On 10th February 2021, QuotedData hosted the second of four Round the World webinars. This webinar was focused on the Americas and included presentations and Q&As from 4 investment companies’ managers, covering markets across North and South America. We would like to thank all of our speakers and attendees for joining us.
Click on the links below to watch the presentations –
- Fran Radano of North American Income Trust
- Jerry Polacek of Ecofin U.S. Renewables Infrastructure Trust
- Dean Orrico of Middlefield Canadian Income Trust
- Brunella Isper and Viktor Szabó of Aberdeen Latin American Income Fund
We have compiled a short survey on this event, which we would be grateful if you could complete – click here.
Click here for information on the rest of the series and the links to register.
Speakers –
Fran Radano of North American Income Trust
Fran Radano is a Senior Investment Manager on the North American Equity Team. Fran joined Aberdeen in 2007 following the acquisition of Nationwide Financial Services’ equity investment management team, where he had served as a senior equity research analyst providing fundamental research coverage for the consumer discretionary and consumer staples sectors since 1999. Previously, Fran was a research analyst and vice president at Salomon Smith Barney. Prior to that, he was an associate trader at SEI Investments. Fran received a BA in Economics from Dickinson College, and has also earned a MBA in Finance from Villanova University. He is a CFA® Charterholder.
Jerry Polacek of Ecofin U.S. Renewables Infrastructure Trust
Jerry Polacek co-founded the firm’s private sustainable infrastructure business in 2016 and serves as the managing director and group lead. Previously, Mr. Polacek was a co-founder of Energy & Infrastructure Capital LLC (EIC), where he served as chief executive officer and chief investment officer from 2014 to 2016. Prior to forming EIC, Mr. Polacek was a managing director at GE Capital, Energy Financial Services (GE EFS), where he held various leadership roles focused on private equity and credit investment in the global energy infrastructure sector since joining in 2001. At GE EFS, Mr. Polacek co-founded the renewable energy group in 2006 as head of portfolio management and also managed its energy technology venture capital portfolio. Prior to joining GE EFS, he was a controller at Morgan Stanley in its venture capital investment division and a senior auditor with Ernst & Young, where he passed the certified public accountant (CPA) exam. Mr. Polacek graduated magna cum laude from Adelphi University with a Bachelor of Business Administration in accounting and earned a Master of Business Administration in finance and entrepreneurship with honors from Columbia Business School. He is a CFA® charterholder.
Dean Orrico of Middlefield Canadian Income Trust
Dean Orrico brings over 25 years of investment experience to his role as President and Chief Investment Officer of Middlefield Capital Corporation (MCC) and has been employed by MCC since 1996. Dean is a respected member of the investment management community having spent many years educating financial advisors on the trends and developments in the capital markets in Canada and abroad. He is committed to excellence and integrity in funds management and is responsible for overseeing the creation and ongoing management of all of Middlefield’s investment funds, including exchange-traded funds, mutual funds, closed-end funds and flow-through funds. As CIO, Dean leverages the talents and experience of his portfolio managers to ensure they work as a team in the best interests of our clients.
Brunella Isper and Viktor Szabó of Aberdeen Latin American Income Fund
Brunella Isper is an Investment Manager on the Global Emerging Markets Equity Team. Brunella joined Aberdeen in 2010 from Bresser Asset Management where she worked as an Equity Research Analyst. Brunella graduated with a Bachelor of Public Administration (BPA) from Fundação Getúlio Vargas – EAESP, Brazil. She is a CFA charterholder.
Viktor Szabó is an investment manager on the emerging markets fixed income team. Viktor joined Aberdeen in July 2009 following the acquisition of certain asset management businesses from Credit Suisse Asset Management. Previously, Viktor worked for Credit Suisse Asset Management Hungary as country chief investment officer. Prior to that, Viktor worked for the National Bank of Hungary as the head of market analysis team.
