Focusing on Quality in a Mid-Cycle Market

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Speakers

Eric Lynch
Managing Director – Investment Committee
Scharf Investments

Eric Lynch is the Managing Director of Scharf Investments and a member of the investment committee. He manages the institutional investment team and oversees the firm’s business development efforts. Eric is a primary analyst on companies in the Equity portfolio, and a contributing analyst on the Multi-Asset and Global Equity portfolios. He holds responsibility for new idea generation, research, analysis, and valuation, and presents recommendations to the investment committee.

Jeffrey Royal
Director, Distribution (US Field Sales)
iM Global Partner

Jeffrey Royal is Director, Distribution for the US Field Sales team for iM Global Partner. He has nine years of experience in Asset Management. Previously, Jeff served as Regional Vice President of Resource Securities/C-III Capital Partners for four years, where he directly managed a team of wholesalers and developed strong relationships with Financial Advisors in the Independent BD and RIA Channels. Prior to Jeff’s time at Resource Securities/C-III Capital Partners, he held an Associate position at JPMorgan–Private Bank.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.