Investment Managers in North America - on Twitter Property of Halpern & Co. Financial [email protected] www.linkedin.com/in/rjhalpern Email me

Name Title Company Name Company Location Company Website Money Managed Hometown / Home Country Education Twitter Username Joined Twitter Wikipedia / Bio Link

Bill Ackman CEO, Investor, Hedge Fund Manager Pershing Square Capital Management New York, USA https://www.pershingsquareholdings.com $100+ billion New York, USA BA, Harvard College; MBA, Harvard University www.twitter.com/BillAckman June 2017 https://en.wikipedia.org/wiki/Bill_Ackman

Ray Dalio Founder & Hedge Fund Manager Bridgewater Associates New York, USA https://www.bridgewater.com $160 billion New York, USA BA, Long Island University; MBA, Harvard University www.twitter.com/RayDalio August 2009 https://en.wikipedia.org/wiki/Ray_Dalio

Prem Watsa CEO Fairfax Financial Holdings Toronto, Canada https://www.fairfax.ca $6.131 billion Hyderabad, India Bachelor's, Indian Institute of Technology Madras; MBA, Western University www.twitter.com/FFH_TO December 2013 https://en.wikipedia.org/wiki/Prem_Watsa

Michelle Seitz CEO Russell Investments Seattle, USA https://russellinvestments.com/us $70 billion USA CFA www.twitter.com/Russell_Invest June 2009 https://russellinvestments.com/ca/about-us/our-people/michelle-seitz

Robert J. Manning Executive Chairman MFS Investment Management Boston, USA https://www.mfs.com/role-gate.html $528.4 billion Boston, USA BSc & PhD, University of Massachusetts; MSc, Boston University www.twitter.com/followMFS June 2009 https://www.mfs.com/en-us/individual-investor/about-mfs/our-people/individual-bios/robert-j-manning.html

Michael W. Roberge CEO MFS Investment Management Boston, USA https://www.mfs.com/role-gate.html $528.4 billion Minnesota, USA BSc, Bemidji State University; MBA, Hofstra University; CFA www.twitter.com/followMFS June 2009 https://www.mfs.com/en-us/individual-investor/about-mfs/our-people/individual-bios/michael-w-roberge.html

Ted Maloney CIO & Equity Portfolio Manager MFS Investment Management Boston, USA https://www.mfs.com/role-gate.html $528.4 billion Maine, USA Bachelor's, Bowdoin College www.twitter.com/followMFS June 2009 https://www.mfs.com/en-us/individual-investor/about-mfs/our-people/individual-bios/ted-maloney.html

Carol W. Geremia President MFS Investment Management Boston, USA https://www.mfs.com/role-gate.html $528.4 billion New York, USA Tobe-Coburn College www.twitter.com/followMFS June 2009 https://www.mfs.com/en-us/individual-investor/about-mfs/our-people/individual-bios/carol-w-geremia.html

Alison O'Neill Portfolio Manager MFS Investment Management Boston, USA https://www.mfs.com/role-gate.html $528.4 billion Massachusetts, USA BA, Harvard University; MBA, MIT www.twitter.com/followMFS June 2009 https://www.mfs.com/en-us/individual-investor/about-mfs/our-people/equity-team.html

Andrew C. Boyd Institutional Equity Portfolio Manager MFS Investment Management Boston, USA https://www.mfs.com/role-gate.html $528.4 billion Massachusetts, USA Bachelor's, University of New Hampshire; MBA, Boston University www.twitter.com/followMFS June 2009 https://www.mfs.com/en-us/individual-investor/about-mfs/our-people/equity-team.html

Alexander M. Mackey Fixed Income Portfolio Manager MFS Investment Management Boston, USA https://www.mfs.com/role-gate.html $528.4 billion Ireland Bachelor's, Trinity College; CFA www.twitter.com/followMFS June 2009 https://www.mfs.com/en-us/individual-investor/about-mfs/our-people/fixed-income-team.html

Benjamin R. Nastou Portfolio Manager MFS Investment Management Boston, USA https://www.mfs.com/role-gate.html $528.4 billion New Hampshire, USA Bachelor's, Dartmouth College; CFA www.twitter.com/followMFS June 2009 https://www.mfs.com/en-us/individual-investor/about-mfs/our-people/quantitative-team.html

Louise Drummond Global Head of Investment Execution Aberdeen Standard Investments USA & Canada https://www.aberdeenstandard.com $300+ billion Edinburgh, UK Bachelor's www.twitter.com/ASInvestmentsUS August 2012 https://www.aberdeenstandard.com/en/who-we-are/investment-management-committee

Devan Kaloo Global Head of Equities Aberdeen Standard Investments USA & Canada https://www.aberdeenstandard.com $300+ billion London, UK MA, University of St. Andrews www.twitter.com/ASInvestmentsUS August 2012 https://www.aberdeenstandard.com/en/who-we-are/investment-management-committee

Craig MacDonald Global Head of Fixed Income Aberdeen Standard Investments USA & Canada https://www.aberdeenstandard.com $300+ billion London, UK Bachelor's www.twitter.com/ASInvestmentsUS August 2012 https://www.aberdeenstandard.com/en/who-we-are/investment-management-committee

Yie-Hsin Hung CEO Aberdeen Standard Investments USA & Canada https://www.aberdeenstandard.com $300+ billion USA BSc, Northwestern University; MBA, Harvard University www.twitter.com/YieHsin January 2019 https://www.linkedin.com/in/yiehsinhung

Arun Muthukaruppan Director, Product Management New York Life Investments New York, USA https://www.morethaninvesting.com $259 billion India BSc, University of Madras www.twitter.com/NYLInvestments September 2009 https://www.linkedin.com/in/arunachalamm

Prashanth Pillutla Corporate VP New York Life Investments New York, USA https://www.morethaninvesting.com $259 billion India Bachelor of Technology, Jawaharlal Nehru Technological University; MBA, Cornell University www.twitter.com/NYLInvestments September 2009 https://www.linkedin.com/in/prashanth-pillutla-a18b923

Henry Wong Head of Alternative Investments Finance New York Life Investments New York, USA https://www.morethaninvesting.com $259 billion New York, USA BA & MBA, Rutgers University www.twitter.com/NYLInvestments September 2009 https://www.linkedin.com/in/henry-wong-mba-007a615

Keith McCullough CEO Hedgeye Risk Management New York, USA https://app.hedgeye.com $50+ million Connecticut, USA BA, Yale University www.twitter.com/KeithMcCullough December 2008 https://www.linkedin.com/in/keith-r-mccullough-426a195