Illuminating, short conversations with vibrant educators, successful businesses leaders, innovative CFA society members, and sought-after speakers on topics such as economics, investments, geopolitics, education and many more. Subscribe in Apple Podcasts, Spotify or wherever you’re listening right now.
Alan McKnight is Executive Vice President and Chief Investment Officer for Regions Asset Management. We talk with Alan about his investment philosophy and what issues worry him, ways to improve as an investment professional, and how to build a winning culture!
Alan is responsible for overall investment strategy, portfolio and risk management, and portfolio construction for approximately $50 billion in assets under management. He is also responsible for the development and execution of investment policies, strategy, and tactics, and is chairman of the Investment Working Group. Alan is the chief spokesperson with media groups on portfolio strategy, asset allocation and overall markets for the Bank. Prior to joining Regions in 2015, he held senior leadership roles with SunTrust, Equitable Asset Management and Morgan Stanley. Alan has a bachelor’s degree in economics from Washington and Lee University and a master’s degree in business administration from the University of Texas at Austin. He holds the Chartered Financial Analyst designation and is a CFA Institute member. Alan serves on several Board of Directors for prestigious organizations.
CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Lotta on LinkedIn Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/
Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/
For more episodes go to www.cfachicago.org/podcasts
This podcast is provided for general information purposes only and does not constitute investment advice. The views of all our interviewees are those of their own and not of their company.
The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor.
*The CFA Institute awarded CFA Society Orlando the 2020 Impact and Innovation Award for the Investor’s First Podcast. Previous guests include Patrick O’Shaugnessy, Liz Ann Sonders, Barry Ritholtz, Federal Reserve Bank President Raphael Bostic, Dr. David Kelly, Mark Yusko, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber.
CFA Society Orlando is a member of the CFA Institute’s Network of over 150 societies globally. The majority of its members hold the Chartered Financial Analyst (CFA) designation, which is considered the most respected and recognized investment management credential in the world. Fewer than 1 in 5 candidates who begin the program end up successfully earning the CFA charter. Successful candidates take an average of four years to complete the program.
Our guest today is Drew Dickson, founder of Albert Bridge Capital and CIO of the Alpha Europe funds.
Our conversation today focuses on Drew’s application of behavioral finance and fundamental analysis. We start with his time at the University of Chicago and learning from people like Merton Miller, Gene Fama and Richard Thaler, and then hear how he applies those behavioral principles when analyzing the market today. We talk about the valuation differences between the US and Europe, and then specifically the differences between value and growth in both regions, and get his thoughts on some of the speculation we’re seeing in the market today.
As we wind down, we talk about some of Drew’s posts about the intersection of investing and sports. We cover James Harden & the paradox of skill and Rick Barry and being willing to look different.
Our co-hosts today are Frank Garcia, CFA, and Colby Donovan. Please enjoy the episode.
Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
Resources:
Drew’s Writing
Malcolm Gladwell’s Podcast on Rick Barry: The Big Man Can’t Shoot
