361 Capital’s Board of Managers provides general oversight and guidance to the firm. They meet four times per year and frequently review firm strategy, company financials, investment performance, and regulatory compliance.

Tom Florence, Chairman and CEO

Tom Florence is Chairman and CEO of 361 Capital and is responsible for the overall management of the firm, including its strategic direction. He has over 35 years of experience in the financial services industry across multiple facets including investment management, distribution, operations and corporate strategy.

Prior to joining 361 Capital in 2009, Mr. Florence was Managing Partner of Dividend Capital Group, a real estate investment management company (now Black Creek Capital). In addition, he was a co-founder and President of Dividend Capital Investments, a Registered Investment Advisor managing portfolios of real estate securities. Prior to this, Mr. Florence was Managing Director at Morningstar, Inc. and served on the Firm’s Executive Management Committee. Additionally, during his tenure at Morningstar, he founded and was President of Morningstar Investments Services, a Registered Investment Advisor.

Mr. Florence began his career in 1985 at Merrill Lynch and additionally spent five years at Fidelity in Boston. Mr. Florence served on the Board of Trustees of two mutual fund companies, including Janus Capital Group (now Janus Henderson). He is a frequent industry speaker and a guest lecturer at the University of Denver’s Daniels College of Business. Mr. Florence holds a Bachelor of Science degree in Economics from The Pennsylvania State University and is a graduate of Northwestern University’s Kellogg Management Institute.

Josh Vail, CAIA, President

Josh Vail, CAIA, serves as President of 361 Capital and is responsible for operations, distribution, as well as product development and management. Mr. Vail joined 361 Capital in 2010 and brings more than 20 years of experience working with alternative investments and product development.

Throughout his career, Mr. Vail has worked with numerous investment structures, including Private Offerings, Non-Traded REITs, Hedge Funds and Mutual Funds, as well as alternative asset classes and strategies, such as Private Real Estate Equity, Collateralized Debt Obligations, Mezzanine Financing, Long/Short Equity, Equity Market Neutral and Managed Futures. Prior to joining 361 Capital, Mr. Vail was the Director of Capital Markets and Regional Vice President for Welton Street Investments where he focused on alternative product development and distribution.

Mr. Vail graduated from the Colorado State University with a Bachelor of Science degree in Finance and Real Estate. He currently holds a Chartered Alternative Investment Analyst (CAIA) designation, as well as FINRA Series 7, 24, and 63 registrations. He has 20 years of financial services industry experience.

Blaine Rollins

Blaine Rollins, CFA, Chief Market Strategist

Blaine Rollins, CFA is Chief Market Strategist. His responsibilities include investment research, portfolio construction and management, hedging and trading strategies. Mr. Rollins is also the author of the hugely popular 361 Weekly Research Briefing, which has a weekly circulation of over 80,000.

Prior to joining 361 Capital in 2011, Mr. Rollins served as Executive Vice President at Janus Capital Group (now Janus Henderson) and Portfolio Manager of the Janus Fund, Janus Balanced Fund, Janus Equity Income Fund and the Janus Triton Fund. He began his career as a financial analyst at AMG in 1989 and has three decades of financial services industry experience.

Mr. Rollins earned a Bachelor’s degree in Finance from the University of Colorado. Mr. Rollins has also earned the designation of Chartered Financial Analyst® (CFA).

Jeff Lovell

Jeffrey D. Lovell, Co-Chairman of Lovell Minnick Partners

Jeffrey D. Lovell is Co-Chairman of Lovell Minnick Partners (LMP) and co-founded the Firm in 1999. He co-chairs the firm's Board of Managers and is a member of the Investment Committee.

Prior to co-founding LMP, Mr. Lovell co-founded Putnam Lovell Group Inc. (“Putnam Lovell”) in 1987. In his years at Putnam Lovell, he served as President and Vice Chairman through its development from a single office, M&A advisory firm to a full-service investment bank with over 150 employees serving financial institutions worldwide from offices in the U.S. and U.K. Putnam Lovell became widely recognized as a prominent boutique firm in global financial services and Mr. Lovell served as the senior investment banker on numerous mergers and acquisitions. Prior to the founding of Putnam Lovell from 1976 through 1987, he held executive positions at SEI Investments (NASDAQ: SEIC) including Managing Director of SEI Financial Services (U.K.), Western Division Manager and Senior Vice President of National Sales.

Mr. Lovell is a member of the Boards of Directors of Matthews International Capital Management LLC, Mercer Advisors Inc., 361 Capital LLC, Tortoise Investments and SRS Acquiom. He is a Board Member Emeritus of the Leeds School of Business at the University of Colorado and, most recently, was a member of the Investment Committee of the University of Colorado Foundation for over a decade. Among others, prior board positions include Duff & Phelps Corporation, Leerink Partners Holdings LLC, and Stein Roe Investment Counsel LLC.

Mr. Lovell earned a B.S. degree in Business Administration, cum laude in Finance, from the Leeds School of Business at University of Colorado.

Dave Agostine

Dave Agostine, Senior Adviser, BlackRock

Dave Agostine is a Senior Adviser with BlackRock. His extensive career in the financial services industry has spanned a wide range of accomplishments.

Mr. Agostine spent more than 35 years in the financial services industry, successfully growing and operating investment management and related technology organizations. Most recently, he was CEO of Cachematrix, a wholly-owned technology subsidiary of BlackRock, Inc. Prior to Cachematrix, he was Senior Vice President and Managing Director of Janus Capital Institutional, where he co-founded and grew the company’s institutional services group to over $100 billion in assets under management. His clients included many of the largest U.S. and global financial services firms.

During his career, Mr. Agostine was also President of Dividend Capital Investments, a real estate securities management firm. He has also served on the Boards of public investment trusts. Other professional experience includes corporate banking and private equity development.

Mr. Agostine received a degree in Finance and Economics from the University of South Florida. He is a member of the Association of Financial Professionals, the Investment Company Institute, and the Independent Directors Council. He has also held a number of related securities licenses.