LSA FANN RADIO presents Walt Czaicki of Alliance Bernstein
Click here to listen to the replay.
Walt serves as a Senior Portfolio Manager (SPM) on the Blend Strategies team. His duties include periodic client service meetings, conference calls, consultant interfacing and final presentations. He also provides oversight of institutional client portfolios utilizing the AllianceBernstein Blend Strategies services and has conducted these meetings in the United States, Canada and Australia.
While serving as product specialist for the US and SMID Style Blend portfolios, Walt worked as co-product specialist on the Emerging Market Style Blend service. In addition to his portfolio oversight responsibilities, he also encompasses the creation and ultimate approval of all prospecting, client service presentations, commentaries, and the supervision of requests for proposals for these solutions. His influence has been instrumental in efforts to modify and enhanced the firm’s SMID Blend prospecting deck.
Walt currently leads the team that assembles the firm’s quarterly, Global Capital Markets Outlook (GCMO) for the Retail and Sub Advisory channels. The GCMO deliverables include a client-approved, PowerPoint deck and written commentary.
Please click the link at the top of the page if you wish to listen, or as always, login to the LSA website and click on “FANN Radio” under the “Resources” tab.