General Investing >> Money Manager Interviews >> August 10, 2009
Robert H. Spaulding is a First Vice President and Trust Investment Officer at
Trustmark. He is a Co-Portfolio Manager of the Performance Short Term Government
Income Fund and the Performance Intermediate Term Income Fund. He is a graduate
of the University of Mississippi with a BBA degree in Business and the National
Trust School at Northwestern University. He has over 31 years of trust and
investment related experience. His primary responsibilities involve portfolio
management for individuals, endowments, foundations, self-insured workers
compensation funds, and various governmental entities. Profile
Kelly J. Collins is a Vice President and joined Trustmark in 1991. He is the
Portfolio Manager of the Performance Money Market Fund and the Performance U.S.
Treasury Money Market Fund. He is Co-Portfolio Manager of the Short Term
Government Income Fund and the Intermediate Term Income Fund. Mr. Collins has
over 18 years of experience in the investment management industry. Additionally,
he is responsible for managing individual and institutional investment accounts
specializing in fixed income investment management. He is a graduate of the
University of Mississippi with a BBA in Banking and Finance and Managerial
Finance. Profile
Douglas H. Ralston, CFA, is President and Chief Investment Officer of Trustmark
Investment Advisors, Inc., and serves as Portfolio Manager for the Performance
Mid Cap Equity Fund. He is also a member of the Portfolio Management team for
the Performance Large Cap Equity Fund and the Performance Leaders Equity Fund.
He has over 21 years of capital markets experience which includes investment
banking and trust asset management. A graduate of Murray State University, he
holds a BS degree in Economics and Finance. He has served on the Board of
Directors of the Mississippi Society of Financial Analysts and is a member of
the CFA Institute. He also serves as an instructor for the Southern Trust
School. Profile
TWST: Doug, please lead off with a brief overview of Trustmark Investment Advisors and then introduce us to the Intermediate Term Income Fund.
Mr. Ralston: Trustmark Investment Advisors is a