Our Team

The Promethos team believes in creating a collaborative environment that values diversity of ideas. Our team and investment process strive to limit bias and group think and encourage constant learning to evolve with the changing environment we live in. We set out to build a company that reflects our core values and the values of our clients, especially Respect, Diversity, Intellectual Curiosity & Rigor, Objectivity and Humility. Our company tagline of "Valuing your Values" guides our everyday actions.

Founder, Chief Investment Officer, Managing Partner

Ivka Kalus

Ivka is an accomplished investor with 24 years' experience managing global and international equity portfolios for retail and institutional clients.

Ivka is an accomplished investor with 24 years experience managing global and international equity portfolios for retail and institutional clients. She has experience launching new investment strategies, both active and indexed, and has significant expertise in sustainable investing (ESG and SRI) and gender-lens investing. Before co-founding Promethos, Ivka was lead portfolio manager of International Strategies at Boston Advisors. Prior to joining Boston Advisors in 2015, Ivka was a senior portfolio manager at Pax World Management, where she managed the Pax World International Fund and the Pax World Global Women's Equality Fund. Before Pax World, she managed international and global portfolios at State Street Global Advisors and Baring Asset Management, and was a global equity analyst at Independence Investments and at Putnam Investments. Early in her career, Ivka worked as a management consultant to large corporations in the U.S., Europe and Latin America, including three years in Prague working on projects to privatize state-owned Czech companies.

Ivka's global investment expertise is enhanced by her experience living and working around the world and her ability to communicate effectively in English, French, German, Spanish and Czech. She earned a B.A. degree in biology from Harvard University, a Master's degree from the Fletcher School of Law and Diplomacy, and an M.B.A from INSEAD. Ivka currently serves on the boards of the Boston Economics Club, United Planet, and American Boronite Corporation.

1Citywire, USA, 20 Top Female Portfolio Managers in the U.S. August 31, 2018. Citywire chose women who had top-quartile absolute
returns in their discipline and the highest levels of risk-adjusted returns over the past three years.

Morningstar Ratings TM The Morningstar absolute and percentile ranks are based on average annual total return relative to all funds in the same Morningstar category, which includes both mutual funds and ETFs, and do not include the effect of sales charges. Absolute ranks are assigned in descending order for each fund in the category, with 1 being the top performing fund. Funds with the same performance figure are assigned the same absolute rank. The Morningstar 5 Star Rating is for the 3-year period ended December 31, 2018 in the International Fund
Category which consists of 644 mutual funds.

U.S. Lipper Fund Awards are granted annually to the fund in each Lipper classification that achieves the highest score for Consistent Return,
a measure of its historical risk-adjusted returns, relative to peers, and honor funds that have excelled in providing consistently strong riskadjusted performance relative to their peers.All investing involves risk and international investing has its owns set of unique risks. These are more described in more detail in Promethos
Capital's Form ADV Part 2A which may be obtained by calling Promethos Capital at 617 784 9250 and is available on the United States Securities and Exchange Commission’s) website at www.adviserinfo.sec.gov.

Founder, Director of Research, Managing Partner

Joe Sylvester

Joe has 30 years of experience in the asset management industry with a focus on international markets.

Joe has 30 years' of experience in the asset management industry with a focus on international markets. His recent role was as Executive Director at JP Morgan leading the international desk in Boston for seven years. Previously, he was an Associate Portfolio Manager at CI investment's Cambridge Advisors. There, he played a key role in all international investments for Cambridge with a focus on the Cambridge Global Fund with Alan Radlo. Joe ran a sleeve of the Global fund and was sole PM on an EAFE separate account. Before Cambridge, Joe spent nine years covering Europe and international markets for Merrill Lynch as lead of their International desk. Joe spent four years at Midland Walwyn covering Canadian markets and three years at Scudder Funds in their investment group.

Joe earned a B.A. degree in Economics from Bates College and a Master's degree in Finance from Bentley University, McCallum School of Business.

Analyst

Jonathan Kabeya

Jonathan joined Promethos at our founding with an array of industry experience in Europe. He previously worked in Luxembourg as a Client Service Operations specialist at State Street Bank and as a Financial Auditor at Mazars.

Jonathan joins Promethos with an array of industry experience in Europe. He previously worked in Luxembourg as a Client Service Operations specialist at State Street Bank and as a Financial Auditor at Mazars. Prior to that he had done internships at Brown Brothers Harriman in Luxembourg and at Banque de France in the south of France.

He earned both a Bachelor in International Business and a Master in International Finance from the Toulouse Business School in France. Jonathan speaks three languages, French, Spanish and English, and completed one year of study abroad at the University of Valencia in Spain as an undergraduate. He also has a Master of Science in Finance degree from Brandeis University.

Analyst

Ashraya Dixit

Ash joined Promethos at our founding having previously worked as a Senior Impact analyst at Athena Capital Advisors. There he led the firm's landscape review on climate change and identified investable themes among private market strategies.

Ash joins Promethos having previously worked as a Senior Impact analyst at Athena Capital Advisors. There he led the firm's landscape review on climate change and identified investable themes among private market strategies. He has also worked with rural electricity user groups in Nepal and worked in development consulting with SiddharthInc.

Ash is a graduate of Grinnell College with a BA in Economics and Mathematics. He is also a graduate of the Fletcher School of Law and Diplomacy at Tufts University with a Master of International Business. His thesis at Fletcher was on Sustainable Equity Funds and the Relationship of Quality Factor to Fund Performance.

OUTSOURCED SERVICES
COO, CFO, Head of Operations

Wilfredo Rodriguez, CPA

Wilfredo is a CPA with over 20 years' of experience in the financial services industry managing fund operations, financial reporting, audits, tax, and regulatory-risk compliance, including investor relations and financial due diligence.

Wilfredo is a CPA with over 20 years of experience in the financial services industry managing fund operations, financial reporting, audits, tax, and regulatory-risk compliance, including investor relations and financial due diligence.

Prior to founding DSF Advisors, Wilfredo worked at AshmoreAVENIDA (AA), formerly Avenida Capital, for eight years, where he last served as CFO/COO. AA is real estate fund manager managing over $300 million in investments in Latin America. Wilfredo was mainly responsible for financial reporting, tax and regulatory compliance, valuation, managing external vendors including auditors, fund operations, investor relations, deal structuring, fund formation and international tax planning. Additionally, Wilfredo helped lead the M&A transaction and led the full integration process with the Ashmore Group, a London based public investment manager who acquired a majority stake in Avenida Capital.

Previously, Wilfredo was an Audit Manager at PricewaterhouseCoopers (PwC) for eight years. Wilfredo provided assurance and advisory services to top private equity & hedge funds, fund managers and other industries including foundations.

Prior to PwC, Wilfredo held accounting positions at IBM and Moody’s Investors Service.

Wilfredo earned a BBA degree in accounting from Baruch College.

Compliance Director

Michael Hogan, MSJ, IACCP

Mike has 15 years’ experience in the financial services industry, including roles as Chief Compliance Officer, Supervisory Principal and as a Regulator.

Mr. Michael Hogan is a Director of Compliance at Vigilant and currently services as Chief Compliance Officer and consultant for Broker Dealers and Investment Advisers. Michael has extensive experience in Compliance. He has worked with a variety of Broker Dealers, from large bulge bracket firms to NYSE Floor brokers, and he works with Investment Advisers, Mutual Funds and ETFs. His background includes supervising equity and options trading activity, monitoring, and testing, and conducting regulatory examinations.
In his role at Vigilant, Michael has experience in the developing, testing, and monitoring of Compliance Programs for Broker Dealers, Investment Advisers, Registered Investment Companies, ETFs, and Private Equity Funds. He also has experience with regulatory filings, including Form ADV, Form BD and state registrations. Prior to joining Vigilant, Michael was the Supervisory Principal of an International Equities Trading Desk and his duties included overseeing all equity trading in US, European and Latin American markets. Additionally, Michael was responsible for developing a testing program for the firm’s controls as well as drafting numerous policies and procedures.
His background includes working with regulators, drafting responses to inquiries and managing both FINRA and SEC examinations. Michael has liaised with regulators and business stakeholders in order to navigate through large scale exams, complex inquiries and enforcement actions.
Prior to becoming a Compliance Officer, Michael was a Regulatory Examiner at FINRA. He conducted
comprehensive examinations of FINRA member firms covering adherence to SEC, FINRA and Exchange Rules, supervisory systems, policies and procedures and sales practices. Michael also holds a number of FINRA licenses including Series 24 (Securities Principal), Series 7 (General Securities Representative), Series 57 (Securities Trader) and Series 63 (Uniform Securities Agent State Law).
Michael earned a Master’s degree in Jurisprudence with a concentration in Financial Services Compliance from Seton Hall Law School. He also holds a Bachelor’s degree in Economics from Rutgers University. Michael is also a veteran of the U.S. Marine Corps.