Value Equity Team

Investment Process

Investment Strategy

	Gregory R. Lai, CFA, Managing Director Greg is head of the U.S. Active Equity team. He joined Van Kampen in 2007 and has 19 years of investment experience. Prior to joining the firm, Greg was Managing Director and founding partner of Affinity Investment Advisors, LLC. Greg received a B.S. from UCLA and M.B.A from the University of California, Irvine. He holds the Chartered Financial Analyst designation.
	Stephen W. Pelensky, Managing Director Steve is a portfolio manager for the U.S. Active Equity team. He joined Van Kampen in 2007 and has 27 years of investment experience. Prior to joining the firm, Steve was Senior Vice President and portfolio manager for Alliance Bernstein, where he managed several institutional core and growth equity portfolios. Before that, Steve was a founding partner of Affinity Investment Advisors, LLC. Steve received a B.S. from Pennsylvania State University and an M.B.A. from The Wharton School at the University of Pennsylvania.
	Michael A. Petrino, Executive Director Michael is a portfolio manager for the U.S. Active Equity team. He joined Van Kampen in 2007 and has 35 years of investment experience. Prior to joining the firm, he was Director and portfolio manager for Affinity Investment Advisors, LLC’s Core Equity and Value Equity strategies. Michael received a B.A. cum laude from Amherst College and an M.B.A. from the University of Chicago. He is a member of the NYSSA and the Society of Quantitative Analysts.
	Jordan Floriani, CFA, Vice President Jordan is a portfolio manager for the U.S. Active Equity team. She joined Van Kampen in 2007 and has 5 years of investment experience. Prior to joining the firm, she was an associate portfolio manager for Affinity Investment Advisors, LLC’s Core Equity and Value Equity strategies. Jordan received her B.S. in Business Administration from the University of Southern California. She holds the Chartered Financial Analyst designation.
	Jeffrey Randolph, Managing Director Jeff is a portfolio specialist and the chief administration officer for the U.S. Active Equity team. He joined Van Kampen in 2007 and brings 21 years of investment experience. Prior to joining the firm, Jeff was Managing Director, Chief Financial Officer, and Chief Compliance Officer for Affinity Investment Advisors, LLC. Jeff received his B.S. in Business Finance from California State University at Long Beach.

QUICK LINKS

Strategy Guide

Quarterly Update

Pitchbook

Portfolio Holdings

Please consider the investment objectives, risks, and fees of the program carefully before investing. The Sponsor’s Disclosure Document contains this and other important information. The Disclosure Document is available upon request from your Financial Advisor. Please read it carefully before investing.

This material does not constitute an offer to buy or sell any financial instrument or participate in any trading strategy. The information and analyses contained herein are not intended as tax, legal or investment advice and may not be suitable for all investors' specific circumstances. Please refer to the Form ADV Part II for important information about the investment manager. Your Financial Advisor can provide this document.

Van Kampen is a wholly owned subsidiary of a global securities firm which is engaged in a wide range of financial services including, for example, securities trading and brokerage activities, investment banking, research and analysis, financing and financial advisory services.

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