Paul David Schaeffer

Company Affiliations

Current Affiliations

Board Member

• CHAIRMAN at Epic Wealth Management
  From: 12-2007
• DIRECTOR at Forward Emerging Markets Fund
  Strategic Planning
• Director of the Board at Tamalpais Bancorp
  CHAIRMAN CHAIRMAN Nominating and Governance Committee
• CHAIRMAN at Embassy Communications
  Tamalpais Wealth
• CHAIRMAN at Nominating & Governance Committee
• DIRECTOR at Epic Wealth Management
  From: 2-2006

Executive

• CHIEF FINANCIAL OFFICER at Act III Communicati
  From: 7-2009
• CHIEF FINANCIAL OFFICER at Act III Publishing
  Act III Communications
• DIRECTOR at Forward Funds
  Strategic Planning
• HEAD at Forward Funds
  strategy From: 7-2009
• VICE PRESIDENT at Embassy Communications
• PRESIDENT at Nominating & Governance Committee
  ReFlow
• MANAGING DIRECTOR at Sei Investments Co
  Strategy
• PRESIDENT at ReFlow
• CHAIRMAN at Tamalpais Bancorp
  Nominating
• INDEPENDENT DIRECTOR at Tamalpais Bancorp
  Member of Audit Committee From: 1-2006
• PRESIDENT at Tamalpais Bancorp
  ReFlow
• DIRECTOR at Tamalpais Bancorp
  Tamalpais Wealth
• HEAD at Forward Funds
  Strategy Director
• CHIEF OPERATING OFFICER at Act III Publishing
  From: 7-2009
• PRESIDENT at Act III Publishing
  From: 7-2009
• SPEAKER at Investment Company Institute
• DIRECTOR STRATEGIC PLANNING at Forward Funds

Business Connection

• SPEAKER at American Bankers Association
• Affiliated with Sei
  From: 4-2006
• SPEAKER at Association for Investment Management & Research
  CFA Institute
• MEMBER Audit Committee at Tamalpais Bancorp
  From: 1-2006
• SPEAKER at Nominating & Governance Committee
• Affiliated with iCi
  From: 4-2006
• Affiliated with Investment Counseling Inc
  From: 4-2006
• SPEAKER at Investment Company Institute
• Affiliated with Harris Interactive Inc
• SPEAKER at Money Management Institute
• Affiliated with Tamalpais Bancorp
  From: 8-2009
• Affiliated with Epic Wealth Management
  From: 9-2009
• Affiliated with IMS Health Inc

General Employment

• INVESTMENT MANAGER at SEI Investments
  Market Unit
• Market Unit at SEI Investments
  From: 3-2008
• INVESTMENT ADVISOR at Forward Emerging Markets Fund

Non-Corporate Leadership

• SPEAKER at American Bankers Association
• CHIEF FINANCIAL OFFICER at San Francisco
  Act III Communications
• PRESIDENT at San Francisco
• SPEAKER at Association for Investment Management & Research
• SPEAKER at iCi
  From: 4-2007
• SPEAKER at Money Management Institute
  From: 12-2007
• VICE PRESIDENT at San Francisco
  Embassy Communications
• CHIEF OPERATING OFFICER at San Francisco
  Act III Publishing

Ownership

• Beneficial Ownership of Securities at Tamalpais Bancorp

Past Affiliations

Board Member

• INDEPENDENT DIRECTOR at Tamalpais Bancorp
  Member of Audit Committee From: 1-2006 (Past)
• DIRECTOR at Tamalpais Bancorp
  From: 7-2008 (Past)
• DIRECTOR at Tamalpais Bancorp
  CHAIRMAN Nominating and Governance Committee From: 1-2011 (Past)
• CHAIRMAN at Tamalpais Bancorp
  (Past)

Executive

• MANAGING DIRECTOR at Sei
  of Business (Past)
• MANAGING DIRECTOR at Sei
  Strategy From: 12-2007 (Past)
• CHIEF OPERATING OFFICER at Federated MDTA LLC
  Act III Publishing (Past)
• CHIEF FINANCIAL OFFICER at Federated MDTA LLC
  Act III Communications (Past)
• VICE PRESIDENT at Federated MDTA LLC
  Embassy Comm (Past)
• PRESIDENT at Federated MDTA LLC
  (Past)
• CHAIRMAN at Tamalpais Bancorp
  Governance From: 1-2006 (Past)
• CHIEF OPERATING OFFICER at Harris Interactive Inc
  (Past)
• CHIEF OPERATING OFFICER at Harris Interactive Inc
  Act III Publishing (Past)
• INVESTMENT MANAGER at Sei Investments Co
  (Past)
• MANAGING DIRECTOR at Sei Investments Co
  Strategy (Past)
• PARTNER at Investment Counseling Inc
  Chas Burkhart the comprehensive annual survey From: 8-2009 (Past)
• MANAGING PARTNER at Investment Counseling Inc
  From: 4-2007 (Past)
• EXECUTIVE VICE PRESIDENT at Investment Counseling Inc
  Capital Resource Advisors (Past)
• EXECUTIVE VICE PRESIDENT at Investment Counseling Inc
  Capital Resource From: 4-2007 (Past)
• MANAGING DIRECTOR at Sei Investments Co
  Strategy & Innovation (Past)
• PRESIDENT at Reflow Fund LLC
  From: 6-2008 (Past)
• VICE PRESIDENT at Harris Interactive Inc
  Embassy Communications (Past)
• CHIEF FINANCIAL OFFICER at Harris Interactive Inc
  Act III Communications (Past)
• PRESIDENT at Harris Interactive Inc
  (Past)
• CHIEF OPERATING OFFICER at Tamalpais Bancorp
  Harris Bretall Sullivan & Smith (Past)
• SECRETARY at Tamalpais Bancorp
  From: 1-2006 (Past)
• CHIEF OPERATING OFFICER at Federated MDTA LLC
  (Past)
• MANAGING DIRECTOR at SEI Investments
  Strategy Innovation (Past)

General Employment

• INVESTMENT MANAGER at Sei
  Services Group (Past)
• INVESTMENT MANAGER at Sei
  (Past)
• INVESTMENT MANAGER at Sei Investments Co
  Services Group (Past)

Non-Corporate Leadership

• CHIEF OPERATING OFFICER at San Francisco
  (Past)
• CHIEF OPERATING OFFICER at iCi
  Harris Bretall Sullivan and Smith a San Francisco (Past)
• PRESIDENT at iCi
  (Past)
• CHIEF OPERATING OFFICER at iCi
  Act III Publishing (Past)
• CHIEF OPERATING OFFICER at San Francisco
  Harris Bretall Sullivan (Past)
• CHIEF OPERATING OFFICER at iCi
  Harris Bretall Sullivan and Smith From: 12-2008 (Past)