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Cynthia Hostetler

About Cynthia Hostetler

Cynthia Hostetler (born 1962) is an Independent Trustee of Invesco Pennsylvania Value Municipal Income Trust (VPV), serving since 2017 and currently standing in Class I for election to a new three-year term through the 2028 annual meeting . She is a career investment professional and corporate director, with prior leadership roles in private equity and investment funds as well as legal training .

Past Roles

OrganizationRoleTenure/Notes
Overseas Private Investment Corporation (OPIC)Head of Investment Funds and Private EquityFormer role
First Manhattan Bancorporation, Inc.PresidentFormer role
Simpson Thacher & Bartlett LLPAttorneyFormer role
Aberdeen Investment Funds (4 portfolios)DirectorFormer role
Artio Global Investment LLC (mutual fund complex)DirectorFormer role
Edgen Group, Inc.DirectorFormer role
Genesee & Wyoming, Inc.DirectorFormer role

External Roles

OrganizationRoleCommittees/Impact
Resideo Technologies, Inc.DirectorPublic company; smart home security products
Vulcan Materials CompanyDirectorPublic company; construction materials
Trilinc Global Impact Fund LLCDirectorPublicly registered non-traded fund; private debt portfolio
Investment Company Institute (ICI)Board of GovernorsProfessional organization in investment management
Independent Directors Council (IDC)Governing Council MemberProfessional organization in investment management

Board Governance

  • Independence: Hostetler is one of 12 Independent Trustees (not an “interested person” under the 1940 Act), with two Interested Trustees identified separately .
  • Board and Committee activity:
    • Board met 14 times in FY ended Feb 28, 2025; each independent trustee attended at least 75% of Board and applicable committee meetings .
    • Audit Committee member; Audit Committee held six meetings in FY 2025 .
    • Governance Committee member; Governance Committee held six meetings in FY 2025 .
    • Investments Committee Chair; committee membership includes Trustees and Sub-Committees (Deckbar is Sub-Committee Chair) .
    • Compliance Committee is chaired by Krentzman; Hostetler is not listed as a member; Compliance Committee held four meetings in FY 2025 .
  • Election and term structure:
    • Class I Trustee up for election in 2025; if elected, serves until the 2028 Annual Meeting or until successor qualifies .
    • VPV shareholders vote with common and preferred together for Proposal 1(a) nominees including Hostetler .

Fixed Compensation

MetricAmountPeriod/Notes
VPV – Aggregate compensation paid to Hostetler$1,644.98Most recent fiscal year end amounts by fund (FY ended Feb 28, 2025)
Invesco Fund Complex – Total compensation to Hostetler$465,000Calendar year ended Dec 31, 2024
Compensation structureAnnual retainer + meeting fees; additional pay for Board/Committee ChairsTrustees’ fee schedule across Funds
Retirement benefits (Hostetler)None shownAnnex B line shows no accrued/estimated retirement benefits for Hostetler
Deferred compensation program availabilityAvailable to Trustees via deferral agreements; elections up to 100% of feesProgram terms (general; not trustee-specific election amounts)

Performance Compensation

  • No equity-based director awards or performance-linked pay are disclosed for Trustees of VPV; compensation is cash retainer/meeting fees with chair premiums per the proxy . No trustee-specific performance metrics (TSR, revenue/EBITDA targets) tied to pay are disclosed in the proxy .

Other Directorships & Interlocks

CompanyRelationship to VPVNotes
Resideo Technologies, Inc.No disclosed transactions with VPVExternal public board; distinct industry from municipal bond fund
Vulcan Materials CompanyNo disclosed transactions with VPVExternal public board; distinct industry
Trilinc Global Impact Fund LLCNo disclosed transactions with VPVExternal fund board
ICI / IDCIndustry governance bodiesProfessional roles, not commercial relationships with VPV

Expertise & Qualifications

  • Investment governance: Experience leading investment funds/private equity at OPIC and serving on multiple fund and corporate boards .
  • Legal and fiduciary background: Former attorney at Simpson Thacher; broad oversight experience across fund governance bodies (ICI/IDC) .

Equity Ownership

FundOwnership (Dollar Range as of Dec 31, 2024)
VPVNone
Aggregate across Invesco Fund ComplexOver $100,000 (includes deferred compensation invested in complex funds)

Governance Assessment

  • Strengths:

    • Independent status with meaningful leadership as Chair of the Investments Committee; engagement evidenced by committee meeting cadence (Investments Committee chartered and active; Audit and Governance committees each met six times in FY 2025) .
    • Board-wide attendance threshold achieved (≥75% for each independent trustee), indicating consistent engagement; Board met 14 times in FY 2025 .
    • No retirement accruals shown for Hostetler; compensation mix is primarily cash retainer/meeting fees, with chair premium—aligns with typical closed-end fund governance pay structures .
  • Potential conflict review:

    • External public board seats (Resideo, Vulcan) are in industries distinct from VPV’s municipal bond focus; the proxy discloses Compliance Committee oversight of conflicts and risk management processes (Hostetler is not listed on Compliance Committee) .
    • Section 16(a)/30(f) compliance reported as timely for FY 2025, reducing regulatory risk signals .
  • Signals for investors:

    • Chair role on Investments Committee suggests active oversight of portfolio and adviser fair valuation processes alongside Audit oversight of reporting integrity .
    • Clear governance structures and documented committee activities/meeting frequency support board effectiveness and investor confidence .
  • RED FLAGS:

    • None specifically flagged in the proxy for Hostetler (no delinquent filings; no trustee-related party transactions disclosed; PwC independence affirmed) .