Contact
CFA Society of Austinadmin@cfaaustin.org
Managing Director, Chief US Equity Strategist for Citi Research
Description:
Are Small Caps back? Jeff John, CFA (Senior PM) and Mike Rode, CFA (Senior Client PM) with American Century, will discuss the outlook for the US Small Cap asset class and debate which style, Growth or Value, has the advantage going forward.
Speakers:
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 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.