Edition:
United States

Virtus Global Multi-Sector Income Fund (VGI)

VGI on New York Consolidated

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29 Sep 2016
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Summary

Name Age Since Current Position

Philip McLoughlin

70 2011 Independent Chairman of the Board of Trustee

George Aylward

51 2011 President, Trustee

W. Patrick Bradley

43 2011 Chief Financial Officer, Vice President, Treasurer

Francis Waltman

53 2011 Senior Vice President

Nancy Engberg

59 2011 Vice President, Chief Compliance Officer

William Renahan

46 2012 Vice President, Chief Legal Officer, Secretary

Thomas Mann

65 2011 Independent Trustee

William Moyer

71 2011 Independent Trustee

James Oates

70 2013 Independent Trustee

Biographies

Name Description

Philip McLoughlin

Dr. Phillip R. McLoughlin is Independent Chairman of the Board of Trustee of Virtus Global Multi-Sector Income Fund. He is Partner (2006 to 2010), Cross Pond Partners, LLC (investment management consultant); and Partner (2008 to 2010), SeaCap Partners, LLC (strategic advisory firm).

George Aylward

Mr. George R. Aylward, Jr., CPA, is Trustee of Virtus Global Multi-Sector Income Fund. He has been Director, President and Chief Executive Officer (since 2008), Virtus Investment Partners, Inc. and/or certain of its subsidiaries; various senior officer positions with Virtus affiliates (since 2005).

W. Patrick Bradley

Mr. W. Patrick Bradley is Chief Financial Officer, Treasurer of Virtus Global Multi-Sector Income Fund. He Senior Vice President, Fund Services (since 2010), Virtus Investment Partners, Inc. and/or certain of its subsidiaries; various officer positions (since 2006) with Virtus affiliates; Chief Financial Officer and Treasurer (since 2011) of various Virtus-affiliated funds.

Francis Waltman

Mr. Francis G. Waltman is Senior Vice President of Vitrus Global Multi-Sector Income Fund. He has been Executive Vice President, Product Development (since 2009), Virtus Investment Partners, Inc. and/or certain of its subsidiaries; various senior officer positions with Virtus affiliates (since 2006).

Nancy Engberg

Ms. Nancy J. Engberg is Vice President and Chief Compliance Officer of Virtus Global Multi-Sector Income Fund. She has been Vice President (since 2008) and Chief Compliance Officer (2008 to 2011), Virtus Investment Partners, Inc. and/or certain of its subsidiaries; various officer positions with Virtus affiliates (since 2008); Vice President (since 2008) and Chief Compliance Officer (since 2011), Virtus Mutual Funds; Vice President (since 2010), Chief Compliance Officer (since 2011) of various Virtus-affiliated funds.

William Renahan

Mr. William Renahan is Vice President, Chief Legal Officer, Secretary of Virtus Global Multi-Sector Income Fund. He is Vice President, Chief Legal Officer, and Secretary of various Virtus-affiliated closed-end funds (since 2012); and a Managing Director, Legg Mason, Inc. and predecessor firms (1999-2012).

Thomas Mann

Mr. Thomas F. Mann is an Independent Trustee of Virtus Global Multi-Sector Income Fund. He is Retired; Managing Director and Group Head Financial Institutions Group, Societe Generale, Sales of Capital Market Solutions and Products (2003-2012).

William Moyer

Mr. William R. Moyer is Independent Trustee of Virtus Global Multi-Sector Income Fund. He has been Financial and Operations Principal (2006 to present), Newcastle Distributors LLC (broker dealer); Partner (2006 to 2012), CrossPond Partners, LLC (strategy consulting firm); Partner (2008 to 2010), Seacap Partners, LLC (investment management); and former Chief Financial Officer, Phoenix Investment Partners.

James Oates

Mr. James M. Oates is Independent Trustee of Virtus Global Multi-Sector Income Fund. He was Managing Director (since 1994), Wydown Group (consulting firm). He was Trustee, Various Virtus-affiliated Mutual and Closed-End Funds; Chairman and Trustee (since 2005), John Hancock Fund Complex (collectively, 234 portfolios); Director (since 1996) Stifel Financial; Chairman and Director (since 1999), Connecticut River Bank and Director (since 1998), Connecticut River Bancorp; Chairman (since 2000), Emerson Investment Management, Inc.; Director (since 2002), New Hampshire Trust Company; Non-Executive Chairman (2007-2011), Hudson Castle Group, Inc. (formerly IBEX Captial Markets, Inc.) (financial services).