Lee J. Caleshu Deputy Chief Investment Officer

Lee J. Caleshu joined the Adviser in 2019, where he currently serves as a Deputy Chief InvestmentOfficer. He has served as a co-portfolio manager of the Fund since its inception in 2022. Mr. Caleshu is a CFA® charter holder with more than 20 years of investment management experience. He has managed portfolios for both private clients and institutions. His expertise lies in researching and directing investments across multiple asset classes, including public equities, public bonds, as well as alternative vehicles such as real assets, hedge funds and private equity funds. Mr. Caleshu graduated cum laude from Tulane University with a finance major.

Antonio Caxide Chairman, Senior Investment Council

Antonio Caxide joined the Adviser in 2009, where he serves as the Chairman of the Senior Investment Council. He has served as a co-portfolio manager of the Fund since its inception in 2022. Mr. Caxide is a CFA® charterholder with more than 35 years of worldwide investment management experience with equity, fixed income and alternative investment portfolios, including in both public and private markets. He has managed assets for insurance, pension, corporate and retail clients. Mr. Caxide has an MBA degree in finance and investments and B.S. degree from the University of Connecticut.

Francis Chu Managing Director, Portfolio Management

Francis Chu joined the Adviser in 2021, where he currently serves as a Managing Director of Portfolio Management. He has served as a co-portfolio manager of the Fund since its inception in 2022. Mr. Chu is a CFA® charterholder with more than 22 years of experience and he has investment management expertise in both traditional and alternative assets (hedge funds & private equity). Over his career, Mr. Chu has advised clients, led investment processes, and managed portfolios at RIA’s and Family Offices. Mr. Chu holds a Bachelor of Science magna cum laude from New York University, Stern School of Business.

Jeffrey G. Wilkins Deputy Chief Investment Officer & Managing Director

Jeffrey G. Wilkins joined the Adviser in 2010, where he currently serves as a Deputy Chief Investment Officer and a Managing Director. He has served as a co-portfolio manager of the Fund since its inception in 2022. Mr. Wilkins has more than 15 years of active investment and business leadership experience. He has directed the investment and management of a number of public asset classes, including high-yield bonds, energy infrastructure, U.S. mid-cap and Japan stocks. He has also led research into alternative asset classes, such as real estate, private-equity, and Sub-Saharan African equities. Prior to joining the Adviser, Mr. Wilkins made active investments in several private companies and real estate ventures and co-founded a venture-backed technology business. He holds an MBA with distinction from The Ross School of Business at the University of Michigan and a bachelor’s degree magna cum laude from The University of Arizona.