Join us for a luncheon at Brennan's of Houston.
Topic:
Small Cap Outlook and Small Cap versus Small Cap Growth Debate
Speaker:
Jeff John, CFA
Vice President, Sr. Portfolio Manager
American Century Investments
Jeff John, CFA, is a vice president and senior portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s Kansas City, Missouri office.
Jeff co-manages and provides fundamental equity research and analysis for the U.S. Small Cap Value and U.S. Small Cap Value Income strategies. He has been a member of this team since joining American Century Investments in 2008. Previously, he was an equity research analyst with Kornitzer Capital Management – Buffalo Funds Group in Shawnee Mission, Kansas. Prior to that, Jeff was a sell-side analyst at SunTrust Robinson Humphrey in Atlanta. He also held analyst positions at Equitable Securities Corporation and Lee, Robinson & Steine, Inc. He has worked in the investment industry since 1991.
Jeff holds a bachelor’s degree in business administration from the University of Colorado and a master’s degree in business administration from the Owen Graduate School of Management at Vanderbilt University. He is a CFA® charterholder, a member of the CFA Institute, and a member of the CFA Society Kansas City.
Mike Rode, CFA
Vice President, Sr. Client Portfolio Manager
American Century Investments
Mike Rode is vice president and senior client portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s Kansas City, Missouri office.
Mike is a member of the Global Value Equity group and is responsible for communicating global value equity strategies and real estate investment strategies and results to the firm’s clients and consultants. Prior to joining American Century Investments in 2018, Mike was managing director, Institutional Equity Sales, at SunTrust Robinson Humphrey. Previously, Mike was managing director, Institutional Equity Sales, at Needham & Company LLC. Mike has worked in the investment industry since 2003.
Mike holds a bachelor’s degree in finance with a minor in English from Marist College. He is a CFA® charterholder and a member of the CFA Institute.
Valet parking, covered by CFA Houston, is available for all CFA Houston members and guests.
Remember, you must cancel 24 hours before the event to avoid a no show fee. Reach out to [email protected].
Register by clicking on MORE INFORMATION and following the prompts!!!