Bill Priest
Founder at Epoch Investment Partners, Inc.
Profile
Mr. William W.
Priest, CFA MBA, is a Chief Executive Officer, Director & Co-Chief Investment Officer at Epoch Holding Corp., an Executive Chairman & Co-Chief Investment Officer at Epoch Investment Partners, Inc. and a Member at Council on Foreign Relations, Inc. He is on the Board of Directors at Epoch Holding Corp.
and The Fuqua School of Business.
He is a Portfolio Manager for Epoch’s global equity investment strategies and leads the Investment Policy Group.
Prior to co-founding Epoch in 2004, Mr. Priest was a Co-Managing Partner and Portfolio Manager at Steinberg Priest & Sloane Capital Management, LLC for three years.
Before forming Steinber,, he was a Member of the Global Executive Committee of Credit Suisse Asset Management, Chairman and Chief Executive Officer of Credit Suisse Asset Management Americas and Chief Executive Officer and Portfolio Manager of its predecessor firm BEA Associates, which he co-founded in 1972.
During his 30 year tenure at BEA and CSAM, he developed the firm into a well-recognized investment manager.
He was an Independent Director by Infraredx, Inc. He also served on the board at Brazilian Equity Fund, Inc., Globe Wireless LLC, The Chile Fund, Inc., The Emerging Markets Telecommunications Fund, Inc., The First Israel Fund, Inc. and The Latin America Equity Fund, Inc.
He holds the Chartered Financial Analyst designation, is a former CPA and a graduate of Duke University and the University of Pennsylvania Wharton Graduate School of Business.
He is a member of the Council on Foreign Relations.
He is the author of several published articles and papers on investing and finance, including the books, The Financial Reality of Pension Funding Under ERISA, Free Cash Flow and Shareholder Yield: New Priorities for the Global Investor, and the more recent Winning at Active Management: The Essential Roles of Culture, Philosophy and Technology (with co-authors Steven Bleiberg and Michael Welhoelter).
Bill Priest active positions
| Companies | Position | Start |
|---|---|---|
Epoch Investment Partners, Inc.
 Epoch Investment Partners, Inc. Investment ManagersFinance Epoch Investment Partners, Inc. (Epoch) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bill Priest and David Pearl in 2004. They are a subsidiary of TD Bank US Holding Co., ultimately owned by The Toronto-Dominion Bank (NYSE: TD) in Canada. Epoch provides investment advisory services to primarily institutional clients. | Founder | 2004-03-31 |
Council on Foreign Relations, Inc.
 Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Corporate Officer/Principal | - |
| The Fuqua School of Business | Director/Board Member | - |
Former positions of Bill Priest
| Companies | Position | End |
|---|---|---|
| Brazilian Equity Fund, Inc. | Director/Board Member | 2009-11-04 |
The Chile Fund, Inc.
 The Chile Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Chile Fund Inc. is a close-ended equity mutual fund launched and advised by Credit Suisse Asset Management, LLC. The fund primarily invests in the public equity markets of Chile. It invests in companies operating across diversified industries. The Chile Fund, Inc. (the Fund) is a non-diversified, closed-end management investment company. The Chile Fund, Inc. invests in industries, such as airlines, beverages, multiline retail, commercial banks, commercials, paper and forest products and electric utilities. | Director/Board Member | 2005-04-14 |
Steinberg Asset Management LLC
 Steinberg Asset Management LLC Investment ManagersFinance Steinberg Asset Management LLC (SAM) is a registered investment advisor headquartered in New York City. It was founded by Michael A. Steinberg in 1982 as Steinberg Priest & Sloane Capital Management LLC. The firm is a subsidiary of Steinberg Asset Management Co., Inc., which is owned by the Steinberg 2001 Family Trust. SAM manages separate accounts in primarily all-cap value equity portfolios for institutions, pensions, endowments, foundations, and high net worth individuals. It also manages certain client accounts in small-cap, and small-to-mid-cap strategies. | Portfolio Manager-Equities | 2003-12-31 |
| BEA Associates | Chief Executive Officer | - |
Globe Wireless LLC
 Globe Wireless LLC Specialty TelecommunicationsCommunications Globe Wireless LLC provided satellite services. The company was founded by Kenneth E. Jones in 1994 and was headquartered in Palm Bay, FL. | Director/Board Member | - |
Training of Bill Priest
| Duke University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 13 |
|---|---|
| Brazilian Equity Fund, Inc. | Miscellaneous |
The Chile Fund, Inc.
The Chile Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Chile Fund Inc. is a close-ended equity mutual fund launched and advised by Credit Suisse Asset Management, LLC. The fund primarily invests in the public equity markets of Chile. It invests in companies operating across diversified industries. The Chile Fund, Inc. (the Fund) is a non-diversified, closed-end management investment company. The Chile Fund, Inc. invests in industries, such as airlines, beverages, multiline retail, commercial banks, commercials, paper and forest products and electric utilities. | Miscellaneous |
The Emerging Markets Telecommunications Fund, Inc.
 The Emerging Markets Telecommunications Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous The Emerging Markets Telecommunications Fund, Inc. is a closed-end, non-diversified management investment company. The Fund invests in wireless telecommunications services and diversified telecommunication services sectors. It invests in countries, such as Africa, Asia, Europe, Latin America, Middle East, North America and other countries. Credit Suisse Asset Management, LLC serves as the Fund's investment adviser. The Company is headquartered in New York. | Miscellaneous |
The Latin America Equity Fund, Inc.
 The Latin America Equity Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous The Latin America Equity Fund, Inc. (formerly known as The Latin America Investment Fund, Inc.) (the 'Company'), a corporation organized under the laws of the state of Maryland, confirms its agreement with Aberdeen Asset Management Investment Services Limited (the 'Adviser'), a corporation organized under the laws of United Kingdom | Miscellaneous |
The First Israel Fund, Inc.
 The First Israel Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous First Israel Fund, Inc. is a closed ended mutual fund. The Fund may invest up to 80% of its total assets in 'Asian debt securities', and may be denominated in an Asian Country currency or in Australian, New Zealand or U.S. dollars. | Miscellaneous |
Steinberg Asset Management LLC
Steinberg Asset Management LLC Investment ManagersFinance Steinberg Asset Management LLC (SAM) is a registered investment advisor headquartered in New York City. It was founded by Michael A. Steinberg in 1982 as Steinberg Priest & Sloane Capital Management LLC. The firm is a subsidiary of Steinberg Asset Management Co., Inc., which is owned by the Steinberg 2001 Family Trust. SAM manages separate accounts in primarily all-cap value equity portfolios for institutions, pensions, endowments, foundations, and high net worth individuals. It also manages certain client accounts in small-cap, and small-to-mid-cap strategies. | Finance |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Finance |
Infraredx, Inc.
 Infraredx, Inc. Medical SpecialtiesHealth Technology Infraredx, Inc. is a developed cardiovascular imaging devices. Its product were TVC Imaging System dual-modality intravascular imaging system with the ability to assess vessel structure and plaque composition via integrated NIRS near infrared spectroscopy lipid-core plaque LCP detection and enhanced IVUS imaging technology. The company was founded by James E. Muller in 1999 and was headquartered in Bedford, MA. | Health Technology |
Epoch Investment Partners, Inc.
Epoch Investment Partners, Inc. Investment ManagersFinance Epoch Investment Partners, Inc. (Epoch) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bill Priest and David Pearl in 2004. They are a subsidiary of TD Bank US Holding Co., ultimately owned by The Toronto-Dominion Bank (NYSE: TD) in Canada. Epoch provides investment advisory services to primarily institutional clients. | Finance |
Epoch Holding Corp.
 Epoch Holding Corp. Financial ConglomeratesFinance Epoch Holding Corp. provides investment advisory services. The firm offers services through its subsidiary, Epoch Investment Partners, Inc., which provides investment management services to a broad range of clients, including corporations, mutual funds, retirement plans, public pension funds, endowments, foundations, financial institutions and high net worth individuals. The company founded on June 2, 2004 and is headquartered in New York, NY. | Finance |
Globe Wireless LLC
Globe Wireless LLC Specialty TelecommunicationsCommunications Globe Wireless LLC provided satellite services. The company was founded by Kenneth E. Jones in 1994 and was headquartered in Palm Bay, FL. | Communications |
Council on Foreign Relations, Inc.
Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Miscellaneous |
| BEA Associates | Finance |
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