William Nobles, Cfa Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

■ Global Manager Research Environmental, Social, and Governance (ESG) oversight lead ensuring Manulife fund boards globally are well positioned to comply with various sustainability regulations as pertains to delegated investment managers.■ Responsible for identifying potential macroeconomic drivers of returns, preparing relevant board education materials, and presenting to the John Hancock Fund Board Committee for Liquidity and Risk. Previous topics have included a deep dive into global energy markets, inflation, FOMC policy, and the path of the US Dollar and their respective impacts on the John Hancock Fund platform.■ Created proprietary risk dashboard leveraging Manulife IDDL data to deliver various risk analytics including absolute and relative exposures, factor exposures, and contribution to VaR to Global Manager Research team, enhancing oversight of in house and third-party investment products.

Hong Kong, Hk

■ As a member of global product leadership and the lead due diligence representative for the various boards across Asia, successfully defended over $4 billion in at-risk fixed income and equity capital managed by Manulife Investment Management■ Drove asset flow by identifying and negotiating terms (fees/capacity) with best-in-breed third party managers to combine with Manulife’s capabilities to offer via a unique-in-the-Hong Kong-market retail investment platform■ Provided managerial oversight and leadership to a team of 6 local investment research analysts responsible for all aspects of product development and due diligence oversight for retail investment, retirement, and investment-linked insurance platforms in 10 regions throughout Asia■ Demonstrated ability as a flexible problem solver, having coordinated with internal and external partners to launch innovative new products consistent with the varying needs of Asian investors as well as local regulatory standards■ Implemented a multi-manager strategy for the Manulife Mandatory Provident Funds (MPF) scheme, the largest retirement scheme in Hong Kong, developed the rebalancing oversight procedures for these funds which successfully protected investor capital in the 2020 market volatility■ Chair, Delegated Investment Manager Supervisory Committee, incorporating legal, compliance, operations, and product representatives to provide 360-degree due diligence of delegated/sub-advisory managers and ensured timely reporting to the Hong Kong Securities and Futures Commission (SFC)

Boston, Massachusetts, Us

■ Product expert for John Hancock mutual funds and insurance products responsible for conducting portfolio analysis, maintaining up-to-date knowledge of all aspects of mutual fund activity, creating timely sales messaging for John Hancock distribution team, and representing the investment teams in front of the John Hancock mutual fund and UCITS boards. ■ In depth product presentations covering mutual fund process, philosophy, and performance results to institutional research teams, family offices, and key financial advisor partners.■ Conducted training of John Hancock sales directors with relevant mutual fund process and positioning to ensure consistent messaging.■ Direct reporting line to John Hancock Funds Board of Trustees.

Research analyst responsible for domestic equity strategies. Responsibilities include due diligence and research for existing as well as prospective investment managers.

Baltimore, Maryland, Us

Portfolio manager for risk-based Transamerica Partners Strategic Asset Allocation FundsResearch analyst responsible for international, emerging markets, and domestic small-cap growth equity due diligence and research. Responsibilities include performing due diligence on investment managers and making recommendations for Transamerica's investment platforms which include asset allocation strategies, retail mutual funds, variable annuities, retirement plans, and subadvised strategies.Member - Asset Allocation Committee, Operations Risk Committee, Valuation Committee and Aegon Community Relations BoardAegon team lead for March of Dimes March for Babies event 2010, 2011

Charlotte, Nc, Us

* Performed prospecting and ongoing due diligence for domestic large cap, all cap and balanced portfolio managers for distribution across Bank of America channels. * Maintained roster of managers on the Selects separately managed account platform as well as the Fund Focus List of approved mutual funds. * Composed quarterly commentaries for all managers on the platform highlighting attribution and relating performance to the manager’s investment philosophy and process.* Coordinated and conducted annual on-site review meetings with investment managers* Assisted financial advisors with risk positioning and customized manager blends.

Boston, Massachusetts, Us

* Provided analytical support to a team of institutional fixed-income portfolio managers* Maintained CMS BondEdge database and developed internal analytical tools* Automated portfolio review process for 200 separately managed institutional accounts* Chaired semi-monthly portfolio review meetings * Developed model portfolios to be presented in sales presentations for institutional and high net worth clients* Created pre-trade compliance program in Excel to ensure all accounts remained in compliance with client mandates

Ms, Finance

B.S., Finance, Economics