The Owner-Operator Advantage: Aligned Incentives Matter For Long-Term Investors – Principal Global Investors – 5.20.19

Summary:

Now On Demand.

Join Aligned Investors’ Bill Nolin and Hans Vander Plaats as they unpack the advantages of investing in companies led by owner-operators.

You’ll learn how owner-operators tend to make better business leaders and how that can benefit long-term investors because they:

  • Run their companies more efficiently
  • Have a better perspective on capital allocation
  • Have incentives that align more closely with outside shareholders


Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:
Bill Nolin, CFA
CIO, Portfolio Manager
Aligned Investors

Bill is the chief investment officer for Aligned Investors, an investment boutique within Principal Global Investors. He has served as lead portfolio manager for the Principal MidCap Fund since its 2001 inception and related portfolios since 1999. Bill and his dedicated investment team subsequently introduced the Principal Blue Chip strategy in 2012, utilizing the same philosophy and process while extending the team’s reach to larger companies. Bill joined Principal in 1993 in corporate credit research and transitioned to equities research in 1996. He earned an MBA from the Yale School of Management, and a bachelor’s degree in finance from the University of Iowa. Bill is a CFA charterholder and a member of the CFA Institute.
Hans Vander Plaats, CFA
Managing Director, Client Portfolio Manager
Aligned Investors

Hans is the client portfolio manager for Aligned Investors, an investment boutique of Principal Global Investors. He is responsible for overseeing client portfolio management for the firm’s MidCap and Blue Chip equity strategies. In this role Hans is a member of the investment management team while also coordinating the boutique’s business development and client relations activities. Hans joined the firm in 2012 after serving in multiple roles for AXA US. He received a bachelor’s degree in economics and finance from Northwestern College. Hans is a CFA charterholder and a member of the CFA Institute.
Moderator: Bret Bussanmas
Managing Director, Wealth Advisory Solutions
Principal Global Investors

Bret is a managing director at Principal Global Investors (PGI). A veteran of building investment teams that successfully create unique relationships with clients in their local markets. Bret and team have championed rethinking advisor support through their dedication to advanced planning topics and launching of the advanced retirement team (ART); first-to-market, outcome-oriented investment strategies; and support of fiduciary standards through Fi360 analytics. Prior to his role with PGI, Bret served as VP of Marketing and Recruiting for affiliate Principal Securities, Inc., overseeing the development, education and recruiting of investment advisors. Bret holds a bachelor’s degree from the University of Northern Iowa in Business Finance and is an Accredited Investment Fiduciary (AIF).

Overview:
Title: The Owner-Operator Advantage: Aligned Incentives Matter For Long-Term Investors
Date: Monday, May 20, 2019
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:
Already Registered?
*First Name
*Last Name
*Email
*Work Phone
*Company
*Title
*State
I certify that I am a financial advisor, registered representative or other qualified institutional investor as defined by FINRA rule 2210(a)(4). I acknowledge this webcast is not to be viewed by the public.*
*Type of Advisor
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC®, CPWA® or RMASM CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below. (Not Applicable for On Demand)
CFP # (Not Applicable for On Demand)
IWI (CIMA, CIMC or CPWA) # (Not Applicable for On Demand)
Zip Code for IWI Submission (Not Applicable for On Demand)
CFA Institute ID (Not Applicable for On Demand)
Please submit any questions for our speakers
Investing involves risk, including possible loss of principal. Aligned Investors is a specialized investment management group within Principal Global Investors, the investment adviser to Principal Funds. Principal Funds are distributed by Principal Funds Distributor, Inc. Principal, Principal and symbol design, and Principal Financial Group are registered trademarks and services marks of Principal Financial Services, Inc., a Principal Financial Group company.