Will C. Jordan
SVP, U.S. Equity Trading
Trust Co. of the West
With more than 17 years of investment experience, Jordan trades securities in the $847.3 million TCW Relative Value Dividend Focused, $5 billion TCW Relative Value Large Cap, and $685.3 million TCW Value Opportunities strategies. He was named head equity trader for the $570 million TCW Value Opportunities mutual fund and institutional strategy and is also responsible for managing commission, soft-dollar, and directed budget targets for all relative strategies.
William M. Lewis Jr.
Co-Chairman of Investment Banking
Since joining Lazard in 2004, Lewis was involved in numerous multimillion- and billion-dollar deals. Among them was the $1.9 billion Maytag sale to Whirlpool and American Express’ $1.1 billion sale of American Express Bank. Prior to joining Lazard, Lewis was a managing director and co-head of the Global Banking Department at Morgan Stanley and was responsible for the firm’s global industry practices and regions.
Tracy V. Maitland
President & Chief Investment Officer
Advent Capital Management L.L.C.
Maitland has been an innovator among asset managers, successfully building his company through investments in convertible securities. His prowess has earned Advent the No. 5 rank on the BE Asset Managers list with $5.8 billion in assets under management. Founded 16 years ago, Advent specializes in convertible, high-yield, and equity strategies.
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