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Jackson Investment Insights Series – Episode 4
Opportunities in Equities: Looking for Disruptive Growth Companies


Equity markets in recent years have seemingly favored companies perceived as game-changers—firms able to dominate whole industries through innovative and disruptive products and practices. Join us for a conversation with two portfolio managers focused on identifying potentially disruptive growth stocks able to stand out from the pack.

Discussion topics include:

• 3 key disruptors that can make a company stand out
• How to identify stocks that may benefit most from disruptors
• How much does stock valuation matter?

The Jackson Investment Insights Series features respected portfolio managers and market thought leaders in diverse panel discussions and one‐on‐one interviews. Join us to gain key insights on investment topics and trends so you can leverage the freedom of the Jackson platform to help clients plan for retirement.


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.

Jackson® is the marketing name for Jackson Financial, Inc., Jackson National Life Insurance Company® (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York). Jackson National Life Distributors LLC.

CMX26313 09/21

Oct 28, 2021 03:15 PM in Central Time (US and Canada)

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Speakers

Joseph Fath
Portfolio Manager - U.S. Growth Stock Equity Strategy @T. Rowe Price
Joe Fath is the portfolio manager for the U.S. Growth Stock Equity Strategy. Joe’s investment experience began in 2000 and he has been with T. Rowe Price since 2002, beginning in the U.S. Equity Division after serving as a summer intern in 2001. Prior to this, Joe was the chief financial officer and co-founder of Broadform, Inc., a start-up educational software company. In addition, he worked as director of operations and analysis for Players International, a multi-jurisdictional gaming operator in the United States. Joe was also employed by Coopers & Lybrand as a senior associate in the Business Assurance and Financial Advisory Services Group. Joe earned a B.S., with honors, in accounting from the University of Illinois at Urbana-Champaign. He also earned an M.B. A., with honors, in finance and entrepreneurial management from The Wharton School, University of Pennsylvania. He is a Certified Public Accountant.
Sanjay Ayer
Portfolio Manager & Business Analyst @WCM Investment Management
Sanjay joined WCM in 2007; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since he began his investment career in 2002, Sanjay’s experience includes a position as Equity Analyst at Morningstar, Inc. in Chicago, where he covered the gaming, cruise, and online travel industries, and an earlier position at J. & W. Seligman & Co. in New York as a performance analyst. Sanjay graduated Phi Beta Kappa from Johns Hopkins University (Maryland) with a B.A. in Economics and B.S. in Applied Mathematics.
Bill Harding, CFA® (Moderator)
Senior Vice President & 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.