Our People

  • Manager, Client Management
  • Partner

Lindsey Andresen

Manager, Client Management
Partner
(908) 947-0447
landresen@hardingloevner.com

education

  • The College of New Jersey, BS, Finance, 2003

experience

  • Harding Loevner LP, Since 2006
    Manager, Client Management
    Manager, Institutional Client Management, 2007-2012
    Portfolio Administrator, 2006-2007
  • Management Planning, Inc., 2003-2006
    Valuation Analyst
  • Regional Manager
    Broker Dealer, Banks, Northeast and Midwest Regions

George Antonak

Regional Manager
Broker Dealer, Banks, Northeast and Midwest Regions
(908) 947-0452 (office)
(908) 255-8914 (mobile)
gantonak@hardingloevner.com

education

  • University of Michigan, Ross School of Business, Bachelor, Business Administration, 1986
  • Cornell University, Johnson Graduate School of Management, MBA, 2010

experience

  • Harding Loevner LP, Since 2010
    Regional Manager
  • Anton Consulting, 2007-2010
    Founder, Business Development Consultant
  • Merrill Lynch, 2000-2006
    Managing Director, Head of Business Sales & Relationship Management
  • Scudder Kemper Investments, 1987-2000
    Senior Vice President, Head of Sales & Business Development, 1998-2000
    Vice President, Head of Sales & Business Development, 1993-1998
    Director, Head of Business & Business Development, 1990-1992
    Sales & Service, 1987-1990

Peter Baughan, CFA

Portfolio Manager: Global Equity (Co-Lead), International Equity
Analyst: Consumer Discretionary, Industrials
Partner

education

  • University of North Carolina, Chapel Hill, BA, Political Science, 1983
  • Chartered Financial Analyst, 1993

experience

  • Harding Loevner LP, since 1997
    Portfolio Manager (Global Equity, Co-Lead / International Equity)
    Analyst (Consumer Discretionary, Industrials)
  • Rockefeller & Co., Inc., 1988-1997
    Investment Analyst, New York & London
    Private Equity Manager, Paris
  • Chase Manhattan Bank, N.A., 1983-1988
    Distressed Debt Manager, Indonesia
    International Credit, New York

Media

Global Equity

Peter Baughan,
Co-Lead Portfolio Manager [3:38]

Global Equity

May 2011

Peter Baughan, Co-Lead Portfolio Manager of the Global Equity Strategy, is featured in this video.


The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.

Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.

The Global Equity Portfolio Managers discuss the IT sector.

[34:04]

Investing in Info Technology: Context and Risks

June 7, 2012
 

Global Equity Co-Lead Portfolio Managers Peter Baughan and Ferrill Roll talk about the Information Technology sector and the Strategy's holdings at Harding Loevner's 2012 Investor Forum.


The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.

Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.

  • Chief Financial Officer
  • Partner

Aaron Bellish, CPA

Chief Financial Officer
Partner

education

  • Rutgers University, Rutgers College, BS, Accounting, 2001
  • Certified Public Accountant, 2003

experience

  • Harding Loevner LP, since 2012
    Chief Financial Officer
  • Mount Kellett Capital Management LP, 2008-2012
    Chief Financial Officer, 2010-2012
    Controller, 2008-2010
  • Lehman Brothers Inc., 2007-2008
    Vice President, Investment Management Finance
  • PricewaterhouseCoopers LLP, 2002-2007
    Manager, Investment Management Group
  • Arthur Andersen, LLP, 2001-2002
    Auditor
  • Regional Manager
    Broker Dealer, Banks, Southern Region

Patrick Broderick

Regional Manager
Broker Dealer, Banks, Southern Region
(908) 947-0453
pbroderick@hardingloevner.com

education

  • The University of Pittsburgh, BA, Economics, 1996

experience

  • Harding Loevner LP, Since 2008
    Regional Manager
  • Neuberger Berman, 2006-2008
    Internal Sales Associate
  • Invesco, 2004-2006
    Regional Marketing Coordinator
  • Wachovia Securities, 2002-2004
    Senior Financial Advisor
  • Merrill Lynch, 1996-2002
    Senior Financial Advisor
  • Manager, Institutional Business Development

Kristin Burke

Manager, Institutional Business Development
(908) 947-0120
kburke@hardingloevner.com

education

  • Princeton University, AB, Political Economy, 2003
  • University of Pennsylvania, The Wharton School, MBA, 2009

experience

  • Harding Loevner LP, Since 2003
    Manager, Institutional Business Development
    Sales Manager, Northeast Region, 2004-2009
    Investment Assistant, 2003-2004
  • Manager, Institutional Marketing
    RIAs and Regional Consultants, Northern Region

Jason Caiola, CFA, CFP®

Manager, Institutional Marketing
RIAs and Regional Consultants, Northern Region
(908) 947-0463
jcaiola@hardingloevner.com

education

  • Rider University, BA, Business Administration & Health Administration, 2004
  • Certified Financial Planner™ Certificant, 2008
  • Chartered Financial Analyst, 2011

experience

  • Harding Loevner LP, Since 2014
    Manager, Institutional Marketing
  • RS Investments, Investment Research Group, April-November 2013
    Investment Director
  • Merrill Lynch Managed Solutions Group, 2006-2013
    Associate Wealth Management Specialist, Vice President
    Internal Wealth Management Specialist, Assistant Vice President
  • Merrill Lynch Financial Advisory Center, 2005-2006
    Investor Services Advisor

Pradipta Chakrabortty

Portfolio Manager: Frontier Emerging Markets (Co-Lead)
Analyst:
Frontier Emerging Markets
Partner

education

  • BIRLA Institute of Technology & Science, BE, Engineering, 1994
  • XLRI School of Management, MBA, Finance & Marketing, 1998
  • University of Pennsylvania, The Wharton School, MBA, Finance, 2008

experience

  • Harding Loevner LP, Since 2008
    Portfolio Manager (Frontier Emerging Markets, Co-Lead)
    Analyst (Frontier Emerging Markets)
  • Templeton Capital Advisors, July-September 2007
    Summer Analyst (Asian Equities), Bahamas
  • Cornerstone Investment Partners, May-July 2007
    Summer Analyst (US Equities), Atlanta
  • General Mills, Inc., 2004-2006
    Group Brand Manager, India
  • Hutchison Essar (Vodafone), 2003-2004
    Head, Prepaid Telecom Marketing, India
  • GlaxoSmithKline Consumer Healthcare, 1998-2003
    Group Product Manager, India
    Brand Manager, India
    Area Sales Manager, India
  • HCL Ltd., 1994-1995
    Marketing Executive, India

Media

Pradipta Chakrabortty discusses bottom-up investing in frontier markets.

Frontier Emerging Markets Panel Discussion

June 16, 2011

Pradipta Chakrabortty, Co-Lead Portfolio Manager of the Frontier Emerging Markets Strategy, discusses how the Portfolio Management team address the Middle East as a region, and Financials as a sector, given their large share of the MSCI Frontier Emerging Markets Index.


The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.

Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.

Comparing and contrasting frontier and emerging markets

[42:17]

Bridging Frontier and Emerging Markets

June 7, 2012
 

At Harding Loevner's 2012 Investor Forum, Portfolio Managers Pradipta Chakrabortty and Rick Schmidt discuss similarities and differences of frontier and emerging markets. Other topics include risks, liquidity, correlations, and Q&A from the audience.


The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.

Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.

Scott Crawshaw

Portfolio Manager: Emerging Markets

education

  • University of Bristol, BSc, Mathematics, 1995

experience

  • Harding Loevner LP, Since 2014
    Portfolio Manager (Emerging Markets)
  • Russell Investments, 2004-2014
    Senior Portfolio Manager (Emerging Markets Equities), London
    Research Analyst (Emerging Markets Equities), London
  • ISIS Asset Management, 1998-2003
    Fund Manager, Global Emerging Markets Equities
  • Bacon and Woodrow – London Investment Division, 1995-1998
    Assistant Investment Consultant
  • Portfolio Specialist
  • Partner

Natasha Crossan, CFA

Portfolio Specialist
Partner

education

  • University of Pennsylvania, BA, Economics, 2004
  • Chartered Financial Analyst, 2009

experience

  • Harding Loevner LP, Since 2004
    Manager, Investment Communication
    Manager, Managed Accounts Group, 2006-2008
    Assistant Portfolio Manager, 2004-2006
  • Manager, Institutional Business Development
  • Partner

Kevin P. Ferguson

Manager, Institutional Business Development
Partner
(908) 947-0457
kferguson@hardingloevner.com

education

  • Boston College, BS, Finance, 1986
  • New York University, Leonard N. Stern School of Business, MBA, 1992

experience

  • Harding Loevner LP, Since 2008
    Manager, Institutional Business Development
  • Vardon Capital Management, LLC, 2007
    Director of Business Development
  • Lord Abbett & Co. LLC, 1999-2006
    Partner, Director – MidCap Growth
  • Lynch & Mayer, Inc., 1992-1998
    Senior Vice President, Portfolio Manager
  • Credit Suisse First Boston Corporation, Summer, 1991
    Associate, Sales and Trading
  • American Express Company, 1986-1990
    Senior Financial Analyst, Risk Financing
    Associate, Financial Management Development Program
  • Manager, Institutional Business Development

Steve Gannon

Manager, Institutional Business Development
(908) 947-0448
sgannon@hardingloevner.com

education

  • Wesleyan University, BA, English Literature, 1989

experience

  • Harding Loevner LP, Since 2012
    Manager, Institutional Business Development
  • Marvin & Palmer Associates, Inc., 1995-2011
    Director of Marketing and Client Service, Principal, 1998-2011
    Marketing Representative, 1995-1998
  • Lyons Marketing Communications, 1993-1995
    Senior Account Executive
  • University Brands, 1989-1993
    Director of Marketing, 1991-1993
    Marketing Manager, 1990-1991
    Sales Representative, 1989-1990
  • Chief Investment Officer
  • Partner

Simon Hallett, CFA

Chief Investment Officer
Partner

education

  • Oxford University, BA, Philosophy, Politics, Economics, 1978
  • Chartered Financial Analyst, 1997

experience

  • Harding Loevner LP, Since 1991
    Chief Investment Officer
  • Jardine Fleming Investment Management, 1984-1990
    Director / Investment Manager, Hong Kong
  • Kleinwort Benson Ltd., 1982-1984
    Investment Manager, Hong Kong
  • Dominion Securities, 1981-1982
    Account Executive, Hong Kong
  • Buckmaster & Moore, 1979-1980
    Assistant Investment Manager, London

Treasurer, National Board of Learning Ally

Media

Investment Philosophy & Process

Simon Hallett, CIO [4:04]

Investment Philosophy and Process

May 2011

Simon Hallett, Chief Investment Officer, discusses Harding Loevner's investment philosophy and process.


The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.

Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.

Behavioral Finance

Simon Hallett, CIO [24:21]

Behavioral Finance

 

Simon Hallett, Chief Investment Officer, provides an overview of behavioral finance to an audience of Harding Loevner clients.


The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.

Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.

Simon Hallett discusses a "post crisis world".

[40:54]

Managing New Risks in a Post Crisis World

June 7, 2012
 

Simon Hallett, CIO, presents at Harding Loevner's 2012 Investor Forum.


The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.

Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.

  • Business Development Associate

Tristan Hastings

Business Development Associate
(908) 947-0608
thastings@hardingloevner.com

education

  • Princeton University, AB, Economics, 2011

experience

  • Harding Loevner LP, since 2011
    Business Development Associate
    Investment Associate, 2011-2013
  • Manager, Institutional Marketing
    RIAs and Regional Consultants, Western Region

Jon Hearn

Manager, Institutional Marketing
RIAs and Regional Consultants, Western Region
(908) 442-9245
jhearn@hardingloevner.com

education

  • Arizona State University, BS, Economics, 1986

experience

  • Harding Loevner LP, Since 2011
    Manager, Institutional Marketing
  • US Trust, 2010-2011
    Senior Vice President, Wealth Management
  • Genesee Investments, 2006-2010
    Managing Director, Global Sales
  • Wentworth, Hauser & Violich, 2004-2006
    Vice President, Wealth Management
  • The Harris, my CFO, 2002-2004
    Vice President, Wealth Management
  • Russell Investments, 2000-2002
    Regional Director, Institutional Marketing
  • Key Asset Management, 1997-2000
    Director, Institutional Marketing
  • Sutro & Co., 1994-1997
    Vice President
  • Kidder Peabody & Co., 1991-1994
    Investment Executive

G. Rusty Johnson, CFA

Portfolio Manager: Emerging Markets (Co-Lead), Frontier Emerging Markets (Co-Lead)
Analyst: Emerging Markets
Partner

education

  • Washington & Lee University, BA, Economics, 1986
  • Chartered Financial Analyst, 1991

experience

  • Harding Loevner LP, Since 1994
    Portfolio Manager (Emerging Markets, Co-Lead / Frontier Emerging Markets, Co-Lead)
    Analyst (Emerging Markets)
  • Peregrine Brokerage, 1993-1994
    International Equity Sales, New York
  • Jardine Fleming/Robert Fleming, 1987-1993
    Institutional Broker, New York
    Equity Analyst, Hong Kong & Thailand
  • Chin Tung Futures, 1985-1987
    Analyst, Hong Kong

Media

Emerging Markets

Rusty Johnson,
Co-Lead Portfolio Manager [3:47]

Emerging Markets

May 2011

Rusty Johnson, Co-Lead Portfolio Manager of the Emerging Markets Strategy, is featured in this video.


The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.

Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.

  • Analyst
    Consumer Discretionary, Consumer Staples
  • Partner

Margaret E. Kalvar, CFA

Analyst: Consumer Discretionary, Consumer Staples
Partner

education

  • Wellesley College, BA, Political Science, 1978
  • Tufts University,The Fletcher School of Law & Diplomacy, MA, International Economics, 1980
  • Chartered Financial Analyst, 1986

experience

  • Harding Loevner LP, Since 2004
    Analyst (Consumer Discretionary, Consumer Staples)
  • William Sword & Co., 1997-2004
    Research Director
  • Merrill Lynch Asset Management, 1987-1991
    Senior Analyst
  • Pittsburgh National Bank, 1983-1986
    Intermediate Analyst
  • CONSAD Research Group, 1981-1983
    Analyst
  • Raytheon Service Corp, 1980-1981
    Analyst

Media

Margaret Kalvar discusses the changes in consumer dynamics.

[25:59]

A New Consumer Paradigm

June 7, 2012
 

Margaret Kalvar, Analyst presents at Harding Loevner's 2012 Investor Forum.


The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.

Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.

  • Manager, Advisor Business Development

Gregory Klobucar, CFA

Manager, Advisor Business Development
(908) 947-0619
gklobucar@hardingloevner.com

education

  • Pennsylvania State University, BS, Marketing and International Business, 2002
  • Georgetown University, McDonough School of Business, MBA, 2009
  • Chartered Financial Analyst, 2012

experience

  • Harding Loevner LP, since 2012
    Manager, Advisor Business Development
    Manager, Institutional Marketing, 2012-2013
  • Merrill Lynch Wealth Management, 2009-2012
    Vice President, Portfolio Specialist
  • Wachovia Securities, 2005-2007
    Assistant Vice President, Business Development Group
  • Lord, Abbett & Company, 2003-2005
    Regional Consultant
  • Analyst
    Special Projects

Timothy Kubarych, CFA

Analyst: Special Projects

education

  • Hamilton College, BA, Mathematics, 2010
  • Chartered Financial Analyst, 2014

experience

  • Harding Loevner LP, since 2010
    Analyst (Special Projects)
    Research Associate, 2010-2011

Josephine A. Lewis

Portfolio Manager: International Small Companies
Analyst: International Small Companies

education

  • Tulane University, A.B, Freeman School of Business, BSM, Finance, 1997
  • University of Maryland, Robert H. Smith School of Business, MBA, Finance, 2006

experience

  • Harding Loevner LP, Since 2006
    Portfolio Manager (International Small Companies)
    Analyst (International Small Companies)
  • Piti Suksa/Chiang Rai Montessori School, 2003-2004
    Co-Teacher, Chiang Rai, Thailand
  • Cambridge Associates, LLC, 1999-2003
    Senior Consulting Associate
    Research Associate
  • ICQ LTD/America Online, Inc., 1998
    Legal/Business Associate, Tel Aviv, Israel

Media

International Small Companies

Josephine Lewis,
Co-Portfolio Manager [1:45]

International Small Companies

July 2013

Josephine Lewis, Co-Portfolio Manager of the International Small Companies Strategy, is featured in this video.


The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.

Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.

  • Analyst
    Industrials, Utilities, China

Jingyi Li

Analyst: Industrials, Utilities, China

education

  • Shanghai Jiaotong University, BA, International Trade, 1998
  • Yale School of Management, MBA, Finance, 2005

experience

  • Harding Loevner LP, Since 2010
    Analyst (Industrials, Utilities, China)
  • New China Capital Management, LLC (manager of The Cathay Capital Group), 2005-2010
    Vice President, Connecticut and China
  • Harding, Loevner Management, L.P., 2004
    Summer Analyst
  • China International Economics Consultants, 2002-2003
    Senior Strategy Consultant
  • Accenture, 1998-2002
    Consultant, China

Media

Jingyi Li discusses why he believes China is at a turning point.

China: At A Turning Point

June 16, 2011

Jingyi Li, Chinese Equities Analyst, discusses why he believes China's economy is at a turning point at the Harding Loevner 2011 Investor Forum.


The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.

Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.

Bryan Lloyd, CFA

Portfolio Manager: International Equity
Analyst: Financials

education

  • Lafayette College, BA, Mathematics and Economics, 1996
  • Chartered Financial Analyst, 2001

experience

  • Harding Loevner LP, Since 2011
    Portfolio Manager (International Equity)
    Analyst (Financials)
  • Calamos Asset Management, 2003-2011
    Vice President, Senior Analyst - Financial Services
    Research Analyst, Research and Portfolio Management
  • Credit Suisse First Boston, 1999-2003
    Associate, Equity Research
    Valuation Analyst, Global Banking and Insurance
  • ABN AMRO Bank, 1998-1999
    Credit Analyst, Media & Telecommunications Finance
  • M&T Bank Corporation, 1996-1998
    Financial Analyst, Finance Division
  • Chief Executive Officer
  • Partner

David R. Loevner, CFA, CIC

Chief Executive Officer
Partner

education

  • Princeton University, AB, Mathematical Sociology, 1976
  • Oxford University (Sachs Scholar), MSc, Applied Statistics, 1977; BPhil (MPhil), Economics, 1978
  • Chartered Financial Analyst, 1997; Chartered Investment Counselor, 1997

experience

  • Harding Loevner LP, Since 1989
    Chief Executive Officer
  • Rockefeller & Co., Inc., 1981-1989
    Managing Director, Rockefeller & Co., Ltd., Hong Kong
    Manager, Client Services, New York
    Portfolio Manager, New York
  • The World Bank, 1978-1981
    Brazil Country Economist, Washington, D.C.

Trustee Emeritus and Endowment Committee, Goucher College
Director Emeritus, Princeton University Investment Company
Executive Committee, Daniel M. Sachs Scholarship (Chair, 1994-2013)

Media

Welcome & Firm Overview

David Loevner, CEO [8:12]

Welcome & Firm Overview

May 2011

David Loevner, President and CEO of Harding Loevner LP, is featured in this video. Mr. Loevner provides a brief history of the firm as well as a welcome to our corporate website.


The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.

Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.

Christopher Mack, CFA

Portfolio Manager: Global Equity
Analyst: Information Technology

education

  • Lafayette College, BA, Economics and Business, 2004
  • Chartered Financial Analyst, 2011

experience

  • Harding Loevner LP, Since 2004
    Portfolio Manager (Global Equity)
    Analyst (Information Technology)
    Research Associate, 2006-2008
    Investment Assistant, 2004-2006

Media

Chris Mack defines "the cloud".

What is in "the Cloud"?

June 16, 2011

Chris Mack, Information Technology Analyst, discusses the IT industry standard criteria for what defines "the cloud".


The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.

Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.

  • Portfolio Specialist
  • Partner

S. Clarke Moody, CFA

Portfolio Specialist
Partner

education

  • Colby College, BA, English Literature, 1978
  • University of London, Goldsmith’s College
  • Chartered Financial Analyst, 2000

experience

  • Harding Loevner LP, Since 1996
    Portfolio Specialist
    Director, Institutional Marketing, 2004-2011
    Marketing Manager, 1999-2003
    Analyst (Info Technology, Telecom Services), 1996-1998
  • ABN AMRO Bank, 1994-1996
    Managing Director, Global Media & Communications Division, New York
  • Barclays de Zoete Wedd, 1993-1994
    Director, Technology & Defense Division, New York
  • Chase Manhattan Bank, 1981-1993
    Director, Pharmaceutical Division, New York & Puerto Rico
    Director, Capital Goods & Industrials Division, New York & Houston

Babatunde Ojo, CFA

Portfolio Manager: Frontier Emerging Markets
Analyst: Frontier Emerging Markets

education

  • University of Lagos, BS, Biochemistry, 2002
  • Imperial College, University of London, Master of Science, Food Chain Management, 2005
  • University of Pennsylvania, The Wharton School, MBA, Finance and Management, 2012
  • Chartered Financial Analyst, 2009

experience

  • Harding Loevner LP, Since 2012
    Portfolio Manager (Frontier Emerging Markets)
    Analyst (Frontier Emerging Markets)
  • American Century Investments, Summer 2011
    Global Research Analyst Intern, New York
  • Asset & Resource Management (ARM) Company, 2006-2010
    Head of Equity Research/Portfolio Manager, Nigeria
    Equity Research Analyst, Nigeria
  • PricewaterhouseCoopers, 2005-2006
    Associate, Nigeria
  • Intercontinental Bank, 2003-2004
    Banking Officer, Nigeria

Media

Babatunde Ojo discusses opportunities in the frontier markets. [3:49]

What Opportunities Do You See in Frontier Markets?

July 2013

Babatunde Ojo, Analyst shares his views on several topics including political environment, macro-economic reform, and outlook for frontier markets.


The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.

Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.

  • Manager, Institutional Marketing
    RIAs and Regional Consultants, Southern and Central Regions
  • Partner

John Parsons

Manager, Institutional Marketing
RIAs and Regional Consultants, Southern and Central Regions
Partner
(908) 947-0117
jparsons@hardingloevner.com

education

  • University of Cambridge (UK), St. John’s College, BA, Engineering, 1975
  • University of Cambridge (UK), MA, Engineering, 1980

experience

  • Harding Loevner LP, Since 2003
    Manager, Institutional Marketing
    Product Specialist, Emerging Markets, 2003-2006
  • Mayfair Capital Group, LLC, 2002-2003
    Managing Director, New York
  • EFG Asset Management Ltd., 2001-2002
    Marketing Director, London
  • Barclays Global Investors N.A., 1997-2001
    Sales Director, Latin America & Caribbean, Barclays International Funds
    Director, Research & Planning, London, Barclays International Funds
  • John Parsons & Associates, 1985-1997
    Principal, Management Consultant
  • Armco, Inc., 1981-1985
    Manager, Corporate Development, New York
  • Analyst
    Consumer Discretionary, Consumer Staples

Sergei V. Pliutsinski

Analyst: Consumer Discretionary, Consumer Staples

education

  • Belarusian State University, LLM in International Law at Faculty of International Relationships, 1998-2002
  • Northeastern University, BS, Finance and Economics, 2003-2005

experience

  • Harding Loevner LP, Since 2014
    Analyst (Consumer Discretionary, Consumer Staples)
  • Lao Golden Capital LLC, 2013
    Managing Partner
  • Credit Suisse, 2005-2013
    Head of US Custom Solutions Group
    Custom Solutions Analyst
  • Proctor & Gamble Co., Personal Care Division, 2004-2005
    Marketing Research Analyst
  • Chief Operating Officer
  • Partner

Richard T. Reiter

Chief Operating Officer
Partner

education

  • Marquette University, BS, Marketing & Information Systems, 1988
  • Loyola University, MBA, International Finance, 1995

experience

  • Harding Loevner LP, Since 1996
    Chief Operating Officer
    Managing Director, Marketing & Sales, 2008
    Portfolio Manager (Program Accounts), 2002-2008
    Marketing Manager, 1996-2002
  • Harris Trust & Savings Bank, 1991-1996
    Trust Officer, Advisor & Client Relationships
  • Bankers Trust Company, 1989-1991
    Investment Assistant
  • Chief Compliance Officer
  • Chief Counsel
  • Partner

Lori Renzulli

Chief Compliance Officer
Chief Counsel
Partner

education

  • Douglass College, Rutgers University, BA, Education, 1988
  • Seton Hall University School of Law, JD, 1998

experience

  • Harding Loevner LP, Since 2006
    Chief Counsel and Chief Compliance Officer
  • MetLife Group, Inc., 2006
    Director, Corporate Ethics and Compliance
  • CitiStreet Retirement Services, 1989-2005
    Vice President, Chief Compliance Officer and Counsel, 2004-2005
    Assistant General Counsel, 1998-2004
    Legal Assistant, 1991-1998
    Client Services Correspondent, 1989-1991

Jafar Rizvi, CFA

Portfolio Manager: International Small Companies
Analyst: Telecom Services, International Small Companies

education

  • Aligarh University, BA, Economics, 1988 
  • J Nehru University, MA, Economics, 1990 
  • Baruch College, The City University of New York, MBA, Computer Information Systems, 1998
  • Columbia University, School of International & Public Affairs, Masters (MPA), International Economic Policy and Management, 2010
  • Chartered Financial Analyst, 2003

experience

  • Harding Loevner LP, Since 2008
    Portfolio Manager (International Small Companies)
    Analyst (Telecom Services, International Small Companies)
  • Cohen, Klingenstein, and Marks, 2006-2008
    Senior Analyst, Technology & Telecom
  • Fiduciary Trust Company International/Franklin Templeton Investments, 2001-2005
    Vice President / Senior Equity Analyst – Global Telecommunications Equipment, Semiconductors, Telecommunications Services
  • Sands Brothers & Co., Ltd., 2000
    Senior Analyst
  • NDB Capital Markets/Deutsche Bank, 1998-2000
    Analyst / Senior Analyst

Ferrill D. Roll, CFA

Portfolio Manager: Global Equity (Co-Lead), International Equity (Co-Lead)
Analyst: Financials
Partner

education

  • Stanford University, BA, Economics, 1980
  • Chartered Financial Analyst, 1998

experience

  • Harding Loevner LP, Since 1996
    Portfolio Manager (Global Equity, Co-Lead / International Equity, Co-Lead)
    Analyst (Financials)
  • Cesar Montemayor Capital, L.P., 1992-1995
    Portfolio Manager & General Partner
  • Barings Securities, Inc., 1989-1992
    International Equity Sales
    Equity Research, Germany
  • First Boston Corporation, 1985-1989
    International Equity Sales
  • JP Morgan, 1980-1985
    Forex Advisor & Options Trader

Media

Ferrill Roll discusses how we define high quality companies.

[3:15]

Investing in Quality Companies

June 7, 2012

Ferrill Roll, Portfolio Manager and Analyst, discusses how Harding Loevner defines high quality companies and their importance to the portfolios.


The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.

Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.

  • Analyst
    Japan
  • Partner

 

 

Yoko Sakai, CFA

Analyst: Japan
Partner

education

  • Columbia University, BS, Mechanical Engineering, 1989
  • Chartered Financial Analyst, 1999

experience

  • Harding Loevner LP, Since 2005
    Analyst (Japan)
  • Mitsubishi Securities (USA), Inc., 1999-2003
    Vice President, Equities Sales Group, New York
  • Jeffries & Co., 1994-1997
    Vice President, International Linked Products, Tokyo
    Vice President, International Equity Trading, Tokyo
  • HSBC Securities, 1989-1994
    Manager Derivative Products, Tokyo
    Assistant Vice President, Japanese Warrant Department, New York

Media

Yoko Sakai discusses Japan after the earthquake.

Japan: What Now?

June 16, 2011

Yoko Sakai, Japanese Equity Analyst, discusses improvements at the corporate level in Japan at the Harding Loevner 2011 Investor Forum. 


The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.

Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.

  • General Counsel

Brian D. Simon

General Counsel

education

  • University of Massachusetts, BA, Finance, 1984
  • Rutgers School of Law, JD, 1992

experience

  • Harding Loevner LP, Since 2014
    General Counsel
  • Lazard Asset Management LLC, 2002-2014
    Managing Director
    Director of Legal Affairs
    Chief Compliance Officer
  • J. & W. Seligman & Co. Incorporated, 1999-2002
    Vice President, Law & Regulation
  • Schulte Roth & Zabel LLP, 1997-1999
    Corporate Associate
  • Riker, Danzig, Scherer, Hyland & Perretti LLP, 1995-1997
    Litigation Associate
  • Debevoise & Plimpton, 1993-1995
    Litigation Associate
  • Justice Gary S. Stein, New Jersey Supreme Court, 1992-1993
    Clerk

Richard Schmidt, CFA

Portfolio Manager: Emerging Markets, Frontier Emerging Markets
Analyst: Consumer Staples, Financials

education

  • Georgetown University, BS, Foreign Service, 1986
  • Chartered Financial Analyst, 1995

experience

  • Harding Loevner LP, Since 2011
    Portfolio Manager (Emerging Markets / Frontier Emerging Markets)
    Analyst (Consumer Staples, Financials)
  • Oranda Capital Management, 2007-2011
    Chief Investment Officer, New York
  • JPMorgan Asset Management, 2002-2005
    Managing Director, New York
  • JPMorganFleming Asset Management, 2000-2002
    Portfolio Manager, London
  • Jardine Fleming Investment Management, 1994-2000
    Director, Hong Kong
  • Jardine Fleming Securities, 1991-1994
    Director, Hong Kong
  • BT Brokerage, 1987-1991
    Vice President, Hong Kong
  • Winfull, Laing & Cruickshank, 1986-1987
    Research Analyst, Hong Kong

Media

Rick Schmidt discusses market evolution: Frontier to Emerging.

[2:48]

Bridging Frontier and Emerging Markets

June 7, 2012

Rick Schmidt, Portfolio Manager and Analyst, discusses how frontier markets can evolve towards emerging markets.


The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.

Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.

Craig J. Shaw, CFA

Portfolio Manager: Emerging Markets (Co-Lead)
Analyst: Energy
Partner

education

  • Concordia College, BA, Business Administration, 1986
  • American Graduate School of International Management (Thunderbird), MIM, 1989
  • Chartered Financial Analyst, 2000

experience

  • Harding Loevner LP, Since 2001
    Portfolio Manager (Emerging Markets, Co-Lead)
    Analyst (Energy)
  • Consultant, 1999-2000
    Capital Markets, Accounting, Treasury
  • ABN AMRO Securities, 1997-1998
    Securities Analyst, Asia
  • Barclays de Zoete Wedd, 1996-1997
    Securities Analyst, Asia
  • Credit Lyonnais Securities Asia, 1994-1996
    Securities Analyst, Asia
  • Parker Drilling Co. / Consultant, 1990-1994
    Finance & Accounting Manager, Africa, Kazakhstan
  • Analyst
    Financials

Moon Surana, CFA

Analyst: Financials

education

  • Manipal Institute of Technology, BE, Electronics and Communications, 2005
  • University of Michigan, MS, Financial Engineering, 2008
  • Chartered Financial Analyst, 2013

experience

  • Harding Loevner LP, Since 2009
    Analyst (Financials)
    Research Associate, 2009-2011
  • Infosys Technologies Limited, 2005-2007
    Software Engineer, India
  • Regional Manager
    Broker Dealer, Banks, Western Region

Timothy Sweeney

Regional Manager
Broker Dealer, Banks, Western Region
(925) 330-8078
tsweeney@hardingloevner.com

education

  • University of Arizona, BS, Business Administration, Marketing, 1990
  • University of San Francisco, MBA, 1995

experience

  • Harding Loevner LP, Since 2014
    Regional Manager
  • Wentworth, Hauser & Violich (WHV) Investment Management, 2006-2013
    Director, Intermediary Sales and Distribution
  • Seneca Capital Management Phoenix Investment Partners, 1998-2006
    Portfolio Advisor
  • Montgomery Asset Management, 1996-1998
    Marketing Manager, Institutional Advisory Services
  • Franklin Resources, 1991-1995
    District Sales Representative
  • Analyst
    Health Care

Patrick Todd, CFA

Analyst: Health Care

education

  • Harvard University, BA, Biochemical Sciences, 2002
  • Columbia Business School, MBA, Applied Value Investing, 2011
  • Chartered Financial Analyst, 2011

experience

  • Harding Loevner LP, Since 2012
    Analyst (Health Care)
  • Gabelli & Company, Inc. / GAMCO Investors, Inc., 2011-2012
    Research Analyst
  • Ironbound Capital, 2006-2010
    Research Analyst, 2009-2010
    Research Associate, 2006-2009
  • Merrill Lynch Investment Managers, 2005-2006
    Portfolio Specialist
  • Analyst
    Information Technology

Lakshman Venkitaraman, CFA

Analyst: Information Technology

education

  • The University of Mumbai (V.E.S.I.T), BE, Electronics, 1997
  • The University of Texas at Austin, MS, Electrical and Computer Engineering, 2000
  • The University of Chicago Booth School of Business, MBA, 2008
  • Chartered Financial Analyst, 2012

experience

  • Harding Loevner LP, Since 2013
    Analyst (Information Technology)
  • Cupps Capital Management, 2008- 2013
    Equity Analyst
  • Fidelity Investments, Summer 2007
    Equity Analyst Intern
  • Microsoft Corporation, 2000-2006
    Software Design Engineer
  • Siemens LTD., 1997-1998
    Graduate Trainee Engineer, India
  • Analyst
    Industrials, Materials

Anix Vyas, CFA

Analyst: Industrials, Materials

education

  • Fordham University, BS/BA, Finance and Accounting, 2002
  • University of Pennsylvania, The Wharton School, MBA, Finance, 2010
  • Chartered Financial Analyst, 2006

experience

  • Harding Loevner LP, Since 2013
    Analyst (Industrials, Materials)
  • Gabelli & Company, Inc. / GAMCO Investors, Inc., 2010-2013
    Research Analyst
  • Amerigas, 2004-2008
    Manager, Operations and Corporate Development
  • Bear, Sterns & Company, Inc., 2003-2004
    Staff Accountant
  • The Mony Group, Inc., 2002-2003
    Staff Accountant

Alexander T. Walsh, CFA

Portfolio Manager: International Equity (Co-Lead), Global Equity
Analyst: Health Care, Materials
Partner

education

  • McGill University, BA, North American Studies, 1978
  • Chartered Financial Analyst, 1998

experience

  • Harding Loevner LP, Since 1994
    Portfolio Manager (International Equity, Co-Lead / Global Equity)
    Analyst (Health Care, Materials)
  • PaineWebber, 1987-1994
    First Vice President
  • Merrill Lynch, 1982-1987
    Account Executive
  • J. Henry Schroder Bank & Trust, 1979-1981
    Assistant Treasurer & Operations

Media

International Equity

Alec Walsh,
Co-Lead Portfolio
Manager [3:48]

International Equity

May 2011

Alec Walsh, Co-Lead Portfolio Manager of the International Equity Strategy, is featured in this video.


The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.

Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.

Alec Walsh discusses why we do not hedge currencies in our Portfolios.

[3:06]

Does Harding Loevner Hedge Currency?

October 2012

The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.

Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.

  • Manager, Investment Research
  • Portfolio Manager
    International Equity
  • Analyst
    Consumer Discretionary, Industrials, Materials
  • Partner

Andrew H. West, CFA

Manager, Investment Research
Portfolio Manager:
International Equity
Analyst: Consumer Discretionary, Industrials, Materials
Partner

education

  • University of Central Florida, BS, Business Administration, Finance, 1991
  • New York University, Leonard N. Stern School of Business, MBA, Finance & Int’l Business, 2003
  • Chartered Financial Analyst, 1997

experience

  • Harding Loevner LP, Since 2006
    Manager, Investment Research
    Portfolio Manager (International Equity)
    Analyst (Consumer Discretionary, Industrials, Materials)
  • Standard & Poor’s Equity Research, 2003-2006
    Senior Industry Analyst (Industrials, Materials, Transportation)
  • Veitia & Associates, 2001-2003
    Investment and Portfolio Consultant
  • International Assets Advisory Corp., 1992-2001
    Senior Vice President, Global Assets Advisors
    Assistant Vice President, Research Department
    Research Analyst

Media

Andrew West discusses the global auto industry.

[31:59]

The Global Auto Industry: What's Driving Growth?

June 7, 2012
 

Andrew West, Manager, Investment Research & Analyst presents at Harding Loevner's 2012 Investor Forum.


The videos provide general background about Harding Loevner's investment philosophy and process. For more detailed information regarding particular investment strategies, please see our Publications page.

Any discussion of specific securities is not a recommendation to buy or sell. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.

Peter Baughan, CFA

Portfolio Manager: Global Equity (Co-Lead), International Equity
Analyst: Consumer Discretionary, Industrials
Partner

education

  • University of North Carolina, Chapel Hill, BA, Political Science, 1983
  • Chartered Financial Analyst, 1993

experience

  • Harding Loevner LP, since 1997
    Portfolio Manager (Global Equity, Co-Lead / International Equity)
    Analyst (Consumer Discretionary, Industrials)
  • Rockefeller & Co., Inc., 1988-1997
    Investment Analyst, New York & London
    Private Equity Manager, Paris
  • Chase Manhattan Bank, N.A., 1983-1988
    Distressed Debt Manager, Indonesia
    International Credit, New York

Media

Pradipta Chakrabortty

Portfolio Manager: Frontier Emerging Markets

Analyst: Frontier Emerging Markets

Partner

 

 

education

  • BIRLA Institute of Technology & Science, BE, Engineering, 1994
  • XLRI School of Management, MBA, Finance & Marketing, 1998
  • University of Pennsylvania, The Wharton School, MBA, Finance, 2008

experience

  • Harding Loevner LP, Since 2008
    Portfolio Manager (Frontier Emerging Markets, Co-Lead)
    Analyst (Frontier Emerging Markets)
  • Templeton Capital Advisors, July-September 2007
    Summer Analyst (Asian Equities), Bahamas
  • Cornerstone Investment Partners, May-July 2007
    Summer Analyst (US Equities), Atlanta
  • General Mills, Inc., 2004-2006
    Group Brand Manager, India
  • Hutchison Essar (Vodafone), 2003-2004
    Head, Prepaid Telecom Marketing, India
  • GlaxoSmithKline Consumer Healthcare, 1998-2003
    Group Product Manager, India
    Brand Manager, India
    Area Sales Manager, India
  • HCL Ltd., 1994-1995
    Marketing Executive, India

Scott Crawshaw

Portfolio Manager: Emerging Markets

education

  • University of Bristol, BSc, Mathematics, 1995

experience

  • Harding Loevner LP, Since 2014
    Portfolio Manager (Emerging Markets)
  • Russell Investments, 2004-2014
    Senior Portfolio Manager (Emerging Markets Equities), London
    Research Analyst (Emerging Markets Equities), London
  • ISIS Asset Management, 1998-2003
    Fund Manager, Global Emerging Markets Equities
  • Bacon and Woodrow – London Investment Division, 1995-1998
    Assistant Investment Consultant

G. Rusty Johnson, CFA

Portfolio Manager: Emerging Markets (Co-Lead), Frontier Emerging Markets (Co-Lead)
Analyst: Emerging Markets
Partner

education

  • Washington & Lee University, BA, Economics, 1986
  • Chartered Financial Analyst, 1991

experience

  • Harding Loevner LP, Since 1994
    Portfolio Manager (Emerging Markets, Co-Lead / Frontier Emerging Markets, Co-Lead)
    Analyst (Emerging Markets)
  • Peregrine Brokerage, 1993-1994
    International Equity Sales, New York
  • Jardine Fleming/Robert Fleming, 1987-1993
    Institutional Broker, New York
    Equity Analyst, Hong Kong & Thailand
  • Chin Tung Futures, 1985-1987
    Analyst, Hong Kong

Media

  • Analyst
    Consumer Discretionary, Consumer Staples
  • Partner

Margaret E. Kalvar, CFA

Analyst: Consumer Discretionary, Consumer Staples
Partner

education

  • Wellesley College, BA, Political Science, 1978
  • Tufts University,The Fletcher School of Law & Diplomacy, MA, International Economics, 1980
  • Chartered Financial Analyst, 1986

experience

  • Harding Loevner LP, Since 2004
    Analyst (Consumer Discretionary, Consumer Staples)
  • William Sword & Co., 1997-2004
    Research Director
  • Merrill Lynch Asset Management, 1987-1991
    Senior Analyst
  • Pittsburgh National Bank, 1983-1986
    Intermediate Analyst
  • CONSAD Research Group, 1981-1983
    Analyst
  • Raytheon Service Corp, 1980-1981
    Analyst

Media

  • Analyst
    Special Projects

Timothy Kubarych, CFA

Analyst: Special Projects

education

  • Hamilton College, BA, Mathematics, 2010
  • Chartered Financial Analyst, 2014

experience

  • Harding Loevner LP, since 2010
    Analyst (Special Projects)
    Research Associate, 2010-2011

Josephine A. Lewis

Portfolio Manager: International Small Companies
Analyst: International Small Companies

education

  • Tulane University, A.B, Freeman School of Business, BSM, Finance, 1997
  • University of Maryland, Robert H. Smith School of Business, MBA, Finance, 2006

experience

  • Harding Loevner LP, Since 2006
    Portfolio Manager (International Small Companies)
    Analyst (International Small Companies)
  • Piti Suksa/Chiang Rai Montessori School, 2003-2004
    Co-Teacher, Chiang Rai, Thailand
  • Cambridge Associates, LLC, 1999-2003
    Senior Consulting Associate
    Research Associate
  • ICQ LTD/America Online, Inc., 1998
    Legal/Business Associate, Tel Aviv, Israel
  • Analyst
    Industrials, Utilities, China

Jingyi Li

Analyst: Industrials, Utilities, China

education

  • Shanghai Jiaotong University, BA, International Trade, 1998
  • Yale School of Management, MBA, Finance, 2005

experience

  • Harding Loevner LP, Since 2010
    Analyst (Industrials, Utilities, China)
  • New China Capital Management, LLC (manager of The Cathay Capital Group), 2005-2010
    Vice President, Connecticut and China
  • Harding, Loevner Management, L.P., 2004
    Summer Analyst
  • China International Economics Consultants, 2002-2003
    Senior Strategy Consultant
  • Accenture, 1998-2002
    Consultant, China

Media

Bryan Lloyd, CFA

Portfolio Manager: International Equity
Analyst: Financials

education

  • Lafayette College, BA, Mathematics and Economics, 1996
  • Chartered Financial Analyst, 2001

experience

  • Harding Loevner LP, Since 2011
    Portfolio Manager (International Equity)
    Analyst (Financials)
  • Calamos Asset Management, 2003-2011
    Vice President, Senior Analyst - Financial Services
    Research Analyst, Research and Portfolio Management
  • Credit Suisse First Boston, 1999-2003
    Associate, Equity Research
    Valuation Analyst, Global Banking and Insurance
  • ABN AMRO Bank, 1998-1999
    Credit Analyst, Media & Telecommunications Finance
  • M&T Bank Corporation, 1996-1998
    Financial Analyst, Finance Division

Christopher Mack, CFA

Portfolio Manager: Global Equity
Analyst: Information Technology

education

  • Lafayette College, BA, Economics and Business, 2004
  • Chartered Financial Analyst, 2011

experience

  • Harding Loevner LP, Since 2004
    Portfolio Manager (Global Equity)
    Analyst (Information Technology)
    Research Associate, 2006-2008
    Investment Assistant, 2004-2006

Babatunde Ojo, CFA

Portfolio Manager: Frontier Emerging Markets
Analyst: Frontier Emerging Markets

education

  • University of Lagos, BS, Biochemistry, 2002
  • Imperial College, University of London, Master of Science, Food Chain Management, 2005
  • University of Pennsylvania, The Wharton School, MBA, Finance and Management, 2012
  • Chartered Financial Analyst, 2009

experience

  • Harding Loevner LP, Since 2012
    Portfolio Manager (Frontier Emerging Markets)
    Analyst (Frontier Emerging Markets)
  • American Century Investments, Summer 2011
    Global Research Analyst Intern, New York
  • Asset & Resource Management (ARM) Company, 2006-2010
    Head of Equity Research/Portfolio Manager, Nigeria
    Equity Research Analyst, Nigeria
  • PricewaterhouseCoopers, 2005-2006
    Associate, Nigeria
  • Intercontinental Bank, 2003-2004
    Banking Officer, Nigeria

Media

  • Analyst
    Consumer Discretionary, Consumer Staples

Sergei V. Pliutsinski

Analyst: Consumer Discretionary, Consumer Staples

education

  • Belarusian State University, LLM in International Law at Faculty of International Relationships, 1998-2002
  • Northeastern University, BS, Finance and Economics, 2003-2005

experience

  • Harding Loevner LP, Since 2014
    Analyst (Consumer Discretionary, Consumer Staples)
  • Lao Golden Capital LLC, 2013
    Managing Partner
  • Credit Suisse, 2005-2013
    Head of US Custom Solutions Group
    Custom Solutions Analyst
  • Proctor & Gamble Co., Personal Care Division, 2004-2005
    Marketing Research Analyst

Jafar Rizvi, CFA

Portfolio Manager: International Small Companies
Analyst: Telecom Services, International Small Companies

education

  • Aligarh University, BA, Economics, 1988 
  • J Nehru University, MA, Economics, 1990 
  • Baruch College, The City University of New York, MBA, Computer Information Systems, 1998
  • Columbia University, School of International & Public Affairs, Masters (MPA), International Economic Policy and Management, 2010
  • Chartered Financial Analyst, 2003

experience

  • Harding Loevner LP, Since 2008
    Portfolio Manager (International Small Companies)
    Analyst (Telecom Services, International Small Companies)
  • Cohen, Klingenstein, and Marks, 2006-2008
    Senior Analyst, Technology & Telecom
  • Fiduciary Trust Company International/Franklin Templeton Investments, 2001-2005
    Vice President / Senior Equity Analyst – Global Telecommunications Equipment, Semiconductors, Telecommunications Services
  • Sands Brothers & Co., Ltd., 2000
    Senior Analyst
  • NDB Capital Markets/Deutsche Bank, 1998-2000
    Analyst / Senior Analyst

Ferrill D. Roll, CFA

Portfolio Manager: Global Equity (Co-Lead), International Equity (Co-Lead)
Analyst: Financials
Partner

education

  • Stanford University, BA, Economics, 1980
  • Chartered Financial Analyst, 1998

experience

  • Harding Loevner LP, Since 1996
    Portfolio Manager (Global Equity, Co-Lead / International Equity, Co-Lead)
    Analyst (Financials)
  • Cesar Montemayor Capital, L.P., 1992-1995
    Portfolio Manager & General Partner
  • Barings Securities, Inc., 1989-1992
    International Equity Sales
    Equity Research, Germany
  • First Boston Corporation, 1985-1989
    International Equity Sales
  • JP Morgan, 1980-1985
    Forex Advisor & Options Trader
  • Analyst
    Japan
  • Partner

 

 

Yoko Sakai, CFA

Analyst: Japan
Partner

education

  • Columbia University, BS, Mechanical Engineering, 1989
  • Chartered Financial Analyst, 1999

experience

  • Harding Loevner LP, Since 2005
    Analyst (Japan)
  • Mitsubishi Securities (USA), Inc., 1999-2003
    Vice President, Equities Sales Group, New York
  • Jeffries & Co., 1994-1997
    Vice President, International Linked Products, Tokyo
    Vice President, International Equity Trading, Tokyo
  • HSBC Securities, 1989-1994
    Manager Derivative Products, Tokyo
    Assistant Vice President, Japanese Warrant Department, New York

Media

Richard Schmidt, CFA

Portfolio Manager: Emerging Markets, Frontier Emerging Markets
Analyst: Consumer Staples, Financials

education

  • Georgetown University, BS, Foreign Service, 1986
  • Chartered Financial Analyst, 1995

experience

  • Harding Loevner LP, Since 2011
    Portfolio Manager (Emerging Markets / Frontier Emerging Markets)
    Analyst (Consumer Staples, Financials)
  • Oranda Capital Management, 2007-2011
    Chief Investment Officer, New York
  • JPMorgan Asset Management, 2002-2005
    Managing Director, New York
  • JPMorganFleming Asset Management, 2000-2002
    Portfolio Manager, London
  • Jardine Fleming Investment Management, 1994-2000
    Director, Hong Kong
  • Jardine Fleming Securities, 1991-1994
    Director, Hong Kong
  • BT Brokerage, 1987-1991
    Vice President, Hong Kong
  • Winfull, Laing & Cruickshank, 1986-1987
    Research Analyst, Hong Kong

Craig J. Shaw, CFA

Portfolio Manager: Emerging Markets
Analyst: Energy
Partner

education

  • Concordia College, BA, Business Administration, 1986
  • American Graduate School of International Management (Thunderbird), MIM, 1989
  • Chartered Financial Analyst, 2000

experience

  • Harding Loevner LP, Since 2001
    Portfolio Manager (Emerging Markets, Co-Lead)
    Analyst (Energy)
  • Consultant, 1999-2000
    Capital Markets, Accounting, Treasury
  • ABN AMRO Securities, 1997-1998
    Securities Analyst, Asia
  • Barclays de Zoete Wedd, 1996-1997
    Securities Analyst, Asia
  • Credit Lyonnais Securities Asia, 1994-1996
    Securities Analyst, Asia
  • Parker Drilling Co. / Consultant, 1990-1994
    Finance & Accounting Manager, Africa, Kazakhstan
  • Analyst
    Financials

Moon Surana, CFA

Analyst: Financials

education

  • Manipal Institute of Technology, BE, Electronics and Communications, 2005
  • University of Michigan, MS, Financial Engineering, 2008
  • Chartered Financial Analyst, 2013

experience

  • Harding Loevner LP, Since 2009
    Analyst (Financials)
    Research Associate, 2009-2011
  • Infosys Technologies Limited, 2005-2007
    Software Engineer, India
  • Analyst
    Health Care

Patrick Todd, CFA

Analyst: Health Care

education

  • Harvard University, BA, Biochemical Sciences, 2002
  • Columbia Business School, MBA, Applied Value Investing, 2011
  • Chartered Financial Analyst, 2011

experience

  • Harding Loevner LP, Since 2012
    Analyst (Health Care)
  • Gabelli & Company, Inc. / GAMCO Investors, Inc., 2011-2012
    Research Analyst
  • Ironbound Capital, 2006-2010
    Research Analyst, 2009-2010
    Research Associate, 2006-2009
  • Merrill Lynch Investment Managers, 2005-2006
    Portfolio Specialist
  • Analyst
    Information Technology

Lakshman Venkitaraman, CFA

Analyst: Information Technology

education

  • The University of Mumbai (V.E.S.I.T), BE, Electronics, 1997
  • The University of Texas at Austin, MS, Electrical and Computer Engineering, 2000
  • The University of Chicago Booth School of Business, MBA, 2008
  • Chartered Financial Analyst, 2012

experience

  • Harding Loevner LP, Since 2013
    Analyst (Information Technology)
  • Cupps Capital Management, 2008- 2013
    Equity Analyst
  • Fidelity Investments, Summer 2007
    Equity Analyst Intern
  • Microsoft Corporation, 2000-2006
    Software Design Engineer
  • Siemens LTD., 1997-1998
    Graduate Trainee Engineer, India
  • Analyst
    Industrials, Materials

Anix Vyas, CFA

Analyst: Industrials, Materials

 

 

education

  • Fordham University, BS/BA, Finance and Accounting, 2002
  • University of Pennsylvania, The Wharton School, MBA, Finance, 2010
  • Chartered Financial Analyst, 2006

experience

  • Harding Loevner LP, Since 2013
    Analyst (Industrials, Materials)
  • Gabelli & Company, Inc. / GAMCO Investors, Inc., 2010-2013
    Research Analyst
  • Amerigas, 2004-2008
    Manager, Operations and Corporate Development
  • Bear, Sterns & Company, Inc., 2003-2004
    Staff Accountant
  • The Mony Group, Inc., 2002-2003
    Staff Accountant

Alexander T. Walsh, CFA

Portfolio Manager: International Equity (Co-Lead), Global Equity
Analyst: Health Care, Materials
Partner

education

  • McGill University, BA, North American Studies, 1978
  • Chartered Financial Analyst, 1998

experience

  • Harding Loevner LP, Since 1994
    Portfolio Manager (International Equity, Co-Lead / Global Equity)
    Analyst (Health Care, Materials)
  • PaineWebber, 1987-1994
    First Vice President
  • Merrill Lynch, 1982-1987
    Account Executive
  • J. Henry Schroder Bank & Trust, 1979-1981
    Assistant Treasurer & Operations

Media

  • Manager, Investment Research
  • Portfolio Manager
    International Equity
  • Analyst
    Consumer Discretionary, Industrials, Materials
  • Partner

Andrew H. West, CFA

Manager, Investment Research
Portfolio Manager:
International Equity
Analyst: Consumer Discretionary, Industrials, Materials
Partner

education

  • University of Central Florida, BS, Business Administration, Finance, 1991
  • New York University, Leonard N. Stern School of Business, MBA, Finance & Int’l Business, 2003
  • Chartered Financial Analyst, 1997

experience

  • Harding Loevner LP, Since 2006
    Manager, Investment Research
    Portfolio Manager (International Equity)
    Analyst (Consumer Discretionary, Industrials, Materials)
  • Standard & Poor’s Equity Research, 2003-2006
    Senior Industry Analyst (Industrials, Materials, Transportation)
  • Veitia & Associates, 2001-2003
    Investment and Portfolio Consultant
  • International Assets Advisory Corp., 1992-2001
    Senior Vice President, Global Assets Advisors
    Assistant Vice President, Research Department
    Research Analyst

Media

  • Portfolio Specialist
  • Partner

Natasha Crossan, CFA

Portfolio Specialist
Partner

education

  • University of Pennsylvania, BA, Economics, 2004
  • Chartered Financial Analyst, 2009

experience

  • Harding Loevner LP, Since 2004
    Manager, Investment Communication
    Manager, Managed Accounts Group, 2006-2008
    Assistant Portfolio Manager, 2004-2006
  • Portfolio Specialist
  • Partner

S. Clarke Moody, CFA

Portfolio Specialist
Partner

education

  • Colby College, BA, English Literature, 1978
  • University of London, Goldsmith’s College
  • Chartered Financial Analyst, 2000

experience

  • Harding Loevner LP, Since 1996
    Portfolio Specialist
    Director, Institutional Marketing, 2004-2011
    Marketing Manager, 1999-2003
    Analyst (Info Technology, Telecom Services), 1996-1998
  • ABN AMRO Bank, 1994-1996
    Managing Director, Global Media & Communications Division, New York
  • Barclays de Zoete Wedd, 1993-1994
    Director, Technology & Defense Division, New York
  • Chase Manhattan Bank, 1981-1993
    Director, Pharmaceutical Division, New York & Puerto Rico
    Director, Capital Goods & Industrials Division, New York & Houston
  • Chief Financial Officer
  • Partner

Aaron Bellish, CPA

Chief Financial Officer
Partner

education

  • Rutgers University, Rutgers College, BS, Accounting, 2001
  • Certified Public Accountant, 2003

experience

  • Harding Loevner LP, since 2012
    Chief Financial Officer
  • Mount Kellett Capital Management LP, 2008-2012
    Chief Financial Officer, 2010-2012
    Controller, 2008-2010
  • Lehman Brothers Inc., 2007-2008
    Vice President, Investment Management Finance
  • PricewaterhouseCoopers LLP, 2002-2007
    Manager, Investment Management Group
  • Arthur Andersen, LLP, 2001-2002
    Auditor
  • Chief Investment Officer
  • Partner

Simon Hallett, CFA

Chief Investment Officer
Partner
Emerging Markets strategy

education

  • Oxford University, BA, Philosophy, Politics, Economics, 1978
  • Chartered Financial Analyst, 1997

experience

  • Harding Loevner LP, Since 1991
    Chief Investment Officer
  • Jardine Fleming Investment Management, 1984-1990
    Director / Investment Manager, Hong Kong
  • Kleinwort Benson Ltd., 1982-1984
    Investment Manager, Hong Kong
  • Dominion Securities, 1981-1982
    Account Executive, Hong Kong
  • Buckmaster & Moore, 1979-1980
    Assistant Investment Manager, London

Treasurer, National Board of Learning Ally

Media

  • Chief Executive Officer
  • Partner

David R. Loevner, CFA, CIC

Chief Executive Officer
Partner

education

  • Princeton University, AB, Mathematical Sociology, 1976
  • Oxford University (Sachs Scholar), MSc, Applied Statistics, 1977; BPhil (MPhil), Economics, 1978
  • Chartered Financial Analyst, 1997; Chartered Investment Counselor, 1997

experience

  • Harding Loevner LP, Since 1989
    Chief Executive Officer
  • Rockefeller & Co., Inc., 1981-1989
    Managing Director, Rockefeller & Co., Ltd., Hong Kong
    Manager, Client Services, New York
    Portfolio Manager, New York
  • The World Bank, 1978-1981
    Brazil Country Economist, Washington, D.C.

Trustee Emeritus and Endowment Committee, Goucher College
Director Emeritus, Princeton University Investment Company
Executive Committee, Daniel M. Sachs Scholarship (Chair, 1994-2013)

  • Chief Operating Officer
  • Partner

Richard T. Reiter

Chief Operating Officer
Partner

education

  • Marquette University, BS, Marketing & Information Systems, 1988
  • Loyola University, MBA, International Finance, 1995

experience

  • Harding Loevner LP, Since 1996
    Chief Operating Officer
    Managing Director, Marketing & Sales, 2008
    Portfolio Manager (Program Accounts), 2002-2008
    Marketing Manager, 1996-2002
  • Harris Trust & Savings Bank, 1991-1996
    Trust Officer, Advisor & Client Relationships
  • Bankers Trust Company, 1989-1991
    Investment Assistant
  • Chief Compliance Officer
  • Chief Counsel
  • Partner

Lori Renzulli

Chief Compliance Officer
Chief Counsel
Partner

education

  • Douglass College, Rutgers University, BA, Education, 1988
  • Seton Hall University School of Law, JD, 1998

experience

  • Harding Loevner LP, Since 2006
    Chief Counsel and Chief Compliance Officer
  • MetLife Group, Inc., 2006
    Director, Corporate Ethics and Compliance
  • CitiStreet Retirement Services, 1989-2005
    Vice President, Chief Compliance Officer and Counsel, 2004-2005
    Assistant General Counsel, 1998-2004
    Legal Assistant, 1991-1998
    Client Services Correspondent, 1989-1991
  • General Counsel

Brian D. Simon

General Counsel

education

  • University of Massachusetts, BA, Finance, 1984
  • Rutgers School of Law, JD, 1992

experience

  • Harding Loevner LP, Since 2014
    General Counsel
  • Lazard Asset Management LLC, 2002-2014
    Managing Director
    Director of Legal Affairs
    Chief Compliance Officer
  • J. & W. Seligman & Co. Incorporated, 1999-2002
    Vice President, Law & Regulation
  • Schulte Roth & Zabel LLP, 1997-1999
    Corporate Associate
  • Riker, Danzig, Scherer, Hyland & Perretti LLP, 1995-1997
    Litigation Associate
  • Debevoise & Plimpton, 1993-1995
    Litigation Associate
  • Justice Gary S. Stein, New Jersey Supreme Court, 1992-1993
    Clerk

  • Manager, Client Management
  • Partner

Lindsey Andresen

Manager, Client Management
Partner
(908) 947-0447
landresen@hardingloevner.com

education

  • The College of New Jersey, BS, Finance, 2003

experience

  • Harding Loevner LP, Since 2006
    Manager, Client Management
    Manager, Institutional Client Management, 2007-2012
    Portfolio Administrator, 2006-2007
  • Management Planning, Inc., 2003-2006
    Valuation Analyst
  • Business Development Associate

Tristan Hastings

Business Development Associate
(908) 947-0608
thastings@hardingloevner.com

education

  • Princeton University, AB, Economics, 2011

experience

  • Harding Loevner LP, since 2011
    Business Development Associate
    Investment Associate, 2011-2013
  • Manager, Advisor Business Development

Gregory Klobucar, CFA

Manager, Advisor Business Development
(908) 947-0619
gklobucar@hardingloevner.com

education

  • Pennsylvania State University, BS, Marketing and International Business, 2002
  • Georgetown University, McDonough School of Business, MBA, 2009
  • Chartered Financial Analyst, 2012

experience

  • Harding Loevner LP, since 2012
    Manager, Advisor Business Development
    Manager, Institutional Marketing, 2012-2013
  • Merrill Lynch Wealth Management, 2009-2012
    Vice President, Portfolio Specialist
  • Wachovia Securities, 2005-2007
    Assistant Vice President, Business Development Group
  • Lord, Abbett & Company, 2003-2005
    Regional Consultant

 
Institutional Business Development

  • Manager, Institutional Business Development

Kristin Burke

Manager, Institutional Business Development
(908) 947-0120
kburke@hardingloevner.com

education

experience

  • Manager, Institutional Business Development
  • Partner

Kevin P. Ferguson

Manager, Institutional Business Development
Partner
(908) 947-0457
kferguson@hardingloevner.com

education

experience

  • Manager, Institutional Business Development

Steve Gannon

Manager, Institutional Business Development
(908) 947-0448
sgannon@hardingloevner.com

education

experience

 
RIAs and Regional Consultants

  • Manager, Institutional Marketing
    Northern Region

Jason Caiola, CFA, CFP®

Manager, Institutional Marketing
RIAs and Regional Consultants, Northern Region
(908) 947-0463
jcaiola@hardingloevner.com

education

  • Rider University, BA, Business Administration & Health Administration, 2004
  • Certified Financial Planner™ Certificant, 2008
  • Chartered Financial Analyst, 2011

experience

  • Harding Loevner LP, Since 2014
    Manager, Institutional Marketing
  • RS Investments, Investment Research Group, April-November 2013
    Investment Director
  • Merrill Lynch Managed Solutions Group, 2006-2013
    Associate Wealth Management Specialist, Vice President
    Internal Wealth Management Specialist, Assistant Vice President
  • Merrill Lynch Financial Advisory Center, 2005-2006
    Investor Services Advisor
  • Manager, Institutional Marketing
    Western Region

Jon Hearn

Manager, Institutional Marketing
RIAs and Consultants, Western Region
(908) 442-9245
jhearn@hardingloevner.com

education

  • Arizona State University, BS, Economics, 1986

experience

  • Harding Loevner LP, Since 2011
    Manager, Institutional Marketing
  • US Trust, 2010-2011
    Senior Vice President, Wealth Management
  • Genesee Investments, 2006-2010
    Managing Director, Global Sales
  • Wentworth, Hauser & Violich, 2004-2006
    Vice President, Wealth Management
  • The Harris, my CFO, 2002-2004
    Vice President, Wealth Management
  • Russell Investments, 2000-2002
    Regional Director, Institutional Marketing
  • Key Asset Management, 1997-2000
    Director, Institutional Marketing
  • Sutro & Co., 1994-1997
    Vice President
  • Kidder Peabody & Co., 1991-1994
    Investment Executive
  • Manager, Institutional Marketing
    Southern and Central Regions
  • Partner

John Parsons

Manager, Institutional Marketing
RIAs and Consultants, South and Central Regions
Partner
(908) 947-0117
jparsons@hardingloevner.com

education

  • University of Cambridge (UK), St. John’s College, BA, Engineering, 1975
  • University of Cambridge (UK), MA, Engineering, 1980

experience

  • Harding Loevner LP, Since 2003
    Manager, Institutional Marketing
    Product Specialist, Emerging Markets, 2003-2006
  • Mayfair Capital Group, LLC, 2002-2003
    Managing Director, New York
  • EFG Asset Management Ltd., 2001-2002
    Marketing Director, London
  • Barclays Global Investors N.A., 1997-2001
    Sales Director, Latin America & Caribbean, Barclays International Funds
    Director, Research & Planning, London, Barclays International Funds
  • John Parsons & Associates, 1985-1997
    Principal, Management Consultant
  • Armco, Inc., 1981-1985
    Manager, Corporate Development, New York

 
Broker Dealer, Banks

  • Regional Manager
    Northeast and Midwest Regions

George Antonak

Regional Manager
Broker Dealer, Banks, Northeast and Midwest Regions
(908) 947-0452
gantonak@hardingloevner.com

education

  • University of Michigan, Ross School of Business, Bachelor, Business Administration, 1986
  • Cornell University, Johnson Graduate School of Management, MBA, 2010

experience

  • Harding Loevner LP, Since 2010
    Regional Manager
  • Anton Consulting, 2007-2010
    Founder, Business Development Consultant
  • Merrill Lynch, 2000-2006
    Managing Director, Head of Business Sales & Relationship Management
  • Scudder Kemper Investments, 1987-2000
    Senior Vice President, Head of Sales & Business Development, 1998-2000
    Vice President, Head of Sales & Business Development, 1993-1998
    Director, Head of Business & Business Development, 1990-1992
    Sales & Service, 1987-1990
  • Regional Manager
    Southern Region

Patrick Broderick

Regional Manager
Broker Dealer, Banks, Southern Region
(908) 947-0453
pbroderick@hardingloevner.com

education

  • The University of Pittsburgh, BA, Economics, 1996

experience

  • Harding Loevner LP, Since 2008
    Regional Manager
  • Neuberger Berman, 2006-2008
    Internal Sales Associate
  • Invesco, 2004-2006
    Regional Marketing Coordinator
  • Wachovia Securities, 2002-2004
    Senior Financial Advisor
  • Merrill Lynch, 1996-2002
    Senior Financial Advisor
  • Regional Manager
    Western Region

Timothy Sweeney

Regional Manager
Broker Dealer, Banks, Western Region
(908) 947-0463
tsweeney@hardingloevner.com

education

  • University of Arizona, BS, Business Administration, Marketing, 1990
  • University of San Francisco, MBA, 1995

experience

  • Harding Loevner LP, Since 2014
    Regional Manager
  • Wentworth, Hauser & Violich (WHV) Investment Management, 2006-2013
    Director, Intermediary Sales and Distribution
  • Seneca Capital Management Phoenix Investment Partners, 1998-2006
    Portfolio Advisor
  • Montgomery Asset Management, 1996-1998
    Marketing Manager, Institutional Advisory Services
  • Franklin Resources, 1991-1995
    District Sales Representative