PORTFOLIO Online is a series of webinars between May and July that will showcase much of the content and many of the speakers scheduled for the in-person PORTFOLIO 2020 Conference, which was cancelled due to the COVID-19 pandemic.

MEMBERS-ONLY RECORDING

Hear about what these managers are doing differently than others, views on the current investment and economic environment, and some of their best ideas.

MODERATOR

Ryan A. Leggio | Ryan A. Leggio joined FPA in 2011. He is Head of National Accounts, where he works closely with home office/centralized research teams, and also serves as a senior product specialist for FPA Funds and strategies. Ryan also assists in product enhancement and development for the firm. From 2008 until 2011, he was an analyst at Morningstar, where he covered preeminent absolute value and multi-asset class mutual fund managers. Prior to joining Morningstar, Ryan was an associate at the law firm of Clifford & Brown. He earned a Bachelor’s degree in Political Science from The Johns Hopkins University, and a Juris Doctor degree from the University of the Pacific. Back To Top ^^

PANELISTS

Sanjay Ayer | Sanjay Ayer 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 positions as Equity Analyst at Morningstar, Inc. (Chicago), and at J. & W. Seligman & Co. (New York).

Sanjay graduated Phi Beta Kappa from Johns Hopkins University (Maryland) with a B.A. in Economics, and a B.S. in Applied Mathematics. He is also a CFA® charterholder. Back To Top ^^

Monica Erickson, CFA | Monica Erickson joined DoubleLine's Global Developed Credit Group in 2009. She is Head of Investment Grade within the group and participates in DoubleLine's Fixed Income Asset Allocation committee. Prior to DoubleLine, Ms. Erickson was a Vice President in the Corporate Bond group at TCW where she was involved in the management of the Firm's corporate credit fixed income and structured products. Previous to TCW, she was a Vice President at Froley, Revy Investment Company for over 15 years, active in managing several convertible strategies. Ms. Erickson holds a BS in Business, summa cum laude from the University of Southern California. She is a CFA® charterholder, a past board member of CFA® Society of Los Angeles, and the current chair of the Charter Recognition committee for the CFA® Society of Los Angeles. Ms. Erickson is also on the Educational Committee of 100 Women in Finance. Back To Top ^^

Dan Rasmussen | Dan Rasmussen worked at Bain Capital and Bridgewater Associates. Dan earned an AB from Harvard College summa cum laude and Phi Beta Kappa and an MBA from the Stanford Graduate School of Business.

He is the New York Times bestselling author of American Uprising: The Untold Story of America’s Largest Slave Revolt. In 2017, he was named to the Forbes 30 under 30 list.  Back To Top ^^