The matching tool does not include Stock Investor makes self-directed investing easy with investment recommendations from our investing experts. Like This Article? Bowen said he doesnt like narratives, either on the right-wing of the political spectrum or the left. Mr. There are 2 older and 9 younger executives at Macquarie-First Tr. WebJames A. Bowen is CEO of First Trust Portfolios L.P. and its affiliate, First Trust Advisors L.P. With decades of Wall Street experience, we publish investment newsletters and website articles offering advice on the best stocks, options, ETFs and mutual funds to invest in for both dividends and capital gains. Over When you come to this years FreedomFest, be sure to buy a 2020 American Eagle Silver Dollar. business relationships that might exist between SmartAsset and the named financial professional and On average, First Trust Enhanced Equity Income Fund executives and independent directors trade stock every 453 days with the average trade being worth of $29,996. And I hope the FBI is at the court faster than they went to the NASCAR track," Wesbury wrote in an apparent reference to the FBI's investigation of the professional race-car driver Bubba Wallace's complaints that he found a noose in his garage. Got a tip? The funds don't come cheap. Utilities Div. Attached file: First_Trust_Covid_19_Tracker_20201030.pdf (369 KB) Companies of Interest: Value Unfortunately, Prof. Mark J. Perry, chief economist of the American Enterprise Institute, wasnt invited to give his side of this controversial issue. Mr. Bowen also serves on the Executive Committee. The oldest executive at Macquarie-First Tr. All rights reserved. compiled from the SEC and And there are thousands of Wall Street quant firms that are competing with Simons. You will be glad you did. Wesbury, who joined First Trust in 2006, is a frequent speaker at industry events and conferences. "I don't know that Brian truly has been called out enough. How to Make Big Money:Be a Short-Term Trader! Its longer-term performance has likely helped: For instance, its second-largest ETF, the $8.8 billion First Trust Rising Dividend Achievers fund, produced double-digit returns over the three- and five-year periods ending in mid-May, outperforming most of the ETFs in its category, Morningstar data showed. Since starting my newsletter, Forecasts & Strategies, in 1980, Ive seen it all boom and bust, bull and bear markets, the thrill of victory and the agony of defeat, and have survived and prospered through it all. Global Inf. On May 26, when the New York Yankees' official Twitter account began posting facts about the effects of gun violence in lieu of game coverage after mass shootings in Buffalo, New York, and Uvalde, Texas, Stein promptly shared his displeasure. He leaned over his lectern, scanned his audience in the face. As always, your feedback and contributions on these weekly emails is welcome. Last updated: 1 February 2023 at 11:00am EST. Over the last 18 years, insiders at First Trust Enhanced Equity Income Fund have traded over $88,541 worth of First Trust Enhanced Equity Income Fund stock and bought 20,067 units worth $324,454 Addressing concerns raised by those on the left about carbon pollution, Bowen said climate changers should take heart that, for every gallon of water used to produce natural gas through hydraulic fracturing, Texas saved 33 gallons of water by generating electricity with that fracked natural gas instead of coal in 2011. In one recent tweet, he decried the leak of the draft opinion from the Supreme Court that would overturn Roe v. Wade. & Income Fund stock. than any other service in the U.S. lbQAj'>}j+F$I?2wj_'i@H6fOU;7-.X)R]Cy@ (_@. Besides, the Renaissance Technologies Fund runs the danger that every successful fund faces getting too big to the point where they can no longer beat the market. If First Trust wanted him to stop, they'd say, 'Stop.' On average, Macquarie-First Tr. in the aforementioned profile. SmartAsset is not a client of the aforementioned Mr. James Allen Bowen served as the President and Managing Director of First Trust Advisors LP and First Trust Portfolios L.P. Mr. Bowen served as the Chief Executive Officer and President at various First Trust funds in the fund complex till January 23, 2012. Two years earlier as many CEOs and senior executives across Wall Street publicly condemned the murder of George Floyd and called for systemic change to address racial inequities in the country Wesbury struck a starkly different tone. Mr. Bowen owns over 20,000 units of First Trust Enhanced Equity Income Fund stock worth over $340,200 and over the last 18 years he sold FFA stock worth over $17,698,481. Tweeting under the handle @wesbury, with his company and job title in his bio, Wesbury has likened COVID-19 restrictions to slavery and expressed views on COVID-19 that he said got him barred from the platform for a time. Note: An earlier version of this story estimated that 60 people attended the event, based on numbers supplied to The Columbian. James A. Bowen serves as Chairman of the Board, Trustee of the Company. Gazprombank Swiss Chief Charged Over Cash Ties to Putin Cellist, Petrobras Dividends Under Fire by Cash-Strained Lula, Feds Bostic Urges 5% to 5.25% Rates Into 2024 to Curb Inflation, Mexico Could Consider Slowing Pace of Rate Hikes, Banxico Deputy Mejia Says, Fed Officials Lean Into Higher Rates as Inflation Keeps Going, Saudi Fund Lashes Back at Order Allowing PGA to Depose Its Boss, Googles CapitalG Names Laela Sturdy asNew Leader, OpenAIMakes ChatGPTAvailable for Companies to Integratein Apps, Amazon Ring CEO Steps Aside for Former Microsoft, Meta Executive, Bernie Sanders Seeks Subpoena for Starbucks CEO Howard Schultz Testimony, UKs Sunak Urged to Speed Up Covid-19 Probe After WhatsApp Leak, Burry Sees 'Terrible Consequences' From Student Loan Forgiveness, Two Office Landlords Defaulting May Be Just the Beginning, This Starbucks VP Turned Caribbean Rum Distiller Is the Anti-Captain Morgan, Powerade Signs Ja Morant to Multiyear Deal to Be Its New Face, Bank CDs Are an Insult to Americas Savers, Poor Voters Are Losing Out in the Culture Wars, How Evangelical Voters Swung From Carter to Trump, Gina Raimondo Becomes China Player in a Job Where Her Predecessor Used to Nap, Russian Airlines Are Flying High Despite Sanctions, The NFLsTop Talent Agency Bought by Venture Investors, Women in the EU Arent Set for Equal Pay Until 2086, Santander Failed to Make Progress With Gender Pay Gap in 2022, Arctic Geese Migrateto Far-Flung NewPlaces as the Planet Warms, Algae Blooms Visible From Space Increased as Climate Warmed, Another Blow to City Centers: Retail Stores Move Outward, New York City Isnt Waiting for the White House to Enforce Fair Housing, Singapore Crypto Lender Hodlnaut's Founders Propose Selling Business Rather Than Liquidating Firm, Celsius Examiner Report Mentions FTX More Than 150 Times. He received his undergraduate degree from Wheaton College (Illinois). By contrast, he said, China has 7 percent of the worlds fresh water, although only about 2 percent of it is safe to drink because they fouled the rest through industrialization., Time and again, Bowen urged his audience to avoid guzzling attractive narratives. Previously, James Its private ownership and primary focus on marketing to financial advisors, rather than direct to retail or institutional investors, has also set it apart and enabled it to avoid much public criticism for its executives' social-media activity, even in the era of environmental, social, and governance initiatives. Probably," he added. Then Bowen plunged into his speech, bracketed by a data-filled slide presentation, that covered everything from the nations surging economy and plummeting jobless rate to its booming oil and gas production, and U.S. revolutions in manufacturing and 3D printing. "Because it's an ETF, I'm not sure if the scrutiny is at that level," he said. I'd like to think Brian and his team aren't immune to that," he said. Click here to get matched with an advisor today. See you there! For the past 21 years, Jon has helped thousands of clients gain success in the financial markets through his newsletters and education services: Used by financial advisors and individual investors all over the world, DividendInvestor.com is the premier provider and one-stop shop for dividend information and research. Jim Bowen, President; Additional Contact Information. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the United States, Some of its top executives post inflammatory tweets at a time when other firms are embracing diversity, equity, and inclusion initiatives. & Income Fund, Stocks and cryptocurrency portfolio tracker. Jim Bowen, CEO of Wheaton-based exchange-traded fund sponsor First Trust Portfolios, and his wife, Marisa, plan to knock down a house built in 2012 to create Mr. Bowen has served as a Trustee of each Fund since its inception and of the First Trust Funds since 1999. And yet women in higher education today continue to receive a hugely disproportionate share of campus resources, funding, fellowships, centers, awards and scholarships, as if they were still an underrepresented minority facing barriers like they once did in the 1950s and 1960s. First Trust did not respond to multiple requests for comment for this story. James A. Bowen is CEO of First Trust Portfolios L.P. and its affiliate, First Trust Advisors L.P. In addition, he makes $0 as Chairman of the Board and Trustee at First Trust Enhanced Equity Income Fund. Global Inf. You can see the complete history of Mr. Bowen stock trades at the bottom of the page. Fortunately, there are many ways to climb a mountain, to quote The Maxims of Wall Street. I take a long-term approach that does not require 24/7 monitoring and high risks. Subsequently, women advanced so rapidly that they outnumbered men in higher education for college enrollment by 1979 and outnumbered men for earning bachelors and masters degrees by 1982. Tucked away in a Chicago suburb and managing a relatively modest $216 billion in assets, the investment firm First Trust has quietly transformed from a small ETF player into a moneymaking machine. James Bowen is 65, he's been the Chairman of the Board and Trustee of First Trust Enhanced Equity Income Fund since 2011. Based on that information, we match you with financial advisors near Webremove those blindfolds than Jim Bowen, a visionary and successful CEO who has built one of the fastest growing money management firms in America. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching The tweet drew some backlash, with peers in finance among those pushing back in Twitter replies. Come join us for the fireworks. James Bowen biography. Mr. Bowen also serves on the Executive Committee. He emailed me and said, Im holding universities accountable for violating Title IX, which prohibits ALL sex discrimination, including sex discrimination against men. He is on a mission to eliminate violations of Title IX and sex discrimination. Sickening," Wesbury wrote. https://www.markskousen.com/seven-golden-lessons-learned-on-wall-street-an-editors-perspective-after-40-years/, https://www.amazon.com/Man-Who-Solved-Market-Revolution/dp/073521798X, Five Agricultural Investments to Purchase Amid Russias Raging War, Want to Outperform the 60/40 Portfolio? CEOs and senior executives in finance have publicly called for a zero-tolerance policy on racism, denouncing divisive rhetoric and social injustices amid a surge in hate crimes against Black Americans and Asian Americans, as well as mass shootings that rocked Black, Asian, and Latino communities within two weeks in May. Sondhelm said that Wesbury "can be controversial" on social media and take "extreme positions. Hes a mathematical genius you probably have never heard of. My long-term system wont outperform Simons funds, but why get greedy? Which Chicago mayoral candidate received the most votes in your ward? In August they He is the Chairman of the Board of the First Trust Funds and Chief Executive Officer of First Trust Advisors and First Trust Portfolios L.P. Until January 23, 2012, he served as President and Chief Executive Officer of the First Trust Funds. Since 1982, the growing gender degree gap has resulted in women earning nearly 14 million more college degrees than men. WebKeynote address from Jim Bowen, CEO of First Trust Advisors. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, They are right only 51% of the time, but with thousands of trades, they can beat the market. Jim Simonsruns a private hedge fund called Renaissance Technologies, including the Medallion Fund, that has an average annualized return of 66% and has not had a losing year since 1989. Probably.". He has over 36 years of experience in the investment company business in sales, sales management and executive management. First Trust Enhanced Equity Income Fund executives and other stock owners filed with the SEC include: Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens, First Trust Enhanced Equity Income Fund stock, insiders at First Trust Enhanced Equity Income Fund, Stocks and cryptocurrency portfolio tracker. The CEO of Wheaton-based money manager First Trust Advisors, a firm that quietly manages about $130 billion in assets making it one of the Chicago areas largest investment managers is thinning out his real estate portfolio. Special Announcement: My publisher, Eagle Financial Publications, has just posted my special 40thAnniversary Report,Seven Golden Lessons: An Editors Perspective After 40 Years.It contains all the valuable lessons Ive learned in 40 years on Wall Street. Current positions of Jim Bowen can give you the eyes to see and the ears to hear. The Fund also invests in senior secured loans generally considered to be high-yield securities. But he also frequently wades into politics and current events. I embrace immigration, he said, and wondered aloud whether anyone in the room couldnt trace their ancestry to immigrants. (In October 2020, Bowen donated $1 million to Preserve America, a super PAC launched to support Trump in the final months of his reelection campaign.). services are limited to referring users to third party advisers registered or chartered as fiduciaries Bowens listing agent, Robert Shearer, did not respond to a request for comment. In the five- and 10-year period ended May 16, it returned 9.28% and 12.01%, respectively, according to Morningstar data. Just awful leadership, which hollowed out the police and then forced them to enforce COVID distancing, then have them stand down to THUGS.". As most ETF managers are slashing fees on their products to compete on cost, First Trust charges some of the most expensive prices in the industry. No, hes notWarren BuffettorGeorge Soros. Bloomberg: Balance of Power focuses on the politics and policies being shaped by the agenda of President Biden's administration. In celebration of this year, the 40th anniversary ofForecasts & Strategies,Eagle Financial Publicationsis hosting a special three-day financial seminar at FreedomFest, scheduled for Monday-Thursday, July 13-16, at the Paris Resort, Las Vegas. A single family home is located on a lot of 8,712 sqft. I just finished reading a fascinating book, The Man Who Solved the Market, the story of the worlds most successful investor. It hasn't really impacted them. For example, America has 4.5 percent of the worlds population but contributes 25.5 percent of its gross domestic product. Wheaton College, a Christian liberal-arts school in the town, has been dubbed the "Harvard of Christian Schools" and spawned some of the ETF industry's biggest names, including Bowen. The Fund's investment objective is to provide a high level of current income and gains and, to a lesser extent, capital appreciation. There is no charge for this report. This newly-released report by a top-20 living economist details three investments that are your best bets for income and appreciation for the rest of the year and beyond. Utilities Div. Last year, some of my SWAN stocks rose 40-60%, without all the headaches and risks associated with high-frequency trading. ", "He gets a lot of attention, whether it's good or bad, in many cases," Sondhelm said. Feel free to circulate among your friends, family and colleagues. Bowen bought the town home in 2012 for $735,000. 202. In addition, Bob serves as Chairman of the Board of Trustees of the Fairfax County (VA) Employees Retirement System, which has over $2.8 billion in assets. review the ongoing performance of any Adviser, participate in the management of any users account by Jim Bowen, President Jim Bowen, President; Customer Contact. & Income Fund executives and other stock owners filed with the SEC include: Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens, insiders at Macquarie-First Tr. And while other money managers are cranking out thought leadership and marketing materials about social and governance issues, First Trust's top executives proudly thumb their nose at mainstream views. "I don't think, a lot of times, people realize that they are one sentence away from losing all the things they built up. At that time, total assets under management in its ETF offerings had reached nearly $140 billion. First Trust is in Wheaton, Illinois, an unlikely hotbed of ETF activity. His speech topic at FreedomFest 2020 will be: Civil Rights for All: My One-Man Mission to Expose Higher Educations Brazen Violations of Title IXs Prohibition of Sex Discrimination., He stated, Starting in 2016, I have been on a one-man mission to challenge universities across the country that violate Title IX by filing nearly 100 Title IX complaints with the Department of Educations Office for Civil Rights. First Trust has become a top ETF moneymaker, inching close to Vanguard's annual ETF revenues. The most active insiders traders include Thomas R Kadlec. His perspective unveils the progress being brought about by entrepreneurs and risk takers around the globe. This page contains links to SmartAssets financial advisor matching tool, which may or may not you who suit your needs. All investing involves risk, including To match you with top & Income Fund executives and independent directors trade stock every 0 days with the average trade being worth of $7,828. The space has two outdoor patios, which are east- and west-facing, as well as a private 1,500-square-foot rooftop terrace, which has primarily west views but exposure in all four directions. The Fund seeks to achieve its investment objective by investing predominantly in the securities of companies that are involved in the management, ownership, and/or operation of infrastructure and utilities assets, and are expected to offer reasonably predictable income and attractive yields. 122 C Street NW, Suite #515, Washington, DC 20001. Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services. In August they sold their 3,000-square-foot town home in Glen Ellyn for $799,000. financial advisors nearby, we ask you a series of questions about your retirement plans, life James has made over 22 trades of the First Trust Enhanced Equity Income Fund stock since 2005, according to the Form 4 filled with the SEC. Richard Berg is CEO and co-founder of Performance Trust Capital Partners, LLC, which trades and invests over $25 billion annually in fixed-income securities primarily for middle market institutions. Jim Bowen is CEO of First Trust Portfolios, L.P. and its affiliate, First Trust Advisors, L.P. In other words, for some clients, the comments may be a feature and not a bug. Sharing one stat, the Yankees tweeted, "Every three hours, a young Black man dies by gun homicide," to which Stein quickly responded: "I like the Yankees better when they're winning World Series's, not lecturing me with factoids designed for middle schoolers.". But he will get his chance atwww.freedomfest.com. For years, First Trust has also had strong relationships with wirehouses and registered investment advisors and an adept distribution team that has aggressively, and successfully, marketed the firm's offerings and boosted its growth, analysts at Morningstar and Bloomberg told Insider. Sign up for notifications from Insider! However, theyre close enough to random so that getting some excess, some edge out of it, is not easy and not so obvious, thank God.. WebThe 2020 Election And Stocks (Brian Wesbury, First Trust) P.S. Answer a few questions andget matched with an advisor. As of 7 March 2022 he still owns at least 20,000 units of First Trust Enhanced Equity Income Fund stock. His story is told byGreg Zuckerman,a veteran reporter for the Wall Street Journal. platform based on information gathered from users through our online questionnaire. "If there's one thing that sets First Trust apart from many of its peers in the ETF universe, it's the effectiveness of its sales force," Ben Johnson, the director of global ETF research for Morningstar, said. Most recently he bought 20,000 units of FFA stock worth $354,800 on 7 March 2022. James Bowen biography. Global Inf. James Bowen is a Director at First Trust Advisors LP based in Wheaton, Illinois. WebThe way to make big money is to be right at exactly the right time. Edwin Lefevre (p. 180, The Maxims of Wall Street) Math wins! Jim Bowen, First Trust Chicago (p.90) Special Announcement: My publisher, Eagle Financial Publications, has just posted my special 40 th Anniversary Report, Seven Golden Lessons: An Editors Perspective After Simons himself has stated, Theres no such thing as the goose that lays the golden egg forever.. Brian Wesbury, the firm's chief economist, writes for the company blog, "The Antidote to Conventional Wisdom," delivering economic analysis and outlooks followed by many in the industry. & Income Fund, Macquarie-First Tr. Why? James A. Bowen serves as Chairman of the Board of Trustees of the Company. You can read it here:https://www.markskousen.com/seven-golden-lessons-learned-on-wall-street-an-editors-perspective-after-40-years/. In September, one Twitter user published a poll asking, "What's the most accurate term for the hundreds of melees that followed George Floyd's death on 5/25/20 in which Black and/or Antifa mobs engaged in looting, arson, and/or violence?". The Fund pursues its investment objective by investing in a diversified portfolio of equity securities. Named one of the "Top 20 Living Economists," Dr. Skousen is a professional economist, investment expert, university professor, and author of more than 25 books. Universities Brazen Violations of Title IX. Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (the "Fund") is a diversified, closed-end management investment company. For companies with a more public-facing profile, the consequences for employees who create social-media firestorms have been clear. On the other hand, employees at a public money manager "could get fired for doing something like that," he said. "Are there advisors and investors that are turned off and going to stop using them, or prospects that do due diligence and say they aren't going to work with these guys? Rossana Rodriguez Sanchez declares victory over political machine: Their time is over, Do Not Sell/Share My Personal Information. The way to make big money is to be right at exactly the right time. Edwin Lefevre(p. 180, The Maxims of Wall Street), Math wins! Jim Bowen, First Trust Chicago (p. 90). Bowen has a Series 63 license, qualifying them as a securities representative, and can work in Illinois. (James Bowen: First Trust Outlook 1 CIMA hour)* BRIAN WESBURY | CHIEF ECONOMIST The numbers and trend lines illustrate otherwise, he said. "I think they should fire every clerk. Utilities Div. One financial advisor responded: "This is SUCH a bad look for you and your company Brian. Everyone. You can buy his book on Amazon:https://www.amazon.com/Man-Who-Solved-Market-Revolution/dp/073521798X. The proposed project in Elmhurst, however, involves demolishing an even newer home. Jim Bowen, CEO of Wheaton-based exchange-traded fund sponsor First Trust Portfolios, and his wife, Marisa, plan to knock down a house built in 2012 to create a larger lot for a new house they will build. James A. Bowen serves as Chairman of the Board of Trustees of the Company. Some of Wesbury's tweets center on more predictable material from an economist. Attached file: First_Trust_Covid_19_Tracker_20201030.pdf (369 KB) Companies of Interest: Value In addition to our electrifying keynote speaker,Dr. Jordan Peterson, the theme of our three-day investment conference will be Forecasts & Strategiesfor a New Decade. Ive invited the top forecasters and visionaries who have had a great track record in predicting the future of science & technology, politics and the markets. One of the most unique features about his hedge fund is that the entire staff at Renaissance consists ofmathematicians and scientists, not finance people. On average, James trades about 23,594 units every 206 days since 2005. Bowen is the Chairman of the Board of the First Trust Funds and Chief Executive Officer of First Trust Advisors and First Trust Portfolios L.P. Until January 23, 2012, he served as President and Chief Executive Officer of the First Trust Funds. Printer Friendly View Jim Bowen, CEO of First Trust Portfolios LP, described himself as a right-winger as he delivered a bouncy, optimistic presentation about Americas economy during an early-morning event held Thursday by Vancouver-based Riverview Asset Management Corp. At times, though, he didnt especially sound like one. The 2020 Election And Stocks (Brian Wesbury, First Trust) P.S. Utilities Div. Twitter did not respond to a request for comment for this story. Keep this silver dollar with you as a good luck piece, the way I have carried mine in my pocket for 30 years. Jim Bowen, First Trust Chicago (p. 90) Special Announcement: My publisher, Salem Eagle, has just posted my special 40th Anniversary Report, Seven 796 followers 500+ connections. Consistently ranked as one of the best speakers you will ever hear. "They could sell buggy whips to Tesla owners.". Global Inf. In his Fearless Investing Summit keynote, Bowen seemed to enjoy making light of his right-aligned political views. The investment advisory business has a total of 535 employees. Here one finds the company is mostly owned by James Allen Bowen, the CEO. Bowen bought the company from the family of Robert Donald Van Kampen, deceased bible collector and finance luminary, for $3 million in 2010. Back then First Trust was much smaller and the financial crisis had depressed asset values. (Jack Boglemust be turning over in his grave.). See James Martin Dykas's compensation, career history, education, & memberships. "Comparing a vaccine mandate to slavery is one of the worst takes I've heard yet," one Twitter user responded. As always, your feedback and contributions on these weekly emails is welcome. His fund is the envy of all hedge funds, especially since Simons charges an average 39% every year in management and profit-sharing fees! In 33rd Ward, Ald. firm, and financial professionals and firms having business relationships with SmartAsset receive "Will he cross the line? Bowen bought First Trust from the Van Kampen family in a management buyout in 2010. But the estimated annual revenues from First Trust's ETF lineup are just $90 million shy of Vanguard's roughly $1 billion, according to May 30 figures from the information provider VettaFi. WebBowen, James A & Marisa A owns this real estate property. Wrigley Jr. CEO Bill Wrigley Jr. [John Mahoney's Oak Park condo listed for $375,000], [Former Cubs outfielder David DeJesus relists Wheaton mansion for $1.295 million], John Mahoney's Oak Park condo listed for $375,000, Former Cubs outfielder David DeJesus relists Wheaton mansion for $1.295 million. match you with the advisor or firm mentioned in this profile. Those factors have seemingly overshadowed the online activities of its top executives, who have been posting antagonistic tweets at a time when the larger finance industry is increasingly focusing on diversity, equity, and inclusion initiatives. ", "I always found that the advisors that were based in Chicago were much bigger users of First Trust products," Psarofagis said. To sign up for FreedomFest (July 13-16, 2020, Paris Resort, Las Vegas), go towww.freedomfest.comand use code FF20EAGLE,or call 1-855-850-3733 ext. Now Get Mark's FREE Special Report: 3 Dividend Plays with Sky-High Returns. The estimated Net Worth of James A Bowen is at least $18 Million dollars as of 7 March 2022. At least two First Trust executives have gone much further than that, posting comments on social media that industry experts told Insider could turn off investors. state: Please visit their SEC profile for more details. His fund made 150% in 2008, the year of the financial crisis. Bowen is an employee of First Trust Advisors Lp. USA Today Network/Reuters; Rachel Mendelson/Insider, NOW WATCH: WATCH: The legendary economist who predicted the housing crisis says the US will win the trade war, diversity, equity, and inclusion initiatives. In addition, on an ongoing and consistent basis, the Fund writes (sells) covered call options on a portion of the Fund's Managed Assets. The only way to take advantage of Jim Simons strategy is to invest in his fund but its not open to the public. Too bad he didnt get a chance to tell his story at the AEA meetings.