International Equity:
Distinct company insights driving high-conviction investments

Live event occurred: May 22, 2014

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Speakers: Christopher Semenuk, Portfolio Manager, TIAA-CREF International Equity Fund;
Dan Morris, CFA, Global Investment Strategist
  • Economic environment: UK, Eurozone, Asia

  • Investment process supporting high-conviction stock selection

  • Stock stories: Distinct company insights providing a market edge

  • Concentrated portfolio driving potential for high alpha

About Christopher Semenuk
  • Managing Director and Portfolio Manager for International Equity Fund

  • Joined TIAA-CREF in 1993

  • 26 years of investment experience

  • Previous positions at Pierson, Heldring & Pierson; Sal. Oppenheim, and Berliner Handels & Frankfurter Securities

About Dan Morris, CFA
  • Managing Director and Global Investment Strategist

  • Former Global Market Strategist in London for J.P. Morgan Asset Management

  • Former Senior Equity Strategist for Lombard Street Research

  • Former portfolio strategist at Bank of America Securities, and Latin America equity analyst at BT Alex. Brown and Dresdner Kleinwort Benson


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