Mr. Beitner serves as a portfolio manager of the International Growth and Global Growth Funds. Mr. Beitner is a Managing Director of Robert W. Baird & Co. Incorporated and Partner of the firm’s Chautauqua Capital Management division. Mr. Beitner has over 34 years of investment management experience. Mr. Beitner joined the firm in January 2016. Prior to joining the Advisor, Mr. Beitner served as Managing Partner and Chief Investment Officer of Chautauqua Capital Management, LLC, an asset management firm founded by Mr. Beitner in 2009. From November 1998 to December 2008 he was a Portfolio Manager at Trust Company of the West. Mr. Beitner received his undergraduate degree and his MBA from the University of Southern California and he is a CFA charterholder.

Nathaniel Velarde Partner Nate is partner of Chautauqua Capital Management and serves as portfolio manager on Chautauqua’s strategies. Prior to joining Chautauqua in 2019, he was senior financial analyst at j2 Cloud Services and senior vice president, global equity analyst at PIMCO, London. At Nuveen Investments, Nate worked in the Tradewinds Global Investors and NWQ Investment Management divisions as managing director, senior equity analyst and director of research. He also served as vice president, equity analyst at TCW primarily covering industrials, business services and basic materials. Nate earned a bachelor’s degree in economics and an MBA with concentrations in finance and strategic management from the University of Chicago, and a Master’s of Information and Data Science from the University of California – Berkeley.

Jesse Flores, CFA Partner Jesse is partner of Chautauqua Capital Management and serves as portfolio manager on Chautauqua’s strategies. Prior to joining Chautauqua in 2013, he was an investment analyst at Blavin & Company where he was a generalist responsible for both equity and high-yield debt securities. Additionally, he covered U.S. semiconductors and hardware as a research analyst at Lehman Brothers and Roth Capital Partners. Jesse has a bachelor’s degree from Cornell University (McMullen Dean’s Scholar, Rawlings Presidential Research Scholar) and an MBA from the Stanford Graduate School of Business.

Haicheng Li, CFA Managing Partner Haicheng is managing partner of Chautauqua Capital Management and serves as portfolio manager for Chautauqua’s strategies. Prior to joining Chautauqua in 2016, she was a senior analyst and portfolio manager at TCW with specific expertise in healthcare. Haicheng earned an MBA from Stanford, a master's degree in biological and biomedical sciences from Harvard's Graduate School of Arts and Sciences and a master's degree in medical sciences from Harvard Medical School, where she was a research fellow. She graduated summa cum laude from Rutgers University and was awarded a prestigious Phi Beta Kappa key for academic achievement.