General Investing >> Money Manager Interviews >> August 10, 2009

Intermediate Term Income Investing – Douglas H. Ralston, Kelly J. Collins & Robert H. Spaulding – Trustmark Investment A

Robert H. Spaulding is a First Vice President and Trust Investment Officer at Trustmark. He is a Co-Portfolio Manager of the Performance Short Term Government Income Fund and the Performance Intermediate Term Income Fund. He is a graduate of the University of Mississippi with a BBA degree in Business and the National Trust School at Northwestern University. He has over 31 years of trust and investment related experience. His primary responsibilities involve portfolio management for individuals, endowments, foundations, self-insured workers compensation funds, and various governmental entities. Profile
Kelly J. Collins is a Vice President and joined Trustmark in 1991. He is the Portfolio Manager of the Performance Money Market Fund and the Performance U.S. Treasury Money Market Fund. He is Co-Portfolio Manager of the Short Term Government Income Fund and the Intermediate Term Income Fund. Mr. Collins has over 18 years of experience in the investment management industry. Additionally, he is responsible for managing individual and institutional investment accounts specializing in fixed income investment management. He is a graduate of the University of Mississippi with a BBA in Banking and Finance and Managerial Finance. Profile
Douglas H. Ralston, CFA, is President and Chief Investment Officer of Trustmark Investment Advisors, Inc., and serves as Portfolio Manager for the Performance Mid Cap Equity Fund. He is also a member of the Portfolio Management team for the Performance Large Cap Equity Fund and the Performance Leaders Equity Fund. He has over 21 years of capital markets experience which includes investment banking and trust asset management. A graduate of Murray State University, he holds a BS degree in Economics and Finance. He has served on the Board of Directors of the Mississippi Society of Financial Analysts and is a member of the CFA Institute. He also serves as an instructor for the Southern Trust School. Profile
TWST: Doug, please lead off with a brief overview of Trustmark Investment

Advisors and then introduce us to the Intermediate Term Income Fund.

Mr. Ralston: Trustmark Investment Advisors is a