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CIO Insights/ 03.22.20
CIO Insights - Epidemiology of the markets
The spread of COVID-19 appears to have the global economy on the verge of recession. What’s next? We discuss the economic and market implications of the outbreak with Derek Hamilton, Ivy Investments global economist.
CIO Insights/ 03.11.20
CIO Insights: Coronavirus – Market impact and macro view
Fears the coronavirus could quickly evolve into a global pandemic have wreaked havoc on the capital markets. We believe elevated uncertainties will keep market conditions wildly volatile in the near term, but the virus' disruptive affect could be temporary.
Ivy Live/ 03.05.20
Coronavirus: Market impact and macro view
Elevated uncertainties over the coronavirus outbreak and its economic implications have wreaked havoc on the capital markets. On Ivy Live, we discussed current market conditions and how long we might be in this wildly volatile environment.
Webcasts / 03.06.20
Is it time to take a fresh look at how to communicate your value?
A succession plan for the next generation
You’ve spent your career teaching clients the importance of retirement planning and how to protect their assets. But have you considered what will happen to your business when it comes time for you to pass it to the next generation of advisors?
From loyalty to impact and autonomy to experiences discover how each generation defines happiness.
We stand for a legacy of expertise, focused on delivering strong, long-term results. Our name reflects our progressive product offerings and growing global presence as we continue to adapt to the needs of investors.
CES 2020 was the site of groundbreaking technology that may have far-reaching implications for investors and the world economy. Our Ivy Live panelists discussed their most important takeaways about the trends driving the next wave of innovation.
Portfolio Manager View Full Bio
Zack Shafran is co-portfolio manager of Ivy Science and Technology Fund and Ivy VIP Science and Technology. He has been portfolio manager of the Science and Technology funds since 2001. He assumed co-portfolio manager responsibilities for the funds in 2016.
Mr. Shafran joined the organization in 1990 as an equity investment analyst. He was appointed assistant vice president in 1993 and vice president in 1996. He was appointed senior vice president in 2000. He was portfolio manager of Ivy VIP Small Cap Growth from 1996 to 1999. He was portfolio manager of the former Waddell & Reed Advisors New Concepts Fund from 1999 to 2001, and of Ivy Mid Cap Growth Fund from 2000 to 2001. He served as Global Director of Equity and Fixed Income Research from 2010 to 2016.
Mr. Shafran graduated from the University of Missouri-Kansas City (UMKC) in 1988 with a Bachelors in Business Administration. He earned an MBA from UMKC in 1992. He was previously affiliated with Piper, Jaffray & Hopwood as an investment executive from 1988 to 1990.
Mr. Shafran is a member of the CFA Institute and the CFA Society Kansas City.
Brad Warden, CFA Portfolio Manager View Full Bio
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.