President and Chief Executive Officer of Calvert Investments, Inc.
John Streur is President and Chief Executive Officer of Calvert Investments, Inc., a $13 billion investment management firm that specializes in responsible and sustainable investing across global capital markets. Calvert serves all types of investors through its family of mutual funds and separate accounts. John is also President and a Trustee of the Calvert Funds.
Mr. Streur began to focus his energy exclusively on responsible and sustainable investing in 2012, as President, Director and Principal of Portfolio 21, a boutique investment management firm specializing in global environmental investing. Previously, John spent 20 years at Managers Investment Group LLC (and its predecessor), a firm he co-founded and where he served as President, CEO and Chair of the Investment Committee. John was also President and Trustee of the firm’s fund family, Managers Funds and Managers AMG Funds. Managers Investment Group LLC grew to over $30 billion in assets under management and offered investment strategies across global equity, debt and derivative markets. John has managed socially responsible investments at the request of institutional clients, including public funds, religious institutions, and college and university endowments since 1991.
Mr. Streur is a graduate of the University of Wisconsin (Bachelor of Science, College of Agriculture and Life Sciences), where he also competed nationally and internationally as a member of the University's Rowing Team and as a member of the United States National Rowing Team. He and his wife Mary have four adult children.
Lynne Ford heads Calvert's retail sales, institutional sales, marketing, and public relations efforts. Ms. Ford has more than 20 years of experience in investment sales and marketing. Most recently, she served as Executive Vice President and Chief Executive Officer of Individual Retirement at ING US. Before that, Ms. Ford spent nineteen years at Wachovia, which merged with Wells Fargo in late 2008, serving in a number of executive capacities within its investment and distribution organizations. As Executive Vice President, Retail Retirement, she led both the annuity and IRA businesses. Prior to that, she spent 10 years as Senior Vice President and Managing Director for Evergreen Investments. Ms. Ford currently serves as the Chairman of the Insured Retirement Institute (IRI) and serves on the National Board of Junior Achievement USA. She earned a bachelor's degree from Davidson College and a master's degree from the University of North Carolina, Charlotte.
Senior Vice President, Sustainability Research and Policy, Calvert Investments, Inc.
Mr. Freeman leads Calvert's Sustainability Research Department and oversees its company research and analysis as well as its policy and advocacy work. From 2003 until early 2006, he led Burson-Marsteller's Global Corporate Responsibility practice advising multinationals on policy development, stakeholder engagement and communications strategies related to human rights, labor rights and sustainable development. During the Clinton Administration he served in three positions as a presidential appointee in the State Department, most recently as Deputy Assistant Secretary for Democracy, Human Rights and Labor from 1999 to early 2001. In that capacity, he led the development of the Voluntary Principles on Security and Human Rights, the first human rights standard forged by governments, companies and NGOs for the extractive sectors. Earlier in his career he was Manager-Corporate Affairs for General Electric and a presidential campaign aide to former Vice President Walter Mondale. Mr. Freeman serves on the Boards of Oxfam America, the Institute for Business and Human Rights, the Revenue Watch Institute, the Global Network Initiative (GNI), the Genocide Intervention Network and EG Justice. From 2006-09 he served on the Board of the Extractive Industry Transparency Initiative (EITI) representing Oxfam. He is a member of the Council on Foreign Relations as well as a frequent speaker and media commentator on sustainable investment, corporate responsibility, human rights and U.S. foreign policy. Mr. Freeman received an MA in Modern History from the University of Oxford, where he studied as an English Speaking Union Churchill Scholar at Balliol College, and an AB in History from the University of California at Berkeley.
Catherine Palmer Roy, CFA
Senior Vice President and Chief Investment Officer, Fixed Income, Calvert Investment Management, Inc.
Ms. Roy is responsible for evaluating and monitoring the investment performance and risk profiles of all Calvert fixed income Funds. She has worked in the financial services industry since 1981. Prior to joining Calvert in 2004, she was Head of U.S. Fixed Income and Senior Portfolio Manager at Baring Asset Management where she was responsible for managing the U.S. fixed income team. Her responsibilities included investment oversight of U.S. fixed income portfolios, serving as U.S. specialist for global fixed income policy, and chairing the Core Plus Fixed Income Strategy Team. Prior to that, Ms. Roy served in various Portfolio roles including a position as Senior Vice President and Senior Portfolio Manager at Scudder Kemper Investments where she managed $11 billion in fixed income assets for insurance companies and also as Chief Investment Officer at Massachusetts insurer, SBLI. Ms. Roy holds a B.A. from Barnard College and is a Chartered Financial Analyst.
Senior Vice President, Strategic Projects, Risk Management and Chief Information Officer, Calvert Investments, Inc.
Alison Smith leads Calvert's Information Technology, Client Services Operations and Purchasing and Facilities Teams. Ms. Smith has worked in mutual fund operations since 1985, and has experience in mergers, strategic projects, and vendor management and oversight. She is also responsible for ensuring adherence to regulatory requirements by serving as Calvert's Anti-Money Laundering Officer. Prior to assuming this role, Ms. Smith served in roles of increasing responsibility within Client Services, beginning her career in 1985 as an Investor Relations Representative. Ms. Smith earned a BA in Economics from the University of Maryland and is FINRA Series 7 and 24 licensed. She is a member of the ICI Transfer Agency Committee and past Co-Chair of the National Investment Company Service Association ("NICSA") Transfer Agency Committee.
William M. Tartikoff
Senior Vice President, Secretary and General Counsel, Calvert Investments, Inc.
Prior to joining Calvert in January 1990, he was Vice President and Associate Counsel for T. Rowe Price Associates. Mr. Tartikoff was Assistant Counsel for the Investment Company Institute from 1977 to 1982 and with the Internal Revenue Service, Employee Plans, and Exempt Organizations Branch from 1972 to 1977. He is a graduate of the American University (BBA 1969, JD 1972) and received a LLM (Taxation) from Georgetown University. He is FINRA Series 7, 24 and 63 licensed. Mr. Tartikoff authored "Treatment of Mutual Funds under ERISA," Duke Law Journal (Vol. 1979, No. 2) and is a frequent speaker on mutual funds and other related matters. He served as a former Director for ICI Mutual Insurance Company and served on the Board (former Chair) of the Make-A-Wish Foundation of the Mid-Atlantic, and on the Board of Make-A-Wish Foundation of America, including two years as its Finance Committee Chair. Mr. Tartikoff is also the former Chair of the Cultural Alliance of Greater Washington. Mr. Tartikoff is a member of the Maryland, Virginia, District of Columbia and American Bar Associations. He also serves on several Investment Company Institute Committees, including the SEC Rules Committee.
Vice President, Corporate Sustainability and Community Partnerships, Calvert Investments, Inc.
Ms. Torrence serves as Vice President of Corporate Sustainability and Community Partnerships and is responsible for developing and implementing sustainable employment practices, improving Calvert's position in corporate social responsibility and overseeing Calvert's Human Resource function. She joined Calvert in 2005. Since 1982, Ms. Torrence has worked in human resources, which includes community involvement and corporate social responsibility. She has served the community as a volunteer and as a board member on several nonprofit organizations. She is a member of the Society for Human Resource Management and World at Work, and was awarded the Claritas® Investment Certificate.
Senior Vice President and Chief Investment Officer, Equities, Calvert Investment Management, Inc.
Ms. Trunow is Senior Vice President and Chief Investment Officer of Equities and is responsible for leading, managing, and proactively evaluating and monitoring the investment performance and risk/reward characteristics of Calvert's sub-advised equity, balanced, and asset allocation products. She also leads the firm's in-house equity management, new product development and implementation. Since 1985, Ms. Trunow has worked in global financial markets. Prior to joining Calvert in 2008, Ms. Trunow was a Section Head and a Portfolio Manager in the global markets group at General Motors Asset Management in New York where she developed and managed successful in-house investment strategies in global alternatives and domestic small cap as well as alpha-generating, style-balanced funds of funds of institutional money managers. Earlier in her career, Ms. Trunow consulted with the New York law firm of Owen & Davis and Price Waterhouse in New York. She graduated cum laude with a B.S. in Economics from NYU and holds an MBA in Finance from NYU Stern School of Business.
Vice President, Client Services, Calvert Investments, Inc.
Mr. Young is responsible for the day-to-day management of the client/intermediary call service center and Distribution & Marketing support to ensure that the highest level of customer service is provided to shareholders and brokers. He is responsible for establishing a strong regulatory framework in which procedures and conduct are evaluated to comply with FINRA and SEC rules and regulations. Mr. Young has been with Calvert since 1983, during which time he also supervised the Broker Operations Department. Mr. Young received his BA in Biology & Psychology from George Mason University. He is FINRA Series 7 and 24, and Insurance and Annuity licensed.