Jim Caron is the Chief Investment Officer of the Portfolio Solutions Group at MSIM. He has 33 years of industry experience and joined Morgan Stanley in 2006. Previously, he was a portfolio manager and head of global macro strategies on the Fixed Income Team. He also held the position of Global Head of Interest Rates, Foreign Exchange, and Emerging Markets Strategy with Morgan Stanley Research. In earlier years, he was a director at Merrill Lynch where he headed the U.S. Interest Rate Strategy Group. Jim also held various trading positions in rates and option products at JP Morgan. He earned a B.A. in physics from Bowdoin College, a B.S. in aeronautical engineering from the California Institute of Technology, and an M.B.A. from New York University.
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Andrew Slimmon is the head of Applied Equity Advisors and is lead senior portfolio manager on all long equity strategies for the team. He is joined Morgan Stanley in 1991 and has more than 35 years of investment experience. He began his career at Morgan Stanley as an advisor in Private Wealth Management and later served as the chief investment officer of the Morgan Stanley Trust Company. Prior to joining the firm, Andrew was a buy-side equity research analyst with ARCO Investment Management. He began his career as an analyst and then portfolio manager for Brown Brothers Harriman. He often appears on CNBC, CNBC Asia, and Bloomberg TV and is quoted regularly in the Wall Street Journal, Barron's, Bloomberg and Reuters. Andrew holds a B.A. degree in economics from the University of Pennsylvania and an M.B.A. from the University of Chicago.
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Chris is a managing director for Eaton Vance Distributors, part of Morgan Stanley Investment Management (MSIM). He is director of product and portfolio strategy for income and credit mandates and an institutional portfolio manager for Eaton Vance floating-rate loan strategies. Chris is responsible for market research and analysis, advancing the firm's managed strategies through thoughtful investment communications and insights on the credit markets. He joined Eaton Vance in 2008. Morgan Stanley acquired Eaton Vance in March 2021.

Chris began his career in the investment management industry in 2000. Before joining Eaton Vance, he was a fixed-income product specialist with Fidelity Investments, responsible for product strategy, investment communications and client portfolio management for Fidelity's suite of fixed-income investment capabilities. Prior to Fidelity, Chris was affiliated with Spelman & Company, where he was responsible for investment analytics and portfolio management.

Chris earned a B.S. in economics and an MBA in finance. He is a graduate of Clark University. His commentary has appeared in Financial Times, The Wall Street Journal, Bloomberg News, Money Management, Dow Jones Newswire, FundFire and SmartMoney, among other leading financial media outlets.

Andrew Szczurowski is Co-Head of the Mortgage and Securitized investment team and a portfolio manager on the Mortgage and Securitized investment team. He joined Eaton Vance in 2007. Morgan Stanley acquired Eaton Vance in March 2021. Previously at Eaton Vance, he was a portfolio manager on Eaton Vance’s Global Income team, responsible for buy and sell decisions, portfolio construction, and risk management for the firm’s mortgage-backed strategies. Andrew began his career in the investment industry in 2005. Before joining Eaton Vance, he was affiliated with BNY Mellon. Andrew earned a B.S., cum laude, from the Peter T. Paul College of Business and Economics at the University of New Hampshire. He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston.
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Michael Occi is a Managing Director of Morgan Stanley and a member of the Morgan Stanley Private Credit Team, where he serves as the Chief Executive Officer for Direct Lending and a member of the Investment Committee. Michael joined Morgan Stanley in 2006 and has also held a variety of roles across Global Capital Markets and Investment Banking, with a focus on covering financial services clients. Prior to joining Morgan Stanley Investment Management in 2022, he was Head of Financial Institutions Equity Capital Markets. Michael graduated magna cum laude from Georgetown University, with a BA in Finance and Accounting.
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Brian Smith is an executive director of Eaton Vance Distributors, Inc., part of Morgan Stanley Investment Management (MSIM). He is co-head of the Wealth Strategies Group, responsible for managing a team of product and relationship specialists focused on solutions for wealthy investors. The group works with financial advisors and the firm’s sales representatives to help educate and implement strategies such as customized separately managed accounts, tax-loss harvesting, concentrated stock solutions, charitable giving and options overlay. He joined Eaton Vance in 2016 and began his career in the investment management industry in 2011. Before joining Eaton Vance, he worked at Fidelity Investments. Brian earned a B.S. from Stonehill College. He holds the Certified Financial Planner (CFP®) designation.