Editorial Think Tank


The Fund Board Views Editorial Think Tank is a group of independent mutual fund directors, fund industry lawyers and other fund governance professionals who work with the FBV editorial team to ensure coverage is meeting the needs of the fund board community. Think Tank members and FBV staff meet annually to identify and discuss trends and potential areas of coverage; members also are available to provide feedback to the editorial staff on an ongoing basis.

 


 

Stephen Byers

Independent Chairman, DBX ETF Trust

Independent Director, The Arbitrage Funds

Steve Byers is independent chairman of DBX ETF Trust and an independent director for The Arbitrage Funds. He has more than 30 years of executive experience in asset management, capital markets, banking and brokerage at Dreyfus/Mellon Financial, PaineWebber/Mitchell Hutchins, Citicorp, and others. Steve also serves as an independent director, Audit Committee chair, and audit committee financial expert for the non-traded business development company Sierra Income Corp.

 

  

Rajib Chanda

Partner, Simpson Thacher & Bartlett LLP

Rajib Chanda is a partner in the Washington, D.C., and New York offices of Simpson Thacher & Bartlett LLP. He has particular experience working with alternative asset managers seeking to access retail investor channels through closed-end funds, mutual funds, business development companies, exchange-traded funds, separately managed accounts and permanent capital vehicles. Rajib also works extensively with more traditional registered fund sponsors and their boards of directors.

 

 

Nathan Greene

Partner, Sidley Austin LLP

Nathan Greene is a partner in Sidley Austin's Investment Funds practice in New York. He has extensive experience advising on the regulatory aspects of fund and investment advisory operations, and also counsels funds and financial institutions on regulatory considerations around emerging technologies like blockchain, big data and artificial intelligence. His practice includes the formation and representation of U.S. and foreign investment companies, sponsors, advisers and directors, including SEC registration, exemptions, inspections and investigations; fund formation, distribution and marketing; fund board and governance matters; compliance manuals and testing; and high-profile corporate transactions involving asset management businesses. 

 

 

Joel Motley

Independent Director, Invesco Funds

Joel Motley is an independent director at Invesco Funds, having the joined the board in mid-2019 following Invesco Ltd.'s acquisition of OppenheimerFunds. Previously, Joel was independent chair of the OppenheimerFunds New York board. He is a managing director of Public Capital Advisors LLC, where he provides advice on capital markets and infrastructure to emerging markets and has worked in investment banking, as a senatorial aide (to Sen. Daniel Patrick Moyihan in New York) and as a corporate lawyer. Joel also serves on several non-profit boards.

 

 

Paulita A. Pike

Partner, Ropes & Gray

Paulita Pike is a partner in Ropes & Gray’s Investment Management group, where she represents mutual funds and their boards, investment advisers, and fund service providers. She advises clients on a variety of issues, including governance structures and practices, D&O/E&O matters, industry ‘best practices,’ and regulatory investigations and inquiries. Paulita also is an adjunct professor at Northwestern University School of Law and at the Notre Dame Law School, where she teaches courses on mutual fund regulation.

 

 

Tom Seip

Independent Chairman, Neuberger Berman Funds

Tom Seip is independent chairman of Neuberger Berman Funds. Prior to retiring in 1998, Tom spent more than 15 years at The Charles Schwab Corporation in various positions, including president and CEO of Charles Schwab Investment Management and, before that, executive vice president of retail marketing and distribution; he also led the teams that created Schwab’s revolutionary Mutual Fund OneSource program and the precursor to Schwab Institutional, which provides various products and services to independent financial advisors. Tom is a director and chair of the Governance and Nominating Committee on the board of H&R Block Inc.