Ivy Live offers key insights from the Ivy Investments team on trends impacting the capital markets and the global economy.
Shale vs. The World: What’s next in a volatile oil market?
Steadily growing demand and uncertainty about supply from major global producers have combined to again push oil prices higher. U.S. shale oil producers are responding with rapidly increasing production – but at what impact? And how might the supply/demand balance change if global growth cools? Join Ivy’s energy investment team to explore the current state of the oil market and the potential for opportunities ahead.
Thursday, July 19, 1:00 - 1:30 p.m. CT
David Ginther, CPA
Ivy Investment Management Company
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David Ginther is co-portfolio manager of Ivy Energy Fund and Ivy VIP Energy and of Ivy Natural Resources Fund and Ivy VIP Natural Resources. He has been a portfolio manager of the Energy funds since 2006 and of the Natural Resources funds since 2013. He assumed co-portfolio manager responsibilities for the Energy and Natural Resources funds in 2016. He is co-portfolio manager of Ivy Focused Energy NextShares, an exchange-traded managed fund, since 2016.
Mr. Ginther joined the organization in 1995 as an equity investment analyst. He was named assistant portfolio manager of the former Waddell & Reed Advisors Core Investment Fund in 1999. He was portfolio manager of Ivy and Ivy VIP Dividend Opportunities funds from 2003 to 2013. He was appointed assistant vice president in 1999 and vice president in 2000. He was appointed senior vice president in 2006.
Mr. Ginther had previously been a senior business analyst with Amoco Corporation. He began his career with Amoco in 1986, analyzing natural gas fields in Tulsa. He then moved to Amoco corporate headquarters in Chicago and joined its international operations. From there, he moved to Houston and worked in the Worldwide Exploration Business Unit, including international assignments in Africa.
Mr. Ginther graduated from Kansas State University in 1986 with a BS in Accounting. He earned a Certified Public Accountant designation in 1992.
Michael Wolverton, CFA
Ivy Investment Management Company
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Michael Wolverton is co-portfolio manager of Ivy Energy Fund and Ivy VIP Energy and of Ivy Natural Resources Fund and Ivy VIP Natural Resources. He had been assistant portfolio manager of the Energy and Natural Resources funds since 2013. He was named co-portfolio manager of the Energy and Natural Resources funds in 2016. He is co-portfolio manager of Ivy Focused Energy NextShares, an exchange-traded managed fund, since 2016.
Mr. Wolverton joined the organization in 2005 as an equity investment analyst after holding a summer intern position with the firm in 2004. He was appointed assistant vice president in 2012 and vice president in 2017. His research responsibilities are concentrated in energy equipment and services, and oil, gas and consumable fuels.
From 2003 through 2005 Mr. Wolverton was affiliated with the MBA Investment Fund, LLC as a portfolio manager. In this role, he and his team were responsible for managing three equity and fixed income portfolios totaling $12 million.
Mr. Wolverton graduated from William Jewell College in 1997 with a BS in Accounting. He earned an MBA with an emphasis in Finance from the University of Texas at Austin, McCombs School of Business in 2005.
Mr. Wolverton is a CFA charterholder. He is a member of the CFA Institute and the CFA Society of Kansas City.
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Past performance is not a guarantee of future results. Remarks on these panels are for informational purposes only and are not meant to predict or project the future performance of any investment product. The opinions are current through the date of each panel, are subject to change at any time based on market and other current conditions, and no forecasts can be guaranteed. The information is not a recommendation to purchase, sell or hold any specific fund or security mentioned or to engage in any investment strategy. Funds or securities discussed may not be suitable for all investors.