Jeffrey Simon

Lord Abbett manages equity, fixed income, and multi-asset class portfolios across a wide range of investment strategies. Portfolio management teams employ a rigorous investment approach, and the firm’s investment processes are supported by a strong internal focus on fundamental and quantitative research.

MacKay Shields offers a variety of fixed income and equity strategies and solutions that clients can select depending on their investment objectives. They maintain independently managed investment strategy teams, each of which conducts its own research and acts autonomously with its own distinct investment process. Investment strategies may be available through separately managed accounts, wrap programs and/or collective investment vehicles.

JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity.

Bear Stearns Asset Management, Inc. is an asset management firm and broker/dealer located in New York City. The firm is a subsidiary of JPMorgan Asset Management, Inc. and their ultimate parent is JPMorgan Chase & Co., Inc. (NYSE: JPM). They manage equity and fixed-income separate accounts, mutual funds, hedge funds, private equity funds and venture capital funds. Their clients include corporations, municipal governments, multi-employer plans, endowments, foundations, family groups and high net-worth individuals

NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities.

Functions as a College/University