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More About MFDF
Jameson A. Baxter
Jameson A. Baxter is Independent Chair of the Putnam Funds and President of Baxter Associates, Inc. She has had a lengthy career in investment banking, primarily with the First Boston Corporation, where she served in senior positions from 1965-1990. Since 1986, she has served as the President of Baxter Associates, Inc., a private investment firm. In addition to her role with the Putnam Funds, she sits on a number of corporate and not-for-profit boards.
Susan Ferris Wyderko
Susan Wyderko is the President and CEO of the Mutual Fund Directors Forum. She joined the Forum as Executive Director in the Summer of 2006, coming from the U.S. Securities and Exchange Commission where she had been the Director of the Office of Investor Education and Assistance since 2000. She had earlier held a number of senior jobs within the Commission, and served as the Acting Director of the Division of Investment Management from January to May of 2006. During her tenure with the Commission, Ms. Wyderko also served as the Director of the Office of Legislative Affairs, the Acting Director of the Office of Public Affairs, and Counsel to Chairman Arthur Levitt.
William E. Chapman, II is the Independent Chair of the AMG Funds of Norwalk, CT and Independent Chair of the Aston Funds of Chicago, Il. He is also an Independent Trustee for The Third Avenue Funds of New York City and in Independent Director of The Harding Loevner Funds of Sommerville, NJ. Before joining the AMG Funds Board in 1999, he spent 33 years in a wide variety of sales, marketing. product development and senior management roles with Kemper Funds, CIGNA and Connecticut General.
Virginia L. Stringer
Virginia L. Stringer is an independent trustee of the Nuveen Funds. Previously, she served as the Independent Chair of the First American Funds board of directors since 1997, joining that board in 1991. She is the founder and President of Strategic Management Resources, a firm focused on providing executive consulting on corporate governance, strategy and leadership. Previously, she held executive positions with IBM and The Pillsbury Company.
Ashok Bakhru serves as Independent Chair of the Board of Goldman Sachs Mutual Funds and of three other investment company boards. He has worked for several companies including Scott Paper Company and Coty Inc., serving as CFO and CAO and as head of several business units. For several years, he worked in private equity. He has served as director on a number of profit and non-profit boards.
Kathleen Dennis serves as a director for the Morgan Stanley Funds; within the board she is chair of the Money Market Funds and Alternatives Subcommittee and a member of the Governance Committee. In addition, in 2006 she started Cedarwood Associates, a small consulting practice. Ms. Dennis served as a senior managing director of Victory Capital Management from 1993 to 2006, and prior to that time was a senior vice president of Chase Bank, with various responsibilities in the asset management business. She currently is a director of the University at Albany Foundation and a member of the Public Arts Commission in Mount Dora, Florida.
Kay Dryden is an independent trustee of Nationwide Funds Group. She is CEO and Chair of Energy Dispute Solutions, LLC., providing strategy consultation and dispute resolution services to the energy industry. She is the former SVP and general counsel of Charles Schwab, Del Monte Foods and Lucasfilm Ltd. She has served on a number of corporate and not-for-profit boards and is currently a member of the Smithsonian Institution Libraries board.
Carl Frischling is an independent trustee of the Reich & Tang funds. He is a senior partner and co-head of the Financial Services Group at Kramer, Levin, Naftalis & Frankel in New York City, where he advises mutual funds and their independent trustees. Previously, he was chief administrative officer and general counsel of a large mutual fund complex. Earlier in his career, he served on the board of the Investment Company Institute. Mr. Frischling received the 2007 Fund Directions "Independent Counsel of the Year" award for his service to mutual fund directors and the Lifetime Achievement Award in 2013.”
Matthew Goldstein has spent over forty years in professorial and administrative functions in higher education. He recently retired after fourteen years as Chancellor of The City University of New York, the largest public urban university in the United States. Trained as a mathematician and statistician, he has published widely and has consulted with major corporations on a variety of matters using quantitative and strategy skills. He is a fellow of the American Academy Arts and Sciences and won the Carnegie Higher Education Leadership award in 2007. He is presently the Chair of the JP Morgan Mutual Fund Complex, having served as a board member there since 2003. In addition, he has served a board member of several public companies over the past fifteen years.
Joel Motley is an independent trustee of the Oppenheimer Funds. After graduating from Harvard Law School and practicing corporate law for five years, he served as an aide to Senator Daniel Patrick Moynihan. He then began his career in investment banking at Lazard Freres & Co. in 1985. Mr. Motley is a Managing Director of Public Capital Advisors LLC. Mr. Motley is a member of the Council on Foreign Relations and serves as co-chairman of the board of Human Rights Watch. He also serves on the boards of the Pulitzer Center for Crisis Reporting, Historic Hudson Valley, the Southern Africa Legal Services Foundation, the Greenwall Foundation and the Vestry of Trinity Wall Street.
Rich Redeker is the independent chair of the Prudential Retail Mutual Funds. Mr. Redeker has been in the mutual fund industry for 46 years in a variety of sales and senior executive positions with Wellington Management Company, Kemper Financial Services and Prudential Securities. He has also served as a director on a number of profit and non-profit boards.
Roger Vincent is an independent trustee and former Chair of the Voya Funds Board. He also serves as a director of UGI Corporation. Mr. Vincent retired as president of Springwell Corporation following a lengthy career in investment banking. Mr. Vincent has served as director on a number of public, private and charitable boards.
Wayne W. Whalen
Wayne W. Whalen is a director of the Invesco funds. He is of counsel at Skadden, Arps, Slate, Meagher & Flom in Chicago. He has counseled, completed transactions and litigated on behalf of businesses, boards of directors, financial institutions, utilities and governments. Mr. Whalen incorporated the first of Van Kampen Investments Inc.'s mutual funds in 1984.
Fergus Reid is an independent trustee of the Morgan Stanley Fund Group, where he has served in that capacity for more than ten years. Mr. Reid has served as a director of Park Avenue Funds, and the Dreyfus National Bank & Trust Company. Currently he is Chairman and Chief Executive Officer of Lumelite Corporation.
David S. Ruder
David S. Ruder, Emeritus Chairman of the board of the Mutual Fund Directors Forum, is the William W. Gurley Memorial Professor of Law Emeritus at Northwestern University School of Law in Chicago. He was Dean of the School from 1977 to 1985. From 1987 to 1989 he served as Chairman of the United States Securities and Exchange Commission. Mr. Ruder is a former trustee of the Financial Accounting Foundation, which oversees the Financial Accounting Standards Board, and a former trustee of the International Financial Reporting Standards Foundation, which oversees the International Accounting Standards Board. He is a former member of the Board of Governors of the National Association of Securities Dealers, Inc. and was the founding Chairman of the Securities and Exchange Commission Historical Society.
Allan S. Mostoff
Allan S. Mostoff was the founding President of the Mutual Fund Directors Forum. He founded the financial services practice at the Dechert law firm in 1976 and is now counsel to that firm. He joined Dechert after serving with the Securities and Exchange Commission, most recently as Director of the Division of Investment Management Regulation and, prior to that, as Associate Director and Assistant Director of the Division of Corporate Regulation. He is a member of The American Law Institute and the Advisory Board of the Investment Lawyer, and has served as a member of the Financial Accounting Standards Advisory Council, the Advisory Board of the Securities Regulation and Law Report and as an adjunct professor of law at Georgetown University School of Law. Mr. Mostoff received the 2007 Fund Directions "Lifetime Achievement Award" for service to mutual fund directors and the mutual fund industry and in 2011 he was recognized by Strategic Insight as a “Mutual Fund Visionary”.