Neil M. Email and Phone Number

- Portfolio manager specializing in outsourced insurance portfolios for both US and Asian (Taiwan, China) insurance companies- Lead PM for $10bn AUM across insurance client portfolios, including both income/book yield oriented strategies and total return strategies- Responsible for asset allocation and security selection across all investment grade public fixed income sectors (IG credit, ABS, MBS, CMBS, CLO, etc.)

● Manage IG Credit portfolios (separate accounts and commingled funds) for Pension LDI and Global Insurance clients● Discretionary portfolio management responsibilities for both active LDI mandates managed against public IG Credit benchmarks● Establish corporate credit sector views using input from macro investment process and sector-specific views from credit analysts● Work closely with a global team of 20 credit analysts to implement security selection views in portfolios● Responsible for all day-to-day PM responsibilities including monitoring duration positioning, cash levels and curve exposures, hedging client flows, index extension trading, etc.● Meet with institutional clients/prospects for pitches and investment reviews to articulate performance attribution and outlook● Liaise with other business partners including Institutional Sales, Risk, Client Service, etc. on all matters related to portfolios

● Served as the client-facing source of expertise in fixed income asset allocation and pension liability hedging● Specialized in designing and implementing interest rate hedging strategies for corporate defined benefit pension plan portfolios● Developed and presented multi-asset portfolio and asset/liability risk analysis for clients and prospects● Collaborated with J.P. Morgan’s Multi-Asset Solutions group in designing holistic multi-asset LDI strategies● Assist portfolio management team in implementing and monitoring long duration fixed income portfolios and hedging strategies● Worked to design, develop and maintain proprietary multi-factor asset/liability risk modeling capabilities for the LDI team● Developed proprietary Excel/VBA application for automation of pension liability analysis and ALM reporting

● Supported two ALM portfolio managers in management of core fixed income portfolios for the Domestic Individual LifeInsurance Business (ILB, $16 billion, 17 portfolios) and Closed Block Business (CB, $57 billion, 3 portfolios)● Portfolio management responsibilities included:○ Monitoring and communicating with ALM PM’s on liquidity needs and portfolio positions versus duration and sectorallocation benchmarks and exposure risk limits○ Coordinating allocation of new premium across the fixed income trading desks○ Monitoring/forecasting liquidity needs for non-public and non-fixed income asset classes○ Partnered with ALM Finance to forecast quarterly income, asset allocation changes, and private asset class demand● ALM responsibilities included:○ Assisting ALM PM’s in developing long term strategic asset allocations for life insurance portfolios, with primaryobjective being maximizing risk-adjusted net investment income○ Partner with ILB and CB senior management teams in making tactical recommendations, performing portfolio scenarioanalysis, and explaining investment performance and attribution○ Partner with ILB and CB actuaries in liability duration analysis, forecasting portfolio earned rates, and refiningmodeling assumptions used in insurance product pricing