Board

Dina A. Tantra

Chair

Dina Tantra serves as Board Chair for Heartland Funds, focused on value investing.  She also serves as an Independent Board Trustee and Chair of Nominating & Governance Committee for both Thornburg Income Builder Opportunities Fund (a closed-end fund managed by Thornburg Investment Management) and  Boston Trust Walden mutual funds focused on ESG.  Previously she served as CEO and Board Member of Advisers Investment Trust, a series trust fund company. As Co-CEO, Dina built Global Rhino, LLC a strategic advisory firm helping asset managers to bridge the gap between managing money and managing the business of asset management.  During her career, she led business, legal and compliance teams at  several asset managers and fund administrators. Ms. Tantra received a B.A. from Pomona College and her law degree from The Ohio State University.

Carolyn McPhillips

President

Carolyn McPhillips joined the Forum's staff in July 2005. She was the Forum's Senior Counsel until June 2020, when Carolyn became the President of MFDF. Immediately prior to joining the Forum, she lived in Naples, Italy. She was an associate in the Financial Services Group of Dechert LLP from 2000 to 2003. 

Sanjeev Handa

Treasurer

Sanjeev Handa is an independent trustee and chair of the Audit Committee for the Carlyle Tactical Private Credit Fund. He also serves as an independent director for Oak Hill CLO Enhanced Equity II, and on the advisory board for White Oak Partners.

Angela Brock-Kyle

Angela Brock-Kyle is an independent trustee of the Guggenheim Funds Trusts serving on the audit, contracts, nominating and valuation committees. In 2012 she founded B.O.A.R.D.S. which consults on board governance matters. She currently serves on the private boards of Hunt Companies, Inc., a real estate and infrastructure firm, and Bowhead Insurance, GP, LLC.  She previously served on public and not-for-profit boards. As an executive Ms. Brock-Kyle served in various investment roles within TIAA's asset management business before joining the firm's senior leadership team in positions including chief of staff for asset management and lead risk executive for the client relations business.

Jane Carlin

Jane Carlin is an independent trustee of iShares Trust.  She is the Chair of the Risk and Compliance Committee. She is the former Managing Director, Deputy General Counsel and Global Head of Operational Risk and Information Security for Morgan Stanley and Credit Suisse. She has served on a number of corporate and not for profit boards and is currently a member of the Hanover Insurance Group board.

Fran Cashman

Fran Cashman is an experienced trustee and global CEO. Currently, an independent director on the Morgan Stanley Funds Board, Fran has over 30 years of experience building asset management, capital markets and more recently information services businesses under public, PLC and private equity governance structures. Most recently, CEO of Asset Management at Euromoney Institutional Investor PLC (now Delinian), she managed a portfolio of global businesses including BCA Research, NDR and Institutional Investor with nearly 400 employees in the US, Canada, UK, Europe and Asia. Earlier, Fran held numerous leadership roles at Legg Mason, an $800 billion asset manager, including Global Head of Marketing and Communications, serving as a member of the Executive Committee, intersecting with the corporate board and setting brand and communications strategy worldwide. She spent her early career in sales in fixed income and asset management including serving as Co-Head of US sales. Fran is a trustee of the Georgia Tech Foundation Board and a member of C200, an invitation only organization of women executives and entrepreneurs. She was educated as a chemical engineer, began her career in banking and capital markets and has served on a number of non-profit boards throughout her career.

Jody Foster

Jody Foster is an independent trustee of the Voya Funds serving on the audit, contracts, nominating and investment committees. She is an independent trustee and audit chair of the Diamond Hill Funds and the Diamond Hill Securitized Credit interval fund. In 2010 she founded Symphony Consulting which consults on operations, finance and compliance for emerging public and private investment managers. Ms. Foster previously served in various investment and operational leadership roles at JPMorgan, Driehaus Capital Management, Burridge Group and Clover Capital Management. Ms. Foster received a B.A. from Pace University, M.P.P. from Georgetown University and M.B.A. from the University of Chicago Booth School of Business.

Robert W. Helm

Robert W. Helm is a trustee of the Fidelity Fixed Income and Asset Allocation Funds (Fidelity Investments). He was formerly a partner and deputy chairman of Dechert LLP. He led the firm's financial services practice group for over 20 years, representing some of the world's leading investment management firms, their funds and their boards of directors. He is also a director of the Maryland Fuel Fund; a director of the St. Vincent de Paul Society of Baltimore; and a trustee of the Baltimore Council on Foreign Affairs.

Ron Parker

Ron Parker serves as the lead independent trustee for PIMCO Funds and previously served as chairman of its audit committee. He is also a director and Vice Chair of the Board of Roseburg Forest Products Co., a large privately owned forest products company based in Oregon. Mr. Parker is a retired Certified Public Accountant and spent over 30 years in the forest products industry before retiring as the CEO of Hampton Affiliates. He previously served for 18 years as Board Chair of the Ford Family Foundation and currently chairs their investment committee. He also chaired the investment committee of Oregon Health Sciences University Foundation.

Mindy Posoff

Mindy M. Posoff serves as an independent trustee of the Harris Associates Investment Trust for the Oakmark Family of Funds, a value driven complex of mutual funds. Ms. Posoff is also a managing director and member of Golden Seeds, an investment group whose network is dedicated to investing in early-stage companies with diverse management teams. In addition to those roles, Ms. Posoff is a member of Apollo Global Management’s Impact Advisory Committee, an Advisory Member of the Women of the World Investment Committee, Trustee of Community College of Philadelphia, a Member of the Board of Directors of Ben Franklin Technology Partners of Southeastern Pennsylvania and Vice Chair Emeritus and a founding member of the board of Directors of 100 Women in Finance, the largest global association for finance and alternative professionals. Ms. Posoff received her BA in Philosophy and Greek Civilization from Beloit College and an MBA in Finance from the Wharton School of the University of Pennsylvania.

Julian Sluyters

Julian Sluyters serves as lead independent trustee of the Venerable Variable Insurance Trust, independent trustee of the Wilshire Funds, director of Davion Healthcare, Plc, and advisory board member of Rainforest Defense Company. He brings more than 40 years of executive and board leadership in asset management and fund services, having served as CEO of UBS Fund Services in Europe, then the largest mutual fund administrator on the continent, as well as CEO of the Scudder (now DWS) Funds. He also held CEO and trustee roles for fund complexes at Old Mutual Capital and Allianz Global Investors, where he was instrumental in board mergers and governance integration, with earlier leadership positions at PaineWebber and Ernst & Young.

Lloyd Wennlund

Lloyd A. Wennlund is a Governance and Financial Services professional who retired as Executive Vice President, from The Northern Trust Company in Chicago. He was also President of Northern Funds and Northern Institutional Funds for 23 years. Lloyd now applies his expertise as an Independent Trustee for the Calamos Funds Board and is Chair of the Valuation Committee. Lloyd is also an Independent Director and Board Chair of the Datum One Series Trust, sponsored by Northern Trust. He also serves as a Testifying Expert/Consultant for the Bates Group, LLC. Lloyd was a Governor of the Investment Company Institute Board of Governors (13 years) and a member of its Executive Committee (7 years). He was also a member of the Securities Industry Financial Markets Association (SIFMA) Advisory Council, Private Client Services Committee and Private Client Steering Group, and was a member of the Chicago Advisory Board of the Salvation Army from 2011-2019. Lloyd received a B.S. from Valparaiso University and held the FINRA Series 7, 24, and 53 registrations for over 30 years.