On Monday, January 27, 2020, the Marquette AIM students learned about international
equity investing from Dan Delany
Marquette Alumnus and International Growth Equity Portfolio Manager with CIBC in Chicago, Dan Delany visited the Marquette AIM program this past week
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| Daniel P. Delany, CFA |
Marquette alumnus, Dan Delany, is an equities portfolio
manager for CIBC Private Wealth Management,
He is a Managing Director and CFA
charterholder with more than 20 years of industry experience.
Prior to joining Team Geneva Advisors, which became part of
CIBC in 2017, he was a portfolio manager and investment analyst at Oak Ridge
Investments in Chicago. He began his investment career at Kemper Funds in 1993
and later worked for UBS AG in Europe and William Blair & Company in
Chicago.
Dan received his Bachelor of Arts degree in international
affairs from Marquette University.
He then earned his Master of Business
Administration degree from Northwestern University’s Kellogg School of
Management and, subsequently, his Chartered Financial Analyst designation.
Dr. David Krause, AIM program director, said: “Because the
AIM students also manage an international equity portfolio (with the same
benchmark – the MSCI All-Country World Index ex-USA), Dan’s visit was especially
important. He is a seasoned investment manager with more than 25 years of
diverse experience.“
He continued, “Dan has impressive and significant
capabilities in international portfolio management with a long-term track
record of above benchmark returns.”
He talked with the students about his team’s
investment philosophy and process. With a global perspective from living and working
abroad in Madrid, Zurich, and London, he offered unique insights about the
challenge of investing outside the US.
Dan talked with the students about how the CIBC International Growth team takes a bottom up approach to investing
and is distinguished from peers on three factors:
- Core Allocation to International Equities (with a consistent exposure to all major countries and regions, EM and DM exposure, and macro awareness)
- Unique Growth Approach (growth investing is an under-penetrated approach abroad, quality growth orientation with contrarian buy discipline, and exposure to all capitalizations)
- Concentrated / High Active Share (built for SMAs with ADRs, >90% Active Share, and a “Stock Pickers” portfolio approach).
Dr. Krause elaborated, “It is always a pleasure to have experienced investment professionals in the classroom. Dan was a dynamic speaker and has an incredible wealth of investment experience with firms located offshore. The AIM students were treated to an interesting and timely overview of what’s happening in global markets and I know they appreciated his visit to campus.”
