CIO Insights - Ivy Roundtable Discussion
Dan Hanson, CFA, Chief Investment Officer, recently sat down with key members of the Ivy Investments team to discuss the economic and market implications of the COVID-19 outbreak.
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.
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.
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Derek Hamilton joined the organization in 1996 as an economic analyst. He assumed international analyst responsibilities in 2000, specializing in foreign currencies and international economics. He was appointed assistant vice president and international economist in 2007 and appointed vice president and global economist in 2010. He was appointed senior vice president in 2015.
Mr. Hamilton graduated from Rockhurst College in 1996 with a BSBA in Finance/Economics. He earned an MBA in Finance/Management from Rockhurst College in 1999.
Mr. Hamilton is a member of the CFA Institute, the CFA Society of Kansas City and the National Association for Business Economics (NABE).
Jeff Surles, CFA
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Jeffery Surles is co-portfolio manager of Ivy Asset Strategy Fund, Ivy VIP Asset Strategy, Ivy VIP Pathfinder Portfolios and InvestEd Portfolios since 2018. He is a member of the portfolio management team of Ivy Wilshire Global Allocation Fund, sub-advised by Wilshire Associates, Inc., since 2018. He was portfolio manager of the former Ivy Global Income Allocation Fund from 2012 to 2018.
Mr. Surles joined the organization in 2007 as a fixed income investment analyst. He was appointed assistant vice president in 2012 and vice president in 2014. He was appointed senior vice president in 2018.
Prior to joining the firm, Mr. Surles was a portfolio manager from 2003 to 2005, and an investment analyst from 2001 to 2003, for Surles Development Corp. In the fall of 2000 he was a sales analyst for Enterprise Development Services, Inc.
Mr. Surles graduated from Vanderbilt University in 2000 with a BS in Organizational Development. He earned an MBA with an emphasis in Finance from the University of Wisconsin in 2007. While attending the University of Wisconsin, he was actively involved in the Applied Security Analysis Program and completed an internship at Provident Trust Company in 2006.
Mr. Surles is a CFA charterholder.
Elizabeth Jones, MD, CFA
Healthcare Investment Analyst
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Elizabeth Jones joined the organization in 2018 as assistant vice president and equity investment analyst. Her research responsibilities are concentrated in health care (health care equipment and supplies, life sciences tools and services, non-U.S. pharmaceuticals). Prior to joining the firm, Dr. Jones was affiliated with Kornitzer Capital Management (KCM) beginning in 2003, where she held positions as a health care equity analyst and equity portfolio manager. Before KCM, she was a health care equity analyst for Bank of America Capital Management. From 1992 to 1996, Dr. Jones was a practicing MD working at the University of Chicago Hospitals and Clinics as an Internal Medicine and Pediatric resident. She served at the Phoenix Indian Medical Center, United States Public Health Service in Phoenix, Arizona from 1996 to 2000. Dr. Jones received a BS in Psychology from Georgetown University, an MD from Vanderbilt School of Medicine, and an MBA, with a specialization in financial management and markets, from Arizona State University. She is a CFA charterholder.