4.5 • 775 Ratings
🗓️ 5 November 2024
⏱️ 56 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. |
0:26.6 | Please stay tuned for important disclosure information at the conclusion of this episode. |
0:33.4 | Hi, and welcome to the Longview. I'm Dan Lefkowitz, strategist for Morningstar Indexes. |
0:37.9 | And I'm Christine Ben's director of personal finance and retirement planning for Morning Star. |
0:42.1 | Our guest this week is Charlie Dreyfus. Charlie is portfolio manager of the Royce Special Equity Funds, |
0:47.6 | highly regarded by Morningstar's manager research team. Charlie was named Fund Manager of the Year by Morningstar in 2008 |
0:53.7 | for his work on the small |
0:54.8 | cap value U.S. equity strategy, which he began running in 1998 after portfolio management |
1:00.3 | stints at Lazzard and Oppenheimer. |
1:03.2 | Charlie's investment career began in 1968. |
1:06.3 | He holds degrees from City College of New York and Baruch College. |
1:10.6 | Charlie, thanks so much for joining us in the Longview. |
1:13.3 | My pleasure. |
1:14.7 | So it's not every day that we talk to an investor with 56 years of official experience. |
1:19.7 | So it'd be great to hear a little bit about your upbringing and how you got your start as an |
1:23.1 | investor and about the academic training that shaped you. |
1:26.5 | Great. |
1:27.1 | Well, stop me if I keep talking too much. |
... |
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