Ivy Investments Forum
We recently gathered a number of thought-provoking experts who shared their latest views on an array of critical issues impacting today’s investing landscape. Watch the session replays to get our panelists’ insights.
In a year noted by rampant market uncertainty and volatility, the leadership among mega-cap technology stocks has been one of the most consistent aspects of 2020. It seems that as the giant tech goes, so goes the market, triggering fears the group is overvalued. We share our thoughts on why we believe pockets of opportunity remain for active investors.
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.
Brad Warden, CFA
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Brad Warden is co-portfolio manager of Ivy Science and Technology Fund and Ivy VIP Science and Technology. He had been assistant portfolio manager of the Science and Technology funds since 2014. He was named co-portfolio manager of the funds in 2016.
Mr. Warden joined the organization in 2003 as an equity investment analyst. He was appointed assistant vice president in 2010 and vice president in 2015. He was appointed senior vice president in 2018. During his tenure as an analyst, he covered health care services, software, hardware, IT services, semiconductor, and semiconductor capital equipment industries.
Prior to joining the firm, Mr. Warden was an equity analyst intern for AIM Management Group, Inc. during summer 2002. From 1997 through 2001 he held defined benefit plan consulting roles, including project manager and unit manager, at AON Hewitt (formerly Hewitt Associates LLC).
Mr. Warden graduated from Trinity University, San Antonio, Texas in 1997 with a BS in Business Administration. He earned an MBA with an emphasis in Finance from the University of Texas at Austin, McCombs School of Business in 2003. During his time at the University of Texas, he was a portfolio manager for the MBA Investment Fund.
Mr. Warden is a CFA charterholder. He is a member of the CFA Institute and the CFA Society Kansas City.