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.
It may only be February, but campaign 2020 is here. On the recent Ivy Live, our panelists discussed stimulus, which is an issue that isn't getting much attention now, but could have big market ramifications regardless of who wins the White House.
To earn 1 CE credit for CFP or CIMA – watch the replay and take the quiz.
Chief Political Strategist
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Zack Shafran is co-portfolio manager of Ivy Science and Technology FundGreg Valliere has followed Washington for investors for the past 40 years. Greg specializes in coverage of economic issues, taxes, the Federal Reserve and -- of course -- politics. He has held numerous positions, including Director of Research at the Charles Schwab Washington Research Group. Greg currently is the Chief U.S. Policy Strategist at AGF Investments (AGF), a global asset management firm with headquarters in Toronto, Canada.
Greg is a frequent guest on CNN, Fox Business TV, Bloomberg radio and TV, and CBS Radio News. He is frequently quoted in the Wall Street Journal, Barrons, and the Washington Post.
A graduate of George Washington University, Greg and his wife Mary live in the Watergate in downtown Washington.
Jonas Krumplys, CFA
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Jonas Krumplys is co-portfolio manager of Ivy Emerging Markets Equity Fund. He had been portfolio manager of Ivy Asset Strategy New Opportunities Fund from its inception in 2010 to 2014, when the fund merged into Ivy Emerging Markets Equity Fund with Mr. Krumplys as co-portfolio manager. He served as sole manager of the fund from May 2016 to January 2017.
Mr. Krumplys joined the organization in 2006 as an equity investment analyst after a previous tenure with the firm as an analyst from 1988 to 1991. He was appointed assistant vice president and named assistant portfolio manager of the firm’s Asset Strategy funds in 2008. He was appointed vice president in 2009 and senior vice president in 2015.
Mr. Krumplys began his engineering career at International Harvester in 1981, becoming a consultant with the firm in 1983. His work was focused on plant bio-technology and nutrients. He joined Amoco Oil Company in 1982, holding a variety of technical, operational and finance positions. He entered the investment industry as a research analyst at Waddell & Reed in 1988. He joined Alliance Capital Management in New York in 1991 as an equity analyst and portfolio manager. During his tenure at Alliance he was named a Best of the Buyside Analyst by Institutional Investor. He joined Lincoln Equity Management in Chicago in 1995 as an analyst and portfolio manager for institutional and mutual fund clients investing in large cap growth stocks.
Mr. Krumplys graduated from the University of Illinois at Urbana in 1978 with a BS in Architecture. He completed his final year of architectural studies at Ecole Nationale Superieure d’ Architecture in Versailles, France. His focus was alternative energy usage in architecture. He graduated from the University of Illinois at Chicago with an MS in Chemical Engineering in 1982. He earned an MBA with an emphasis in Finance and Marketing from the University of Chicago, Graduate School of Business in 1986.
Mr. Krumplys is a CFA charterholder. He is a member of the CFA Institute and the CFA Society Kansas City.
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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).