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Rajeev Das

About Rajeev Das

Independent Director of The Mexico Equity and Income Fund, Inc. (MXE) since 2001; born 1968. He has 20+ years in investment management and currently serves as Head of Trading at Bulldog Investors, LLP and as a principal of Ryan Heritage, LLP. Current external fund roles include Trustee of High Income Securities Fund, Vice President of Special Opportunities Fund, Inc., and Secretary of Total Return Securities Fund; he is designated Audit Committee Chairman at MXE and is independent under NYSE closed‑end fund standards .

Past Roles

OrganizationRoleTenureCommittees/Impact
Entities formerly serving as GP of Bulldog private partnershipsPrincipalSince 2004Leadership across Bulldog fund partnerships
Bulldog Investors, LLPHead of TradingSince 2009Trading oversight for Special Opportunities Fund, High Income Securities Fund, Total Return Securities Fund, and SMAs
Ryan Heritage, LLPPrincipalCurrentRegistered adviser principal; investment oversight

External Roles

OrganizationRoleTenure/StatusNotes
High Income Securities FundTrusteeCurrentDisclosed as “Other Directorships”
Special Opportunities Fund, Inc.Vice PresidentCurrentClosed-end fund officer role
Total Return Securities FundSecretaryCurrentClosed-end fund officer role
Swiss Helvetia Fund, Inc.SecretaryDisclosed in 2024Secretary role noted (not a director)

Board Governance

  • Classification and tenure: Class II Independent Director; term running to the 2027 annual meeting; serving since 2001 .
  • Independence: Board and committee disclosures affirm independence under NYSE closed‑end fund rules; not an “interested person” under the 1940 Act .
  • Committee assignments:
    • Audit Committee: Member and Audit Committee Chairman; committee met twice in FY2025; all members independent .
    • Nominating Committee: Member; met once in FY2025; independent members .
    • Valuation Committee: Member; did not formally meet in FY2025 but ratified fair value securities at each quarterly board meeting .
  • Attendance and engagement: Each director attended at least 75% of Board and applicable committee meetings; Board met 4 times in FY2025 (5 times in FY2023) .

Fixed Compensation

ComponentAmountNotes
Annual director fee (independent)$30,000Applies to directors not affiliated with Adviser/Administrator
Chairman of the Board stipend$3,750Additional annual compensation
Audit Committee Chair stipend$2,250Additional annual compensation
Valuation Committee Chair stipend$2,250Additional annual compensation
Nomination Committee Chair stipend$1,500Additional annual compensation
Special telephonic meeting fee$500 per meetingAdditional per‑meeting fee
Travel/out‑of‑pocket reimbursementActuals reimbursedStandard reimbursement
MetricFY 2023FY 2024FY 2025
Aggregate compensation from MXE (Rajeev Das)$34,500 $34,500 $34,500

The Fund does not have a bonus, profit sharing, pension or retirement plan for directors .

Performance Compensation

Performance-linked elementDisclosureNotes
Annual/Target bonusNoneFund states no bonus/profit sharing for directors
Stock awards (RSUs/PSUs)Not disclosedProxy only discusses cash fees for directors
Option awardsNot disclosedNo option program for directors disclosed in proxy
Performance metrics (TSR/EBITDA/ESG) tied to payNot disclosedNo performance-based director pay disclosed
Clawbacks/change-of-control/severanceNot disclosedNo director-specific provisions disclosed

Other Directorships & Interlocks

EntityRoleOverlap/Interlock
High Income Securities FundTrusteeBulldog Investors advises HSF; multiple MXE directors have Bulldog affiliations
Special Opportunities Fund, Inc.Vice PresidentBulldog Investors advises SOF
Total Return Securities FundSecretaryBulldog-affiliated fund
Bulldog/Ryan Heritage networkHead Trader/PrincipalShared affiliations among MXE directors and officers (e.g., CCO also GC at Bulldog)

Related party safeguards: Independent directors and their immediate families did not own securities of the Adviser/affiliates; no transactions/relationships >$120,000 with Adviser/affiliates since beginning of last two fiscal years .

Expertise & Qualifications

  • 20+ years of investment management; senior trading role overseeing closed‑end fund strategies and SMAs .
  • Governance experience across multiple registered funds (trustee/officer roles) .
  • Audit Committee leadership; independence under NYSE standards .

Equity Ownership

HolderPositionDollar Range in MXEGroup Ownership
Rajeev DasIndependent Director; Audit Committee Chairman$10,001 – $50,000 Directors and officers as a group: <1% of common stock

Codes of Ethics govern personal securities transactions and conflicts procedures for the Fund and Adviser .

Insider Trades (history)

DateFormIssuerNotes
2007 (filed)Form 4MXEFiling shows relationship boxes checked: Director and 10% Owner
2009 (filed)Form 4MXEStatement of changes in beneficial ownership (Das Rajeev P.)
2015 (filed)Form 4MXEStatement of changes in beneficial ownership
2021 (reported)Form 4MXEThird‑party tracker cites a filing on 10/18/2021; verify with EDGAR as needed

Governance Assessment

  • Strengths:

    • Long tenure and cross‑fund governance experience; current Audit Committee Chair supports financial oversight .
    • Documented independence and compliance structures (NYSE independence, codes of ethics) reduce conflict risk .
    • Consistent engagement: ≥75% attendance; Board and committees met regularly (Board: 4x in FY2025; Audit: 2x; Nominating: 1x) .
  • Potential risk indicators:

    • Extensive Bulldog/Ryan Heritage network interlocks on MXE’s board and officers (e.g., CCO also Bulldog GC) may raise perceived conflicts, though proxy discloses no >$120k transactions or ownership in Adviser/affiliates for independent directors/families .
    • Director equity alignment is modest (reported dollar range $10k–$50k) and group ownership <1%, typical for closed‑end funds but limits “skin in the game” .
  • Compensation structure:

    • Cash‑only director pay with modest chair stipends; no performance‑based elements or equity awards disclosed, mitigating pay‑for‑performance misalignment risk but providing limited direct equity alignment .
  • RED FLAGS to monitor:

    • Any future related‑party transactions with Bulldog‑affiliated entities or Adviser; current disclosures state none exceeding $120,000 and no securities of Adviser/affiliates held by independent directors/families .
    • Changes to committee composition or reduced meeting cadence (e.g., Valuation Committee did not meet but ratified quarterly) could affect oversight rigor .