Fixed Income—Evolution and Investment Behavioral Dynamics
Dave West—Moderator, AndCo Consulting
Steve Shekane, Constitution Capital Partners
Jeff Detwiler, Garcia Hamilton
Chet Piapanandiker, Barrow Hanley Global Investors

 

Dave West

Dave West is a Consultant at AndCo. He has over 35 years of financial industry experience. He provides all aspects of the Firm’s consulting services. His consulting experience encompasses work in both strategic and tactical asset allocation strategy, process development and oversight, and policy documentation for public and private pension, operating, and foundation clients.  He offers a well-grounded knowledge of practical LDI portfolio construction.

Dave is a founding Member of the Bogdahn Group Partnership and has recycled his ownership units back into AndCo Consulting for the next generation of owners.   As one of the initial partners, he was an instrumental collaborator in the development of the early philosophies and deliverables of the organization. He is also a founding member of the Firm’s Investment Policy Committee. During his tenure, Dave served in multiple capacities including Chairman to the Committee, CIO, and Consultant.

Dave brings diversity of experience encompassing a dual career path in institutional client consulting, and in portfolio management of institutional client assets as a former buy side investment manager.

Dave first started his career as an investment manager, his buy side portfolio management experience includes portfolio management under both equity and fixed income disciplines, as well as in strategic asset allocation management. Dave served as both co and lead portfolio manager on multiple mutual fund strategies earning coveted Morningstar rankings, as well as on separate account mandates for institutional clients across the country. His mutual fund experience includes several prospectus level fund formations, including originations and portfolio management of Fixed Income strategies, and of Target Date Fund strategies for Defined Contribution investment programs.

Dave is a frequent conference speaker. He has provided over a decade of service to the  Advisory Board, and Education Committee for the Florida Public Pension Trustees Assoc.

Steven E. Shekane

Mr. Shekane joined Constitution Capital Credit Partners in 2017. From 2008 to 2016, he was a founding member and senior investment professional with Morgan Stanley Credit Partners. Prior to joining Morgan Stanley Credit Partners, Mr. Shekane was a Vice President in Morgan Stanley’s Leveraged and Acquisition Finance group. Mr. Shekane previously worked at  Banc of America Securities, Paribas and The Federal Reserve Bank of New York. Mr. Shekane earned his MBA from Columbia Business School and his undergraduate degree from the University of Pennsylvania.

Jeffrey D. Detwiler

Mr. Detwiler received a B.S. in Finance from the University of South Florida and a M.S. in Finance along with a Graduate Certificate in Financial Services Management from University of Houston’s Bauer School of Business. 

He began his career in the investment industry in 1996 as a financial planner and has worked at Franklin Templeton Investments  in  St. Petersburg, Florida as well as INVESCO Funds Group in Denver, Colorado. In 2003, Mr. Detwiler joined AIM Distributors, Inc. in Houston, TX where he worked with a broad range of asset classes in the Financial Dealer Division. From 2006 through 2007, he worked for the Cougar Investment Fund, LLC as an Analyst and a Portfolio Manager. Mr. Detwiler joined Garcia Hamilton & Associates in 2007 and became a Partner of the firm in 2016.

Mr. Detwiler is a Chartered Financial Analyst (CFA) charterholder and is a member of the  CFA  Institute  and  the  Houston  Society  of   Financial  Analysts.   Mr.  Detwiler has  also  attained  the  Accredited  Asset Management  Specialist (AAMS) designation awarded by the College for Financial Planning.

GH&A has received numerous industry recognitions. Most recently in 2020, Pensions & Investments ranked the firm among their Best Places to Work in Money Management for the fifth year in a row (2020, 2019, 2018, 2017, 2016). The firm also received Houston Business Journal’s Best Places to Work in 2018. Emerging Manager Monthly awarded the firm Fixed Income Manager of the Year for the third time (2019, 2018 and 2010). Other past awards include FundMap’s 2018 US Fixed Income Manager, Institutional Investor’s Intermediate-Term Fixed Income Manager of the Year in 2016 and 2015, as well as their 2014 Fixed Income Investment Grade Manager of the Year.