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United States

Invesco Mortgage Capital Inc (IVR)

IVR on New York Consolidated

14.90USD
30 Nov 2016
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Summary

Name Age Since Current Position

James Balloun

77 2012 Non-Executive Independent Chairman of the Board

Richard King

57 2008 President, Chief Executive Officer

Richard Phegley

47 2014 Chief Financial Officer

Robson Kuster

42 2011 Chief Operating Officer, Head - Research

John Anzalone

51 2009 Chief Investment Officer

Karen Kelley

55 2008 Director

Edward Hardin

73 2014 Independent Director

John Day

67 2009 Non-Executive Independent Director

James Lientz

72 2012 Non-Executive Independent Director

Tony Semak

2014 IR Contact Officer

Biographies

Name Description

James Balloun

Mr. James S. Balloun is Non-Executive Independent Chairman of the Board of Invesco Mortgage Capital Inc. Mr. Balloun was previously the Chairman and Chief Executive Officer of Acuity Brands, Inc. from November 2001 until his retirement in September 2004 and was the Chairman, President and Chief Executive Officer of National Services Industries, Inc. prior to National Services Industries, Inc.’s spin-off of Acuity Brands in November 2001. Prior to joining National Services Industries, Inc., Mr. Balloun was with McKinsey & Company, Inc. from 1965 to 1996. Mr. Balloun received a B.S. degree from Iowa State University and an M.B.A. from Harvard Business School.

Richard King

Mr. Richard J. King, CFA, is no longer a President, Chief Executive Officer of Invesco Mortgage Capital Inc., effective March 1, 2017. Mr. King joined Invesco in 2000 and has held positions as Senior Portfolio Manager and Product Manager for Core and Core Plus, Head of the Structured Team, and Head of Portfolio Management, a team responsible for portfolio management of all investment-grade domestic fixed income portfolios. Prior to Invesco, Mr. King spent two years as Head of Fixed Income at Security Management, and ten years with Criterion Investment Management, where he served as Chairman of the Core Sector Group. He served as Managing Director and Portfolio Manager with Bear Stearns Asset Management. Starting in 1984, he spent four years with Ohio PERS as an Investment Analyst, with the responsibility of analyzing and trading corporate bonds and mortgage-backed securities. Mr. King began his career in 1981, as an auditor for Touche Ross & Co. Mr. King received a Bachelor of Science in Business Administration from Ohio State University. Mr. King is a Chartered Financial Analyst.

Richard Phegley

Mr. Richard Lee Phegley, Jr., is Chief Financial Officer of the Company, since May 2014. Mr. Phegley also serves as the Global Head of Real Estate Investment Accounting for Invesco Real Estate, our manager’s affiliated real estate team, a position he has held since 2006. Before joining Invesco, Mr. Phegley was a Director and responsible for Private Equity Accounting at Archon Group LP from 2004 to 2006. Prior to 2004, Mr. Phegley served as a Senior manager at KPMG LLP for two years and Arthur Andersen LLP for seven years, managing audit engagements for public and private clients, including investment management clients. Mr. Phegley received a B.A. degree from Baylor University and an M.S. degree in Accountancy from the University of Houston. Mr. Phegley is a Certified Public Accountant.

Robson Kuster

Mr. Robson J. Kuster, CFA, is a President, Chief Operating Officer of the Company., effective March 1, 2017. He served as Chief Operating Officer, Head - Research of Invesco Mortgage Capital Inc. He has served as Chief Operating Officer since March 2011 and as Head of Research since July 2009. He has served as head of structured securities research for Invesco Fixed Income at Manager’s parent, Invesco Ltd., since April 2007. There, Mr. Kuster is responsible for overseeing all structured securities positions across stable value and total return platforms. Additionally, he is closely involved in all structured product development efforts. From September 2002 to April 2007, Mr. Kuster was a credit analyst – structured securities. Prior to joining Invesco Ltd. in 2002, Mr. Kuster served as a credit analyst with Bank One Capital Markets, which he joined in 2000. Mr. Kuster received a Bachelor of Arts in both Economics and American History from Cornell College and a Master of Business Administration from DePaul University. Mr. Kuster is a Chartered Financial Analyst.

John Anzalone

Mr. John M. Anzalone, CFA, has been appointed as Chief Executive Officer of the Company., effective March 1, 2017. He served as Chief Investment Officer of Invesco Mortgage Capital Inc. Mr. Anzalone joined Invesco’s Fixed Income Division in 2002. As the Head of the MBS group, he is responsible for the application of investment strategy across portfolios consistent with client investment objectives and guidelines. Additionally, the MBS team is responsible for analyzing and implementing investment actions in the residential and commercial mortgage-backed securities sectors. Mr. Anzalone began his investment career in 1992 at Union Trust. In 1994 he moved to AgriBank, FCB, where he served as a Senior Trader for six years. Mr. Anzalone is a former employee of Advantus Capital Management where he was a Senior Trader responsible for trading mortgage-backed, asset-backed and commercial mortgage securities. Mr. Anzalone received a Bachelor of Arts in Economics from Hobart College and a Master of Business Administration from the Simon School at the University of Rochester. Mr. Anzalone is a Chartered Financial Analyst.

Karen Kelley

Ms. Karen Dunn Kelley serves as Director of Invesco Mortgage Capital Inc. Ms. Dunn Kelley has served as the Senior Managing Director, Investments, of Invesco since 2011, with responsibilities including certain of Invesco’s global equities investment teams, equity trading and investment administration. Ms. Dunn Kelley is also the Co-President, Co-Chief Executive Officer and a Director of the manager. From 2007 until 2011, she served as CEO of Invesco’s fixed income and cash management team. Ms. Dunn Kelley joined Invesco in 1989 and has also served as a money market portfolio manager and chief money market officer. Prior to joining Invesco, Ms. Dunn Kelley worked at Federated Investors (Pittsburgh) from 1986 to 1989, where she was involved in the asset management business aspect of the fixed income division. Ms. Dunn Kelley began her career at Drexel Burnham Lambert in 1982 on the Fixed Income High Grade Retail Desk where she served as vice president and assistant manager. Ms. Dunn Kelley graduated with a B.S. degree from the Villanova University College of Commerce and Finance.

Edward Hardin

Mr. Edward J. Hardin, J.D. is Independent Director of the Company. He served as a director since February 2014 and as chairman of the Nomination and Corporate Governance committee since May 2014. Mr. Hardin has been a partner of the law firm of Rogers & Hardin LLP since its formation in 1976 and is a member of its executive committee. Mr. Hardin received a B.A. degree from Wesleyan University and a J.D. degree from Vanderbilt University.

John Day

Mr. John S. Day serves as Non-Executive Independent Director of Invesco Mortgage Capital Inc. Mr. Day previously with Deloitte & Touche LLP from 2002 until his retirement in December 2005. Prior to joining Deloitte & Touche LLP, Mr. Day was with Arthur Andersen LLP from 1976 to 2002. Mr. Day received a B.A. degree from the University of North Carolina and an M.B.A. from Harvard Business School.

James Lientz

Mr. James R. Lientz, Jr. serves as Non-Executive Independent Director of Invesco Mortgage Capital Inc. He serves as chairman of the Compensation Committee since October 2012. Mr. Lientz has more than 35 years of experience in the banking industry and nearly eight in government service. Mr. Lientz served as President of C&S Bank of South Carolina (1990-1992), President of Nationsbank of Georgia (1993-1996) and President, Mid-South Division, of Bank of America (1996-2001). His public sector work was as Chief Operating Officer of the State of Georgia from 2003-2010. Mr. Lientz is currently a partner with Safe Harbor Consulting, LLC. Mr. Lientz received a B.S. degree from Georgia Institute of Technology in 1965 and an M.B.A. from Georgia State University in 1971.

Tony Semak

Basic Compensation

Name Fiscal Year Total

James Balloun

149,971

Richard King

39,997

Richard Phegley

--

Robson Kuster

--

John Anzalone

14,982

Karen Kelley

--

Edward Hardin

144,971

John Day

149,971

James Lientz

144,971

Tony Semak

--
As Of  30 Dec 2015