William W. Priest is Chief Executive Officer and Co-Chief Investment Officer of Epoch Investment Partners. Prior to co-founding 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 Chairman and Chief Executive Officer of Credit Suisse Asset Management-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, as well as two books: The Financial Reality of Pension Funding Under ERISA and more recently, Free Cash Flow and Shareholder Yield: New Priorities for the Global Investor, published by John Wiley & Sons. Bill holds the Chartered Financial Analyst designation, is a former CPA, and a graduate of Duke University and the University of Pennsylvania Wharton Graduate School of Business. He is a member of the Council on Foreign Relations and the Barron’s Roundtable.

Steven D. Bleiberg is a Managing Director of Epoch Investment Partners. Steven is responsible for the design and development of investment strategies at Epoch, and also serves as a portfolio manager for the firm’s Capital Reinvestment strategy. Prior to joining Epoch, Steven served as a portfolio manager for $7.5 billion in asset allocation funds at Legg Mason. Earlier, he was the head of investment strategy at Citigroup Asset Management, and a portfolio manager at Credit Suisse Asset Management and its predecessor firm, BEA Associates. Steven is a graduate of Harvard College, where he served as an editor of the Harvard Lampoon, and the Sloan School of Management at MIT. He has contributed articles to the Financial Analysts Journal, The Journal of Portfolio Management, and the New York Times, and wrote a chapter on behavioral finance in Multi-Manager Funds: Long-Only Strategies for Managers and Investors (2006).

Michael A. Welhoelter is Epoch Investment Partners’ Chief Risk Officer. He heads the firm’s Quantitative Research and Risk Management team, and 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. Previously, Mike was a portfolio manager in the Structured Equity group at Credit Suisse Asset Management Group and 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.

John Keefe is a New York-based freelance writer, having covered investment and retirement topics for such publications as Institutional Investor, Financial Times, and PlanSponsor. His training is in finance, and he spent ten years as an analyst on the sell side of Wall Street following the financial services industry. John is a former CPA, and a graduate of Villanova University and the University of Pennsylvania Wharton Graduate School of Business.