EQM Indexes LLC has assembled a team of financial and industry professionals with years of experience to serve on its Index Committee. The role of the Committee is to ensure the index is being managed according to its stated rules and guidelines. Furthermore, the Committee may periodically review the index’s methodology, vote on rule changes, vote on additions or deletions, and use their combined industry expertise to determine which stocks qualify to be considered as index candidates. The Committee formally meets before each quarterly rebalance/reconstitution date, and communicates informally throughout the year as other issues arise.
The members of the EQM Indexes LLC Index Committee are:
Co-Founder of EQM Indexes LLC and Founder of EQM Capital LLC.
Ms. Edmondson is a former Quantitative Portfolio Manager with Allianz Global Investors and its predecessor firm Nicholas-Applegate. She started her career at Merrill Lynch and has more than 25 years of experience in the investment industry. She holds an MBA in Finance from San Diego State University and a BA from UC Irvine.
Mr. Derkash leads EQM’s Global and ESG Product initiatives. He has over twenty years of global portfolio management, investment banking and equity research experience and has worked as a Portfolio Manager at Millennium Management, a $40 billion hedge fund, and at UBS Asset Management. Prior to Millennium and UBS, Stephen worked with Nicholas-Applegate Capital Management, in sell-side research with a leading European bank in Brazil, and on the emerging markets investment banking team at Lehman Brothers in New York. He holds an MBA from Wharton, an MA in International Studies from the University of Pennsylvania’s Lauder Institute, and a BA from Georgetown University.
Todd Crescenzo, CFA
Mr. Crescenzo, CFA has been involved in the global capital markets since 1999. Mr. Crescenzo was formerly a Portfolio Manager and Chief Investment Officer at Investment Placement Group where he managed the firm’s Global Credit portfolio strategies and overall asset allocation. He was also formerly a Partner, Portfolio Manager and Head of Research at LM Capital Group. Prior to LM Capital Group, he was a research analyst and assistant portfolio manager with Advisors Asset Management. He received an undergraduate degree in Industrial Relations from the University of North Carolina and a Master’s degree with distinction in International Business with an emphasis in finance from the University of California, San Diego.
Mr. Ang, EQM’s Natural Resource and Thematic Equity Specialist, was formerly Partner, Vice President and Portfolio Manager for Summit Global Management, Inc., managing Summit’s Water Equity Fund and Water Infrastructure Multifactor ETF. Prior to joining Summit Global Management, he worked for Paine Webber and Bank of America and has more than 25 years of financial industry experience. He earned his M.S. in Finance and B.S. in Business Administration from San Diego State University.
EQM Capital, LLC (“EQM Capital”) is an investment adviser registered with the State of California. Additional information regarding EQM Capital can be found in EQM Capital’s Form ADV Part 2A which is available on the SEC’s web site at www.adviserinfo.sec.gov. While under common ownership, EQM Capital does not control EQM Indexes, LLC.
EQM Indexes LLC is not affiliated with any of the firms listed above in the committee member biographies.