Wednesday, January 24, 2024
3:00 p.m. CT / 4:00 p.m. ET
Join us as Bill Harding, SVP and CIO of Jackson National Asset Management, LLC® (JNAM), sits down for a new year conversation with T. Rowe Price portfolio manager and asset allocator, David Giroux. Mr. Giroux will share his perspectives on the current investing landscape and what to expect from markets in the year ahead.
Key discussion topics include:
David Giroux is portfolio manager of the JNL/T. Rowe Price Capital Appreciation Fund.
This webinar is for financial professionals only.
Senior Vice President and Chief Investment Officer • Jackson National Asset Management, LLC (JNAM)
Bill joined JNAM as Head of Investment Management in October 2012, and oversees the asset allocation and portfolio construction process, sub-adviser monitoring, and manager research.
He was previously Head of Manager Research for Morningstar Inc.'s Investment Management division and has more than 20 years of experience in portfolio management, asset allocation, and manager research while working at JNAM, Morningstar and Leprino Foods Company.
Bill graduated from the University of Colorado, Boulder with a Bachelor of Science degree in Business. He holds an MBA from Loyola University Chicago and is a CFA charterholder.
Portfolio Manager, Capital Appreciation; Head of Investment Strategy and Chief Investment Officer • T. Rowe Price Investment Management
David Giroux is a portfolio manager for the Capital Appreciation Strategy, including the Capital Appreciation Fund and Capital Appreciation Equity ETF, at T. Rowe Price Investment Management. He also is head of Investment Strategy and chief investment officer for T. Rowe Price Investment Management. David is the president, chairman, and a member of the Capital Appreciation Investment Advisory Committee and a member of the Capital Appreciation Equity ETF Investment Advisory Committee. He is a member of the T. Rowe Price Investment Management ESG Committee and the T. Rowe Price Investment Management Investment Steering Committee. David is a six-time nominee and two-time winner of Morningstar's Fund Manager of the Year award. David's fund also has won 18 Best Fund awards from Lipper. David also is a vice president of T. Rowe Price Group, Inc.
David's investment experience began in 1998 when he joined T. Rowe Price, beginning as a research analyst in the T. Rowe Price Associates U.S. Equity Division. He had analytical responsibility for the firm's investments in the industrials, building products, and automotive sectors until 2006.
David earned a B.A., magna cum laude, in finance and political economy from Hillsdale College. He also has earned the Chartered Financial Analyst® designation.
Neither the presenters, the presenters' employers, nor any of their affiliates should be considered to be providing legal, tax, or estate planning advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. Clients should rely on their own independent advisors as to any tax, accounting, or legal statements made herein.
Jackson National Asset Management, LLC (JNAM) is an investment adviser registered with the U.S. Securities and Exchange Commission and is the investment adviser to the “Funds,” which are investment companies (subaccounts) that underlie the Jackson variable products. Nothing contained herein is investment advice nor a solicitation for investment advisory services. JNAM is an affiliate of Jackson National Life Distributors LLC and Jackson National Life Insurance Company.
The economic and market forecasts set forth in this presentation may not develop as predicted and there can be no guarantee that any strategies discussed will be successful. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
David Giroux, T. Rowe Price, and T. Rowe Price Investment Management are not affiliated with Jackson National Life Distributors LLC.