Calvin W. Norris

Portfolio Manager & US Rates Strategist at Aegon USA Investment Management LLC

Calvin W. Norris

Calvin W. Norris

Portfolio Manager & US Rates Strategist at Aegon USA Investment Management LLC

Biography

Calvin Norris, CFA, is a rates strategist and a portfolio manager. Calvin’s responsibilities include guiding the firm’s interest rate strategy as well as the overall strategy, portfolio management and trading of money market, short-term cash, government bond and US Treasury Strips portfolios. Prior to his current role, he also held various responsibilities within the firm including managing and trading structured products, developing the money market and enhanced cash strategies, and securities financing activities. Calvin’s experience also includes the development and evaluation of new insurance product initiatives, financial derivative applications, managing the public bond portfolios for several Aegon USA business units, and the analysis of healthcare, pharmaceuticals and retail industries for the investment grade and high yield corporate bond portfolios. Calvin has 25 years of industry experience and has been with the firm and its affiliates since 1992. Calvin received his BBA and MBA in finance from the University of Iowa and is a member of the University of Iowa’s Tippie College of Business Advisory Council.

Overview
RelSci Relationships

207

Number of Boards

1

Number of Awards

1

Relationships
RelSci Relationships are individuals Calvin W. Norris likely has professional access to. A relationship does not necessarily indicate a personal connection.

Executive Vice President & Chief Investment Officer at Aegon USA Investment Management LLC

Relationship likelihood: Strong

Vice President & Director of Distressed Assets Research at Aegon USA Investment Management LLC

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Former Portfolio Manager at Aegon USA Investment Management LLC

Relationship likelihood: Strong

High Yield Portfolio Manager at Aegon USA Investment Management LLC

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Portfolio Manager at Aegon USA Investment Management LLC

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Managing Director & Chief Investment Officer, Credit & Direct Lending at Tortoise Capital Advisors LLC

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Former Research Team Leader at Aegon USA Investment Management LLC

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Former Head of Global Credit & Sovereign Research at Aegon USA Investment Management LLC

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Senior Associate Dean at The University of Iowa - Henry B. Tippie College of Business

Relationship likelihood: Average

Dean at The University of Iowa - Henry B. Tippie College of Business

Relationship likelihood: Average

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Calvin W. Norris
Portfolio Manager & US Rates Strategist at Aegon USA Investment Management LLC
Education
BBA
Class of 1991

The University of Iowa is a flagship public research university located in Iowa City, Iowa. The university is organized into eleven colleges. The University of Iowa was founded on February 25, 1847.

MBA

The Tippie College of Business at The University of Iowa, established as the College of Commerce in 1921, is one of the oldest and top ranked business schools in the United States. The College was the first academic division at the University of Iowa to be named for an alumnus, Henry B. Tippie, a 1949 accounting graduate from Belle Plaine, Iowa. The College is housed in the Pappajohn Business Building in Iowa City, named for Des Moines venture capitalist John Pappajohn, a 1952 graduate of the College.

Career History
Portfolio Manager & US Rates Strategist
1992 - Current

Aegon USA Investment Management provides active management of portfolios that invest in fixed income; equities; funds-of-funds that invest in mutual funds or annuity subaccounts; ETFs and ETNs, funds of exchange-traded products; and derivatives. The firm's marketed investment strategies can be broadly classified into three groups: fundamental fixed income strategies, asset allocation strategies and derivatives strategies. Aegon USA's investment approach recognizes the asymmetrical nature of risk in the securities market. Their strategies take a long-term perspective and with emphasis on risk management. Aegon USA's investment process seeks to balance top-down macroeconomic analysis with proprietary bottom-up research as appropriate for the individual strategy.

Professional
Prior - 2001

AEGON investments are comprised primarily of bonds, with remaining assets invested in commercial mortgage loans, alternative investments and equities. The firm seeks to identify unrecognized growth potential in markets and individual stocks through a combination of active top-down and bottom-up analysis. Their investment process employs fundamentally driven research that is supported by quantitative analysis which results in the screening and ranking of markets and stocks and consistent implementation across portfolios. Though not limited by sector, the firm tends to invest in the stocks of small-cap and mid-cap companies in the finance, utilities, technology services and non-energy minerals sectors. AEGON maintains a low turnover rate.

Boards & Committees
Member, School of Management Advisory Council
Current

The Tippie College of Business at The University of Iowa, established as the College of Commerce in 1921, is one of the oldest and top ranked business schools in the United States. The College was the first academic division at the University of Iowa to be named for an alumnus, Henry B. Tippie, a 1949 accounting graduate from Belle Plaine, Iowa. The College is housed in the Pappajohn Business Building in Iowa City, named for Des Moines venture capitalist John Pappajohn, a 1952 graduate of the College.

Awards & Honors
CFA (Chartered Financial Analyst)
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