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| Our portfolio managers have over four decades of collective experience weathering the upturns and the downturns of the markets; each holding Graduate Degrees and CFA Charters. |
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Is a founder of Investment Management Associates, Inc. and has directed all investment activities of the firm since its inception in 1979. |
| Prior to Investment Management Associates, Mr. Conn was a vice-president and a portfolio manager for Founders Capital Management and Founders Mutual Depositor Corporation. Earlier experience as a securities analyst was with Financial Programs, Inc. and Wellington Management Company. |
| Mr. Conn earned his M.B.A. from the Harvard University Graduate School of Business Administration and his B.A. from University of Colorado at Boulder. He is a CFA Charter Holder and has served as president and director of the CFA Society of Colorado |
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Is a director of research at Investment Management Associates. He is an author of Active Value Investing: Making Money in Range-Bound Markets (John Wiley & Sons, 2007). |
| He is also an adjunct faculty member at the University of Colorado at Denver, Graduate School of Business where he teaches Practical Equity Analysis and Portfolio Management class. |
Katsenelson is a regular contributor to the Financial Times, and wrote articles for Barron’s, BusinessWeek, The Rocky Mountain News, Financial Planning Magazine and many other financial publications.
Articles Katsenelson wrote over the years are archived at ContrarianEdge.com
He is a CFA charter holder, member of CFA Institute, has served on the boards of the CFA Society of Colorado, and is currently on the board of the Retirement Investment Institute. Katsenelson received both his bachelor of science and his master of science in finance from the University of Colorado at Denver, where he graduated cum laude. |