In Focus Video Series
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Important Notice
scroll up scroll downThe views and opinions contained in the following video reflect those of BB&T Asset Management, Inc. and not those of BB&T AM Distributors Inc., BB&T Corporation or its executives and should not be taken as investment advice. The video presentation does not guarantee or predict the performance of any investment. This information and these opinions are subject to change without notice. BB&T Asset Management, Inc. does not assume liability for any loss which may result from the reliance by any person upon any such information or opinions.
Investment strategies and decisions reflect a variety of factors and the portfolio manager reserves the right to change their views about individual securities, sectors and market conditions at any time. As a result, the views expressed should not be relied upon as a forecast of future investment intent or be considered a recommendation or solicitation of any security, strategy, mutual fund or investment. Any type of investing involves risk and there are no guarantees.
Investment advisory services are available through BB&T Asset Management, Inc., a subsidiary of BB&T Corporation. BB&T Asset Management manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at BB&T Asset Management are not deposits or other obligations of BB&T Corporation, Branch Banking and Trust Company or any affiliate, are not guaranteed by Branch Banking and Trust Company or any other bank, are not insured by the FDIC or any other government agency, and are subject to investment risk, including possible loss of principal invested.
Anthony DeLucia, SVP and Director of Distribution with BB&T Asset Management, Inc, is the moderator of the video series and a Registered Representative of BB&T AM Distributors, Inc.
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In Focus - JUNE 2010
Scott & Stringfellow Chief Investment Officer George Shipp, CFA, manages both The BB&T Equity Income Fund and The BB&T Special Opportunities Equity Fund. Scott & Stringfellow is a subadvisor to the fund and affiliate of BB&T Asset Management, a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). Shipp and his team have more than six decades of combined investment management experience and have managed the BB&T Equity Income Fund since its inception in 2004.
05/26/10Date:
7:34Length:
In Focus - MAY 2010
Chief Investment Officer, Jeff Schappe, provides a brief update on the European economic landscape and more specifically Greece and how their current situation relates to the U.S. Mr. Schappe oversees management of the BB&T Funds, Variable Insurance Funds and leads the Asset Allocation team. Mr. Schappe has over 23 years of research and investment experience and has been with BB&T since 2004. He received his B.A. in journalism, an MBA in finance, investments and banking from the University of Wisconsin.
01/29/10Date:
7:36Length:
In Focus - JAN. 2010
Steve Morgan, portfolio manager for BB&T Asset Management's Select Equity Strategies and the newly renamed BB&T Select Equity Fund, received his B.S. in Finance and Accounting from American University and an MBA from Virginia Tech. He has over 30 years of investment experience and has been with BB&T since 1999. He shares with us his strategies and process as a portfolio manager.
01/29/10Date:
7:30Length:
In Focus - JAN. 2010
Chief Investment Officer, Jeff Schappe, provides a brief update on the economy and financial markets. Mr. Schappe oversees management of the BB&T Funds, Variable Insurance Funds and leads the Asset Allocation team. In addition, he manages BB&T Corporation $1.6 Billion pension plan. Mr. Schappe has over 23 years of research and investment experience and has been with BB&T since 2004. He received his B.A. in journalism, an MBA in finance, investments and banking from the University of Wisconsin.
12/10/09Date:
10:39Length:
In Focus - DEC. 2009
This episode of In Focus features Timothy Beyer and Eduardo Brea of Sterling Capital Management sub-advisor to the BB&T Mid-Cap Value Fund and advisor to Sterling Small Cap Value Fund. Sterling Capital is a partially owned subsidiary of BB&T Corp. based in Charlotte, NC. They have over $11 billion in assets under management and specialize in small and mid-cap value investing.
11/01/09Date:
5:13Length:
In Focus - NOV. 2009
Asset allocation is a strategy an investor may use to distribute investments among various classes consisting of stocks, bonds and cash. Various asset classes perform differently depending on market conditions.
By investing in more than one asset class, an investor seeks to reduce the risk of losing money by counteracting losses of one asset category with better potential returns in another asset category.
Asset Allocation does not assure a profit or protect one from a loss. Investing involves risk including the possible loss principle. The video discussion and illustrations are not intended to suggest any particular strategy or investment. Please seek the advice of a financial professional about your particular situation which should be dependent on your investment objectives and tolerance for risk.
10/01/09Date:
7:28Length:
In Focus - OCT. 2009
Chief Investment Officer, Jeff Schappe, provides an outlook on the current market conditions. Mr. Schappe oversees management of the BB&T Funds, Variable Insurance Funds and leads the Asset Allocation team. In addition, he manages BB&T Corporation $1.6 Billion pension plan. Mr. Schappe has over 23 years of research and investment experience and has been with BB&T since 2004. He received his B.A. in journalism, an MBA in finance, investments and banking from the University of Wisconsin.
09/01/09Date:
8:10Length:
In Focus - SEP. 2009
BB&T Fund Manager, Bob Millikan, discusses the Tax-Free Municipal Bond Funds. Mr. Millikan is the Director of Fixed Income for BB&T Asset Management and overseas all of our fixed income capabilities and our tax-free municipal bond strategies. A graduate of Wake Forest University, Bob holds the prestigious Chartered Financial Analyst (CFA) designation. He has nearly 20 years of industry experience and has been quoted frequently on various media outlets such as CNBC, The Wall Street Journal and Investor Business Daily.