Hold Active to a Higher Standard – William Blair – 9.20.17

Summary:

Now On Demand.

Active investing remains under increased pressure in the current environment. At William Blair, clients turn to us for an enhanced approach to active management.

Learn how our Global Equity team integrates systematic tools and macroeconomic analysis into its in-depth fundamental process—and see how this approach provides insights on today’s global investment opportunities.

We will discuss:

• Benefits of adding some science to the art of active management
• How a broader strategic viewpoint of macroeconomic and geopolitical dynamics enhances fundamental research
• Our global market outlook

Speakers:

Ken McAtamney is a Portfolio Manager for the Global Leaders and International Leaders strategies. He joined William Blair in 2005 and previously served as co-director of research, as well as mid-large cap Industrials and Healthcare analyst. Prior to joining William Blair, Ken was a Vice President for Goldman Sachs and Co., responsible for institutional equity research coverage for both international and domestic equity, and he was a Corporate Banking Officer with NBD Bank. Education: B.A., Michigan State University; M.B.A., Indiana University.

Olga Bitel is responsible for economic research across all regions and sectors. She joined the firm in 2009. Prior to joining the firm, Olga was a Senior Economist at the National Institute of Economic and Social Research in London, U.K., where she was responsible for macroeconomic forecasting and thematic research projects for international organizations and government bodies. Education: B.A., University of Chicago; M.Sc. Economics, London School of Economics and Political Science.

Mike Jancosek, head of William Blair’s Advisor Solutions group, joined the firm in 1999 to focus on external distribution of the William Blair Funds. In his current role, Mike is responsible for all of the sales and marketing functions related to the distribution of William Blair’s investment products to advisors and third-party platforms in the intermediary channel. He has 30 years of experience selling and distributing investments and insurance products to individuals and investment advisors. Before joining the firm, Mike was a vice president at First Chicago Bank and Aon Corporation, where he was responsible for the development of mutual fund and insurance product sales platforms. Mike started his career as an investment officer with Robert W. Baird and Northwestern Mutual Life Insurance Company. Mike is actively involved in several industry organizations, including the Financial Planning Association, Mutual Fund Education Alliance, Investment Company Institute, and Money Management Institute. He also serves on the board for America SCORES Chicago. Education: B.S., political science, and M.B.A., Indiana University.