Jim Bowen

CEO of First Trust L.P.

Jim Bowen

CEO of First Trust L.P.

Biography

JAMES A. BOWEN is CEO of First Trust Portfolios L.P. and its affiliate, First Trust Advisors L.P. He is responsible for the strategic direction of the firms and putting teams in place to meet the many demands of the marketplace with the products and services the firms offer.

Prior to forming First Trust Portfolios with several partners, Mr. Bowen was responsible for the First Trust product line at Clayton Brown & Associates, an innovative unit investment trust sponsor. In 1991,

Mr. Bowen was instrumental in leading the purchase of the First Trust product line. Since that time, First Trust Portfolios has grown to be the largest independent unit investment trust sponsor, by sales, in the United States. Under Mr. Bowen’s direction, the firms have expanded their offerings to include exchange-traded funds, closed- end funds, separately managed accounts, variable annuity sub-accounts and mutual funds. The firms are also affiliated with several specialized money managers, which allows them to offer additional investment solutions to their client bases.

Mr. Bowen has over 30 years of experience with packaged products for the financial services marketplace. Prior to forming First Trust, he held executive positions at various financial institutions. Mr. Bowen earned his bachelor’s degree from Wheaton College in Wheaton, Illinois.

All session by Jim Bowen

Jim Bowen Keynote

9:50 am - 10:30 am