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Mike Beran

Former Director, Business & Product Development at Vantage Investment Partners LLC
Overview
Relationships
Paths
Education
Career History

Mike Beran

Former Director, Business & Product Development at Vantage Investment Partners LLC

Overview

Number of Relationships
This person is connected to 84 people.

Relationships See Details


President & Chief Investment Officer at Vantage Investment Partners LLC

Financial Planning Advisor at Vantage Investment Partners LLC

Financial Planning Advisor at Vantage Investment Partners LLC

Junior Trader & Research Analyst at Vantage Investment Partners LLC

Former Senior Portfolio Manager at Vantage Investment Partners LLC

Managing Director-Alternative Investments at Pierce Street Advisors, LLC

Portfolio Manager at Kornitzer Capital Management, Inc.

Director of Operations & Chief Compliance Officer at Vantage Investment Partners LLC

Senior Vice President at Tower Wealth Managers, Inc.

Former Research Analyst at Kornitzer Capital Management, Inc.
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Educational Background

 
The Emporia State University was founded in March 1863 when the Kansas Legislature passed the enabling act to establish the Kansas State Normal School. The school's first graduating class consisted of two women — Ellen Plumb and Mary Jane Watson— in 1867, the year the first permanent building was completed. The name "Normal" originated in France during the 17th century and was given to schools that had "model" classrooms or schools designed to educate teachers-in-training the proper practices of teaching students. The United States had many Normal schools in the 19th century and most changed their names to "Teachers College". Many later became "State Universities." In 1876, the Kansas Legislature passed the "Miscellaneous appropriations bill of 1876".[4] The end result was that Leavenworth Normal and Concordia Normal were closed so the state funding for normal schools could be directed to Emporia. KSN branched out with locations in Pittsburg and Hays, Kansas. The western branch in Hays opened June 3, 1902 and today is Fort Hays State University. The Pittsburg branch was opened as the Manual Training Auxiliary School in 1904 and became a four-year school named Kansas State Teachers College of Pittsburg in 1913. Today it is Pittsburg State University. In February 1923, the name of the school was changed to the Kansas State Teachers College. In July 1974, the name was changed to Emporia Kansas State College. On April 21, 1977, the college became Emporia State University. Even before any of the name changes were made official by the Kansas Legislature and Board of Regents, though, the school was called Emporia State unofficially by some in the public and in many news reports. The Kansas Board of Regents is the governing body for ESU. Since 1863, more than 150,000 students have studied at ESU.[8] Emporia State prides itself in being a university that has been changing lives since 1863 and 2013 marked its 150th year. Michael Shonrock became president of Emporia State University on Jan. 3, 2012.

Career History

Director, Business & Product Development
Prior - 2015
Vantage Investment Partners (VIP) specializes in fixed income investment and income producing portfolios. The firm seeks to build long-term strategies that yield comparable market based returns. They approach all of our investments through a macro-economic process that compares various industry sectors and anticipates changes and trends. VIP performs a comprehensive analysis of securities to which are best positioned to be long-term high-quality investments. As they compare investment alternatives they also consider an investment’s rate of return. The firm analyzes potential income from dividends and interest, and they factor in the appreciation or depreciation over a given period of time, the tax consequences, inflation and the cost of investing. VIP then designs a customized investment portfolio to minimize risk while maximizing value in order to achieve long-term results. VIP's objective r goal is to balance risks across multiple industry sectors in order to provide a predictable and reliable source of income without jeopardizing principal assets. Their goal is to balance risks across multiple industry sectors in order to provide a predictable and reliable source of income without jeopardizing principal assets.
Client Relationship Manager
2007 - Prior
Kornitzer Capital Management (KCM) establishes core holdings in industries they believe stand to benefit from favorable long-term trends such as changes in demographics, consumer habits and technology. The firm employs proprietary research to identify reasonably priced companies. They may use a balanced approach or follow a specific investment style, such as fixed income, value, or growth. For fixed income portfolios they consider investment grade securities, non-investment grade securities, and municipal bonds. Value and growth investment styles use primarily equity securities, issued by companies of all market sizes, which may be classified as large cap, mid cap, small cap, or micro cap. In certain instances, KCM may invest in certain defined investment segments, such as technology and international. The Kornitzer Private Client Services' (KPCS) value approach is a bottom-up discipline that focuses on the full range of market capitalizations. The core of the portfolio consists of high quality, financially secure companies that are trading below their estimated intrinsic value, while the remaining holdings frequently take an opportunistic approach toward under-followed and out-of-favor companies. The strategy focuses on long-term capital appreciation, as well as capital preservation. Risk is controlled by investing in a broad number of companies, across various industries which have the ability to generate strong cash flow, and by investing in securities that have low expectations and/or are underfollowed by Wall Street.KPCS’s growth approach is driven by a top-down perspective that identifies long-term secular trends. In-depth fundamental research is conducted on those companies that are expected to benefit from those trends. The approach typically leads to companies that are growing revenues faster than GDP, financially strong and attractively valued, both relative to the market and historically. KPCS's growth approach focuses on long-term capital appreciation. Risk is controlled by investing in a broad number of companies, across various industries, which have strong balance sheets and the ability to generate free cash flow.KPCS's fixed income approach involves intensive credit analysis and focuses on high current income. A typical fixed income portfolio combines investment grade and high yield bonds with convertible securities. Portfolios usually consist of core holdings in industries with favorable long-term economic trends and are supplemented with out-of-favor holdings discovered through contrarian research.
Assistant Vice President
Prior
UMB focuses on investments in the stocks of US large-cap companies. The firm's Large Cap Equity Strategy emphasizes quality growth and is based on GARP methodology. The strategy seeks to add value through rigorous stock selection and active sector selection. It combines a fundamental, bottom-up stock selection approach with a top-down focus on the macro economy. It seeks to identify relative value within companies that have proven their ability to grow earnings and cash flow. The firm screens all publicly-traded companies with market-cap greater than $1 billion. UMB evaluates companies' five-year historical EPS growth, consistency of EPS growth, sales growth, return on equity and debt-to-total-capital ratio. Companies that meet these criteria are then screened for value characteristics including absolute p/e ratio, relative p/e ratio, and p/e ratio in relation to sector growth. This process results in a buy list of about 100 stocks. To construct portfolios, UMB employs internal and external economic research to determine overweighting or underweighting versus the economic sectors of the S&P 500 Index.

Other Affiliations

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