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Jeffrey Lorenzen
Directeur Général chez
Entrada Life Insurance Co.
Profil
Jeffrey David Lorenzen is currently President, Chief Executive Officer & Director at Entrada Life Insurance Co., Director at Goodwill Industries of Central Iowa, and Board Governor at CFA Institute.
Former positions include President, Director & Chief Investment Officer at WB Capital Management, Inc.; Chief Investment Officer & Executive VP at American National Group, Inc. from 2015 to 2021; Credit Analyst at Statesman Group, Inc.; President & Chief Investment Officer at West Bancorporation, Inc.; Chief Investment Officer & Executive VP at American Equity Investment Life Insurance Co. from 2015 to 2021; President & Chief Investment Officer at Miles Capital, Inc. in 2005; President at CFA Society of Iowa, Inc.; Senior Vice President & Chief Investment Officer at American Equity Advisors, Inc. in 2014; President & Chief Investment Officer at Investors Management Group, Inc.; and Executive Vice President & Chief Risk Officer at American Equity Investment Life Insurance Co. (Investment Portfolio) from 2023 to 2024.
Education includes an MBA from Drake University conferred in 1989 and an undergraduate degree from the University of Iowa conferred in 1987.
Postes actifs de Jeffrey Lorenzen
| Sociétés | Poste | Début |
|---|---|---|
Goodwill Industries of Central Iowa
 Goodwill Industries of Central Iowa Specialty StoresRetail Trade Operates thrift stores and provides employment services | Directeur/Membre du Conseil | - |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | - |
Entrada Life Insurance Co.
 Entrada Life Insurance Co. Life/Health InsuranceFinance Provides life insurance services | Directeur Général | - |
Anciens postes connus de Jeffrey Lorenzen
| Sociétés | Poste | Fin |
|---|---|---|
American Equity Advisors, Inc.
 American Equity Advisors, Inc. Investment ManagersFinance American Equity Advisors primarily advises on exchange-listed preferred stocks, corporate, municipal, mortgage-backed securities, asset-backed securities, commercial paper, mutual funds and US government securities. The firm employs a liability-focused investment process. | President | 27/08/2014 |
| WEST BANCORPORATION, INC. | President | 07/01/2009 |
Miles Capital, Inc.
 Miles Capital, Inc. Investment ManagersFinance Miles Capital seeks to provide investment strategies that identify and control risk while capitalizing on long-term economic, demographic and cultural trends, as well as fundamental shifts in business practices. The firm provides investment advisory services to their clients through customized portfolios which include: equity securities (exchange-listed securities, ETFs, securities traded over-the-counter, and ADRs); warrants; corporate debt securities; commercial paper; municipal securities; investment company securities (mutual funds shares); US Government securities; and other securities, including convertible bonds, preferred stocks, or alternative assets (private equity hedge funds, real estate, and commodities). Miles Capital evaluates holdings through their own fundamental research, a proven valuation model and access to outside resources. Miles Capital’s equity strategies are based on their belief that buying high quality stocks, trading at a reasonable valuation, at the right moment in time is the key to generating long-term excess returns. The firm manages five equity strategies: Large-Cap Core, Dividend Advantage, Small-Cap Core, International, and REITs. Miles Capital's investment process begins with identifying the appropriate universe of securities that will be filtered and used to construct the model portfolio. They then identify the target risk and portfolio metrics for each strategy, based on research and the characteristics of each unique selection set. The goal is to minimize unintended risks and limit downside volatility. Their security selection process is a bottom-up oriented, two-step process that focuses on identifying securities with the characteristics they believe are necessary to deliver economic value. The first step is a quantitative screening process. The securities are ranked to efficiently narrow the universe of securities to a group with consistent earnings and profitability characteristics and strong liquidity, while maintaining diversification across market capitalizations, sectors, and subsectors. The second step is a qualitative analysis. Fundamental analysis is conducted on an organized group of stocks that already exhibit attractive characteristics. The ultimate goal of their selection process is to build a diversified portfolio of stocks that have attractive asymmetric return profiles strong upside potential with limited downside risk. Miles Capital manages a variety of fixed income strategies, including: Core Fixed Income, Intermediate Core, Intermediate High Quality, Tax Advantaged Bond and Customized target Duration (Insurance and Sector Specific). Their investment process begins with a top-down analysis of the global and domestic trends that influence the US dollar denominated fixed income market. The process then defines a desired level of interest rate risk, yield curve positioning, sector rotation and security selection. The selection of specific issues to be included in a portfolio is a bottom-up process which identifies the best securities within a sector or industry that already has been identified as attractive through the top-down analysis. These decisions are combined with defined risk parameters to achieve an optimal portfolio. | President | 31/12/2005 |
Investors Management Group, Inc.
 Investors Management Group, Inc. Real Estate DevelopmentFinance Operates as a real estate firm that provides asset management, acquisition and multifamily real estate syndication services | President | - |
WB Capital Management, Inc.
 WB Capital Management, Inc. Investment ManagersFinance WB Capital Management is a value manager that seeks to provide financial solutions that identify and control risk while capitalizing on long-term economic, demographic, cultural and fundamental shifts in business practices. The firm invests primarily in the stocks of large-cap US companies in the finance, health technology and consumer non-durables sectors. WB Capital Management maintains a low turnover rate. | President | - |
Formation de Jeffrey Lorenzen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
15
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 15 |
|---|---|
Statesman Group, Inc.
 Statesman Group, Inc. Life/Health InsuranceFinance Life insurance concern | Finance |
American National Group, Inc.
 American National Group, Inc. Multi-Line InsuranceFinance Operates as a holding company with interest in providing annuities, pension risk transfer, life insurance and property & casualty insurance services | Finance |
West Bancorporation, Inc.
 West Bancorporation, Inc. Regional BanksFinance Operates as a bank holding company through its subsidiaries provides commercial banking services | Finance |
WB Capital Management, Inc.
WB Capital Management, Inc. Investment ManagersFinance WB Capital Management is a value manager that seeks to provide financial solutions that identify and control risk while capitalizing on long-term economic, demographic, cultural and fundamental shifts in business practices. The firm invests primarily in the stocks of large-cap US companies in the finance, health technology and consumer non-durables sectors. WB Capital Management maintains a low turnover rate. | Finance |
Drake University
 Drake University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Iowa
 University of Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
American Equity Investment Life Insurance Co.
 American Equity Investment Life Insurance Co. Insurance Brokers/ServicesFinance Provides insurance services | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
Goodwill Industries of Central Iowa
Goodwill Industries of Central Iowa Specialty StoresRetail Trade Operates thrift stores and provides employment services | Retail Trade |
Miles Capital, Inc.
Miles Capital, Inc. Investment ManagersFinance Miles Capital seeks to provide investment strategies that identify and control risk while capitalizing on long-term economic, demographic and cultural trends, as well as fundamental shifts in business practices. The firm provides investment advisory services to their clients through customized portfolios which include: equity securities (exchange-listed securities, ETFs, securities traded over-the-counter, and ADRs); warrants; corporate debt securities; commercial paper; municipal securities; investment company securities (mutual funds shares); US Government securities; and other securities, including convertible bonds, preferred stocks, or alternative assets (private equity hedge funds, real estate, and commodities). Miles Capital evaluates holdings through their own fundamental research, a proven valuation model and access to outside resources. Miles Capital’s equity strategies are based on their belief that buying high quality stocks, trading at a reasonable valuation, at the right moment in time is the key to generating long-term excess returns. The firm manages five equity strategies: Large-Cap Core, Dividend Advantage, Small-Cap Core, International, and REITs. Miles Capital's investment process begins with identifying the appropriate universe of securities that will be filtered and used to construct the model portfolio. They then identify the target risk and portfolio metrics for each strategy, based on research and the characteristics of each unique selection set. The goal is to minimize unintended risks and limit downside volatility. Their security selection process is a bottom-up oriented, two-step process that focuses on identifying securities with the characteristics they believe are necessary to deliver economic value. The first step is a quantitative screening process. The securities are ranked to efficiently narrow the universe of securities to a group with consistent earnings and profitability characteristics and strong liquidity, while maintaining diversification across market capitalizations, sectors, and subsectors. The second step is a qualitative analysis. Fundamental analysis is conducted on an organized group of stocks that already exhibit attractive characteristics. The ultimate goal of their selection process is to build a diversified portfolio of stocks that have attractive asymmetric return profiles strong upside potential with limited downside risk. Miles Capital manages a variety of fixed income strategies, including: Core Fixed Income, Intermediate Core, Intermediate High Quality, Tax Advantaged Bond and Customized target Duration (Insurance and Sector Specific). Their investment process begins with a top-down analysis of the global and domestic trends that influence the US dollar denominated fixed income market. The process then defines a desired level of interest rate risk, yield curve positioning, sector rotation and security selection. The selection of specific issues to be included in a portfolio is a bottom-up process which identifies the best securities within a sector or industry that already has been identified as attractive through the top-down analysis. These decisions are combined with defined risk parameters to achieve an optimal portfolio. | Finance |
CFA Society of Iowa, Inc. | |
American Equity Advisors, Inc.
American Equity Advisors, Inc. Investment ManagersFinance American Equity Advisors primarily advises on exchange-listed preferred stocks, corporate, municipal, mortgage-backed securities, asset-backed securities, commercial paper, mutual funds and US government securities. The firm employs a liability-focused investment process. | Finance |
Investors Management Group, Inc.
Investors Management Group, Inc. Real Estate DevelopmentFinance Operates as a real estate firm that provides asset management, acquisition and multifamily real estate syndication services | Finance |
American Equity Investment Life Insurance Co. (Invt Port)
 American Equity Investment Life Insurance Co. (Invt Port) Investment ManagersFinance Profile Unavailable. | Finance |
Entrada Life Insurance Co.
Entrada Life Insurance Co. Life/Health InsuranceFinance Provides life insurance services | Finance |
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