2021 Outlook for the AllianceBernstein Global Concentrated Equities product suite.
Mark Phelps, Chief Investment Officer—Concentrated Global Growth, Mark Phelps is Chief Investment Officer of Concentrated Global Growth. Prior to joining AB in December 2013, he was president and managing director of Global Investments at W.P. Stewart & Co. From September 2008 to June 2013, Phelps also served as W.P. Stewart’s chief executive officer. He originally joined W.P. Stewart & Co. (Europe) in February 2005 as a global portfolio manager. Prior to that, Phelps held senior positions with the Kleinwort Benson/Dresdner Bank organization in London and San Francisco, most recently serving as CIO for Global Equities at Dresdner RCM in San Francisco. He holds a BA (Hons) in economics from the University of York and completed graduate studies at the Royal Military Academy Sandhurst. Phelps served in the British Army from 1981 to 1984, achieving the rank of Captain. Location: London
Darren Williams, Director—Global Economic Research , Darren Williams oversees the Global Economic Research Group for Fixed Income. He is also responsible for economic analysis, interest-rate forecasting and bond market strategy for Western Europe. Williams has covered the major economies of Western Europe for almost 30 years, and has written extensively on the European Economic and Monetary Union and the monetary policy decision-making process of Europe’s central banks. This experience proved invaluable when it came to guiding AB and its clients through the European sovereign-debt crisis in 2010. Williams joined the firm in 2003 from Citigroup, where his main focus was on providing thematic research to equity investors. Prior to that, he helped establish global economics coverage at Donaldson, Lufkin & Jenrette. Earlier in his career, Williams held senior positions at UBS, where he was responsible for pan-European coverage and coordinating a team of economists based in Europe, and Merrill Lynch, where he was responsible for economic analysis and bond market strategy for France, Italy and Spain. He holds a BSc in banking and finance from Loughborough University (UK). Location: London
Walt Czaicki, CFA, Senior Investment Strategist—Equities, Walt Czaicki serves as a Senior Vice President and Senior Investment Strategist for Equities at AB. He rejoined the firm in 2015 and has been in the investment-management industry since 1986. Czaicki’s roles have ranged from a fundamental equity research analyst and portfolio manager to chief investment officer. Prior to rejoining AB, he worked on the buy side for a Regions Financial predecessor organization, as well as at Commerce Trust Company and Bank of America. Czaicki holds a BSBA in finance and an MBA, both from Saint Louis University. He is a CFA charterholder. Location: Dallas