[On Demand Webinar] Investment Resilience: Winning Fund Insights through volatile markets
Hear Bob Jenkins, Global Head of Research, and Liz Skinner, Senior Projects Editor for InvestmentNews speaking with a panel of 2021 United States Lipper Fund Award winners who have been outperforming their peer groups while also focusing on the unique circumstances we are currently seeing trending in the market.

They discuss: 
  • Delving beneath the performance numbers, hear these winner insights on the strategies that have served them well in managing funds in volatile markets 
  • Hear about the factors that contributed to their success 
  • Understand how they have adjusted and their outlooks for what lies ahead 
  • The primary drivers contributing to successfully navigating the landscape and leading to their out-performance 
  • Challenges they experienced and foresee as we move through the rest of the year 
  • Overall market outlook for 2021 and beyond 
WEBINAR INFO
Date:  Now available on demand
Speakers:
Robert Jenkins, Global Head of Research, Refinitiv
Liz Skinner, Senior Projects Editor, InvestmentNews
Alexander Zavratsky , Portfolio Manager, Fidelity Investments
Benjamin E. Allen, Chief Executive Officer, Portfolio Manager, Parnassus Investments
Nick Schommer, CFA, Portfolio Manager, Janus Henderson Investor
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Meet the Speakers
Robert Jenkins
Global Head of Research, Refinitiv

Bob has over 20 years’ experience in Financial Services and consulting across firms such as Fidelity Investments and McKinsey & Company.  Before assuming his current role as Global Head of Research for Refinitiv/Lipper he served as the President & CEO of Financial Research Corporation (FRC). 


Bob earned an MBA in Finance and Entrepreneurial Management from the Wharton School, University of Pennsylvania.
Liz Skinner
Senior Projects Editor, InvestmentNews

Liz Skinner is Senior Projects Editor for InvestmentNews and Editor of ESG Clarity US. She has been a financial reporter and editor at InvestmentNews for 10 years. Liz joined InvestmentNews after five years as a reporter for Bloomberg News, where she covered the Securities and Exchange Commission, the Federal Energy Regulatory Commission and other business news out of the nation’s capital.

Off the clock, she’s raising two fearless girls and enjoys running, ice-skating and traveling to as many cities and beaches as possible. She has an MA in Environmental Resource Policy from George Washington University and you can connect with her on Twitter @SkinnerLiz.
Alexander Zavratsky
Portfolio Manager, Fidelity Investments

Alexander Zavratsky is a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Zavratsky is responsible for managing Fidelity and Fidelity Advisor International Value Fund, Fidelity and Fidelity Advisor Total International Equity Fund, and Fidelity Series International Value Fund. Prior to assuming his current role in September 2011,

Mr. Zavratsky was a portfolio assistant on Fidelity Diversified International Fund. Previously, he managed various other Fidelity funds, including a Fidelity International Country Diversified Equity Fund, Fidelity Global Industrials Fund, Fidelity Global Natural Resources Fund, and co-managed Fidelity Global Telecommunications Fund. He has been in the financial industry since joining Fidelity in 1996 as a member of the Fixed Income division. Mr. Zavratsky earned his bachelor of science degree from Boston College.
Benjamin E. Allen  
Chief Executive Officer, Portfolio Manager, Parnassus Investments

Benjamin Allen is the Chief Executive Officer of Parnassus Investments and Portfolio Manager of the Parnassus Core Equity Fund. Mr. Allen is responsible for Parnassus’s long-term strategic direction, products and personnel. He is also responsible for portfolio management for the firm’s Core Equity strategy.

He joined Parnassus Investments in 2005 as a Senior Research Analyst after serving as a Parnassus research intern. In 2008, Mr. Allen was promoted to Director of Research and subsequently became Portfolio Manager of the Parnassus Core Equity Fund in 2012. Prior to joining the firm, Mr. Allen worked at Morgan Stanley in New York, first as an Investment Banking Analyst and later in the firm's venture capital group.

Mr. Allen graduated Phi Beta Kappa andmagna cum laudefrom Georgetown University with a bachelor's degree in government and completed the general course in philosophy at the London School of Economics. He received his master's degree in business administration from the University of California, Berkeley. 
Nick Schommer, CFA
Portfolio Manager, Janus Henderson Investor

Nick Schommer is a Portfolio Manager at Janus Henderson Investors and has managed the US Opportunistic Alpha strategy since 2017. He has also co-managed the US Concentrated Growth and US Concentrated All Cap Growth strategies since 2016. Prior to joining Janus in 2013, Mr. Schommer spent a year working as an associate portfolio manager at Thornburg Investment Management. Before that, he was a research analyst at Marsico Capital Management for more than four years, leading the coverage of the financial services sector on a global basis. Previous to his investment management career, Mr. Schommer was a captain in the United States Army and served in Iraq and Kuwait. He was awarded the Bronze Star Medal for exceptionally distinguished service during Operation Iraqi Freedom.

 

Mr. Schommer received his bachelor of science degree in chemistry from the United States Military Academy at West Point, where he was recognized as a Distinguished Cadet and Phi Kappa Phi. He earned his MBA from the University of California – Los Angeles, Anderson School of Management, where he was a Student Investment Fund Fellow. Mr. Schommer holds the Chartered Financial Analyst designation and has 14 years of financial industry experience.
Refinitiv, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in approximately 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.
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