General Investing >> Money Manager Interviews >> March 14, 2005


FERNANDO DIAZ is a Portfolio Manager/Analyst for the Tuckerman Group of State Street Global Advisors. He joined State Street Bank in 1996. He specializes in retail, multi-family, recreational and storage real estate investment trusts (REITs). He also assists in the creation and modification of model REIT portfolios. Before joining the Tuckerman Group, he worked for State Street Bank's International Credit and Risk Policy Group where he performed credit analysis for State Street's foreign bank counterparties and custodians and monitored international markets. Mr. diaz holds a BS in Engineering from Northeastern University, an MBA with a concentration in Finance from Bentley College, and is a level III candidate of the Chartered Financial Analyst Program. Profile
AMOS ROGERS III is the Managing Director and a Portfolio Manager of the Tuckerman Group of State Street Global Advisors and a seasoned real estate professional with nearly 15 year's commercial real estate lending, investment and asset management experience. In his Tuckerman role, he leads the real estate securities business and is the portfolio manager for the REIT investment strategies. Previously, He spent eight years at Citicorp, holding various positions in their real estate division, before leaving to join Pioneer Real Estate Advisors where he served as Senior Vice President and Chief Operating Officer. Prior to joining The Tuckerman Group, he was the Principal of ARC Realty advisors, a boutique advisory and consulting firm focused on providing strategic and transactional solutions for individual and institutional real estate clients. He received his undergraduate degree from Clarkson University, and holds a Master of Science degree in management with a concentration in real estate finance from the MIT - Sloan School of Management. Profile
TWST: Would you begin with an overview of the Tuckerman Active REIT Fund

at State Street Global Advisors?

Mr. Rogers: The Fund is part of the overall real estate investment

strategy at SSGA.