General Investing >> Analyst Interviews >> August 11, 2003
T. RITSON FERGUSON, Managing Director and Chief Investment Officer of
ING Clarion Real Estate Securities, provides oversight of the firm's
operations, oversees the day-to-day management of the portfolios and is
a member of the Investment Policy Committee. Previously with Radnor
Advisors and Trammell Crow Company, he has extensive direct investment
experience, having been involved in all facets of the analysis,
acquisition and management of commercial real estate before joining
Messrs. Campbell and Kling in 1991 in forming what is today ING Clarion
Real Estate Securities. Mr. Ferguson was formerly with Bain and Company
as a consultant and served as a Captain in the U.S. Air Force as a
computer scientist. He is an honors MBA graduate of Wharton (University
of Pennsylvania) and holds a BS from Duke University (summa cum laude,
Phi Beta Kappa). He is a member of the National Association of Real
Estate Investment Trusts and its Institutional Investor Committee, and
of the Financial Analysts of Philadelphia and the Association for
Investment Management and Research. Mr. Ferguson is a holder of the
Chartered Financial Analyst designation. Profile
SHERRY L. REXROAD, Senior Director of ING Clarion Real Estate
Securities, is a Member of the Investment Policy Committee and shares
responsibility for the day-to-day portfolio management of a concentrated
20-stock portfolio and for the Clarion CRA Hedge Fund. She is also
responsible for evaluating the investment potential of public real
estate companies. Previously with AEW Capital Management, she was a Vice
President and Portfolio Manager in their Fixed Income and Capital
Markets Group. She has more than 12 years' investment experience,
including real estate equities, commercial mortgage backed securities
(CMBS) and whole loans. Her background includes real estate management,
construction management and the evaluation of public and private real
estate companies. Prior to AEW, she worked for the Environmental
Protection Agency where she managed the design and construction of a $40
million environmental science center and negotiated commercial leases.
She joined ING Clarion Real Estate Securities in 1997. She holds an MBA
from Wharton (University of Pennsylvania) and is a dean's list graduate
of Haverford College. She is a member of the Financial Analysts of
Philadelphia, the Association for Investment Management and Research,
the National Association of Real Estate Investment Trusts and the
International Council of Shopping Centers. She is a holder of the
Chartered Financial Analyst designation. Profile
Securities and your respective responsibilities there?
Mr. Ferguson: ING Clarion manages about $2.1 billion of real
