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Market Perspectives / 06.02.20
Active managment – Going beyond the index
The debate over the merits of active and passive investing has been going on for some time. Ivy believes investors can derive the most long-term benefit through exposure to well-researched actively managed funds.
Ivy Live / 05.21.20
Looking toward resiliency and recovery
As the U.S. re-emerges from shelter-in-place orders, Ivy believes we could see
economic activity bounce back in the second half of the year. However, soaring
unemployment and the possibility of a second COVID-19 outbreak are formidable
headwinds to recovery. Our panelists recently discussed the public health,
macroeconomic and market implications for the path forward.
Market Perspectives/ 05.08.20
Looking beyond stock market volatility
Market volatility can be unsettling, but history shows that prices have returned to less volatile patterns over time. That can be good news for long-term investors.
Webcasts / 07.10.20
Simple Safeguards against Identity Theft and Cybercrime
Discover how to help your clients from becoming victims.
Raising financially smart kids
Passing on life lessons from generation to generation is important, especially when it comes to topics like money. Discover strategies to raising financially smart kids.
Three plans every Gen Xer needs to consider before they turn 50
Xers - hitting the big 5-0 is a big milestone. Uncover the three essential plans you may want to consider to protect your family and yourself.
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.
Looking toward resiliency and recovery
The COVID-19 pandemic has reshaped the investment landscape for the foreseeable future. With municipalities relaxing shelter-in-place orders, are we prepared – from both the economic and healthcare perspectives – for a second wave? As active managers, we believe every challenge presents opportunities. What do we see in the near term?
Dan Hanson, CFA
Chief Investment Officer View Full Bio
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.
Derek Hamilton Global Economist View Full Bio
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).
Elizabeth Jones, MD, CFA Healthcare Investment Analyst View Full Bio
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.
Portfolio Manager View Full Bio
Ben Esty is co-portfolio manager of Ivy Crossover Credit Fund. He is assistant portfolio manager of Ivy Corporate Bond Fund and Ivy VIP Corporate Bond. Mr. Esty joined the organization in 2018 as vice president and portfolio manager. His experience in the industry is primarily with credit strategies, including high yield, loans, investment grade and convertible debt. Mr. Esty began his investment career at Citadel Investment Group in Chicago in 2001 as a credit analyst covering positions across the spectrum of distressed, high yield and investment grade debt as well as convertible bonds, equities and options. He joined Sandelman Partners in New York in 2005 as the head of research where he led efforts to standardize the investment process among analysts, developed analyst training programs and led the firm’s analyst recruitment efforts. He joined Eagle River Asset Management in New York in 2010 as a founding member of a startup credit long/short hedge fund with peak AUM of $140M. He joined Palmer Square Capital Management in Kansas City in 2014 where he was a partner and portfolio manager managing the firm’s long/short credit, high yield and investment grade bond portfolios. Mr. Esty graduated from the University of Pennsylvania in 2001 with a BA in Economics and International Relations, with Distinction in International Relations.