Mr. Simon is a research associate and a vice president with Allianz Global Investors, which he joined in 1993. As a member of the firm’s Grassroots® Research team, a division that commissions proprietary and customized investigative research, he is responsible for managing market research projects for asset-management professionals. Mr. Simon was previously a portfolio analyst with the US Large Cap Growth team, where he conducted research on portfolio holdings. He has 22 years of investment-industry experience. Earlier in his career, Mr. Simon was a registered representative for Amev Financial Group (now Fortis) and a trust administrator for First Trust Corporation. He has a B.A. in business administration from Fort Lewis College.