LSA Connect

Eric K. Cinnamond, River Road Asset Management

Mr. Cinnamond serves as Vice President and Portfolio Manager for River Road’s Independent Value Portfolio. Mr. Cinnamond has 17 years of investment industry experience. Most recently, Mr. Cinnamond served as Lead Portfolio Manager of Intrepid Capital Management’s Small Cap Strategy. According to Morningstar, the five-star ranked mutual fund that Eric managed was the top performer in its category over the past three years. Additionally, manager database eVestment ranks Eric’s composite performance in the top one percentile of all small cap value managers for the prior three-and five-year periods.

Mr. Cinnamond has received numerous accolades for his investment performance. Most notably, the fund he managed at Intrepid was winner of the Lipper Fund Award for two consecutive years and he was awarded MarketWatch’s 2008 Stockpicker of the Year.

7:00 – 8:00 a.m. Continental Breakfast/Black Litterman/Diversification

8:00 – 8:15 a.m. Opening Session

8:15 – 9:00 a.m. LSA Website Tips and Tricks

9:00 – 10:00 a.m. Keynote – Eric K. Cinnamond, River Road Asset Management

10:00 – 10:15 a.m. Break

10:15 – 10:40 a.m. Jeff Manry, BetaVest

10:40 – 11:15 a.m. Ann Vanderslice, Federal Benefits Training Network

11:15 – 12:15 p.m John Blamphin, LSA Scorecard

12:15 – 12:30 p.m. Closing Ceremonies

Billy Hopkins, Silver Oak Securities

Billy Hopkins, II, president and CEO of Silver Oak Securities spoke to LSA advisors on the subject of current trends in the regulatory environment.

According to Mr. Hopkins, clients demand and deserve confidence, trust, professionalism and objective, non-conflicted advice from their advisors.

Michael Temple, Pioneer SVP and Director of Credit Research.

Michael Temple, Pioneer Senior Vice President and Director of Credit Research addressed the audience of independent advisors at the LSA 2011 National Conference. He was introduced by John Krekovich, Senior Vice President and Pioneer Regional Wholesaler.

John Krekovich, Pioneer SVP and Regional Wholesaler.

According to Mr. Temple, “LSA Portfolio Analytics is going beyond Morningstar reports by digging deeper into why funds and portfolios do what they do”.

Michael Temple, Director of Credit Research, Pioneer Investments

Michael Temple is Director of Credit Research, responsible for purchase and sell recommendations for fixed income obligations and oversight of credit research. His duties include independent research of credits, sector analysis, and coordination of research efforts.

Mr. Temple began his career in investment management in 1991. Prior to joining Pioneer, he was a portfolio manager at Boston Partners and a senior credit analyst at Putnam Investments, a senior analyst at Duff and Phelps in Chicago and the Director of Planning and Investor Relations for the Public Service Company of New Mexico. Mr. Temple received a B.A. and M.B.A. from the University of Colorado in 1982 and 1984, respectively.

Michael T. Sullivan, American Century Investments

Mike Sullivan is part of the sales team at American Century dedicated to delivering value added sales programs. Mike’s areas of expertise are helping clients make sense of the markets and increasing clients‘ understanding of the investment strategies at American Century Investments®. Mike previously worked in intermediary sales for American Century Investments supporting relationships with financial professionals.

Prior to joining American Century Investments, Mike worked nearly five years in institutional sales and client service at Strong Capital Management/Wells Capital Management in Milwaukee, Wisconsin. Mike graduated summa cum laude from the University of Nebraska at Kearney. He is a CFA charterholder and a member of the Kansas City CFA Society. He holds series 7 and 66 licenses.

LSA wrapped up a successful 2011 National Conference in beautiful downtown Kansas City.

LSA Portfolio Analytics concluded our highly anticipated National Conference, May 19-21 in Kansas City. The conference brought together advisors from across the country to learn more about LSA’s  philosophy, hear from several of our esteemed strategic partners and discover new and exciting business development ideas from peers.

Thanks to all of you who were able to be here with us.  And to those who were unable to attend, please see the articles below to learn more about the conference.  We hope to see you next time!  As always, please let us know whenever we can be of service to you.

–The LSA Portfolio Analytics Team