Jerry Paul: CFA and Senior VP of Fixed Income at ICON Advisers

Joining Kyle in the China Shop this week is the award-winning Bond portfolio manager and Senior VP of Fixed Income at ICON Advisers! Listen in as we discuss why Jerry trades bonds, some of the ways he is able to mitigate risk and how the macro environment affects the markets before wrapping up with some of the lessons learned during his 38+ year career!

About Jerry:

JERRY PAUL, CFA, is Senior Vice President of Fixed Income and serves as Portfolio Manager of the ICON Bond Fund and Co-Portfolio Manager of the ICON Equity Income Fund. Mr. Paul was named Morningstar’s Fixed Income Manager of the Year for 1999 while he managed high yield bonds for INVESCO. Mr. Paul’s professional investment experience includes over thirty-eight years in fixed income portfolio management and research. Prior to joining ICON, Mr. Paul’s career in investment management and research spanned several roles, including:

INVESCO Funds Group; Senior Vice President, Director of Fixed Income and Portfolio Manager Stein Roe & Farnham; Senior Vice President, Director of Fixed Income Research and Portfolio Manager Century Life of America; Vice President, Investments

Mr. Paul also served as the Chief Investment Officer and Portfolio Manager for fixed income, closed end funds and hedging strategies at Essential Investment Partners. Furthermore, Mr. Paul founded Quixote Capital Management LLC, a boutique firm focused on merger arbitrage.

Mr. Paul holds a BBA from the University of Iowa and an MBA from the University of Northern Iowa. In his free time, he is involved in community and charitable organizations. He serves on the board of directors and investment committee of the Community First Foundation.

Guest Links:

ICON Advisers- Website

ICON Flexible Bond Fund - Fund Info

Social Links:

Follow Jerry on LinkedIn

Follow ICON Advisers on LinkedIn

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