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Securitized Credit Fund Governance

Representing our shareholders' interests

SJF Securitized Credit Fund is committed to following sound corporate governance principles. We recognize that the key to our relationship with shareholders is trust. To build this trust, we are committed to providing full disclosure and transparency regarding fund governance. The Board of Trustees represent the interests of shareholders. The Board, along with the executive officers, are constantly guided by their fiduciary responsibility to act in the best interests of the shareholders they serve.

Board responsibilities

The trustees oversee all the portfolios and, among other duties, are responsible for:

  • Overseeing and reviewing fund performance.
  • Overseeing each fund's business, including the quality of its administrative, custody, distribution and investor services, pricing and fund audits.
  • Reviewing the fees that SJF charges and negotiating new fees where appropriate.
  • Reviewing and approving each fund's operating expenses and any changes to its investment objective and strategy.

Board members and management

Independent board of trustees

Tamara Fagely
Tamara Fagely headshot

Education

  • FINRA Series 6, 26, 27 Licenses (inactive)
  • Certified Public Accountant (CPA), inactive
  • B.S. in Accounting, Winona State University (summa cum laude)

Experience

  • 2014-Present Retired
  • 2017-Present Independent Trustee of Allianz Variable Insurance Products Trust and Allianz Variable Insurance Products Fund of Funds Trust
  • 2001-2013 Chief Operations Officer, Hartford Funds
  • 1989-2001 Funds Treasurer, Fortis Financial Group
  • 1986-1989 Manager, Thrivent Financial for Lutherans
  • 1981-1986 Audit Manager, KPMG LLP

Jody Foster
Jody Foster headshot

Education

  • MBA in Strategy and Finance, The University of Chicago Booth School of Business
  • MPP in International Political Economy, Georgetown University
  • BA in Political Science, Pace University

Experience

  • 2010-Present Chief Executive Officer, Symphony Consulting LLC, Atlanta
  • 2007-2009 Senior Consultant, Sapphire Consulting, London
  • 2003-2007 Director, JPMorgan Chase, Chicago and London
  • 2001-2003 International Research Manager, Driehaus Capital Management, Chicago
  • 1999-2001 Equity Analyst, Burridge Growth Partners, Chicago
  • 1996-1999 Equity Analyst, Clover Capital Management, New York
  • 1991-1996 Legislative Director, U.S. House of Representatives

John Kelly-Jones
John Kelly-Jones headshot

Education

  • BS in Finance, College of Commerce, University of Illinois
  • BA in German, College of Liberal Arts and Sciences, University of Illinois

Experience

  • 2018 – Present Retired
  • 2009 – 2017 Founding Partner, Independent Franchise Partners, LLP
  • 2001 – 2008 Vice President,(Executive Director and Managing Director, Morgan Stanley Asset Management, London
  • 1998 – 2001 Vice President, Morgan Stanley Dean Witter, Australia
  • 1996-1998 Development Manager, Lend Lease Development Study, Australia
  • 1995 – 1996 Director Sales and Marketing, BII Lend Lease Investment Services, Indonesia
  • 1992 – 1995 Assistant General Manager, Lend Lease Corporate Services, Australia
  • 1988-1992 Vice President, Citibank, Ltd., Austrialia
  • 1987 -1988 Manager, Renouf Corporation Australia, Ltd.
  • 1984 -1987 Associate, Loan Officer and Credit Analyst, Creditanstalt, New York

Executive officers

Karen Colvin
Karen Colvin headshot
Vice President & Secretary, SJF Securitized Credit Fund

Experience

  • 2009 - Present SJF Capital Management, Inc.
  • 2000 - 2009 AVP NF Investment Offerings – Nationwide Financial, Inc.
  • 1998 - 2000 Director of Product Development – Villanova Capital, Inc.
  • 1996 - 1998 Fund Accounting Manager – Nationwide Advisory Services, Inc.
  • 1988 - 1996 Audit Manager – Coopers & Lybrand, L.L.P.

Education

  • FINRA Series 6, 7, 24, 26, 27 and 63 Licenses
  • Certified Public Accountant (CPA), inactive
  • BS in Accounting, Miami University (magna cum laude)

Julie Roach
Julie Roach headshot
Treasurer - SJF Securitized Credit Fund

Experience

  • 2017 - Present SJF Capital Management, Inc.
  • 2012 - 2017 Executive Director, Assistant Treasurer, Head of Valuation Oversight, J.P. Morgan Asset Management
  • 1993 - 2012 Senior Manager, Audit & Enterprise Risk Services, Deloitte & Touche LLP

Education

  • Certified Public Accountant (CPA)
  • BSBA in Accounting, University of Dayton (cum laude)

Alyssa Bentz
Alyssa Bentz headshot
Chief Compliance Officer, SJF Securitized Credit Fund

Experience

  • 2021 - 2024: Chief Compliance Officer, U.S. Bancorp Asset Management, Inc. and First American Funds Trust
  • 2015 - 2021: Compliance Manager, U.S. Bancorp Asset Management, Inc.
  • 2015: Interim Senior Unit Risk Manager, U.S. Bancorp Asset Management, Inc.
  • 2011 - 2015: Managing Director of Operations, U.S. Bancorp Asset Management, Inc.

Education

  • B.A. Economics / Minor Technical Communication, University of Minnesota

Certifications

  • FINRA licenses - SIE, Series 7, Series 24, Series 63

Interested trustee

Jo Ann Quinif
Jo Ann Quinif headshot
President and Chief Client Officer

Experience

  • 2009 – Present SJF Capital Management, Inc.
  • 2008 – 2017 Vice President, Director of Sales & Marketing, Weitz Investment Management, Inc.
  • 2005 – 2008 Vice President – Strategic Account Management, Ariel Capital Management
  • 2003 – 2005 Director of Advisory Services, Ariel Capital Management
  • 2002-2003 Director of Marketing, CinFin Capital Management
  • 2001 – 2002 Financial Analyst, Kendle International
  • 1999 – 2001 Commercial Insurance Underwriter, Cincinnati Financial Corp.

Education

  • MBA, Xavier University
  • BS in Business Administration, The Ohio State University

Contact the independent trustees

Shareholders of the SJF Securitized Credit Fund can send written communications (which should note the shareholder's full name and the number of shares held in SJF Securitized Credit Fund) for the independent trustees to office@silvercrestjefferson.com or to:

Independent Trustees of SJF Securitized Credit Fund
C/O Secretary, SJF Securitized Credit Fund
325 John H. McConnell Blvd., Suite 200
Columbus, OH 43215

Board policies and fund governance guidelines

Committee charters