General Investing >> Money Manager Interviews >> February 23, 2009

Customized Portfolio Strategies In A Down Market – Kenneth Kaczmarek & Matthew Bradley – Elliott & Associates Inc.

Matthew Bradley is a Partner with Elliott & Associates Inc. and has been with the firm since 1997. He is a portfolio manager and member of the Firm's Investment Committee. His primary responsibilities are investment strategy, portfolio management, client service and business development. He is also Elliott's Chief Compliance Officer. He holds Bachelor degrees in Finance and Accounting and an MBA degree in Finance from Indiana University. He is also Series 65 licensed. Profile
KENNETH KACZMAREK, a Partner with Elliott & Associates Inc., began his association with the firm in 2002. Previously, he was the President of American Re Asset Management (ARAM), a full service institutional investment management firm with over $6 billion of fixed income and equity investments. Prior to running ARAM, a subsidiary of American Reinsurance, he served as American Re's Chief Information Officer. He has also been the Chief Financial Officer for the Merrill Lynch Insurance Group and Blue Cross of California, as well as Senior Vice President of Finance for American Family Corporation (AFLAC). Mr. Kaczmarek holds a BS in Accounting and an MBA from Indiana University. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the Indiana CPA Society. His primary focuses at Elliott & Associates are portfolio management, client service and new business development. He is a member of the Investment Committee and collaborates on strategic portfolio management decisions. Profile
TWST: Would you start by giving us an overview of Elliott & Associates and your

investment philosophy there?

Mr. Bradley: Elliott & Associates is an independent fee-based registered