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| Jeff Bryden and Dr. David Krause |
On Wednesday, December 2nd, Jeffrey Bryden (CFA), Founder, President
and Chief Investment Officer of JB Investment Management, Brookfield,
Wisconsin, visited Dr. Krause's fixed income and AIM classes. Dr. Krause said,
“Jeff is an extremely knowledgeable investment professional and the students
enjoy his presentation each semester. They appreciate his ability to bring all
of the elements of fixed income analysis into his presentation. He’s a strong
public speaker who brings energy into the classroom at the end of the semester
– he puts it all of the pieces of fixed income investing together very nicely.”
Jeffrey
Bryden’s firm, JB Investment Management, firm specializes in managing customized
fixed income portfolios for institutions and selected individuals. Jeff will
talk to Marquette students about portfolio management – as well as his firm’s
fixed income investment process, strategy and investment philosophy.
The firm was founded in 2008 by Mr. Bryden. Based on his
experience obtained over 30 years, he believes that combining the active
management components available in the fixed income markets together with an
effective, passive, index based approach available in the equity markets,
allows investors to achieve the most successful and consistent investment
results. He and his colleagues at JB Investment manage more than 100 separate
accounts. |
| Bryden in the classroom |
Dr. Krause continued, "Jeff has been visiting my classes at
Marquette for the past seven years – and he brings an interesting, practitioner’s
perspective. He has managed a wide variety of bond portfolio strategies over
the years and is able to effectively put into context for the students his
approach as to how fixed income portfolios should be constructed to fulfill the
client's specific goals and objectives. He talked this year about how bond
portfolios can be managed to provide income, control volatility, and match
liability needs for fully taxable investors and non-taxable
organizations."
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| Jeff Bryden, CFA |
Jeff Bryden graduated Magna Cum Laude with a Bachelor of Science
Degree from Ball State University in 1978 with dual degrees in Finance and
Economics. Upon graduation he accepted a position with M&I Investment
Management Corp. as their first Portfolio Manager dedicated to managing fixed
income portfolios. He has also worked with Fiduciary Management; Reinhart,
Mahoney & Bryden Capital Management; and Campbell Newman Asset
Management. In 2008, Mr. Bryden founded JB Investment Management and
established and developed a team of experienced investment professionals
dedicated to providing unique expertise and customized investment-grade fixed
income strategies together with passive index-based equity strategies. Assets
under management have grown steadily over the years.
Dr. Krause concluded, "Jeff talked about his firm's approach
to fixed income management and how they monitor bond portfolio performance. He
broke the Barclays Capital U.S. Aggregate Index into the various sub-components
and he discussed the different duration and credit profiles of the various
indexes - as well as how he views alpha generation in fixed income. This was a
useful lecture for the students because we are currently covering bond
portfolio management and performance measurement. It is great to have the
practitioners into the classroom because they can bring the material in the
Fabozzi’s CFA fixed income text to life."
