Money Manager Interviews

The Aranda Group’s commitment to assisting our clients with their financial planning needs requires professional management from our staff and from the other professionals in their team.  We connect our clients to the professional managers they need to find success in their financial lives.  Our team interviews these managers to keep our clients informed on current topics and the impacts to current strategies.  Our team welcomes you to listen to these interviews for insight into current management strategies.

Money Manager Interviews with Advent Capital Management

Convertible Bonds

Mark Piazza, Managing Director – Business Development/Investor Relations

Mark works as the Managing Director of Business Development and Investor Relations for Advent since 2013.  He has 17 years of investment industry experience in investment management and investor relations.

Interview Date: February 21, 2018

Money Manager Interviews with Capital Wealth Planning

Equity Income with Covered Call Writing

Kevin Simpson, Chief Investment Officer/Co-Founder

Kevin is the CIO of Capital Wealth Planning, LLC since establishing the firm in 2005. Kevin has been investing in options since he began his career at W.H.  Newbold’s Son & Co. in 1992.

Interview Date: February 12, 2018

 

Money Manager Interviews with ClearBridge Investments

All Cap Growth

Evan Bauman, Managing Director & Portfolio Manager

Evan co-manages the Aggressive Growth, Multi Cap Growth and All Cap Growth strategies. He has 22 years of investment industry experience, all with the firm and its predecessors.

Interview Date: May 23, 2017

 

 

Money Manager Interviews with Congress Asset Management

Large Cap Growth

Matthew Lagan, CFA, Vice President & Portfolio Manager

Matt has been with Congress Asset Management since 2003. He is responsible for managing large-cap and mid-cap growth sub-advised accounts, as well as overseeing Congress’ socially responsible portfolios.

Interview Date: June 29, 2018


Balanced

John Beaver, CFA, Vice President & Portfolio Manager

John joined Congress Asset Management in 2002.  He is a member of the firm’s Investment Oversight, Fixed Income, and SMid Core Opportunity Investment Committees. He has over 23 years of investment experience.

Interview Date: June 29, 2018

Money Manager Interviews with Eagle Asset Management

Equity Income & Balanced

David Blount, CFA, CPA, Portfolio Manager

David is a Portfolio Co-Manager at Eagle Asset Management, Inc. since 2008. David joined Eagle Asset Management in 1993. He has a vast investment experience as a Portfolio Co-Manager and Analyst.

Interview Date: November 1, 2018


Fixed Income & Balanced

James Camp, CFA, Manager Director

James has been a Managing Director at Eagle Asset Management, Inc. since 1996. James is head of Eagle’s Fixed Income group

Interview Date: November 1, 2018

 

Money Manager Interviews with Equity Investment Corporation

Large Cap Value

Andrew Bruner, CPA, CFA, Principal & Director of Research

Andrew joined Equity Investment Corporation in 1999 as a portfolio manager and was named Director of Research in 2010. He is a member of the investment team responsible for managing our All-, Large-, and Mid-Cap Value portfolios. He has over 25 years of investment experience.

Terry Irrgang, CFA, Principal & Portfolio Manager

Terry joined Equity Investment Corporation in 2003 as a portfolio manager. He is part of the investment team responsible for managing our All-, Large-, and Mid-Cap Value portfolios.

Interview Dates: October 5, 2018 & November 1, 2017

 
 

Money Manager Interview with Federated

Strategic Value & Dividend

Deborah Bickerstaff, Vice President & Portfolio Manager Debbie is a Portfolio Manager at Federated, joining the firm in 1996. She has 22 years of investment experience as a Portfolio Manager and Analyst.

Interview Dates: September 12, 2018 & April 10, 2018.

https://soundcloud.com/user-167337265/federated-equityincome9-12-2018/s-S3tcu


Money Manager Interviews with Neuberger Berman

International Equity

Keith Skinner, Senior Vice President & Portfolio Manager

Keith is a Portfolio Manager at Neuberger Berman since 2013. He has over 23 years of investment experience in client services, sales trading, and portfolio management on an international stage.

Interview Date: November 29, 2017


 

Sustainable Equity (Socially Responsive)

Mamundi Subhas, CFA, Senior Vice President and Portfolio Manager

Mamundi Subhas is a Senior Vice President and Portfolio Manager at Neuberger Berman LLC, and also serves as Managing Director and Associate Portfolio Manager at Neuberger Berman Europe Limited.

Interview Date: March 27, 2017

 

Money Manager Interviews with River Road Asset Management

Focused Absolute Value

Thomas S. Forsha, Co-Chief Investment Officer & Portfolio Manager

Tom serves as Co-Chief Investment Officer for River Road, and Portfolio Manager for River Road’s Dividend All-Cap Value Portfolios and the firm’s Focused Absolute Value Portfolio. He joined River Road in 2005, and brings over 20 years of portfolio management experience.

Interview Date: October 4, 2018

 


Dividend All Cap Value

Thomas S. Forsha, Co-Chief Investment Officer & Portfolio Manager

Tom serves as Co-Chief Investment Officer for River Road, and Portfolio Manager for River Road’s Dividend All-Cap Value Portfolios and the firm’s Focused Absolute Value Portfolio. He joined River Road in 2005, and brings over 20 years of portfolio management experience.

Interview Dates: October 4, 2018

 

Money Manager Interviews with Trust Company of the West

Balanced

Gino Nucci, CFA, Managing Director

Gino is a Managing Director and Product Specialist with the Client Services group where he communicates investment strategies, performance, and outlook to clients. Prior to joining TCW in 2004, he was an Investment Banker focused on mergers and acquisitions.

Interview Date: February 16, 2018


Large Cap Value

Diane E. Jaffe, CFA, Group Managing Director

Diane is the Senior Portfolio Manager for the TCW Relative Value Large Cap, TCW Relative Value Dividend Appreciation, and TCW Relative Value Mid Cap strategies and funds. She joined TCW in 2001 and has more than 30 years of investment experience as a Portfolio Manager and Analyst.

Interview Date: February 16, 2018

 

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