J. Jeffrey Hopson, CFA

Experience

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  A.G. Edwards & Sons, Inc.

  Jan 1982 - Jan 1992

  Worked directly for the Research Department's Chief Investment Officer. Helped administer the "Value Investing" list and was key analyst for financial names on this list. Key names included: American Express, Freddie Mac, Fannie Mae, and small-cap banks and insurers. Banks, Financial Services, REITs, Closed-End Funds; Supported various senior analysts with fundamental research, financial modeling, report writing, and sales force marketing. Originated the coverage methodology and universe for the closed-end sector as well as provided support and due diligence on new issues Developed and completed internal financial reports and provided analysis thereof.

  • Analyst -Value Investing

    Jan 1989 - Jan 1992

  • Associate Analyst

    Jan 1986 - Jan 1989

  • Senior Accountant/Junior Accountant

    Jan 1982 - Jan 1986
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  A.G. Edwards & Sons, Inc

  Jan 1992 - Jan 2002

  Vice President, Senior Analyst

  Originated and developed the coverage of life insurance, property/casualty insurance, and asset managers for the firm.Consistently ranked in top ten of analysts for institutional votes/broker poll. Lead analyst in co-managed deals for demutualizations including Principal, Sun Life, Manulife, and Phoenix. Lead analyst for largest lead-managed deal at the time at A.G Edwards. (Reinsurance Group of American -1998).

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  A. G. Edwards & Sons, Inc

  Jan 2002 - Oct 2007

  Vice President, Senior Analyst, Group Leader

  Financial Services Group Leader with management responsibilities for a team of 8 senior analysts, 12 associate analysts. Consistent ranking in top ten of 55 analysts in institutional votes/broker poll. Wide coverage across Asset Management/Life Insurance industries including Prudential, Principal Financial, Franklin Resources, T. Rowe Price, Legg Mason, Met Life, Lincoln National, etc. Set Financial Services Group strategy and model portfolios.Due diligence and approvals on all Group rating changes. Influential participant in Group Leader roundtables regarding key department decisions. Member of AGE Product Review Committee - analyzed and approved of insurance product providers. Responsible for selecting, mentoring, and promoting associate analysts across the Group. Show less

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  Stifel Financial Corp.

  Jan 2008 - Aug 2013

  Managing Director, Senior Investment Analyst

  Managing Director - Senior Analyst - Asset Management/Investment Services •Ranked in the top one-third of 75 analysts in institutional votes/broker poll- #1 ranking of institutional client votes (July 2013).•Ranked in top 20% of in marketing trips, NDRs and field trips. •Wide coverage across Asset Management/Investment Services industries including Charles Schwab, BlackRock, BlackStone, Franklin Resources, T. Rowe Price, SEI Investments, State Street, Invesco, and others. •Active participant in Mutual Fund/ETF due diligence meetings in home office. Show less

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  RGA - Reinsurance Group of America

  Sept 2013 - now

  SVP - Investor Relations

  Head of Investor Relations. Lead effort of interaction and communication with the investment community, rating agencies, and other investment and financial related stakeholders.Help frame and communicate corporate strategy and message.Regularly interact with key shareholders, analysts, rating agencies regarding relevant updates, important issues.Brings investor/valuation perspective to decision-making process.Analyze value drivers and impact to long-term stock performance.