Julie Schoening

Global Sovereign Strategist at Eaton Vance Management, Inc.

Julie Schoening

Julie Schoening

Global Sovereign Strategist at Eaton Vance Management, Inc.

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Former Chief Financial Officer at Aegon USA Investment Management LLC

Relationship likelihood: Average

Head-General Account Investment Portfolio at Aegon NV

Relationship likelihood: Average

President at AEGON Transamerica Foundation

Relationship likelihood: Average

Former Chief Financial Officer at Noodles & Co.

Relationship likelihood: Average

Fund Advisor at Legal & General Investment Management America, Inc.

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Former Executive Vice President at AEGON U.S.A. Investment Management, Inc.

Relationship likelihood: Average

Chief Investment Officer of Fixed Income at Legal & General Investment Management America, Inc.

Relationship likelihood: Average

Former Senior Portfolio Manager at Legal & General Investment Management America, Inc.

Relationship likelihood: Average

Chief Investment Officer at FBL Financial Group, Inc.

Relationship likelihood: Average

Managing Partner at Silver Mountain Partners LP

Relationship likelihood: Average

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Julie Schoening
Global Sovereign Strategist at Eaton Vance Management, Inc.
Education

TO PROVIDE AN EXCEPTIONAL UNDERGRADUATE LIBERAL ARTS EDUCATION.

Columbia University is one of the world's most important centers of research and at the same time a distinctive and distinguished learning environment for undergraduates and graduate students in many scholarly and professional fields. The University recognizes the importance of its location in New York City and seeks to link its research and teaching to the vast resources of a great metropolis. It seeks to attract a diverse and international faculty and student body, to support research and teaching on global issues, and to create academic relationships with many countries and regions. It expects all areas of the university to advance knowledge and learning at the highest level and to convey the products of its efforts to the world.

Career History
Global Sovereign Strategist
2016 - Current

EVM’s primary basis for their investment decision is the in-depth fundamental analysis. In developing information for use in making investment decisions and recommendations for clients, EVM places considerable importance on personal visits with company management by members of its research staff, in the case of issuers of equity and corporate debt securities, and with industry representatives and governmental officials where appropriate. The firm may utilize other sources of information, such as on-line services and financial database services. EVM offers a variety of investment strategies to address the particular investment objectives of its clients including equity strategies, income strategies, mixed-asset strategies and alternative strategies. A particular investment strategy may involve additional investment selection criteria and be subject to additional risks. The firm's domestic and global equity strategies may focus on securities of a particular style, market-cap, geographic region and/or market sector. Many of these strategies involve a combination of these approaches.

Global Macro Analyst
Tenure Unconfirmed

Deephaven employs a market neutral investment strategy focused on preserving capital for its investors.

Sovereign Analyst
Tenure Unconfirmed

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.

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