TD Asset Management Inc.
Epoch Investment Partners, Inc.
William W. Priest, CFA
Chief Executive Officer, Co–Chief Investment Officer
Bill is Chief Executive Officer and Co-Chief Investment Officer of Epoch Investment Partners. He is a portfolio manager for Epoch’s global equity investment strategies
and leads the Investment Policy Group, a forum for analyzing broader secular and cyclical trends that Epoch believes will influence investment opportunities. Prior to
cofounding Epoch in 2004 with David Pearl, Tim Taussig and Phil Clark, Bill was a Co-Managing Partner and portfolio manager at Steinberg Priest & Sloane Capital
Management, LLC for three years. Before joining Steinberg Priest, he was a member of the Global Executive Committee of Credit Suisse Asset Management (“CSAM”),
Chairman and Chief Executive Officer of CSAM Americas and CEO and portfolio manager of its predecessor firm BEA Associates, which he co-founded in 1972. During
his 30 year tenure at BEA and CSAM, he developed the firm into a well-recognized investment manager with over $100 billion under management. Bill is the author of
several published articles and papers on investing and finance, including the books, The Financial Reality of Pension Funding Under ERISA and the more recent, Free
Cash Flow and Shareholder Yield: New Priorities for the Global Investor which details the underpinnings of our investment approach, published by John Wiley & Sons. He
holds the Chartered Financial Analyst designation, is a former Certified Public Accountant and a graduate of Duke University and the University of Pennsylvania Wharton
Graduate School of Business. He is a Director of Globe Wireless, InfraRedX and a member of the Council on Foreign Relations.
Michael A. Welhoelter, CFA
Managing Director, Portfolio Manager & Head of Quantitative Research & Risk Management
Mike is Epoch’s Chief Risk Officer and heads Epoch’s Quantitative Research and Risk Management team. He is also a portfolio manager on all of Epoch’s strategies. He
is responsible for integrating risk management into the investment process. Prior to joining Epoch in 2005, he was a Director and portfolio manager in the Quantitative
Strategies Group at Columbia Management Group, Inc. In this role, he managed over $5 billion in mutual funds and separately managed portfolios. Prior to joining
Columbia Management Group, he was at Credit Suisse Asset Management Group (“CSAM”), where he was a portfolio manager in the Structured Equity group,
overseeing long/short market neutral and large cap core products. Before joining CSAM, he was a portfolio manager and quantitative research analyst at Chancellor/LGT
Asset Management. Mike holds a BA degree in Computer and Information Science from Colgate University. He is a member of the New York Society of Security Analysts,
the Society of Quantitative Analysts and holds the Chartered Financial Analyst designation.
David N. Pearl
Executive Vice President, Co–Chief Investment Officer & Portfolio Manager
David is Executive Vice President and Co-Chief Investment Officer of Epoch Investment Partners. He is a portfolio manager for Epoch’s U.S. investment strategies. Prior
to co-founding Epoch in 2004 with Bill Priest, Tim Taussig and Phil Clark, David was a Managing Director and portfolio manager at Steinberg Priest & Sloane Capital
Management, LLC where he was responsible for both institutional and private client assets. Previously, he held senior portfolio management positions at ING Furman
Selz Asset Management and Citibank Global Asset Management where he managed mutual funds and institutional accounts. Prior to Citibank, David was an officer and
senior analyst of BEA Associates, predecessor to Credit Suisse Asset Management -Americas. David holds a BS in Mechanical Engineering from the University of
Pennsylvania and an MBA from The Stanford University Graduate School of Business.