Michael Fogarty, Cfa Email & Phone Number

Tulsa, Oklahoma, United States

Tulsa, Oklahoma

- Invested high net worth and institutional client portfolios under stringent fiduciary standards. (70 clients with $700 million in assets under management)- Conducted ongoing dialog with clients about risk tolerance, time horizon and other circumstances to determine investment objective’s appropriateness within the framework of the Investment Policy Statement. - Constantly engaged with internal and external research providers to stay abreast of current and new investment solutions across the spectrum of equities, fixed income, and alternatives.- Participated in the development of new business opportunities by meeting with prospects and preparing and presenting proposals for investment management and wealth planning.- Stayed up to date on economic, market and portfolio management trends always considering the effect on clients’ investment portfolios and objectives.

- Consulting engagements with early-stage ventures developing strategy, writing business plans and offering documents. - Evaluated a real estate investment management software company to map out a succession and buyout plan with intent to take over the business. Conducted extensive due diligence on financing, underlying technology, intellectual property, data providers, competitive position, sales and marketing.

Kansas City, Missouri Area

Co-Manager (2005 - 2016) One of a team of three portfolio managers that built one of the largest international equity mutual funds with assets under management growing from $600 million to over $11 billion at its peak in 2013. Collaborative team environment with very open and lively culture of challenging our peers’ recommendations. - Outperformed MSCI All Country World ex-USA (ACWI ex-USA) index 1, 3, 5 and 10-year by 3.1%, 0.8%, 1.7%, and 1.8%, respectively.Lead Portfolio Manager AUM: $617 million - combined ADR and ESG strategies- Simultaneously maintained multiple roles of analyst, director of research and portfolio manager- Developed multi-faceted, quantitative and qualitative blended process resulting in long-term holding of financially strong, leading companies operating in attractive geographies.- Evaluated company strategy, competitive advantage, corporate governance, financial flexibility, revenue/earnings growth outlook, returns vs. cost of capital, valuation, trading liquidity and dividend capacity. - Formulated top-down views on macroeconomic, political, financial, legal, demographic, behavioral and industry-specific factors to guide country, sector and industry allocation decisions.- Promoted international strategies to consultants and other institutional gatekeepers. Conducted client presentations addressing process, performance attribution, trading, compliance, and market outlook.- Outperformed ACWI ex-USA index 1, 3, 5 and 10-year by 1.9%, 0.3%, 1.4%, and 1.7%, respectively. ADR Strategy (2005-2016)- Outperformed ACWI ex-USA index 1 and 3 year by 2.6% and 0.6%, respectively. Social and Governance (ESG) Strategy (2012-2016)

Kansas City, Missouri Area

- Promoted to Director of Research in addition to ongoing sector coverage and portfolio management. - Recruited several experienced sector analysts.- Vetted research and challenged analysts’ assumptions and conclusions. - Prepared analysts for presentations to the entire team. - Reviewed performance and advocated for professional growth and career advancement.- Instituted broker activity tracking system and quarterly voting process that enhanced allocation of trading commissions and improved Scout’s access to a wide variety of research.

Kansas City, Mo Area

- Buy-side sector coverage (over entire tenure at Scout from 2002 to 2016) included industrials, materials, information technology, telecommunications and utilities. - Conducted comprehensive bottom-up fundamental work, including competitor and industry analysis, corporate filings, and meeting with management, investor relations representatives and sell side analysts. - Idea generation and due diligence process included attending industry and broker conferences, building custom screens, and continuous learning. - Generated stock selection alpha over most time periods.

Mba, Finance

Bs, Accounting

Activities and Societies: Kappa Sigma Fraternity