2021 Global Outlook
Ivy Investments believes the path forward requires a disciplined approach that combines resilience and a reliance on the fundamentals of active investing.
Despite all of the turmoil in 2020, the markets are experiencing a resurging risk-on attitude. What does this mean for investors? Our Ivy Live panelists recently shared their 2021 market observations and the possible implications.
Dan Hanson, CFA
Chief Investment Officer
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Dan Hanson is Chief Investment Officer of Waddell & Reed Financial, Inc. and the company’s asset manager, Ivy Investment Management Company. He is responsible for leading the company’s investment management division.
Mr. Hanson joined the company in June 2019 and has more than 25 years of investment and leadership experience. Prior to joining the company, he served as Portfolio Manager and Managing Director, Office of the CIO with BlackRock from 2003 to 2013, as Partner, Head of U.S. Equities and Co-Chair of the Investment Strategy Committee for Jarislowsky Fraser Global Investment Management from 2013 to 2018 and most recently as Head of Impact Investing for JANA Partners LLC.
Mr. Hanson earned his Bachelor’s degree in Economics and French from Middlebury College, and earned an MBA, Accounting and Analytic Finance, from The University of Chicago. He is a CFA charterholder and is a member of the CFA Institute.
Amy Scupham, CFA
President of Ivy Distributors, Inc,
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Amy Scupham is president of IDI, the distributor of Ivy Funds mutual funds and the financial products and services offered by its affiliates, including Ivy Investment Management Company, an SEC registered investment advisor. In this role, she leads wholesale and institutional distribution, sales and product development, as well as managing strategic relationships.
Ms. Scupham joined the organization in 2008 and has held roles in institutional sales and consultant relations, most recently serving as chief operating officer of IDI. She had a key role in building alignment with the firm’s investment management division, while creating a centralized sales operations function focused on prescribed sales processes, training, reporting and systems.
Ms. Scupham graduated from the University of Nebraska at Kearney in 1997 with a BSBA in Accounting/Finance.
Ms. Scupham is a CFA charterholder. She is a member of the CFA Institute and the CFA Society of Kansas City.