Investment Company Institute, the national association of U.S. investment companies ("ICI"), and the Chair of the Governing Council of the Independent Directors Council ("IDC"). She served as the Chair of the IDC Task Force on Derivatives in 2008. - 自1990年以来，Susan B.Kerley一直担任The Mainstay Group of Funds或其前身的一个或多个注册者的受托人或董事，包括任职自2017年起担任Mainstay Group of Funds的一个或多个注册人的董事会主席，并于2013年至2016年担任Mainstay Group of Funds的一个或多个注册人的合同委员会主席。Kerley女士担任The Mainstay Group of Funds的一个或多个注册者的审计委员会财务专家。2012年之前，她曾担任The Mainstay Group of Funds的一个或多个注册者的董事会主席。自1991年以来，Kerley女士还担任另一家大型共同基金公司的受托人。她一直担任Strategic Management Advisors公司（投资咨询公司）的总裁（1990年以来）。Kerley女士在投资管理行业拥有超过25年的经验。直到2014年9月，她是投资公司协会的理事会和执行委员会的成员，美国投资公司的全国协会“；ICI”；，以及独立董事委员会（the“；IDC”；）的管理委员会主席。她于2008年担任国际数据公司衍生品工作组主席。
- Susan B. Kerley has served as a Trustee or Director of one or more of the registrants of the NYLIM Group of Funds or a predecessor since 1990, including serving as Chair of the Operations Oversight Committee since January 2025, Chair of the Board from 2017 to 2024 and as Chair of the Contracts Committee of each registrant from 2013 to 2016. Ms. Kerley serves as an Audit Committee Financial Expert for the NYLIM Group of Funds. She had previously served as Chair of the Board of each registrant through 2012. Ms. Kerley also has served as a trustee of another large mutual fund complex since 1991. She has been President of Strategic Management Advisors LLC, an investment consulting firm, since 1990. Ms. Kerley has over 25 years of experience in the investment management industry. She was, until September 2014, a member of the Board of Governors and the Executive Committee of the Investment Company Institute, the national association of U.S. investment companies ("ICI"), and the Chair of the Governing Council of the Independent Directors Council ("IDC"). She served as the Chair of the IDC Task Force on Derivatives in 2008.
- Alan R. Latshaw
-
Alan R.Latshaw，自2007年起担任Mainstay Group of Funds或其前身的一个或多个注册者的受托人或董事。Latshaw先生担任The Mainstay Group of Funds的一个或多个注册者的审计委员会财务专家。在成为The Mainstay Funds的受托人之前，Latshaw先生从2004年到2006年担任其董事会审计与合规委员会的顾问。自2005年以来，Latshaw先生还担任另一家共同基金公司的受托人。Latshaw先生拥有超过20年的会计经验，他的大部分职业生涯都专注于与共同基金相关的会计和审计问题。拉特肖先生是美国注册会计师协会投资公司委员会的成员，并于1997年至2001年担任其主席。作为国际商会主席的一部分，拉特肖先生协助制定了适用于共同基金的会计准则和惯例，其中许多是2009年财务会计准则委员会编纂的公认会计原则的前身。
Alan R. Latshaw has served as a Trustee or Director of one or more registrants in the NYLIM Group of Funds or a predecessor since 2007. Mr. Latshaw serves as an Audit Committee Financial Expert for the NYLIM Group of Funds. Prior to becoming a Trustee of the NYLIM Group of Funds, Mr. Latshaw served as a consultant to the Audit and Compliance Committee of its Board of Trustees from 2004 through 2006. Mr. Latshaw also served as a trustee of another mutual fund complex from 2005 to 2021. Mr. Latshaw has over 20 years of accounting experience, and has spent the majority of his career focusing on accounting and audit issues related to mutual funds. Mr. Latshaw was a member of the Investment Companies Committee ("ICC") of the American Institute of Certified Public Accountants, and served as its chairman from 1997 2001. As part of his chairmanship of the ICC, Mr. Latshaw assisted with the development of accounting standards and practices applicable to mutual funds, many of which were the predecessors to generally accepted accounting principles codified by the Financial Accounting Standards Board ("FASB") in 2009. - Alan R.Latshaw，自2007年起担任Mainstay Group of Funds或其前身的一个或多个注册者的受托人或董事。Latshaw先生担任The Mainstay Group of Funds的一个或多个注册者的审计委员会财务专家。在成为The Mainstay Funds的受托人之前，Latshaw先生从2004年到2006年担任其董事会审计与合规委员会的顾问。自2005年以来，Latshaw先生还担任另一家共同基金公司的受托人。Latshaw先生拥有超过20年的会计经验，他的大部分职业生涯都专注于与共同基金相关的会计和审计问题。拉特肖先生是美国注册会计师协会投资公司委员会的成员，并于1997年至2001年担任其主席。作为国际商会主席的一部分，拉特肖先生协助制定了适用于共同基金的会计准则和惯例，其中许多是2009年财务会计准则委员会编纂的公认会计原则的前身。
- Alan R. Latshaw has served as a Trustee or Director of one or more registrants in the NYLIM Group of Funds or a predecessor since 2007. Mr. Latshaw serves as an Audit Committee Financial Expert for the NYLIM Group of Funds. Prior to becoming a Trustee of the NYLIM Group of Funds, Mr. Latshaw served as a consultant to the Audit and Compliance Committee of its Board of Trustees from 2004 through 2006. Mr. Latshaw also served as a trustee of another mutual fund complex from 2005 to 2021. Mr. Latshaw has over 20 years of accounting experience, and has spent the majority of his career focusing on accounting and audit issues related to mutual funds. Mr. Latshaw was a member of the Investment Companies Committee ("ICC") of the American Institute of Certified Public Accountants, and served as its chairman from 1997 2001. As part of his chairmanship of the ICC, Mr. Latshaw assisted with the development of accounting standards and practices applicable to mutual funds, many of which were the predecessors to generally accepted accounting principles codified by the Financial Accounting Standards Board ("FASB") in 2009.
- Richard S. Trutanic
-
自1994年以来，Richard S.Trutanic一直担任Mainstay Group of Funds或其前身的一个或多个注册者的受托人或董事，包括担任提名主席以及自2017年以来一直是Mainstay Group of Funds的一个或多个注册者的治理委员会，之前曾担任替代和封闭式基金监督委员会的主席，以及Mainstay Funds的经纪和费用委员会的主席。目前，Trutanic先生是Somerset&Company的董事长兼首席执行官，这是一家私人投资和咨询公司，主要专注于机构客户和高净值家庭的私募股权和另类投资。他在多家机构投资公司拥有超过30年的投资管理经验，包括公共和私人股本投资的管理，尤其专注于国际和另类投资。
Richard S. Trutanic has served as a Trustee or Director of one or more of the registrants of the NYLIM Group of Funds or a predecessor since 1994, including serving as the Chair of the Nominating and Governance Committee since 2017, and previously serving as the Chair of the Alternative and Closed End Funds Oversight Committee and as the Chair of the Brokerage and Expense Committee of the NYLIM Group of Funds. Currently, Mr. Trutanic is the Chairman and Chief Executive Officer of Somerset & Company, a private investment and advisory firm focused primarily on private equity and alternative investments for institutional clients and high net worth families. He has extensive investment management experience with several institutional investment firms, including the management of public and private equity investments, with a particular focus on international and alternative investments. - 自1994年以来，Richard S.Trutanic一直担任Mainstay Group of Funds或其前身的一个或多个注册者的受托人或董事，包括担任提名主席以及自2017年以来一直是Mainstay Group of Funds的一个或多个注册者的治理委员会，之前曾担任替代和封闭式基金监督委员会的主席，以及Mainstay Funds的经纪和费用委员会的主席。目前，Trutanic先生是Somerset&Company的董事长兼首席执行官，这是一家私人投资和咨询公司，主要专注于机构客户和高净值家庭的私募股权和另类投资。他在多家机构投资公司拥有超过30年的投资管理经验，包括公共和私人股本投资的管理，尤其专注于国际和另类投资。
- Richard S. Trutanic has served as a Trustee or Director of one or more of the registrants of the NYLIM Group of Funds or a predecessor since 1994, including serving as the Chair of the Nominating and Governance Committee since 2017, and previously serving as the Chair of the Alternative and Closed End Funds Oversight Committee and as the Chair of the Brokerage and Expense Committee of the NYLIM Group of Funds. Currently, Mr. Trutanic is the Chairman and Chief Executive Officer of Somerset & Company, a private investment and advisory firm focused primarily on private equity and alternative investments for institutional clients and high net worth families. He has extensive investment management experience with several institutional investment firms, including the management of public and private equity investments, with a particular focus on international and alternative investments.
- Nam Abou Jaoudé
-
Na m Abou Jaoud é，自2023年起担任受托人。此前，Abou-Jaoud é先生于2007年至2023年担任Candriam（纽约人寿保险投资管理有限责任公司的关联公司）的首席执行官。Abou-Jaoud é先生还自2015年起担任纽约人寿保险投资管理国际公司主席。Abou-Jaoud é先生在投资管理业务方面拥有超过30年的经验。
Nam Abou Jaoudé has served as a Trustee since 2023. Previously, Mr. Abou Jaoudé was the Chief Executive Officer of Candriam (an affiliate of New York Life Investment Management LLC) from 2007 to 2023. Mr. Abou Jaoudé has also served as Chair of New York Life Investment Management International since 2015. - Na m Abou Jaoud é，自2023年起担任受托人。此前，Abou-Jaoud é先生于2007年至2023年担任Candriam（纽约人寿保险投资管理有限责任公司的关联公司）的首席执行官。Abou-Jaoud é先生还自2015年起担任纽约人寿保险投资管理国际公司主席。Abou-Jaoud é先生在投资管理业务方面拥有超过30年的经验。
- Nam Abou Jaoudé has served as a Trustee since 2023. Previously, Mr. Abou Jaoudé was the Chief Executive Officer of Candriam (an affiliate of New York Life Investment Management LLC) from 2007 to 2023. Mr. Abou Jaoudé has also served as Chair of New York Life Investment Management International since 2015.
- Stephanie Lynch
-
斯蒂芬妮·林奇自2026年6月起担任受托人，并于2026年1月至2026年5月担任该基金的顾问委员会成员。Lynch女士自2007年起担任Global Endowment Management（“GEM”）的联合创始人和合伙人，自2024年起担任管理合伙人。在创立GEM之前，林奇女士曾于1999年至2007年担任杜克大学捐赠基金的首席投资官。她曾于1996年至1999年在Trade Street Investment Advisers担任投资组合经理，并于1990年至1996年在INVESCO Capital Management担任投资组合经理。Lynch女士的董事会经历包括自2007年起担任Baby J Fund投资委员会成员，2015年至2024年担任Thacher School受托人，2021年至2023年担任Avalon Advisors，LLC顾问委员会成员，2021年至2022年担任CBAM Partners顾问委员会成员，2007年至2017年担任Novant Asset Management LLC和Novant Health Foundation投资委员会成员。林奇女士还曾在2013年至2019年担任佛罗里达州立大学基金会投资委员会和发展委员会成员。Lynch女士在投资管理业务方面拥有超过30年的经验，曾担任CFA [】自1992年起的特许持有人。
Stephanie Lynch has served as a Trustee since June 2026 and as an Advisory Board Member of the Fund from January 2026 to May 2026. Ms. Lynch is a Co Founder and Partner of Global Endowment Management ("GEM") since 2007, serving as Managing Partner since 2024. Prior to founding GEM, Ms. Lynch held the role of Chief Investment Officer at The Duke Endowment from 1999 to 2007. She served as a portfolio manager at Trade Street Investment Advisers from 1996 to 1999 and at INVESCO Capital Management from 1990 to 1996. Ms. Lynch's board experience includes serving as a member of the investment committee for the Baby J Fund since 2007 and a trustee for the Thacher School from 2015 to 2024, serving as a member of the advisory board of Avalon Advisors, LLC from 2021 to 2023 and of CBAM Partners from 2021 to 2022, and serving as a member of the investment committee of Novant Asset Management LLC and Novant Health Foundation from 2007 to 2017. Ms. Lynch also had experience as a member of the investment committee and development committee of Florida State University Foundation from 2013 to 2019. Ms. Lynch has over 30 years of experience in the investment management business and has been a CFA[] Charterholder since 1992. - 斯蒂芬妮·林奇自2026年6月起担任受托人，并于2026年1月至2026年5月担任该基金的顾问委员会成员。Lynch女士自2007年起担任Global Endowment Management（“GEM”）的联合创始人和合伙人，自2024年起担任管理合伙人。在创立GEM之前，林奇女士曾于1999年至2007年担任杜克大学捐赠基金的首席投资官。她曾于1996年至1999年在Trade Street Investment Advisers担任投资组合经理，并于1990年至1996年在INVESCO Capital Management担任投资组合经理。Lynch女士的董事会经历包括自2007年起担任Baby J Fund投资委员会成员，2015年至2024年担任Thacher School受托人，2021年至2023年担任Avalon Advisors，LLC顾问委员会成员，2021年至2022年担任CBAM Partners顾问委员会成员，2007年至2017年担任Novant Asset Management LLC和Novant Health Foundation投资委员会成员。林奇女士还曾在2013年至2019年担任佛罗里达州立大学基金会投资委员会和发展委员会成员。Lynch女士在投资管理业务方面拥有超过30年的经验，曾担任CFA [】自1992年起的特许持有人。
- Stephanie Lynch has served as a Trustee since June 2026 and as an Advisory Board Member of the Fund from January 2026 to May 2026. Ms. Lynch is a Co Founder and Partner of Global Endowment Management ("GEM") since 2007, serving as Managing Partner since 2024. Prior to founding GEM, Ms. Lynch held the role of Chief Investment Officer at The Duke Endowment from 1999 to 2007. She served as a portfolio manager at Trade Street Investment Advisers from 1996 to 1999 and at INVESCO Capital Management from 1990 to 1996. Ms. Lynch's board experience includes serving as a member of the investment committee for the Baby J Fund since 2007 and a trustee for the Thacher School from 2015 to 2024, serving as a member of the advisory board of Avalon Advisors, LLC from 2021 to 2023 and of CBAM Partners from 2021 to 2022, and serving as a member of the investment committee of Novant Asset Management LLC and Novant Health Foundation from 2007 to 2017. Ms. Lynch also had experience as a member of the investment committee and development committee of Florida State University Foundation from 2013 to 2019. Ms. Lynch has over 30 years of experience in the investment management business and has been a CFA[] Charterholder since 1992.
- Adeel Jivraj
-
Adeel Jivraj自2026年6月起担任受托人，并于2026年1月至2026年5月担任该基金的顾问委员会成员。Jivraj先生于2005年至2025年担任安永会计师事务所（“安永”）的合伙人，并于2017年至2023年担任安永财富与资产管理业务的大西洋中部业务负责人。Jivraj先生自2010年至2014年担任美国注册会计师协会投资公司专家小组（“ICEP”）成员。ICEP服务于中注协成员在财务和业务报告以及与投资公司有关的审计和证明事项方面的需求。在安永任职之前，Jivraj先生曾担任SEC助理首席会计师。他后来被任命为SEC资产管理咨询委员会（“AMAC”）的2020年至2021年成员。AMAC的成立是为了向SEC提供有关资产管理以及相关建议和建议的观点。Jivraj先生经常在各种资产管理行业活动上发表演讲，并且是一名注册会计师。
Adeel Jivraj has served as a Trustee since June 2026 and as an Advisory Board Member of the Fund from January 2026 to May 2026. Mr. Jivraj served as a Partner at Ernst & Young LLP ("EY") from 2005 to 2025 and was the Mid Atlantic Practice Leader for EY's Wealth & Asset Management practice from 2017 to 2023. Mr. Jivraj was a member of the Investment Companies Expert Panel ("ICEP") of the American Institute of Certified Public Accountants from 2010 2014. The ICEP serves the needs of AICPA members on financial and business reporting and audit and attest matters relating to investment companies. Prior to his tenure at EY, Mr. Jivraj served as Assistant Chief Accountant for the SEC. He was later appointed to serve on the SEC's Asset Management Advisory Committee ("AMAC") from 2020 to 2021. AMAC was formed to provide SEC with perspectives on asset management and related advice and recommendations. Mr. Jivraj has been a frequent speaker at various asset management industry events and is a Certified Public Accountant. - Adeel Jivraj自2026年6月起担任受托人，并于2026年1月至2026年5月担任该基金的顾问委员会成员。Jivraj先生于2005年至2025年担任安永会计师事务所（“安永”）的合伙人，并于2017年至2023年担任安永财富与资产管理业务的大西洋中部业务负责人。Jivraj先生自2010年至2014年担任美国注册会计师协会投资公司专家小组（“ICEP”）成员。ICEP服务于中注协成员在财务和业务报告以及与投资公司有关的审计和证明事项方面的需求。在安永任职之前，Jivraj先生曾担任SEC助理首席会计师。他后来被任命为SEC资产管理咨询委员会（“AMAC”）的2020年至2021年成员。AMAC的成立是为了向SEC提供有关资产管理以及相关建议和建议的观点。Jivraj先生经常在各种资产管理行业活动上发表演讲，并且是一名注册会计师。
- Adeel Jivraj has served as a Trustee since June 2026 and as an Advisory Board Member of the Fund from January 2026 to May 2026. Mr. Jivraj served as a Partner at Ernst & Young LLP ("EY") from 2005 to 2025 and was the Mid Atlantic Practice Leader for EY's Wealth & Asset Management practice from 2017 to 2023. Mr. Jivraj was a member of the Investment Companies Expert Panel ("ICEP") of the American Institute of Certified Public Accountants from 2010 2014. The ICEP serves the needs of AICPA members on financial and business reporting and audit and attest matters relating to investment companies. Prior to his tenure at EY, Mr. Jivraj served as Assistant Chief Accountant for the SEC. He was later appointed to serve on the SEC's Asset Management Advisory Committee ("AMAC") from 2020 to 2021. AMAC was formed to provide SEC with perspectives on asset management and related advice and recommendations. Mr. Jivraj has been a frequent speaker at various asset management industry events and is a Certified Public Accountant.
高管简历
中英对照 | 中文 | 英文- Kirk C. Lehneis
Kirk C.Lehneis，首席运营官兼高级董事总经理，自2016年以来，纽约人寿投资管理有限责任公司和纽约人寿投资管理控股有限责任公司；董事会成员（自2017年以来）和高级董事总经理（自2018年以来），NYLife Distributors LLC；Nylim Service Company LLC董事会主席兼高级董事总经理（自2017年以来）；IndexiQ Trust，IndexiQ ETF Trust和IndexiQ Active ETF Trust的受托人，总裁兼首席执行官（自2018年1月以来）；Mainstay Funds，Mainstay Funds Trust的总裁，Mainstay Mackay DefinedTerm Municipal Opportunities Fund和Mainstay VP Funds Trust（自2017年以来）；全球产品开发高级董事总经理（从2015年到2016年）；纽约人寿投资管理有限责任公司产品开发总经理（从2010年到2015年）。
Kirk C. Lehneis Chief Operating Officer and Senior Managing Director (since 2016), New York Life Investment Management LLC and New York Life Investment Management Holdings LLC; Member of the Board of Managers (since 2017) and Senior Managing Director (since 2018), NYLIFE Distributors LLC; Chairman of the Board and Senior Managing Director, NYLIM Service Company LLC (since 2017); Trustee, President and Principal Executive Officer of New York Life Investments ETF Trust and New York Life Investments Active ETF Trust (since 2018); President, NYLI MacKay Muni Income Opportunities Fund (since 2024), NYLI CBRE Global Infrastructure Megatrends Term Fund (since 2021), NYLI MacKay DefinedTerm Muni Opportunities Fund, New York Life Investments Funds Trust, New York Life Investments Funds and NYLIM VP Funds Trust (since 2017); Senior Managing Director, Global Product Development (2015 to 2016); Managing Director, Product Development (2010 to 2015), New York Life Investment Management LLC.- Kirk C.Lehneis，首席运营官兼高级董事总经理，自2016年以来，纽约人寿投资管理有限责任公司和纽约人寿投资管理控股有限责任公司；董事会成员（自2017年以来）和高级董事总经理（自2018年以来），NYLife Distributors LLC；Nylim Service Company LLC董事会主席兼高级董事总经理（自2017年以来）；IndexiQ Trust，IndexiQ ETF Trust和IndexiQ Active ETF Trust的受托人，总裁兼首席执行官（自2018年1月以来）；Mainstay Funds，Mainstay Funds Trust的总裁，Mainstay Mackay DefinedTerm Municipal Opportunities Fund和Mainstay VP Funds Trust（自2017年以来）；全球产品开发高级董事总经理（从2015年到2016年）；纽约人寿投资管理有限责任公司产品开发总经理（从2010年到2015年）。
- Kirk C. Lehneis Chief Operating Officer and Senior Managing Director (since 2016), New York Life Investment Management LLC and New York Life Investment Management Holdings LLC; Member of the Board of Managers (since 2017) and Senior Managing Director (since 2018), NYLIFE Distributors LLC; Chairman of the Board and Senior Managing Director, NYLIM Service Company LLC (since 2017); Trustee, President and Principal Executive Officer of New York Life Investments ETF Trust and New York Life Investments Active ETF Trust (since 2018); President, NYLI MacKay Muni Income Opportunities Fund (since 2024), NYLI CBRE Global Infrastructure Megatrends Term Fund (since 2021), NYLI MacKay DefinedTerm Muni Opportunities Fund, New York Life Investments Funds Trust, New York Life Investments Funds and NYLIM VP Funds Trust (since 2017); Senior Managing Director, Global Product Development (2015 to 2016); Managing Director, Product Development (2010 to 2015), New York Life Investment Management LLC.
- Jack R. Benintende
Jack R.Benintende，纽约人寿投资管理有限责任公司董事总经理（2007年以来），Mainstay MacKay Definedterm市政机会基金（2011年以来），Mainstay Funds Trust（2009年以来），Mainstay Funds和Mainstay VP Funds Trust（2007年以来）的财务主管兼首席财务和会计官，New York Life Investment Management Holdings LLC（2008年至2012年）。
Jack R. Benintende Managing Director, New York Life Investment Management LLC (since 2007); Treasurer and Principal Financial and Accounting Officer, NYLI MacKay Muni Income Opportunities Fund (since 2024), NYLI CBRE Global Infrastructure Megatrends Term Fund (since 2021), NYLI MacKay DefinedTerm Muni Opportunities Fund (since 2011), New York Life Investments Funds Trust (since 2009), New York Life Investments Funds and NYLIM VP Funds Trust (since 2007); Assistant Treasurer, New York Life Investment Management Holdings LLC (2008 to 2012); and Vice President, New York Life Investments ETF Trust and New York Life Investments Active ETF Trust (since 2023).- Jack R.Benintende，纽约人寿投资管理有限责任公司董事总经理（2007年以来），Mainstay MacKay Definedterm市政机会基金（2011年以来），Mainstay Funds Trust（2009年以来），Mainstay Funds和Mainstay VP Funds Trust（2007年以来）的财务主管兼首席财务和会计官，New York Life Investment Management Holdings LLC（2008年至2012年）。
- Jack R. Benintende Managing Director, New York Life Investment Management LLC (since 2007); Treasurer and Principal Financial and Accounting Officer, NYLI MacKay Muni Income Opportunities Fund (since 2024), NYLI CBRE Global Infrastructure Megatrends Term Fund (since 2021), NYLI MacKay DefinedTerm Muni Opportunities Fund (since 2011), New York Life Investments Funds Trust (since 2009), New York Life Investments Funds and NYLIM VP Funds Trust (since 2007); Assistant Treasurer, New York Life Investment Management Holdings LLC (2008 to 2012); and Vice President, New York Life Investments ETF Trust and New York Life Investments Active ETF Trust (since 2023).
- J. Kevin Gao
J.Kevin Gao，纽约人寿投资管理有限责任公司董事总经理兼副总法律顾问（2010年以来），Mainstay MacKay Definedterm Municipal Opportunities Fund秘书兼首席法务官（2011年以来），Mainstay Funds，Mainstay Funds Trust和Mainstain VP Funds Trust（2010年以来）。
J. Kevin Gao Managing Director and Associate General Counsel, New York Life Investment Management LLC (since 2010); Secretary and Chief Legal Officer, NYLI MacKay Muni Income Opportunities Fund (since 2024), NYLI CBRE Global Infrastructure Megatrends Term Fund (since 2021), NYLI MacKay DefinedTerm Muni Opportunities Fund (since 2011), New York Life Investments Funds Trust,New York Life Investments Funds and NYLIM VP Funds Trust (since 2010).- J.Kevin Gao，纽约人寿投资管理有限责任公司董事总经理兼副总法律顾问（2010年以来），Mainstay MacKay Definedterm Municipal Opportunities Fund秘书兼首席法务官（2011年以来），Mainstay Funds，Mainstay Funds Trust和Mainstain VP Funds Trust（2010年以来）。
- J. Kevin Gao Managing Director and Associate General Counsel, New York Life Investment Management LLC (since 2010); Secretary and Chief Legal Officer, NYLI MacKay Muni Income Opportunities Fund (since 2024), NYLI CBRE Global Infrastructure Megatrends Term Fund (since 2021), NYLI MacKay DefinedTerm Muni Opportunities Fund (since 2011), New York Life Investments Funds Trust,New York Life Investments Funds and NYLIM VP Funds Trust (since 2010).
- Scott T. Harrington
Scott T.Harrington，纽约人寿投资管理有限责任公司总经理，包括前任咨询机构（2000年以来）；纽约人寿信托公司董事会成员（2009年以来）；Mainstay MacKay Definedterm Municipal Opportunities Fund 副总裁（2011年以来），Mainstay Funds Trust（2009年以来），Mainstay Funds和Mainstay VP Funds Trust（自2005年以来）。
Scott T. Harrington Managing Director, New York Life Investment Management LLC (including predecessor advisory organizations) (since 2000); Member of the Board of Directors, New York Life Trust Company (since 2009); Vice President—Administration, NYLI MacKay Muni Income Opportunities Fund (since 2024), NYLI CBRE Global Infrastructure Megatrends Term Fund (since 2021), NYLI MacKay DefinedTerm Muni Opportunities Fund (since 2011), New York Life Investments Funds Trust (since 2009), New York Life Investments Funds and NYLIM VP Funds Trust (since 2005).- Scott T.Harrington，纽约人寿投资管理有限责任公司总经理，包括前任咨询机构（2000年以来）；纽约人寿信托公司董事会成员（2009年以来）；Mainstay MacKay Definedterm Municipal Opportunities Fund 副总裁（2011年以来），Mainstay Funds Trust（2009年以来），Mainstay Funds和Mainstay VP Funds Trust（自2005年以来）。
- Scott T. Harrington Managing Director, New York Life Investment Management LLC (including predecessor advisory organizations) (since 2000); Member of the Board of Directors, New York Life Trust Company (since 2009); Vice President—Administration, NYLI MacKay Muni Income Opportunities Fund (since 2024), NYLI CBRE Global Infrastructure Megatrends Term Fund (since 2021), NYLI MacKay DefinedTerm Muni Opportunities Fund (since 2011), New York Life Investments Funds Trust (since 2009), New York Life Investments Funds and NYLIM VP Funds Trust (since 2005).
- Kevin M. Gleason
Kevin M. Gleason，Index IQ Trust、Index IQ ETF Trust和Index IQ Active ETF Trust副总裁兼首席合规官（自2022年6月起）；副总裁兼首席合规官，MainStay CBRE Global基础设施大趋势定期基金、MainStay Funds Trust、The MainStay Funds、MainStay VP Funds Trust和MainStay MacKay DefinedTerm Municipal Opportunities Fund（自2022年6月起）；Voya Family of Funds高级副总裁兼首席合规官（2012-2022年）。
Kevin M. Gleason Vice President and Chief Compliance Officer, New York Life Investments ETF Trust and New York Life Investments Active ETF Trust (since 2022); Vice President and Chief Compliance Officer, NYLI MacKay Muni Income Opportunities Fund (since 2024), NYLI CBRE Global Infrastructure Megatrends Term Fund, New York Life Investments Funds Trust, New York Life Investment Funds, NYLIM VP Funds Trust and NYLI MacKay DefinedTerm Muni Opportunities Fund (since 2022); Senior Vice President, Voya Investment Management and Chief Compliance Officer, Voya Family of Funds (2012 to 2022).- Kevin M. Gleason，Index IQ Trust、Index IQ ETF Trust和Index IQ Active ETF Trust副总裁兼首席合规官（自2022年6月起）；副总裁兼首席合规官，MainStay CBRE Global基础设施大趋势定期基金、MainStay Funds Trust、The MainStay Funds、MainStay VP Funds Trust和MainStay MacKay DefinedTerm Municipal Opportunities Fund（自2022年6月起）；Voya Family of Funds高级副总裁兼首席合规官（2012-2022年）。
- Kevin M. Gleason Vice President and Chief Compliance Officer, New York Life Investments ETF Trust and New York Life Investments Active ETF Trust (since 2022); Vice President and Chief Compliance Officer, NYLI MacKay Muni Income Opportunities Fund (since 2024), NYLI CBRE Global Infrastructure Megatrends Term Fund, New York Life Investments Funds Trust, New York Life Investment Funds, NYLIM VP Funds Trust and NYLI MacKay DefinedTerm Muni Opportunities Fund (since 2022); Senior Vice President, Voya Investment Management and Chief Compliance Officer, Voya Family of Funds (2012 to 2022).