4.5 • 775 Ratings
🗓️ 26 August 2020
⏱️ 52 minutes
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0:00.0 | At Jackson, we've created a digital retirement planning experience with you and mine. |
0:05.5 | Visit jackson.com to explore our easy-to-understand resources and user-friendly tools |
0:10.1 | that are designed to enable financial professionals and clients to plan a path to financial freedom. |
0:15.5 | Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan, |
0:20.5 | and Jackson National Life Insurance Company of New York, purchase New York. |
0:26.5 | Please stay tuned for important disclosure information at the conclusion of this episode. |
0:32.9 | Hi, and welcome to the Longview. I'm Jeff Battack Global Director of Manager Research for Morningstar |
0:37.3 | Research Services. And I'm Christine Ben's director of personal finance for Morningstar. Before we start our |
0:43.4 | conversation, we wanted to share some exciting news. The Morning Star Investment Conference |
0:47.6 | for Investment Professionals will be held virtually this year on September 16th and 17th. |
0:53.2 | We're offering the same research analysis and insight you'd |
0:56.0 | get at the live event for a reduced price of $149. And the best part is you can join us from |
1:02.4 | wherever you are. For more information or to register, visit go.com.com forward slash mic. Again, that website is go.com.mortmastar.com forward slash MIC. Again, that website is go.com.mortmastar.com forward slash |
1:15.6 | mic. Now let's start our conversation. Our guest this week is Steve Romick. Steve is a portfolio |
1:22.0 | manager at First Pacific Advisors, or is it's probably better known, FPA. |
1:33.1 | Steve co-manages several FPA strategies, including the FPA Crescent Fund, as well as the source capital closed-end fund. |
1:35.4 | Steve joined FPA in 1996. |
1:38.2 | Before that, he was chairman of Crescent Management and an analyst for Kaplan, Nathan, and |
1:42.6 | company. |
1:43.5 | For his work managing FPA Crescent, |
1:45.9 | Steve was the recipient of the Morning Star U.S. Allocation Fund of the Year Award in 2013 and was |
1:52.1 | previously a nominee for the Morning Star Fund Manager of the Decade Award. Steve earned his |
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