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Loomis Sayles Announces Changes to Institutional Services LeadershipLoomis, Sayles & Company, an affiliate of Natixis Investment Managers, announced today that John Gallagher (News - Alert), executive vice president, member of the board of directors and director of institutional services, will retire in March 2021 after 31 years with the company. As director of institutional services, John oversaw sales, relationship management, consultant relations, marketing and new business development for the firm. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20200921005671/en/ "For more than three decades, John has served as one of the primary representatives of our organization. In many ways, Loomis Sayles' global reputation for integrity and transparency has emanated from how he has conducted himself," said Kevin Charleston, president and chief executive officer. "In my 20 years at Loomis Sayles, I have lost count of the times a client or industry veteran has sought me out to pass along praise and admiration for John. He will be missed both inside and outside of Loomis Sayles. John is an industry great and a good friend." "John's retirement next year marks a milestone for Loomis Sayles, and for my long-standing personal friendship with him," said Dan Fuss, vice chairman. "When John joined Loomis Sayles, it was a $20 billion shop primarily managing high-net-worth accounts, now we have $310.9 billion in assets under management for a truly global client base. John has been one of the most important people in growing Loomis Sayles into the world-class organization it is today. I thank him wholeheartedly for his service to our clients for over three decades and wish him the best as he prepares for his well-deserved retirement." In preparation for John's retirement, Maurice Leger has been named director of global institutional services to immediately begin transitioning oversight of global distribution efforts. In this role, Maurice is responsible for distribution and client advisory functions, which include sales, relationship management, consultant relations, marketing and product management. Maurice is also a member of the firm's board of directors. Previously, he led the firm's product management and strategic planning group. "I would like to thank John for his insights, counsel and sense of humor, all of which he has shared with me since I joined the firm in 2009. The institutional services group John created is well-positioned to help the firm meet the challenges of a rapdly changing industry and capitalize on opportunities," said Maurice Leger. "I am focused on empowering our talented global distribution teams to deliver a superior end-to-end client experience and ensuring that Loomis Sayles' evolving investment capabilities provide the appropriate strategic solutions to support those relationships." Additionally, Christopher Perkin has been named managing director of North American business development. As the founder and leader of the Loomis Sayles strategic relationship team, Chris has established a powerful team-based operating model that has grown the firm's global sub-advisory business from $14 billion to over $60 billion since 2012. Loomis Sayles now ranks as the twelfth largest sub-advisor out of 655 investment managers worldwide.i Chris will continue to lead the global sub-advisory business and also assume responsibility for public funds, corporates, alternatives, endowments and foundation business development in North America. Gene Morrison has been named director of product management. Previously, Gene led the relative return team's product management efforts, helping to expand the platform's global footprint and increase platform assets under management from $44 billion to $101 billion since joining in June 2014. Hollie Briggs has been named director, product management for the Growth Equity Strategies team in recognition of her strong efforts supporting the GES team's business development globally. During her tenure, the GES platform has grown from $2 billion to $65 billion in assets under management. Hollie, Gene and Chris all report to Maurice. ABOUT LOOMIS SAYLES Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm's performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Teams of portfolio managers, strategists, research analysts and traders collaborate to assess market sectors and identify investment opportunities wherever they may lie, within traditional asset classes or among a range of alternative investments. Loomis Sayles has the resources, foresight and the flexibility to look far and wide for value in broad and narrow markets in its commitment to deliver attractive sustainable returns for clients. This rich tradition has earned Loomis Sayles the trust and respect of clients worldwide, for whom it manages $310.9 billion ** in assets (as of June 30, 2020). **Includes the assets of Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC. Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, LP. ABOUT NATIXIS INVESTMENT MANAGERS Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis Investment Managers ranks among the world's largest asset management firms1 with $908.9 billion / €828.4 billion assets under management. 2 Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, L.P. and Natixis Investment Managers S.A. Services/ products are not available to all investors in all jurisdictions. 1Cerulli Quantitative Update: Global Markets 2019 ranked Natixis Investment Managers as the 17th largest asset manager in the world based on assets under management as of December 31, 2018. 2 Assets under management ("AUM") as of March 31, 2020. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers. Natixis Distribution L.P. (fund distributor FINRA|SIPC) and Loomis, Sayles & Company, L.P. are affiliated. MALR025949.1
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