David von Hemert

Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance.

PNC-IM provides access to ETFs and mutual funds, separately managed accounts and advanced investment solutions, as well as individual debt and equity securities.

PCM aims to construct unique portfolios structured to meet the individual goals and objectives of each client. The firm uses a disciplined investment approach to strategically allocate assets among cash equivalents, fixed income securities, common stocks and, where appropriate, alternative investments. Their equity selection process is focused on the long-term and blends earnings-driven growth forecasts with quantitative value screens from a broad universe of large, mid and small-cap stocks, both domestic and international. The firm’s fixed income selection process may utilize either an active or passive investment style. From interest rate anticipation to sector weighting, they strive to build high-quality bond portfolios to meet their clients’ total return objectives.

PG selects from a universe of investment options that include large-cap growth stocks, fixed-income instruments, specialized mutual funds and private investments. They invest only in those securities consistent with each client's goals and tolerance for risk. PG's equity investment strategy's focus is on industries participating in dominant themes with strong secular growth patterns characterized by such factors as low cost producer/provider, dominant market share/strong franchise, rapid unit growth and global opportunities. Their fixed-income strategy has an emphasis on active bond management. They pinpoint opportunities to enhance return potential as market conditions change, establish targets for duration and average maturity and monitor changes and trends in credit ratings. PG uses intermediate-term fixed income instruments with a return potential comparable to that of long-term bonds, but with far less risk and chance of loss. Their investment policy committee meets frequently to review macro-economic considerations, asset allocation, equity sector weightings, fixed-income duration and individual security selection.

Commercial banking

Functions as a College/University