Paul Moghtader is a Managing Director and Portfolio Manager/Analyst, leading Lazard's Equity Advantage team. He began working in the investment field in 1992. Prior to joining Lazard in 2007, Paul was Head of the Global Active Equity Group and a Senior Portfolio Manager at State Street Global Advisors (SSgA). At SSgA Paul was the senior manager responsible for the research and portfolio management of all multi-regional active quantitative equity strategies. Previously, Paul was an analyst at State Street Bank. He began his career at Dain Bosworth as a research assistant. Paul has a Master of Management (MM) from Northwestern University and a BA in Economics from Macalester College. Paul is a CFA® charterholder.

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Kurt Livermore is a Portfolio Manager/Analyst on the Lazard Equity Advantage team. He began working in the investment field in 1997. Prior to joining Lazard in 2023, he was a senior quantitative equity Portfolio Manager with Acadian Asset Management. Previously, Kurt served as a Partner and Portfolio Manager for U.S. and global equity strategies at GlobeFlex Capital, and beforehand was a portfolio manager for U.S. equity market-neutral strategies at FrontPoint Partners/Matikos Capital. Kurt started his career at BGI/BlackRock. He has a B.S. in business administration from the University of Arizona. Kurt is a CFA® charterholder.

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Susanne Willumsen is a Portfolio Manager/Analyst on Lazard's Equity Advantage team. She began working in the investment field in 1993. Prior to joining Lazard in 2008, Susanne was Managing Director, Head of Active Equities Europe with State Street Global Advisors (SSgA). During her 13 year tenure at SSgA, Susanne was responsible for the research and portfolio management of all UK and European equity strategies. Prior to joining SSgA Susanne traded equity derivatives for the proprietary desk at Investcorp. Susanne received an MSc in Shipping, Trade and Finance from City University and a BSc in Management Studies from the University of Surrey.

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Ciprian Marin is a Managing Director of Quantitative Research and Portfolio Manager/Analyst on Lazard's Equity Advantage team. He began working in the investment field in 1997. Prior to joining Lazard in 2008, Ciprian was a Senior Portfolio Manager at State Street Global Advisors (SSgA), managing European, UK and Global funds. He was also responsible for quantitative research on the European team of the Global Active Equity Group. Prior to joining SSgA, Ciprian was a Quantitative Analyst at Citigroup where he focused on developing stock selection models, statistical arbitrage trading strategies and factor research. Previously, he was a quantitative research associate at Nikko Salomon Smith Barney. Ciprian has an MBA in Finance from the International University of Japan and a BS in International Economics from the Academy of Economic Studies Bucharest. Ciprian is a Certified Investment Adviser (UK).

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Taras Ivanenko is a Portfolio Manager/Analyst on Lazard's Equity Advantage team. He began working in the investment field in 1995. Prior to joining Lazard in 2007, Taras was a Senior Portfolio Manager in the Global Active Equity group at State Street Global Advisors (SSgA). Earlier at SSgA, he was a Principal and Senior Application Development Architect in the Equity Systems group. Previously, Taras was an analyst in Quantitative Research and Trading Systems at Oxbridge Research. He has a PhD in Physics from Massachusetts Institute of Technology and an Engineer-Physicist degree from Moscow Physical-Technical Institute. Taras is a CFA® charterholder.

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Mauricio Karchmer is a Director and a Quantitative Research Analyst on Lazard’s Equity Advantage team. He began working in the investment field in 1995. Prior to Joining Lazard in 2024, Mauricio worked with the Quantitative Global team as a consultant and was a Lecturer at the Massachusetts Institute of Technology. Previously, he held previous roles at Citigroup and Acadian Asset Management, where he was responsible for Portfolio Management and Trading. Mauricio has a PhD in Computer Science and Mathematics from The Hebrew University of Jerusalem and an MSc in Computer Science from Harvard University.

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Chris Pope is a Client Portfolio Manager, Product Manager and Business Manager of Lazard's Equity Advantage team. He began working in the investment field in 1976. Prior to joining Lazard in 2007, Chris was President at Boston Private Value Investors. Prior to that he was at State Street Global Advisors (SSgA) for 18 years, where he served as Director of US Institutional Sales, Client Service and Consultant Relations. Previously, Chris worked in institutional Sales and Marketing for Travelers Insurance Company. He has a BA from the University of Pennsylvania.

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Peter Kashanek is a Portfolio Manager/Analyst on Lazard's Equity Advantage team. He began working in the investment field in 1994. Prior to joining Lazard in 2007, Peter was a Principal and a Portfolio Manager in the Global Active Equity group at State Street Global Advisors (SSgA). Previously, Peter was an investment analyst in the Institutional Equity Research Group at Bank of Montreal where he focused on global energy companies. Prior to that, he was an Associate in the Global Equity Research Group at Deutsche Bank Securities. Peter also worked at Reliant Energy in Houston as a member of its Corporate Development team. Peter has an MBA with a concentration in Finance from Vanderbilt University and a BA in Government from St. Lawrence University.

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Craig Scholl is a Portfolio Manager/Analyst on Lazard's Equity Advantage team and leads the team’s sustainable investing program. He began working in the investment field in 1984 and became involved in sustainable investing by creating a values-tilted strategy in 1998. The team created an active sustainability-tilted strategy in 2005 and has continued to expand and develop this capability within Lazard. Prior to joining Lazard in 2007, Craig was a Principal and a Senior Portfolio Manager in the Global Active Equity group at State Street Global Advisors (SSgA). Previously he was Managing Director of Public Equities for the Virginia Retirement System, where he was responsible for internally and externally managed portfolios. Prior to that, Craig was a pension investment manager for two large corporations. He also worked as a consultant with InterSec Research and a vice president in data analytics at Lynch, Jones & Ryan. Craig has a BS in Finance and Public Communications from Syracuse University. He is a member of the CFA Society Boston.

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Alex Lai is a Managing Director and Portfolio Manager/Analyst on Lazard's Equity Advantage team. He began working in the investment field in 2002. Prior to joining Lazard in 2008, Alex was a Vice President and Quantitative Portfolio Manager in the Global Active Equity group at State Street Global Advisors (SSgA). Prior to that, Alex was an investment-banking analyst at Lehman Brothers Asia in Hong Kong. He has an MSc in Finance from Boston College and a BBA (Hons) in Finance and Accounting from the University of Michigan, Ann Arbor. Alex is a CFA® charterholder.

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Jason Williams is an Investment Strategist on Lazard's Equity Advantage team. In this role, he focuses on delivering quantitative macro and factor based analytical insights for the investment team to facilitate performance evaluation and client communications. He began working in the investment field in 2001. Prior to his current role, Jason served 17 years as a portfolio manager of quantitative UK, European and Small cap portfolios, first at State Street Global Advisors and then, from 2008, at Lazard. He has an MA in Finance and Investment from the University of Exeter and a BSc Honours in Mathematics from Coventry University. Jason is a member of the CFA Institute and the UK Society of Investment Professionals (UKSIP).

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